Charles Schwab [SCHW] vs Morgan Stanley [MS] Detailed Stock Comparison
Charles Schwab
NYSE
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Morgan Stanley
NYSE
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TLDR: Quick Comparison Summary
Based on 18 vital metrics comparison: Charles Schwab wins in 9 metrics, Morgan Stanley wins in 9 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | Charles Schwab | Morgan Stanley | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 25.68 | 15.75 | Morgan Stanley |
| Price-to-Book Ratio | 4.30 | 2.30 | Morgan Stanley |
| Debt-to-Equity Ratio | 110.20 | 416.64 | Charles Schwab |
| PEG Ratio | 25.14 | 17.54 | Morgan Stanley |
| Profit Margin (TTM) | 33.68% | 22.49% | Charles Schwab |
| Operating Margin (TTM) | 47.91% | 34.12% | Charles Schwab |
| EBITDA Margin (TTM) | 47.91% | 34.12% | Charles Schwab |
| Return on Equity | 11.32% | 12.14% | Morgan Stanley |
| Return on Assets (TTM) | 1.14% | 1.05% | Charles Schwab |
| Free Cash Flow (TTM) | $2.05B | $-2.10B | Charles Schwab |
| Dividend Yield | 0.86% | 2.15% | Morgan Stanley |
| 1-Year Return | 50.70% | 45.11% | Charles Schwab |
| Price-to-Sales Ratio (TTM) | 8.03 | 3.39 | Morgan Stanley |
| Enterprise Value | $160.84B | $133.43B | Charles Schwab |
| EV/Revenue Ratio | 7.44 | 2.03 | Morgan Stanley |
| Revenue per Share (TTM) | $12 | $41 | Morgan Stanley |
| Earnings per Share (Diluted) | $3.72 | $8.83 | Morgan Stanley |
| Beta (Stock Volatility) | 0.93 | 1.30 | Charles Schwab |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Charles Schwab vs Morgan Stanley Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Charles Schwab | -2.25% | -1.58% | 4.78% | 17.20% | 15.44% | 29.37% |
| Morgan Stanley | -2.37% | -2.74% | -1.40% | 19.12% | 1.41% | 11.47% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Charles Schwab | 50.70% | 37.83% | 180.64% | 172.71% | 525.20% | 619.35% |
| Morgan Stanley | 45.11% | 61.49% | 176.25% | 260.52% | 403.04% | 164.18% |
Performance & Financial Health Analysis: Charles Schwab vs Morgan Stanley
| Metric | SCHW | MS |
|---|---|---|
| Market Information | ||
| Market Cap | $173.58B | $222.27B |
| Market Cap Category | Large cap | Mega cap |
| 10 Day Avg. Volume | 8,834,470 | 5,133,140 |
| 90 Day Avg. Volume | 9,095,830 | 5,903,460 |
| Last Close | $95.53 | $139.09 |
| 52 Week Range | $61.15 - $99.59 | $90.94 - $145.48 |
| % from 52W High | -4.08% | -4.39% |
| All-Time High | $99.59 (Jul 29, 2025) | $145.48 (Jul 30, 2025) |
| % from All-Time High | -4.08% | -4.39% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.25% | 0.11% |
| Quarterly Earnings Growth | 0.60% | 0.15% |
| Financial Health | ||
| Profit Margin (TTM) | 0.34% | 0.22% |
| Operating Margin (TTM) | 0.48% | 0.34% |
| Return on Equity (TTM) | 0.11% | 0.12% |
| Debt to Equity (MRQ) | 110.20 | 416.64 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $22.20 | $60.41 |
| Cash per Share (MRQ) | $42.09 | $343.53 |
| Operating Cash Flow (TTM) | $-5,042,000,000 | $47.06B |
| Levered Free Cash Flow (TTM) | $5.48B | $12.80B |
| Dividends | ||
| Last 12-Month Dividend Yield | 0.86% | 2.15% |
| Last 12-Month Dividend | $0.77 | $2.79 |
Valuation & Enterprise Metrics Analysis: Charles Schwab vs Morgan Stanley
| Metric | SCHW | MS |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 25.68 | 15.75 |
| Forward P/E | 25.14 | 17.54 |
| PEG Ratio | 25.14 | 17.54 |
| Price to Sales (TTM) | 8.03 | 3.39 |
| Price to Book (MRQ) | 4.30 | 2.30 |
| Market Capitalization | ||
| Market Capitalization | $173.58B | $222.27B |
| Enterprise Value | $160.84B | $133.43B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.44 | 2.03 |
| Enterprise to EBITDA | N/A | N/A |
| Risk & Other Metrics | ||
| Beta | 0.93 | 1.30 |
| Book Value per Share (MRQ) | $22.20 | $60.41 |
Financial Statements Comparison: Charles Schwab vs Morgan Stanley
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | SCHW | MS |
|---|---|---|
| Revenue/Sales | $5.60B | $16.52B |
| Cost of Goods Sold | N/A | N/A |
| Gross Profit | N/A | N/A |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| EBITDA | N/A | N/A |
| Pre-Tax Income | $2.46B | $5.54B |
| Income Tax | $546.00M | $1.17B |
| Net Income (Profit) | $1.91B | $4.37B |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | SCHW | MS |
|---|---|---|
| Cash & Equivalents | $35.01B | $60.84B |
| Total Current Assets | N/A | N/A |
| Total Current Liabilities | N/A | N/A |
| Long-Term Debt | $21.45B | $303.93B |
| Total Shareholders Equity | $49.51B | $107.85B |
| Retained Earnings | $38.88B | $107.65B |
| Property, Plant & Equipment | $3.28B | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | SCHW | MS |
|---|---|---|
| Operating Cash Flow | $5.20B | $-67.29B |
| Capital Expenditures | $-117.00M | $-713.00M |
| Free Cash Flow | $6.24B | $-24.69B |
| Debt Repayment | $-18.76B | $-20.85B |
| Common Stock Repurchase | $-1.50B | $-2.03B |
Short Interest & Institutional Ownership Analysis
| Metric | SCHW | MS |
|---|---|---|
| Shares Short | 19.11M | 14.94M |
| Short Ratio | 2.39 | 2.51 |
| Short % of Float | 0.01% | 0.01% |
| Average Daily Volume (10 Day) | 8,834,470 | 5,133,140 |
| Average Daily Volume (90 Day) | 9,095,830 | 5,903,460 |
| Shares Outstanding | 1.83B | 1.61B |
| Float Shares | 1.71B | 1.22B |
| % Held by Insiders | 0.06% | 0.24% |
| % Held by Institutions | 0.85% | 0.63% |
Dividend Analysis & Yield Comparison: Charles Schwab vs Morgan Stanley
| Metric | SCHW | MS |
|---|---|---|
| Last 12-Month Dividend | $0.77 | $2.79 |
| Last 12-Month Dividend Yield | 0.86% | 2.15% |
| 3-Year Avg Annual Dividend | $0.90 | $3.10 |
| 3-Year Avg Dividend Yield | 0.36% | 0.90% |
| 3-Year Total Dividends | $2.71 | $9.31 |
| Ex-Dividend Date | Feb 14, 2025 | Jan 31, 2025 |