Overview Performance Dividends Peer Group Options

(MS) Morgan Stanley - Performance 40.2% in 12m

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

Performance Rating 81.10%
#14 in Peer-Group
Rel. Strength 82.97%
#1296 in Stock-Universe
Total Return 12m 40.16%
#23 in Peer-Group
Total Return 5y 228.52%
#24 in Peer-Group
P/E Value
P/E Trailing 15.2
P/E Forward 15.5
High / Low USD
52 Week High 139.96 USD
52 Week Low 90.02 USD
Sentiment Value
VRO Trend Strength +-100 69.46
Buy/Sell Signal +-5 2.13
Support / Resistance Levels
Support 132.5, 126.0, 119.0, 114.5, 110.2
Resistance 136.0
12m Total Return: MS (40.2%) vs XLF (23.6%)
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 40.2% in 12m

Top Performer in Investment Banking & Brokerage

Short Term Performance

Symbol 1w 1m 3m
MS 0.54% 1.28% 13.1%
WAI -22.8% -20.4% 602%
GSIW 1.43% 76.6% 203%
SIEB -9.94% 6.21% 92.5%

Long Term Performance

Symbol 6m 12m 5y
MS 11.1% 40.2% 229%
WAI 386% 268% -63.2%
NDA 27.1% 386% 386%
SIEB 67.4% 185% -20.5%

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		 -1.5% 34.7% 387% 26.3 20.2 1.64 81.0% 30.5%
RJF NYSE
Raymond James Financial		 -3.56% 26.5% 234% 14 12.6 1.64 21.5% 13.1%
PJT NYSE
PJT Partners		 2.49% 46.5% 223% 27.3 28 1.36 1.0% 6.52%
SF NYSE
Stifel Financial		 -0.81% 22.1% 235% 18 11.1 0.85 -37.4% -26.8%
EVR NYSE
Evercore Partners		 3.1% 22.2% 376% 22.5 25.6 1.13 -38.0% 2.04%
SCHW NYSE
Charles Schwab		 0.76% 25.2% 164% 26.7 20.8 1.1 7.50% 11.9%
BGC NASDAQ
BGC		 -4.39% 20.8% 259% 37.6 - 1.22 26.1% 38.4%
MC NYSE
Moelis		 -7.18% 9.46% 120% 26.1 29.2 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 1.28% -2.71% 0.44%
3 Months 13.10% 2.80% 6.81%
12 Months 40.16% 23.58% 10.31%
5 Years 228.52% 131.07% 105.96%

Trend Score (consistency of price movement) MS XLF S&P 500
1 Month 78.6% -9% 83%
3 Months 77.5% 64.3% 77.5%
12 Months 65.4% 78.5% 43.1%
5 Years 75.7% 75.1% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #21 4.11% 0.84%
3 Month #23 10.02% 5.89%
12 Month #23 13.42% 27.06%
5 Years #25 42.17% 59.51%

FAQs

Does Morgan Stanley (MS) outperform the market?

Yes, over the last 12 months MS made 40.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%. Over the last 3 months MS made 13.10%, while XLF made 2.80%.

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 1.2% 0.8% 8.6% 30%
US NASDAQ 100 QQQ 1.2% -0.1% 8.4% 30%
German DAX 40 DAX 3.2% 3.9% -3.6% 12%
Shanghai Shenzhen CSI 300 CSI 300 1.1% 1.6% 10.2% 29%
Hongkong Hang Seng HSI 2.2% -2.6% -8.6% 13%
India NIFTY 50 INDA 3.3% 3.1% 10.7% 43%
Brasil Bovespa EWZ -0.8% -0.2% -16.6% 30%

MS vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.5% -0.3% 4.6% 16%
Consumer Discretionary XLY 2.5% 4.4% 18.6% 23%
Consumer Staples XLP 1.8% 3.6% 9.6% 34%
Energy XLE -1.5% -3.1% 4.6% 38%
Financial XLF 2.1% 4% 4.8% 17%
Health Care XLV 2.4% 2.1% 13.3% 47%
Industrial XLI 2% 2.7% 2.9% 23%
Materials XLB 1.7% 1.6% 8.3% 41%
Real Estate XLRE 0.9% 1.9% 6.7% 28%
Technology XLK 0% -1.7% 6.7% 35%
Utilities XLU 1% 3.7% 1.9% 20%
Aerospace & Defense XAR 1.6% -3% -10.5% 0%
Biotech XBI 2.6% -2.4% 19.2% 48%
Homebuilder XHB 3.9% 7.8% 23.5% 50%
Retail XRT 2.7% 1.2% 15.3% 38%

MS vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -9.4% -18.8% -1.69% 36%
Natural Gas UNG -12.8% -14.3% -13.3% 49%
Gold GLD -0.1% -2.8% -18.6% -4%
Silver SLV -0.4% -11.8% -12.8% 17%
Copper CPER -0.6% -3.1% -7.3% 31%

MS vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0% 0.2% 12.2% 45%
iShares High Yield Corp. Bond HYG 0.5% 0.6% 6.9% 31%