FNF vs. MS
Compare and contrast key facts about Fidelity National Financial, Inc. (FNF) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNF or MS.
Key characteristics
| FNF | MS | |
|---|---|---|
| YTD Return | 1.93% | 2.34% |
| 1Y Return | 61.58% | 18.01% |
| 3Y Return (Ann) | 9.77% | 8.00% |
| 5Y Return (Ann) | 10.69% | 18.00% |
| 10Y Return (Ann) | 14.05% | 15.24% |
| Sharpe Ratio | 2.25 | 0.61 |
| Daily Std Dev | 23.99% | 24.83% |
| Max Drawdown | -72.48% | -88.12% |
| Current Drawdown | -2.98% | -6.28% |
Fundamentals
| FNF | MS | |
|---|---|---|
| Market Cap | $14.08B | $152.32B |
| EPS | $1.91 | $5.50 |
| PE Ratio | 26.97 | 17.03 |
| PEG Ratio | 10.83 | 3.06 |
| Revenue (TTM) | $11.79B | $54.47B |
| Gross Profit (TTM) | $7.10B | $46.44B |
| EBITDA (TTM) | $1.56B | $428.47M |
Correlation
The correlation between FNF and MS is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNF vs. MS - Performance Comparison
In the year-to-date period, FNF achieves a 1.93% return, which is significantly lower than MS's 2.34% return. Over the past 10 years, FNF has underperformed MS with an annualized return of 14.05%, while MS has yielded a comparatively higher 15.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FNF vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity National Financial, Inc. (FNF) and Morgan Stanley (MS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FNF vs. MS - Dividend Comparison
FNF's dividend yield for the trailing twelve months is around 3.61%, which matches MS's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNF Fidelity National Financial, Inc. | 3.61% | 3.59% | 4.57% | 2.99% | 3.45% | 3.54% | 3.82% | 2.07% | 2.59% | 2.31% | 1.93% | 2.04% |
MS Morgan Stanley | 3.63% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
Drawdowns
FNF vs. MS - Drawdown Comparison
The maximum FNF drawdown since its inception was -72.48%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for FNF and MS. For additional features, visit the drawdowns tool.
Volatility
FNF vs. MS - Volatility Comparison
Fidelity National Financial, Inc. (FNF) has a higher volatility of 11.11% compared to Morgan Stanley (MS) at 7.85%. This indicates that FNF's price experiences larger fluctuations and is considered to be riskier than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FNF vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Fidelity National Financial, Inc. and Morgan Stanley. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities