MS vs SCHW
MS and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | MSMORGAN STANLEY | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $337.29B | $190.43B |
| P/E (TTM) | 17.3 | 20.1 |
| P/B | 2.90 | 3.80 |
| P/S | 4.8x | 8.0x |
| Dividend yield | 1.95% | 1.22% |
| Revenue | $78.04B(TTM) | $26.02B(TTM) |
| Revenue growth (YoY) | 14.4% | 22.0% |
| Net income | $20.16B(TTM) | $1.25B(TTM) |
| Earnings growth (YoY) | 25.9% | 49.0% |
| EPS, diluted | $12.38(TTM) | $5.49(TTM) |
| EBIT margin | 90.4% | 38.9% |
| ROE | 14.5% | 0.0% |
| ROIC | 14.5% | 15.8% |
| 1y total return | +45.8% | +14.8% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: MS vs SCHW
| Metric | MS | SCHW |
|---|---|---|
| End value | $104.1K | $42.1K |
| Total return | +940.5% | +320.8% |
| CAGR | +25.4% | +14.9% |
| Volatility | 31.4% | 32.8% |
| Sharpe | 0.76 | 0.47 |
| Sortino | 1.11 | 0.67 |
| Max drawdown | -51.3% | -51.0% |
Based on 2600 common trading days, 2016-04-27 → 2026-08-28 · risk-free 3.9% (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)