Performance of MS Morgan Stanley | 8.2% in 12m
Compare MS with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Morgan Stanley with its related Sector/Index XLF
Performance Duell MS vs XLF
| TimeFrame | MS | XLF |
|---|---|---|
| 1 Day | 1.81% | 0.64% |
| 1 Week | 5.18% | 3.89% |
| 1 Month | 1.97% | -0.70% |
| 3 Months | 9.15% | 8.16% |
| 6 Months | 33.7% | 29.65% |
| 12 Months | 8.16% | 26.32% |
| YTD | 0.83% | 9.33% |
| Rel. Perf. 1m | 0.24 | |
| Rel. Perf. 3m | 0.16 | |
| Rel. Perf. 6m | 0.11 | |
| Rel. Perf. 12m | -1.61 |
Is Morgan Stanley a good stock to buy?
Probably not. Based on ValueRay Fundamental Analyses, Morgan Stanley (NYSE:MS) is currently (April 2024)
not a good stock to buy. It has a ValueRay Fundamental Rating of -42.02 and therefor a somewhat negative outlook according to fundamental data.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of April 2024 is 91.39. This means that MS is currently overvalued and has a potential downside of -0.76%.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of April 2024 is 91.39. This means that MS is currently overvalued and has a potential downside of -0.76%.
Is MS a buy, sell or hold?
- Strong Buy: 5
- Buy: 3
- Hold: 16
- Sell: 0
- Strong Sell: 0
Values above 0%: MS is performing better - Values below 0%: MS is underperforming
Compare MS with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.76% | 4.96% | 12.54% | -16.16% |
| US NASDAQ 100 | QQQ | 6.58% | 6.74% | 13.69% | -27.28% |
| US Dow Jones Industrial 30 | DIA | 3.21% | 4.33% | 15.65% | -7.70% |
| German DAX 40 | DBXD | 6.07% | 3.90% | 13.17% | -3.69% |
| UK FTSE 100 | ISFU | 2.07% | 1.58% | 20.83% | 2.72% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.05% | 2.55% | 32.24% | 22.93% |
| Hongkong Hang Seng | HSI | 1.23% | 5.82% | 40.47% | 30.47% |
| Japan Nikkei 225 | EXX7 | 10.10% | 10.29% | 17.08% | -8.63% |
| India NIFTY 50 | INDA | 3.50% | -1.04% | 14.43% | -21.50% |
| Brasil Bovespa | EWZ | 1.59% | 4.99% | 25.43% | -9.88% |
MS Morgan Stanley vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.23% | 3.23% | 12.22% | -33.33% |
| Consumer Discretionary | XLY | 5.54% | 7.54% | 19.60% | -9.85% |
| Consumer Staples | XLP | 2.10% | 2.34% | 19.73% | 7.27% |
| Energy | XLE | 3.36% | -2.06% | 23.49% | -7.10% |
| Financial | XLF | 1.29% | 2.67% | 4.01% | -18.16% |
| Health Care | XLV | 3.29% | 4.82% | 21.73% | 1.81% |
| Industrial | XLI | 4.09% | 3.68% | 7.31% | -15.92% |
| Materials | XLB | 5.77% | 5.35% | 13.84% | -2.73% |
| Real Estate | XLRE | 3.88% | 7.46% | 19.28% | 6.21% |
| Technology | XLK | 7.47% | 8.06% | 13.09% | -26.93% |
| Utilities | XLU | -0.51% | -1.91% | 16.32% | 10.09% |
| Aerospace & Defense | XAR | 3.71% | 4.47% | 14.69% | -9.36% |
| Biotech | XBI | 6.25% | 11.45% | 4.26% | 3.87% |
| Homebuilder | XHB | 3.15% | 7.98% | -12.66% | -41.98% |
| Retail | XRT | 2.26% | 7.40% | 7.94% | -10.17% |
Does Morgan Stanley outperform its market, is MS a Sector Leader?
No, over the last 12 months Morgan Stanley (MS) made 8.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 26.32%.
Over the last 3 months MS made 9.15%, while XLF made 8.16%.
No, over the last 12 months Morgan Stanley (MS) made 8.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 26.32%.
Over the last 3 months MS made 9.15%, while XLF made 8.16%.
| Period | MS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.97% | -0.70% | -2.99% |
| 3 Months | 9.15% | 8.16% | 4.61% |
| 12 Months | 8.16% | 26.32% | 24.32% |