MS vs SCHW
MS and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | MSMORGAN STANLEY | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $339.78B | $186.05B |
| P/E (TTM) | 17.5 | 19.6 |
| P/B | 2.92 | 3.71 |
| P/S | 9.9x | 7.8x |
| Dividend yield | 1.94% | 1.25% |
| Revenue | $36.32B(TTM) | $26.02B(TTM) |
| Revenue growth (YoY) | 5.5% | 22.0% |
| Net income | $20.16B(TTM) | $1.25B(TTM) |
| Earnings growth (YoY) | 25.9% | 49.0% |
| EPS, diluted | $12.38(TTM) | $5.49(TTM) |
| EBIT margin | 186.3% | 38.9% |
| ROE | 14.5% | 0.0% |
| ROIC | 14.5% | 15.8% |
| 1y total return | +56.5% | +13.5% |
Figures from SEC filings · for reference only · not investment advice
$10,000 투자 성장: MS vs SCHW
| 지표 | MS | SCHW |
|---|---|---|
| 최종 가치 | $118.8K | $44.0K |
| 총수익률 | +1088.0% | +340.3% |
| CAGR | +27.1% | +15.4% |
| 변동성 | 31.5% | 32.9% |
| 샤프 | 0.80 | 0.48 |
| 소르티노 | 1.18 | 0.69 |
| 최대 낙폭 | -51.3% | -51.0% |
공통 거래일 2600일 기준, 2016-04-06 → 2026-08-07 · 무위험수익률 3.87% (현재 단기 국채 금리, 고정 적용)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)