Overview Performance Dividends Peer Group Options

(MS) Morgan Stanley - Performance 44.8% in 12m

MS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 81.17%
#17 in Peer-Group
Rel. Strength 83.82%
#1246 in Stock-Universe
Total Return 12m 44.79%
#22 in Peer-Group
Total Return 5y 232.86%
#26 in Peer-Group
P/E Value
P/E Trailing 16.9
P/E Forward 16.8
High / Low USD
52 Week High 144.14 USD
52 Week Low 90.02 USD
Sentiment Value
VRO Trend Strength +-100 72.09
Buy/Sell Signal +-5 -1.54
Support / Resistance Levels
Support 140.3, 132.1, 126.2, 118.7, 114.9
Resistance
12m Total Return: MS (44.8%) vs XLF (27.9%)
Total Return of Morgan Stanley versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (MS) Morgan Stanley - Performance 44.8% in 12m

Top Performer in Investment Banking & Brokerage

Short Term Performance

Symbol 1w 1m 3m
MS 0.04% 6.96% 41.8%
GSIW 2.60% 31.7% 284%
WAI -83.5% -69.3% 337%
FUTU 7.31% 19.8% 73.4%

Long Term Performance

Symbol 6m 12m 5y
MS 12% 44.8% 233%
WAI 75.2% 67.5% -85.5%
NDA 41.8% 415% 396%
GSIW 164% -77.4% -60.5%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
LPLA NASDAQ
LPL Financial Holdings		 0.84% 41.4% 416% 25.3 21.7 1.76 81.0% 30.5%
RJF NYSE
Raymond James Financial		 7.58% 36% 269% 15.4 13.9 1.81 21.5% 13.1%
PJT NYSE
PJT Partners		 10.6% 58% 275% 29.6 27.7 1.36 1.0% 6.52%
SF NYSE
Stifel Financial		 11.2% 34.7% 266% 20.8 11.4 0.85 -37.4% -26.8%
EVR NYSE
Evercore Partners		 15.3% 36% 473% 27.5 31.8 1.13 -38.0% 2.04%
SCHW NYSE
Charles Schwab		 4.24% 27.3% 183% 27.7 21.7 1.15 7.50% 11.9%
BGC NASDAQ
BGC		 7.87% 23.7% 306% 36.7 - 1.22 26.1% 38.4%
MC NYSE
Moelis		 13.2% 19.2% 202% 29.9 32.8 1.97 -40.2% -14%

Performance Comparison: MS vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MS
Total Return (including Dividends) MS XLF S&P 500
1 Month 6.96% 2.72% 3.75%
3 Months 41.82% 19.28% 25.32%
12 Months 44.79% 27.91% 13.11%
5 Years 232.86% 143.62% 109.78%

Trend Score (consistency of price movement) MS XLF S&P 500
1 Month 89.8% 73.3% 80.3%
3 Months 94.4% 86.3% 97.2%
12 Months 65.2% 78% 45.4%
5 Years 75.7% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th65.28 4.12% 3.09%
3 Month %th75.00 18.90% 13.17%
12 Month %th69.44 13.19% 28.00%
5 Years %th62.50 36.63% 58.67%

FAQs

Does Morgan Stanley (MS) outperform the market?

Yes, over the last 12 months MS made 44.79%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.91%. Over the last 3 months MS made 41.82%, while XLF made 19.28%.

Performance Comparison MS vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

MS vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.4% 3.2% 6.1% 32%
US NASDAQ 100 QQQ -0.9% 2.8% 4.5% 33%
German DAX 40 DAX -2.2% 6.8% -6.6% 14%
Shanghai Shenzhen CSI 300 CSI 300 -1.5% 3.2% 2.4% 23%
Hongkong Hang Seng HSI 0% 3.9% -14.4% 6%
India NIFTY 50 INDA 0.3% 6.2% 5.6% 46%
Brasil Bovespa EWZ 0.3% 1.1% -15.9% 37%

MS vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1% 3.5% 1.6% 21%
Consumer Discretionary XLY 0.3% 5% 13.9% 29%
Consumer Staples XLP 0.8% 6.6% 5.6% 37%
Energy XLE -3.5% 0.2% 9.9% 43%
Financial XLF 0.9% 4.2% 3.6% 17%
Health Care XLV 1.3% 5.9% 15.1% 50%
Industrial XLI -0.5% 3.8% -0.8% 20%
Materials XLB -1.2% 3.2% 2.5% 39%
Real Estate XLRE 0.7% 7.1% 7.2% 33%
Technology XLK -2.1% -0.2% 2% 35%
Utilities XLU 1% 5.7% 3.8% 23%
Aerospace & Defense XAR -1.1% 3.2% -12.1% -3%
Biotech XBI -1.9% 6.4% 20.2% 54%
Homebuilder XHB 0.9% 1% 14% 41%
Retail XRT -0.5% 5.4% 10.8% 35%

MS vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -4.1% 0.15% 12.4% 49%
Natural Gas UNG 1.9% 17.4% 25.3% 51%
Gold GLD 1.1% 7.8% -11.7% 5%
Silver SLV -1.7% 7.3% -9.5% 26%
Copper CPER -6.9% -3.1% -14.3% 26%

MS vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.4% 5.9% 9.8% 48%
iShares High Yield Corp. Bond HYG 0.3% 5.7% 7.7% 35%