MS vs. MSCI
Compare and contrast key facts about Morgan Stanley (MS) and MSCI Inc. (MSCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or MSCI.
Correlation
The correlation between MS and MSCI is 0.62, 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
MS vs. MSCI - Performance Comparison
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Key characteristics
MS:
1.03
MSCI:
0.59
MS:
1.54
MSCI:
1.15
MS:
1.22
MSCI:
1.16
MS:
1.17
MSCI:
0.68
MS:
3.69
MSCI:
2.56
MS:
9.31%
MSCI:
7.29%
MS:
34.17%
MSCI:
25.04%
MS:
-88.12%
MSCI:
-69.06%
MS:
-6.51%
MSCI:
-11.88%
Fundamentals
MS:
$212.06B
MSCI:
$44.27B
MS:
$8.53
MSCI:
$14.53
MS:
15.50
MSCI:
39.38
MS:
155.51
MSCI:
2.83
MS:
3.32
MSCI:
15.15
MS:
2.18
MSCI:
0.00
MS:
$105.71B
MSCI:
$2.92B
MS:
$59.52B
MSCI:
$2.35B
MS:
$23.80B
MSCI:
$1.79B
Returns By Period
In the year-to-date period, MS achieves a 5.61% return, which is significantly higher than MSCI's -3.96% return. Over the past 10 years, MS has underperformed MSCI with an annualized return of 16.31%, while MSCI has yielded a comparatively higher 25.98% annualized return.
MS
5.61%
20.80%
-0.76%
34.72%
22.44%
30.21%
16.31%
MSCI
-3.96%
5.04%
-2.84%
14.66%
12.40%
11.99%
25.98%
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Risk-Adjusted Performance
MS vs. MSCI — Risk-Adjusted Performance Rank
MS
MSCI
MS vs. MSCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and MSCI Inc. (MSCI). 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.
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Dividends
MS vs. MSCI - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 2.83%, more than MSCI's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 2.83% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
MSCI MSCI Inc. | 1.19% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
Drawdowns
MS vs. MSCI - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than MSCI's maximum drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for MS and MSCI. For additional features, visit the drawdowns tool.
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Volatility
MS vs. MSCI - Volatility Comparison
Morgan Stanley (MS) has a higher volatility of 7.86% compared to MSCI Inc. (MSCI) at 5.21%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MS vs. MSCI - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and MSCI 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.
Total Revenue: Total amount of money received from sales and other business activities
MS vs. MSCI - Profitability Comparison
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Morgan Stanley reported a gross profit of 16.38B and revenue of 27.91B. Therefore, the gross margin over that period was 58.7%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a gross profit of 609.04M and revenue of 745.83M. Therefore, the gross margin over that period was 81.7%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Morgan Stanley reported an operating income of 5.54B and revenue of 27.91B, resulting in an operating margin of 19.9%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported an operating income of 377.02M and revenue of 745.83M, resulting in an operating margin of 50.6%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Morgan Stanley reported a net income of 4.32B and revenue of 27.91B, resulting in a net margin of 15.5%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a net income of 288.60M and revenue of 745.83M, resulting in a net margin of 38.7%.