MS vs. WBA
Compare and contrast key facts about Morgan Stanley (MS) and Walgreens Boots Alliance, Inc. (WBA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or WBA.
Key characteristics
| MS | WBA | |
|---|---|---|
| YTD Return | 0.04% | -32.84% |
| 1Y Return | 10.45% | -44.60% |
| 3Y Return (Ann) | 7.23% | -27.51% |
| 5Y Return (Ann) | 17.50% | -16.59% |
| 10Y Return (Ann) | 14.51% | -9.95% |
| Sharpe Ratio | 0.34 | -1.25 |
| Daily Std Dev | 24.93% | 37.20% |
| Max Drawdown | -88.12% | -75.57% |
| Current Drawdown | -8.38% | -75.57% |
Fundamentals
| MS | WBA | |
|---|---|---|
| Market Cap | $151.00B | $15.27B |
| EPS | $5.50 | -$7.00 |
| PE Ratio | 16.88 | 32.86 |
| PEG Ratio | 3.06 | 1.98 |
| Revenue (TTM) | $54.47B | $144.60B |
| Gross Profit (TTM) | $46.44B | $27.07B |
| EBITDA (TTM) | $428.47M | $3.71B |
Correlation
The correlation between MS and WBA is 0.34, 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. WBA - Performance Comparison
In the year-to-date period, MS achieves a 0.04% return, which is significantly higher than WBA's -32.84% return. Over the past 10 years, MS has outperformed WBA with an annualized return of 14.51%, while WBA has yielded a comparatively lower -9.95% 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. WBA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and Walgreens Boots Alliance, Inc. (WBA). 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. WBA - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 3.71%, less than WBA's 9.75% 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% |
WBA Walgreens Boots Alliance, Inc. | 9.75% | 7.35% | 5.13% | 3.62% | 4.64% | 3.04% | 2.46% | 2.13% | 1.78% | 1.64% | 1.71% | 2.05% |
Drawdowns
MS vs. WBA - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than WBA's maximum drawdown of -75.57%. Use the drawdown chart below to compare losses from any high point for MS and WBA. For additional features, visit the drawdowns tool.
Volatility
MS vs. WBA - Volatility Comparison
The current volatility for Morgan Stanley (MS) is 7.74%, while Walgreens Boots Alliance, Inc. (WBA) has a volatility of 8.94%. This indicates that MS experiences smaller price fluctuations and is considered to be less risky than WBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MS vs. WBA - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and Walgreens Boots Alliance, 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