(MS) Morgan Stanley - Performance 32.9% in 12m
Compare MS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.89%
#13 in Group
Rel. Strength
84.00%
#1223 in Universe
Total Return 12m
32.92%
#23 in Group
Total Return 5y
278.81%
#20 in Group
P/E 14.5
55th Percentile in Group
P/E Forward 13.7
53th Percentile in Group
PEG 137
100th Percentile in Group
FCF Yield -1.45%
20th Percentile in Group
12m Total Return: MS (32.9%) vs XLF (22.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-9.73% | 51.2% | 229% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| RJF NYSE Raymond James Financial |
-5.32% | 11.8% | 258% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| LPLA NASDAQ LPL Financial Holdings |
-5.61% | 28.9% | 555% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| SF NYSE Stifel Financial |
-6.78% | 28.3% | 295% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-9.93% | 12.8% | 377% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-11.8% | 12.1% | 178% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-6.67% | 17.7% | 151% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
0.6% | 11.5% | 134% | 26.8 | 18.9 | 0.91 | -13.0% | 6.41% |
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 | -7.64% | -2.70% | -3.01% |
| 3 Months | -3.78% | 4.42% | -3.15% |
| 12 Months | 32.92% | 22.25% | 10.19% |
| 5 Years | 278.81% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | MS | XLF | S&P 500 |
| 1 Month | 14.2% | 62.5% | -5.5% |
| 3 Months | -54.2% | -0.9% | -58.4% |
| 12 Months | 87.0% | 93.1% | 84.1% |
| 5 Years | 75.9% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #44 | -5.07% | -4.77% |
| 3 Month | #33 | -7.86% | -0.65% |
| 12 Month | #23 | 8.73% | 20.6% |
| 5 Years | #20 | 44.8% | 65.3% |
FAQs
Does MS Morgan Stanley outperforms the market?
Yes,
over the last 12 months MS made 32.92%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months MS made -3.78%, while XLF made 4.42%.
Over the last 3 months MS made -3.78%, while XLF made 4.42%.
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 | -1.68% | -4.63% | 15.9% | 22.7% |
| US NASDAQ 100 | QQQ | -0.70% | -3.58% | 16.7% | 24.3% |
| US Dow Jones Industrial 30 | DIA | -1.88% | -5.50% | 15.0% | 23.4% |
| German DAX 40 | DAX | -0.38% | -4.26% | -0.88% | 11.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.39% | -7.87% | 31.1% | 23.8% |
| Hongkong Hang Seng | HSI | -3.65% | -10.4% | 25.1% | 15.6% |
| India NIFTY 50 | INDA | -2.71% | -15.5% | 26.3% | 32.2% |
| Brasil Bovespa | EWZ | -1.79% | -15.9% | 23.9% | 44.7% |
MS vs. Sectors MS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.14% | -3.83% | 7.80% | 13.7% |
| Consumer Discretionary | XLY | -2.44% | -3.81% | 12.6% | 18.9% |
| Consumer Staples | XLP | -4.47% | -5.80% | 15.1% | 21.9% |
| Energy | XLE | -2.77% | -15.7% | 10.3% | 32.1% |
| Financial | XLF | -2.16% | -4.94% | 3.75% | 10.7% |
| Health Care | XLV | -2.10% | -4.48% | 20.6% | 31.2% |
| Industrial | XLI | -1.99% | -6.95% | 16.6% | 24.4% |
| Materials | XLB | -2.78% | -8.15% | 24.0% | 36.9% |
| Real Estate | XLRE | -3.72% | -4.95% | 19.0% | 19.6% |
| Technology | XLK | -0.55% | -3.63% | 21.0% | 30.9% |
| Utilities | XLU | -4.97% | -8.46% | 16.8% | 7.69% |
| Aerospace & Defense | XAR | -1.08% | -8.92% | 12.0% | 12.0% |
| Biotech | XBI | 2.88% | -1.79% | 33.6% | 43.9% |
| Homebuilder | XHB | -2.18% | -7.79% | 35.3% | 40.6% |
| Retail | XRT | -3.98% | -7.14% | 20.0% | 37.7% |