Performance of MS Morgan Stanley | 73% 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 Week | 0.72% | -0.06% |
1 Month | 14.4% | 4.56% |
3 Months | 17.3% | 9.30% |
6 Months | 30.5% | 16.70% |
12 Months | 73.0% | 48.28% |
YTD | 30.5% | 26.45% |
Rel. Perf. 1m | 0.90 | |
Rel. Perf. 3m | 0.73 | |
Rel. Perf. 6m | 1.12 | |
Rel. Perf. 12m | 1.36 | |
Spearman 1m | 0.87 | 0.811 |
Spearman 3m | 0.82 | 0.913 |
Is Morgan Stanley a good stock to buy?
Probably not. Based on ValueRay Fundamental Analyses, Morgan Stanley (NYSE:MS) is currently (October 2024)
not a good stock to buy. It has a ValueRay Fundamental Rating of -27.54 and therefor a somewhat negative outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of October 2024 is 142.69. This means that MS is currently undervalued and has a potential upside of +19.78% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of October 2024 is 142.69. This means that MS is currently undervalued and has a potential upside of +19.78% (Margin of Safety).
Is MS a buy, sell or hold?
- Strong Buy: 5
- Buy: 1
- Hold: 15
- Sell: 0
- Strong Sell: 1
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 | 1.20% | 12.79% | 15.91% | 32.20% |
US NASDAQ 100 | QQQ | 0.72% | 12.65% | 15.68% | 30.81% |
US Dow Jones Industrial 30 | DIA | 1.95% | 14.13% | 19.09% | 42.37% |
German DAX 40 | DAX | 0.66% | 16.82% | 22.51% | 39.54% |
Shanghai Shenzhen CSI 300 | CSI 300 | -0.62% | 12.12% | 18.35% | 57.85% |
Hongkong Hang Seng | HSI | -0.79% | 17.42% | 16.20% | 59.54% |
India NIFTY 50 | INDA | 2.52% | 21.13% | 25.47% | 45.38% |
Brasil Bovespa | EWZ | -0.59% | 18.43% | 37.64% | 70.43% |
MS Morgan Stanley vs. Sectors
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 0.10% | 12.85% | 14.37% | 30.16% |
Consumer Discretionary | XLY | -0.96% | 14.21% | 18.21% | 39.55% |
Consumer Staples | XLP | 1.14% | 16.61% | 22.02% | 49.93% |
Energy | XLE | 1.69% | 12.12% | 36.45% | 64.66% |
Financial | XLF | 0.78% | 9.87% | 13.80% | 24.69% |
Health Care | XLV | 2.39% | 17.18% | 23.72% | 51.59% |
Industrial | XLI | 2.87% | 13.71% | 19.79% | 32.79% |
Materials | XLB | 2.93% | 16.68% | 24.58% | 45.92% |
Real Estate | XLRE | -0.17% | 14.61% | 8.52% | 34.72% |
Technology | XLK | 1.48% | 12.16% | 15.38% | 31.56% |
Utilities | XLU | 1.48% | 13.70% | 7.95% | 32.78% |
Aerospace & Defense | XAR | 3.50% | 12.78% | 14.15% | 33.64% |
Biotech | XBI | 0.37% | 14.37% | 15.17% | 24.03% |
Homebuilder | XHB | 3.89% | 19.67% | 17.51% | 7.55% |
Retail | XRT | 1.55% | 16.24% | 25.38% | 41.00% |
Does Morgan Stanley outperform its market, is MS a Sector Leader?
Yes, over the last 12 months Morgan Stanley (MS) made 72.97%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 48.28%.
Over the last 3 months MS made 17.29%, while XLF made 9.30%.
Yes, over the last 12 months Morgan Stanley (MS) made 72.97%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 48.28%.
Over the last 3 months MS made 17.29%, while XLF made 9.30%.
Period | MS | XLF | S&P 500 |
---|---|---|---|
1 Month | 14.43% | 4.56% | 1.64% |
3 Months | 17.29% | 9.30% | 6.95% |
12 Months | 72.97% | 48.28% | 40.77% |