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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

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Last updated: April 2026

MS PEER ANALYSIS

Morgan Stanley — metric-by-metric comparison with peers and the industry median

MSMorgan Stanley

🇺🇸 USA · US · Financial Services · Capital Markets

Value itDuel
PriceFinancialsPeers

Overall Profile & Returns

· Capital Markets

Position Within Industry

0 = weak quartile, 100 = strong quartile
ValuationProfitabilityGrowthFinancial HealthDividend
MSIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year
Split-adjusted
MS+58.2%MQG+13.6%SOL+6.6%CPU-0.3%
Year-to-Date (YTD)
MS+24.2%MQG+26.2%SOL+19.6%CPU+16.4%
1-Year
Split-adjusted
MS+58.2%GS+50.6%SCHW+12.0%HOOD+24.4%IBKR+65.7%
Year-to-Date (YTD)
MS+24.2%GS+18.3%SCHW+2.5%HOOD+0.4%IBKR+45.5%

Key Metric Comparison

P/E

Lower is better
MS19.59MQG20.17SOL—CPU26.18Median 18.52

ROE

Higher is better
MS16.4%MQG13.6%SOL—CPU19.1%Median 19.1%

Net Margin

Higher is better
MS15.1%MQG13.4%SOL—CPU18.8%Median 9.1%

Revenue Growth

Higher is better

P/E

Lower is better
MS19.59GS18.52SCHW18.91HOOD54.76IBKR40.34Median 18.52

ROE

Higher is better
MS16.4%GS14.6%SCHW19.1%HOOD22.0%IBKR9.0%Median 19.1%

Net Margin

Higher is better
MS15.1%GS16.3%SCHW33.3%HOOD41.1%IBKR9.8%Median 9.1%

Revenue Growth

Higher is better

All Metrics

Valuation
MetricMSMQGSOLCPUInd. Median
P/E19.59●20.17—26.1818.52
P/B3.042.711.21●6.992.75
EV/EBITDA2.93●16.67—18.1610.52
P/S—————
Financial Health
MetricMSMQGSOLCPUInd. Median
Current Ratio1.611.704.83●2.781.61
Debt/Equity345.0%485.6%9.6%●73.6%67.0%
NetDebt/EBITDA-9.51●3.51—0.47-0.02
Profitability
MetricMSMQGSOLCPUInd. Median
Net Margin15.1%13.4%—18.8%●9.1%
ROE16.4%13.6%—19.1%●19.1%
ROA1.3%1.0%—7.7%●4.4%
EBITDA Margin—————
Growth + Dividend
MetricMSMQGSOLCPUInd. Median
Rev. Growth—————
NI Growth27.2%30.5%●—-27.1%36.9%
Div. Yield1.9%2.7%●2.4%1.8%1.2%
Payout36.8%48.5%—55.4%23.1%
Valuation
MetricMSGSSCHWHOODIBKRInd. Median
P/E19.5918.52●18.9154.7640.3418.52
P/B3.042.58●3.6211.157.502.75
EV/EBITDA2.9342.4910.6247.25-1.76●10.52
P/S——————
Financial Health
MetricMSGSSCHWHOODIBKRInd. Median
Current Ratio1.610.0212.411.2216,927.92●1.61
Debt/Equity345.0%610.4%67.0%143.7%0.2%●67.0%
NetDebt/EBITDA-9.51●29.77-2.540.54-6.21-0.02
Profitability
MetricMSGSSCHWHOODIBKRInd. Median
Net Margin15.1%16.3%33.3%41.1%●9.8%9.1%
ROE16.4%14.6%19.1%22.0%●9.0%19.1%
ROA1.3%0.9%2.0%5.2%●0.6%4.4%
EBITDA Margin——————
Growth + Dividend
MetricMSGSSCHWHOODIBKRInd. Median
Rev. Growth——————
NI Growth27.2%21.4%45.2%●19.3%30.9%36.9%
Div. Yield1.9%●1.5%1.2%—0.3%1.2%
Payout36.8%31.8%25.1%—13.8%23.1%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 8, 26. This content is for informational purposes only and is not investment advice.