Correlation
The correlation between MS and SCHW 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.
MS vs. SCHW
Compare and contrast key facts about Morgan Stanley (MS) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or SCHW.
Performance
MS vs. SCHW - Performance Comparison
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Key characteristics
MS:
1.06
SCHW:
0.89
MS:
1.51
SCHW:
1.23
MS:
1.22
SCHW:
1.18
MS:
1.15
SCHW:
0.71
MS:
3.60
SCHW:
2.50
MS:
9.34%
SCHW:
9.27%
MS:
34.31%
SCHW:
29.63%
MS:
-88.12%
SCHW:
-86.79%
MS:
-8.43%
SCHW:
-3.51%
Fundamentals
MS:
$207.29B
SCHW:
$161.04B
MS:
$8.42
SCHW:
$3.28
MS:
15.14
SCHW:
26.84
MS:
150.01
SCHW:
1.10
MS:
3.24
SCHW:
7.87
MS:
2.11
SCHW:
3.97
MS:
$105.71B
SCHW:
$26.20B
MS:
$59.52B
SCHW:
$20.41B
MS:
$23.80B
SCHW:
$9.77B
Returns By Period
In the year-to-date period, MS achieves a 3.44% return, which is significantly lower than SCHW's 19.35% return. Over the past 10 years, MS has outperformed SCHW with an annualized return of 15.94%, while SCHW has yielded a comparatively lower 12.19% annualized return.
MS
3.44%
11.17%
-0.89%
35.97%
18.18%
27.77%
15.94%
SCHW
19.35%
8.35%
6.94%
26.18%
9.11%
21.22%
12.19%
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Risk-Adjusted Performance
MS vs. SCHW — Risk-Adjusted Performance Rank
MS
SCHW
MS vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and The Charles Schwab Corporation (SCHW). 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. SCHW - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 2.89%, more than SCHW's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 2.89% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
SCHW The Charles Schwab Corporation | 1.19% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
MS vs. SCHW - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, roughly equal to the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for MS and SCHW.
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Volatility
MS vs. SCHW - Volatility Comparison
Morgan Stanley (MS) has a higher volatility of 7.73% compared to The Charles Schwab Corporation (SCHW) at 3.94%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MS vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and The Charles Schwab Corporation. 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. SCHW - 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%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 5.55B and revenue of 6.65B. Therefore, the gross margin over that period was 83.4%.
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%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of 2.46B and revenue of 6.65B, resulting in an operating margin of 36.9%.
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%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 6.65B, resulting in a net margin of 28.7%.