(MS) Morgan Stanley - Performance 31.1% in 12m
Compare MS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.78%
#14 in Group
Rel. Strength
82.66%
#1385 in Universe
Total Return 12m
31.12%
#24 in Group
Total Return 5y
255.92%
#14 in Group
P/E 13.6
48th Percentile in Group
P/E Forward 13.6
52th Percentile in Group
PEG 136
100th Percentile in Group
FCF Yield -1.45%
19th Percentile in Group
12m Total Return: MS (31.1%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
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 | -0.28% | -2.11% | -0.87% |
| 3 Months | -15.95% | -4.92% | -7.58% |
| 12 Months | 31.12% | 22.69% | 11.88% |
| 5 Years | 255.92% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | MS | XLF | S&P 500 |
| 1 Month | 44.5% | 27.8% | 23% |
| 3 Months | -83.9% | -81% | -88.5% |
| 12 Months | 74.7% | 83.7% | 55.1% |
| 5 Years | 75.8% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #31 | 1.87% | 0.59% |
| 3 Month | #41 | -11.6% | -9.06% |
| 12 Month | #24 | 6.87% | 17.2% |
| 5 Years | #17 | 45.3% | 69.2% |
FAQs
Does MS Morgan Stanley outperforms the market?
Yes,
over the last 12 months MS made 31.12%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months MS made -15.95%, while XLF made -4.92%.
Over the last 3 months MS made -15.95%, while XLF made -4.92%.
Performance Comparison MS vs Indeces and Sectors
MS vs. Indices MS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.02% | 0.59% | 2.61% | 19.2% |
| US NASDAQ 100 | QQQ | -1.01% | -1.68% | 2.18% | 18.5% |
| US Dow Jones Industrial 30 | DIA | 0.96% | 2.90% | 2.70% | 21.9% |
| German DAX 40 | DAX | 1.25% | -1.60% | -16.9% | 6.44% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.98% | 2.54% | 5.60% | 25.2% |
| Hongkong Hang Seng | HSI | 1.01% | -0.34% | 0.69% | 17.2% |
| India NIFTY 50 | INDA | 2.86% | -4.34% | 2.32% | 28.1% |
| Brasil Bovespa | EWZ | 0.82% | -4.88% | -1.09% | 36.9% |
MS vs. Sectors MS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.23% | 0.77% | -3.52% | 7.16% |
| Consumer Discretionary | XLY | -0.06% | -0.18% | 0.10% | 17.8% |
| Consumer Staples | XLP | 3.52% | -0.48% | -2.70% | 19.9% |
| Energy | XLE | 4.50% | 13.6% | 8.40% | 42.2% |
| Financial | XLF | 1.41% | 1.83% | -4.99% | 8.43% |
| Health Care | XLV | 0.10% | 3.51% | 4.30% | 29.4% |
| Industrial | XLI | -0.40% | -0.39% | 1.90% | 21.5% |
| Materials | XLB | 0.63% | 2.15% | 10.0% | 34.6% |
| Real Estate | XLRE | 1.54% | 1.03% | 3.50% | 13.0% |
| Technology | XLK | -2.43% | -1.97% | 5.95% | 23.4% |
| Utilities | XLU | 2.86% | -0.34% | 0.49% | 9.29% |
| Aerospace & Defense | XAR | -0.93% | -6.67% | -10.9% | 4.55% |
| Biotech | XBI | -1.28% | -2.56% | 15.3% | 33.0% |
| Homebuilder | XHB | 0.71% | 1.99% | 17.4% | 38.2% |
| Retail | XRT | 1.59% | 0.28% | 8.18% | 33.9% |