MTB vs. MS
Compare and contrast key facts about M&T Bank Corporation (MTB) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTB or MS.
Key characteristics
| MTB | MS | |
|---|---|---|
| YTD Return | 59.71% | 47.19% |
| 1Y Return | 76.54% | 72.26% |
| 3Y Return (Ann) | 13.81% | 13.81% |
| 5Y Return (Ann) | 8.99% | 26.08% |
| 10Y Return (Ann) | 8.49% | 17.21% |
| Sharpe Ratio | 2.76 | 2.85 |
| Sortino Ratio | 3.80 | 3.78 |
| Omega Ratio | 1.47 | 1.53 |
| Calmar Ratio | 2.42 | 3.07 |
| Martin Ratio | 19.22 | 16.07 |
| Ulcer Index | 4.13% | 4.68% |
| Daily Std Dev | 28.71% | 26.40% |
| Max Drawdown | -73.50% | -88.12% |
| Current Drawdown | -1.52% | -0.82% |
Fundamentals
| MTB | MS | |
|---|---|---|
| Market Cap | $35.38B | $213.16B |
| EPS | $13.52 | $6.58 |
| PE Ratio | 15.77 | 20.11 |
| PEG Ratio | 1.37 | 3.87 |
| Total Revenue (TTM) | $12.37B | $58.28B |
| Gross Profit (TTM) | $12.37B | $42.91B |
| EBITDA (TTM) | $1.59B | $17.24B |
Correlation
The correlation between MTB and MS is 0.52, 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
MTB vs. MS - Performance Comparison
In the year-to-date period, MTB achieves a 59.71% return, which is significantly higher than MS's 47.19% return. Over the past 10 years, MTB has underperformed MS with an annualized return of 8.49%, while MS has yielded a comparatively higher 17.21% 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
MTB vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for M&T Bank Corporation (MTB) and Morgan Stanley (MS). 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
MTB vs. MS - Dividend Comparison
MTB's dividend yield for the trailing twelve months is around 2.49%, less than MS's 2.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTB M&T Bank Corporation | 2.49% | 3.79% | 3.31% | 2.93% | 3.46% | 2.42% | 2.48% | 1.75% | 1.79% | 2.31% | 2.23% | 2.41% |
MS Morgan Stanley | 2.68% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
Drawdowns
MTB vs. MS - Drawdown Comparison
The maximum MTB drawdown since its inception was -73.50%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for MTB and MS. For additional features, visit the drawdowns tool.
Volatility
MTB vs. MS - Volatility Comparison
M&T Bank Corporation (MTB) has a higher volatility of 14.15% compared to Morgan Stanley (MS) at 12.59%. This indicates that MTB's price experiences larger fluctuations and is considered to be riskier than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MTB vs. MS - Financials Comparison
This section allows you to compare key financial metrics between M&T Bank Corporation and Morgan Stanley. 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