MS vs. JNJ
Compare and contrast key facts about Morgan Stanley (MS) and Johnson & Johnson (JNJ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or JNJ.
Key characteristics
| MS | JNJ | |
|---|---|---|
| YTD Return | -0.72% | -7.75% |
| 1Y Return | 7.56% | -9.59% |
| 3Y Return (Ann) | 6.96% | -1.45% |
| 5Y Return (Ann) | 17.44% | 3.09% |
| 10Y Return (Ann) | 14.43% | 6.63% |
| Sharpe Ratio | 0.20 | -0.64 |
| Daily Std Dev | 25.02% | 15.04% |
| Max Drawdown | -88.12% | -50.68% |
| Current Drawdown | -9.08% | -18.33% |
Fundamentals
| MS | JNJ | |
|---|---|---|
| Market Cap | $151.00B | $352.17B |
| EPS | $5.50 | $7.42 |
| PE Ratio | 16.88 | 19.70 |
| PEG Ratio | 3.06 | 0.89 |
| Revenue (TTM) | $54.47B | $85.65B |
| Gross Profit (TTM) | $46.44B | $63.95B |
| EBITDA (TTM) | $428.47M | $30.67B |
Correlation
The correlation between MS and JNJ is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MS vs. JNJ - Performance Comparison
In the year-to-date period, MS achieves a -0.72% return, which is significantly higher than JNJ's -7.75% return. Over the past 10 years, MS has outperformed JNJ with an annualized return of 14.43%, while JNJ has yielded a comparatively lower 6.63% 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
MS vs. JNJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and Johnson & Johnson (JNJ). 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
MS vs. JNJ - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 3.74%, more than JNJ's 3.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 3.74% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
JNJ Johnson & Johnson | 3.29% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
Drawdowns
MS vs. JNJ - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than JNJ's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for MS and JNJ. For additional features, visit the drawdowns tool.
Volatility
MS vs. JNJ - Volatility Comparison
Morgan Stanley (MS) has a higher volatility of 7.74% compared to Johnson & Johnson (JNJ) at 4.50%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MS vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and Johnson & Johnson. 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