GE vs. MS
GE (General Electric Company) and MS (Morgan Stanley) are both stocks. GE operates in Specialty Industrial Machinery (Industrials), while MS operates in Capital Markets (Financial Services). Over the past 10 years, GE returned 9.52%/yr vs 25.48%/yr for MS. At a 0.49 correlation, their price movements are largely independent.
Performance
GE vs. MS - Performance Comparison
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Returns By Period
In the year-to-date period, GE achieves a 11.10% return, which is significantly lower than MS's 20.12% return. Over the past 10 years, GE has underperformed MS with an annualized return of 9.52%, while MS has yielded a comparatively higher 25.48% annualized return.
GE
- 1D
- -2.16%
- 1M
- -4.45%
- 6M
- 5.26%
- YTD
- 11.10%
- 1Y
- 30.30%
- 3Y*
- 57.94%
- 5Y*
- 39.92%
- 10Y*
- 9.52%
- ALL TIME*
- 8.81%
MS
- 1D
- -2.12%
- 1M
- -5.48%
- 6M
- 12.77%
- YTD
- 20.12%
- 1Y
- 53.40%
- 3Y*
- 35.16%
- 5Y*
- 20.96%
- 10Y*
- 25.48%
- ALL TIME*
- 13.01%
GE vs. MS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 11.10% | 85.73% | 64.83% | 95.71% | -10.92% | 9.69% | -2.73% | 54.00% | -55.39% | -42.92% |
MS Morgan Stanley | 20.12% | 45.16% | 39.73% | 13.93% | -10.34% | 46.65% | 38.09% | 32.67% | -22.76% | 26.61% |
Correlation
The correlation between GE and MS is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 1993 | 0.49 |
Fundamentals
GE:
$356.09B
MS:
$332.76B
GE:
$8.48
MS:
$11.41
GE:
40.25
MS:
18.48
GE:
0.01
MS:
1.74
GE:
7.12
MS:
2.80
GE:
20.29
MS:
3.21
GE:
$50.68B
MS:
$120.22B
GE:
$17.96B
MS:
$69.72B
GE:
$11.56B
MS:
$27.21B
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Return for Risk
GE vs. MS — Risk / Return Rank
GE
MS
GE vs. MS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General Electric Company (GE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GE | MS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.85 | -1.39 |
| Martin ratioReturn relative to average drawdown | 3.90 | 9.21 | -5.31 |
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Drawdowns
GE vs. MS - Drawdown Comparison
The maximum GE drawdown since its inception was -85.53%, roughly equal to the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for GE and MS.
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Drawdown Indicators
| GE | MS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.53% | -88.12% | +2.59% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -18.83% | -2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.36% | -29.24% | +7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -44.94% | -32.38% | -12.56% |
Max Drawdown (10Y)Largest decline over 10 years | -80.94% | -51.33% | -29.61% |
Current DrawdownCurrent decline from peak | -9.87% | -7.71% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -25.75% | -33.60% | +7.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.79% | 5.82% | +1.97% |
Volatility
GE vs. MS - Volatility Comparison
The current volatility for General Electric Company (GE) is 7.95%, while Morgan Stanley (MS) has a volatility of 9.63%. This indicates that GE experiences smaller price fluctuations and is considered to be less risky than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GE | MS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.95% | 9.63% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 27.08% | 22.21% | +4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.96% | 27.22% | +4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.98% | 28.76% | +2.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.43% | 31.32% | +5.11% |
Dividends
GE vs. MS - Dividend Comparison
GE's dividend yield for the trailing twelve months is around 0.49%, less than MS's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 0.49% | 0.47% | 0.67% | 0.25% | 0.38% | 0.34% | 0.37% | 4.12% | 4.89% | 4.81% | 2.94% | 2.95% |
MS Morgan Stanley | 1.90% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
Financials
GE vs. MS - Financials Comparison
This section allows you to compare key financial metrics between General Electric Company 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
GE vs. MS - Profitability Comparison
GE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, General Electric Company reported a gross profit of 4.68B and revenue of 13.35B. Therefore, the gross margin over that period was 35.0%.
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Morgan Stanley reported a gross profit of 20.48B and revenue of 33.15B. Therefore, the gross margin over that period was 61.8%.
GE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, General Electric Company reported an operating income of 2.37B and revenue of 13.35B, resulting in an operating margin of 17.8%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Morgan Stanley reported an operating income of 7.01B and revenue of 33.15B, resulting in an operating margin of 21.2%.
GE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, General Electric Company reported a net income of 2.37B and revenue of 13.35B, resulting in a net margin of 17.8%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Morgan Stanley reported a net income of 5.64B and revenue of 33.15B, resulting in a net margin of 17.0%.
Frequently Asked Questions
GE and MS have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MS has higher volatility (9.63%) compared to GE (7.95%). In terms of maximum drawdown, GE dropped -85.53% vs MS's -88.12%.
MS currently has the higher Sharpe Ratio (1.98 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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