MS vs. PG
Compare and contrast key facts about Morgan Stanley (MS) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or PG.
Key characteristics
| MS | PG | |
|---|---|---|
| YTD Return | 0.04% | 12.93% |
| 1Y Return | 10.45% | 7.13% |
| 3Y Return (Ann) | 7.23% | 9.70% |
| 5Y Return (Ann) | 17.50% | 11.80% |
| 10Y Return (Ann) | 14.51% | 10.26% |
| Sharpe Ratio | 0.34 | 0.50 |
| Daily Std Dev | 24.93% | 14.09% |
| Max Drawdown | -88.12% | -54.23% |
| Current Drawdown | -8.38% | 0.00% |
Fundamentals
| MS | PG | |
|---|---|---|
| Market Cap | $151.00B | $380.67B |
| EPS | $5.50 | $6.11 |
| PE Ratio | 16.88 | 26.40 |
| PEG Ratio | 3.06 | 3.28 |
| Revenue (TTM) | $54.47B | $84.06B |
| Gross Profit (TTM) | $46.44B | $39.25B |
| EBITDA (TTM) | $428.47M | $24.22B |
Correlation
The correlation between MS and PG is 0.27, 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. PG - Performance Comparison
In the year-to-date period, MS achieves a 0.04% return, which is significantly lower than PG's 12.93% return. Over the past 10 years, MS has outperformed PG with an annualized return of 14.51%, while PG has yielded a comparatively lower 10.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MS vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and The Procter & Gamble Company (PG). 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. PG - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 3.71%, more than PG's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 3.71% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
PG The Procter & Gamble Company | 2.34% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
Drawdowns
MS vs. PG - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than PG's maximum drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for MS and PG. For additional features, visit the drawdowns tool.
Volatility
MS vs. PG - Volatility Comparison
Morgan Stanley (MS) has a higher volatility of 7.74% compared to The Procter & Gamble Company (PG) at 4.01%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MS vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and The Procter & Gamble Company. 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