MS vs JPM
MS and JPM side by side — valuation & fundamentals (public data).
Key statistics
| Metric | MSMORGAN STANLEY | JPMJPMORGAN CHASE & CO |
|---|---|---|
| Market cap | $289.53B | $896.18B |
| P/E (TTM) | 14.9 | 14.4 |
| P/B | 2.49 | 2.39 |
| P/S | 4.1x | 4.9x |
| Dividend yield | 2.28% | 1.86% |
| Revenue | $78.04B(TTM) | $182.45B(TTM) |
| Revenue growth (YoY) | 14.4% | 2.8% |
| Net income | $20.16B(TTM) | $65.02B(TTM) |
| Earnings growth (YoY) | 25.9% | -2.6% |
| EPS, diluted | $12.38(TTM) | $23.34(TTM) |
| EBIT margin | 90.4% | 84.3% |
| ROE | 14.5% | 15.2% |
| ROIC | 14.5% | 27.6% |
| 1y total return | +14.1% | +10.9% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: MS vs JPM
| Metric | MS | JPM |
|---|---|---|
| End value | $98.0K | $72.5K |
| Total return | +880.3% | +625.4% |
| CAGR | +24.7% | +21.1% |
| Volatility | 31.2% | 27.0% |
| Sharpe | 0.73 | 0.69 |
| Sortino | 1.08 | 1.02 |
| Max drawdown | -51.3% | -43.6% |
Based on 2600 common trading days, 2016-06-29 → 2026-10-30 · risk-free 4.16% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)