Correlation
The correlation between SF and MS is 0.48, 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.
SF vs. MS
Compare and contrast key facts about Stifel Financial Corp. (SF) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SF or MS.
Performance
SF vs. MS - Performance Comparison
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Key characteristics
SF:
0.51
MS:
1.05
SF:
1.09
MS:
1.52
SF:
1.15
MS:
1.22
SF:
0.62
MS:
1.16
SF:
1.82
MS:
3.63
SF:
11.88%
MS:
9.34%
SF:
36.73%
MS:
34.27%
SF:
-78.40%
MS:
-88.12%
SF:
-19.53%
MS:
-8.52%
Fundamentals
SF:
$9.68B
MS:
$205.40B
SF:
$5.24
MS:
$8.53
SF:
17.98
MS:
15.01
SF:
0.85
MS:
150.62
SF:
1.92
MS:
3.21
SF:
1.99
MS:
2.12
SF:
$5.50B
MS:
$105.71B
SF:
$4.50B
MS:
$59.52B
SF:
$1.42B
MS:
$23.80B
Returns By Period
In the year-to-date period, SF achieves a -10.79% return, which is significantly lower than MS's 3.34% return. Over the past 10 years, SF has underperformed MS with an annualized return of 10.70%, while MS has yielded a comparatively higher 15.95% annualized return.
SF
-10.79%
5.38%
-17.98%
18.52%
16.36%
24.36%
10.70%
MS
3.34%
6.50%
-1.29%
35.04%
18.29%
27.75%
15.95%
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Risk-Adjusted Performance
SF vs. MS — Risk-Adjusted Performance Rank
SF
MS
SF vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) 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.
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Dividends
SF vs. MS - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 2.31%, less than MS's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 2.31% | 1.58% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
SF vs. MS - Drawdown Comparison
The maximum SF drawdown since its inception was -78.40%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for SF and MS.
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Volatility
SF vs. MS - Volatility Comparison
Stifel Financial Corp. (SF) has a higher volatility of 10.00% compared to Morgan Stanley (MS) at 7.75%. This indicates that SF'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.
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Financials
SF vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Stifel Financial Corp. 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
SF vs. MS - Profitability Comparison
SF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a gross profit of 1.02B and revenue of 1.47B. Therefore, the gross margin over that period was 69.3%.
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported an operating income of 289.60M and revenue of 1.47B, resulting in an operating margin of 19.7%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Morgan Stanley reported an operating income of 5.54B and revenue of 27.91B, resulting in an operating margin of 19.9%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a net income of 52.99M and revenue of 1.47B, resulting in a net margin of 3.6%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Morgan Stanley reported a net income of 4.32B and revenue of 27.91B, resulting in a net margin of 15.5%.