URI vs. MS
URI (United Rentals, Inc.) and MS (Morgan Stanley) are both stocks. URI operates in Rental & Leasing Services (Industrials), while MS operates in Capital Markets (Financial Services). Over the past 10 years, URI returned 31.88%/yr vs 27.71%/yr for MS. At a 0.44 correlation, their price movements are largely independent.
Performance
URI vs. MS - Performance Comparison
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Returns By Period
In the year-to-date period, URI achieves a 33.31% return, which is significantly higher than MS's 21.88% return. Over the past 10 years, URI has outperformed MS with an annualized return of 31.88%, while MS has yielded a comparatively lower 27.71% annualized return.
URI
- 1D
- 0.54%
- 1M
- 11.77%
- YTD
- 33.31%
- 6M
- 31.84%
- 1Y
- 55.90%
- 3Y*
- 39.18%
- 5Y*
- 29.54%
- 10Y*
- 31.88%
MS
- 1D
- 0.65%
- 1M
- 11.18%
- YTD
- 21.88%
- 6M
- 21.28%
- 1Y
- 69.28%
- 3Y*
- 38.69%
- 5Y*
- 22.26%
- 10Y*
- 27.71%
URI vs. MS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URI United Rentals, Inc. | 33.31% | 15.92% | 23.97% | 63.62% | 6.96% | 43.28% | 39.06% | 62.65% | -40.36% | 62.82% |
MS Morgan Stanley | 21.88% | 45.16% | 39.73% | 13.93% | -10.34% | 46.65% | 38.09% | 32.67% | -22.76% | 26.61% |
Correlation
The correlation between URI and MS is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 1997 | 0.44 |
The correlation between URI and MS shifts across timeframes, from 0.36 (1 year) to 0.58 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
URI:
$52.01
MS:
$11.41
URI:
20.66
MS:
18.75
URI:
0.99
MS:
1.76
URI:
3.16
MS:
2.84
URI:
$16.37B
MS:
$120.22B
URI:
$5.93B
MS:
$69.72B
URI:
$5.85B
MS:
$27.21B
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Return for Risk
URI vs. MS — Risk / Return Rank
URI
MS
URI vs. MS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Rentals, Inc. (URI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| URI | MS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.43 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 3.53 | -1.82 |
| Martin ratioReturn relative to average drawdown | 3.67 | 11.65 | -7.98 |
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Drawdowns
URI vs. MS - Drawdown Comparison
The maximum URI drawdown since its inception was -93.69%, which is greater than MS's maximum drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for URI and MS.
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Drawdown Indicators
| URI | MS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.69% | -88.12% | -5.57% |
Max Drawdown (1Y)Largest decline over 1 year | -30.04% | -18.83% | -11.21% |
Max Drawdown (3Y)Largest decline over 3 years | -37.03% | -29.24% | -7.79% |
Max Drawdown (5Y)Largest decline over 5 years | -39.96% | -32.38% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -63.26% | -51.33% | -11.93% |
Current DrawdownCurrent decline from peak | -1.82% | -1.94% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -36.54% | -33.69% | -2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.97% | 5.70% | +8.27% |
Volatility
URI vs. MS - Volatility Comparison
United Rentals, Inc. (URI) has a higher volatility of 9.85% compared to Morgan Stanley (MS) at 8.62%. This indicates that URI'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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Volatility by Period
| URI | MS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.85% | 8.62% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 34.70% | 21.46% | +13.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.83% | 25.81% | +16.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.88% | 28.75% | +10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.39% | 31.51% | +10.88% |
Dividends
URI vs. MS - Dividend Comparison
URI's dividend yield for the trailing twelve months is around 0.70%, less than MS's 1.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 1.87% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
URI United Rentals, Inc. | 0.70% | 0.88% | 0.93% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
URI vs. MS - Financials Comparison
This section allows you to compare key financial metrics between United Rentals, Inc. 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
URI vs. MS - Profitability Comparison
URI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported a gross profit of 1.47B and revenue of 3.99B. Therefore, the gross margin over that period was 36.9%.
MS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Morgan Stanley reported a gross profit of 20.48B and revenue of 33.15B. Therefore, the gross margin over that period was 61.8%.
URI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported an operating income of 869.00M and revenue of 3.99B, resulting in an operating margin of 21.8%.
MS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Morgan Stanley reported an operating income of 7.01B and revenue of 33.15B, resulting in an operating margin of 21.2%.
URI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported a net income of 531.00M and revenue of 3.99B, resulting in a net margin of 13.3%.
MS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Morgan Stanley reported a net income of 5.64B and revenue of 33.15B, resulting in a net margin of 17.0%.
Frequently Asked Questions
URI and MS have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URI has higher volatility (9.85%) compared to MS (8.62%). In terms of maximum drawdown, URI dropped -93.69% vs MS's -88.12%.
MS currently has the higher Sharpe Ratio (2.58 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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