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AXP vs. MS: American Express vs. Morgan Stanley Stock Comparison

How do American Express (AXP) and Morgan Stanley (MS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

American Express (AXP) and Morgan Stanley (MS) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while MS is classified in Capital Markets.

Company profile comparison for American Express (AXP) and Morgan Stanley (MS)
Profile ItemAXPMS
NameAmerican Express CompanyMorgan Stanley
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryConsumer FinanceCapital Markets
GICS Sub-IndustryConsumer FinanceInvestment Banking & Brokerage
Market Capitalization230.80 billion USD329.72 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 1, 1972February 23, 1993
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AXP
MS
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American Express (AXP) vs. Morgan Stanley (MS): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for American Express (AXP) and Morgan Stanley (MS). Returns over one year are annualized.

Performance Metrics

Price performance metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
Total Return (1Y)7.15%51.98%

Risk Profile

Drawdown History

AXP
MS
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American Express (AXP) vs. Morgan Stanley (MS): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk Metrics

Risk profile metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
Volatility (1Y, Annualized)26.19%26.37%
Beta (5Y)1.051.23
Avg. Volume (3M)3.16M6.00M

Risk-Adjusted Performance

Risk-Return Positioning

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AXP and MS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Profitability

ROE (TTM)

American Express (AXP) at 34.42% sits in the top ROE quartile, while Morgan Stanley (MS) at 16.39% is closer to the peer norm — stronger capital efficiency for AXP.

AXP

Financial Services industry group

34.42%

Max
42.17%
AXP
34.42%
Q3
21.42%
Median
12.17%
Q1
5.00%
Min
-17.69%

MS

Financial Services industry group

16.39%

Max
42.17%
Q3
21.42%
MS
16.39%
Median
12.17%
Q1
5.00%
Min
-17.69%
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both American Express (AXP) at 16.31% and Morgan Stanley (MS) at 24.75% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

AXP

Financial Services industry group

16.31%

Max
66.55%
Q3
30.43%
Median
16.62%
AXP
16.31%
Q1
4.47%
Min
-26.88%

MS

Financial Services industry group

24.75%

Max
66.55%
Q3
30.43%
MS
24.75%
Median
16.62%
Q1
4.47%
Min
-26.88%
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both American Express (AXP) at 21.25% and Morgan Stanley (MS) at 40.62% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

AXP

Financial Services industry group

21.25%

Max
95.95%
Q3
50.35%
Median
26.49%
AXP
21.25%
Q1
11.62%
Min
-36.26%

MS

Financial Services industry group

40.62%

Max
95.95%
Q3
50.35%
MS
40.62%
Median
26.49%
Q1
11.62%
Min
-36.26%
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
ROE (TTM)34.42%16.39%
ROA (TTM)3.80%1.27%
Net Margin (TTM)16.31%24.75%
Operating Margin (TTM)21.25%40.62%
Gross Margin (TTM)----

Growth

Revenue Growth

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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their Revenue Growth across different time periods.

Revenue Growth Metrics

Revenue growth metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
Revenue Growth (YoY)9.52%14.48%
Revenue Growth (3Y CAGR)10.97%9.52%

EPS Growth

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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their EPS Growth across different time periods.

EPS Growth Metrics

EPS growth metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
EPS Growth (YoY)9.78%28.43%
EPS Growth (3Y CAGR)16.01%18.41%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: American Express (AXP) in Financial Services and Morgan Stanley (MS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: American Express (AXP) in Financial Services and Morgan Stanley (MS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both American Express (AXP) at 1.00% and Morgan Stanley (MS) at 1.89% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

AXP

Financial Services industry group

1.00%

Max
20.96%
Q3
8.69%
Median
1.54%
AXP
1.00%
Q1
0.00%
Min
0.00%

MS

Financial Services industry group

1.89%

Max
20.96%
Q3
8.69%
MS
1.89%
Median
1.54%
Q1
0.00%
Min
0.00%
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both American Express (AXP) at 21.29% and Morgan Stanley (MS) at 35.55% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

AXP

Financial Services industry group

21.29%

Max
228.57%
Q3
95.23%
Median
24.86%
AXP
21.29%
Q1
0.00%
Min
0.00%

MS

Financial Services industry group

35.55%

Max
228.57%
Q3
95.23%
MS
35.55%
Median
24.86%
Q1
0.00%
Min
0.00%
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
Dividend Yield (TTM)1.00%1.89%
Dividend Payout Ratio (TTM)21.29%35.55%

Valuation

P/E Ratio (TTM)

Both American Express (AXP) at 21.10 and Morgan Stanley (MS) at 18.95 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

AXP

Financial Services industry group

21.10

Max
48.68
Q3
25.25
AXP
21.10
Median
14.81
Q1
9.35
Min
0.55

MS

Financial Services industry group

18.95

Max
48.68
Q3
25.25
MS
18.95
Median
14.81
Q1
9.35
Min
0.55
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both American Express (AXP) at 3.35 and Morgan Stanley (MS) at 4.51 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AXP

Financial Services industry group

3.35

Max
9.70
Q3
4.78
AXP
3.35
Median
2.89
Q1
1.44
Min
-1.03

MS

Financial Services industry group

4.51

Max
9.70
Q3
4.78
MS
4.51
Median
2.89
Q1
1.44
Min
-1.03
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Morgan Stanley (MS) at 3.16 is valued about in line with its industry on P/B ratio, while American Express (AXP) at 6.79 carries an above-peer premium to book — AXP is pricier on assets.

AXP

Financial Services industry group

6.79

Max
7.22
AXP
6.79
Q3
3.47
Median
1.67
Q1
0.91
Min
0.00

MS

Financial Services industry group

3.16

Max
7.22
Q3
3.47
MS
3.16
Median
1.67
Q1
0.91
Min
0.00
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American Express (AXP) vs. Morgan Stanley (MS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for American Express (AXP) and Morgan Stanley (MS)
MetricAXPMS
P/E Ratio (TTM)21.1018.95
P/S Ratio (TTM)3.354.51
P/B Ratio (MRQ)6.793.16
Free Cash Flow Yield (TTM)----