(MS) Morgan Stanley - Performance 29.5% in 12m
Compare MS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.92%
#14 in Group
Rel. Strength
82.68%
#1392 in Universe
Total Return 12m
29.50%
#24 in Group
Total Return 5y
246.90%
#16 in Group
P/E 12.9
45th Percentile in Group
P/E Forward 13.2
52th Percentile in Group
PEG 132
100th Percentile in Group
FCF Yield -1.51%
19th Percentile in Group
12m Total Return: MS (29.5%) vs XLF (19.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -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 | -7.34% | -4.78% | -4.31% |
| 3 Months | -14.54% | -6.25% | -7.85% |
| 12 Months | 29.50% | 19.30% | 10.76% |
| 5 Years | 246.90% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | MS | XLF | S&P 500 |
| 1 Month | -16.1% | -30.6% | -35.6% |
| 3 Months | -87.7% | -83.1% | -89.7% |
| 12 Months | 76.6% | 84.9% | 58.3% |
| 5 Years | 75.9% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #35 | -2.69% | -3.16% |
| 3 Month | #40 | -8.84% | -7.26% |
| 12 Month | #25 | 8.55% | 16.9% |
| 5 Years | #18 | 47.9% | 68.1% |
FAQs
Does MS Morgan Stanley outperforms the market?
Yes,
over the last 12 months MS made 29.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months MS made -14.54%, while XLF made -6.25%.
Over the last 3 months MS made -14.54%, while XLF made -6.25%.
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 | 1.98% | -3.03% | 5.01% | 18.7% |
| US NASDAQ 100 | QQQ | 0.02% | -3.10% | 5.01% | 17.5% |
| US Dow Jones Industrial 30 | DIA | 4.05% | -1.56% | 4.75% | 22.5% |
| German DAX 40 | DAX | 4.64% | -3.53% | -13.4% | 5.99% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 8.51% | -3.84% | 6.43% | 20.9% |
| Hongkong Hang Seng | HSI | 4.25% | -4.46% | 3.14% | 15.5% |
| India NIFTY 50 | INDA | 9.41% | -8.90% | 3.41% | 27.7% |
| Brasil Bovespa | EWZ | 2.23% | -9.31% | 0.51% | 35.0% |
MS vs. Sectors MS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.12% | -1.76% | -3.73% | 7.10% |
| Consumer Discretionary | XLY | -0.37% | -3.30% | 1.85% | 15.2% |
| Consumer Staples | XLP | 9.44% | -10.1% | -0.31% | 20.0% |
| Energy | XLE | 5.33% | 4.29% | 7.44% | 41.4% |
| Financial | XLF | 3.94% | -2.56% | -3.09% | 10.2% |
| Health Care | XLV | 5.00% | -2.37% | 7.02% | 29.2% |
| Industrial | XLI | 3.81% | -3.27% | 4.66% | 22.6% |
| Materials | XLB | 5.23% | -2.83% | 11.9% | 34.8% |
| Real Estate | XLRE | 6.81% | -5.43% | 7.16% | 14.4% |
| Technology | XLK | -1.83% | -2.82% | 9.88% | 23.3% |
| Utilities | XLU | 6.13% | -9.02% | 1.91% | 9.06% |
| Aerospace & Defense | XAR | 2.42% | -7.04% | -6.26% | 2.52% |
| Biotech | XBI | 2.85% | 0.50% | 18.1% | 31.8% |
| Homebuilder | XHB | 3.73% | -1.32% | 20.0% | 37.5% |
| Retail | XRT | 4.77% | -4.41% | 9.13% | 33.1% |