MS vs. BLK

In the year-to-date period, MS achieves a 2.55% return, which is significantly higher than BLK's -6.03% return. Over the past 10 years, MS has outperformed BLK with an annualized return of 16.12%, while BLK has yielded a comparatively lower 12.82% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and BlackRock, Inc. (BLK). 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.

The current MS Sharpe Ratio is 0.99, which is comparable to the BLK Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of MS and BLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MS's dividend yield for the trailing twelve months is around 2.91%, more than BLK's 2.14% yield.

The maximum MS drawdown since its inception was -88.12%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for MS and BLK. For additional features, visit the drawdowns tool.

Morgan Stanley (MS) has a higher volatility of 8.19% compared to BlackRock, Inc. (BLK) at 7.80%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Morgan Stanley and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.