MS vs SCHW
MS and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | MSMORGAN STANLEY | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $289.53B | $152.22B |
| P/E (TTM) | 14.9 | 16.0 |
| P/B | 2.49 | 3.04 |
| P/S | 4.1x | 6.4x |
| Dividend yield | 2.28% | 1.53% |
| 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 | +14.1% | -5.4% |
Figures from SEC filings · for reference only · not investment advice
Crecimiento de $10,000: MS frente a SCHW
| Métrica | MS | SCHW |
|---|---|---|
| Valor final | $98.0K | $39.6K |
| Retorno total | +880.3% | +296.4% |
| CAGR | +24.7% | +14.3% |
| Volatilidad | 31.2% | 32.4% |
| Sharpe | 0.73 | 0.45 |
| Sortino | 1.08 | 0.64 |
| Caída máxima | -51.3% | -51.0% |
Basado en 2600 días de negociación comunes, 2016-06-29 → 2026-10-30 · tasa libre de riesgo 4.16% (bono corto del Tesoro actual, mantenido constante)
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)