SCHW vs. MS, GS, RJF, LPLA, SF, EVR, LAZ, PIPR, BGC, and OPY
Should you be buying Charles Schwab stock or one of its competitors? The main competitors of Charles Schwab include Morgan Stanley (MS), The Goldman Sachs Group (GS), Raymond James (RJF), LPL Financial (LPLA), Stifel Financial (SF), Evercore (EVR), Lazard (LAZ), Piper Sandler Companies (PIPR), BGC Group (BGC), and Oppenheimer (OPY). These companies are all part of the "investment banking & brokerage" industry.
Charles Schwab vs.
Charles Schwab (NYSE:SCHW) and Morgan Stanley (NYSE:MS) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, valuation, media sentiment, risk, profitability and community ranking.
In the previous week, Morgan Stanley had 54 more articles in the media than Charles Schwab. MarketBeat recorded 101 mentions for Morgan Stanley and 47 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.27 beat Morgan Stanley's score of 1.01 indicating that Charles Schwab is being referred to more favorably in the media.
Morgan Stanley received 427 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.56% of users gave Charles Schwab an outperform vote while only 59.18% of users gave Morgan Stanley an outperform vote.
84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 84.2% of Morgan Stanley shares are owned by institutional investors. 6.6% of Charles Schwab shares are owned by insiders. Comparatively, 0.2% of Morgan Stanley shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Morgan Stanley has higher revenue and earnings than Charles Schwab. Morgan Stanley is trading at a lower price-to-earnings ratio than Charles Schwab, indicating that it is currently the more affordable of the two stocks.
Charles Schwab has a beta of 0.98, meaning that its stock price is 2% less volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.35, meaning that its stock price is 35% more volatile than the S&P 500.
Charles Schwab pays an annual dividend of $1.08 per share and has a dividend yield of 1.4%. Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 3.1%. Charles Schwab pays out 36.1% of its earnings in the form of a dividend. Morgan Stanley pays out 46.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Morgan Stanley has raised its dividend for 12 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Charles Schwab currently has a consensus price target of $86.33, indicating a potential upside of 15.77%. Morgan Stanley has a consensus price target of $131.27, indicating a potential upside of 10.20%. Given Charles Schwab's stronger consensus rating and higher probable upside, equities analysts clearly believe Charles Schwab is more favorable than Morgan Stanley.
Charles Schwab has a net margin of 30.31% compared to Morgan Stanley's net margin of 12.48%. Charles Schwab's return on equity of 18.20% beat Morgan Stanley's return on equity.
Summary
Charles Schwab beats Morgan Stanley on 13 of the 21 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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This page (NYSE:SCHW) was last updated on 3/9/2025 by MarketBeat.com Staff
