Morgan Stanley vs Schwab Charles
MS and SCHW side by side, both in security brokers, dealers, and flotation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How MS and SCHW compare
Morgan Stanley is the larger company, worth 1.9 times as much as Schwab Charles ($289B against $152B).
On earnings, Morgan Stanley is cheaper: it trades at 14.9× trailing earnings, against 16.0× for Schwab Charles.
Schwab Charles grew revenue faster over the last twelve months (20.3% versus 18.0% for Morgan Stanley).
Schwab Charles keeps more of each dollar of sales as profit, with a net margin of 38.8% compared with 25.8% at Morgan Stanley.
Both pay dividends: Morgan Stanley yields 2.3% and Schwab Charles 1.4%.
Morgan Stanley scores higher on the StockData Score (17 against 12 for Schwab Charles), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | MS | SCHW |
|---|---|---|
| Size and price | ||
| Market cap | $289B | $152B |
| Share price | $184.30 | $88.05 |
| Change, 1 year | 12.4% | −6.9% |
| Change, 5 years | 84.5% | 8.5% |
| Beta (5Y) | 1.20 | 1.06 |
| Employees | 83K | 10K |
| StockData Score | ||
| Total score | 17 (better) | 12 |
| Valuation score | 4 (better) | 2 |
| Growth score | 2 (better) | 1 |
| Performance score | 4 | 4 |
| Health score | 4 (better) | 1 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 14.9× (better) | 16.0× |
| P/S | 3.7× (better) | 5.9× |
| P/B | 2.5× (better) | 3.0× |
| P/FCF | – | 14.1× |
| PEG | 0.81 (better) | 1.61 |
| FCF yield | – | 7.1% |
| Fair value | $190.74 | $95.08 |
| Margin of safety | 3.4% | 7.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 18.0% | 20.3% (better) |
| Revenue growth, 5Y average | 7.7% | 15.4% (better) |
| Net income growth (TTM) | 36.6% | 38.6% (better) |
| EPS growth (TTM) | 40.1% | 48.2% (better) |
| EPS growth, 5Y average | 9.6% | 17.0% (better) |
| Profitability | ||
| Net margin | 25.8% | 38.8% (better) |
| FCF margin | – | 41.5% |
| Return on equity | 18.0% | 20.3% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.45 (better) |
| Altman Z-score | 0.26 | 0.38 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.3% (better) | 1.4% |
| Payout ratio | 33.6% | 23.8% |
| Years of dividend growth | 12 (better) | 1 |
| Dividend growth, 5Y average | 22.4% (better) | 8.4% |
| Shareholder yield | 2.3% (better) | 1.4% |
| Ownership | ||
| Held by institutions | 85.9% | 83.4% |
| Held by insiders | 24.4% | 5.8% |
| Insider net buying, 12 months | −$51.7M (better) | −$322M |
| Superinvestors holding | 2 | 9 (better) |
| Short interest, % of float | 1.2% | 1.2% |
Go deeper
- MS stock overview
- MS income statement
- MS valuation and score
- SCHW stock overview
- SCHW income statement
- SCHW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.