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KKR vs. MS: KKR vs. Morgan Stanley Stock Comparison

How do KKR (KKR) 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

KKR (KKR) and Morgan Stanley (MS) both belong to the Capital Markets industry, though KKR is classified under Asset Management & Custody Banks while MS falls under Investment Banking & Brokerage.

Company profile comparison for KKR (KKR) and Morgan Stanley (MS)
Profile ItemKKRMS
NameKorro Bio, Inc.Morgan Stanley Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization89.11 billion USD283.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 15, 2010February 23, 1993
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

KKR
MS
GSPC
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KKR (KKR) vs. Morgan Stanley (MS), with S&P 500 (GSPC) for reference: 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 KKR (KKR) and Morgan Stanley (MS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for KKR (KKR) and Morgan Stanley (MS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Total Return (1Y)-18.61%19.44%
Total Return (3Y, Annualized)17.09%40.69%
Total Return (5Y, Annualized)5.12%17.38%

Risk Profile

Drawdown History

KKR
MS
GSPC
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KKR (KKR) vs. Morgan Stanley (MS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for KKR (KKR) and Morgan Stanley (MS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Volatility (1Y, Annualized)38.71%29.73%
Beta (5Y)1.691.21
Max Drawdown (5Y)-49.42%-32.38%
Avg. Volume (3M)4.77M5.37M

Risk-Adjusted Performance

Risk-Return Positioning

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KKR 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.

Risk-Adjusted Metrics

Risk-adjusted metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Sharpe Ratio (1Y)-0.590.51
Sortino Ratio (1Y)-0.810.73

Profitability

ROE (TTM)

Both KKR (KKR) at 7.28% and Morgan Stanley (MS) at 18.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%

MS

Financial Services industry group

18.04%

Max
44.78%
Q3
21.85%
MS
18.04%
Median
12.91%
Q1
4.48%
Min
-18.71%
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both KKR (KKR) at 12.20% and Morgan Stanley (MS) at 25.63% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%

MS

Financial Services industry group

25.63%

Max
62.84%
Q3
28.05%
MS
25.63%
Median
15.36%
Q1
4.82%
Min
-28.52%
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both KKR (KKR) at 20.65% and Morgan Stanley (MS) at 39.00% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%

MS

Financial Services industry group

39.00%

Max
107.33%
Q3
55.90%
MS
39.00%
Median
30.09%
Q1
14.60%
Min
-44.34%
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
ROE (TTM)7.28%18.04%
ROA (TTM)1.39%1.35%
Net Margin (TTM)12.20%25.63%
Operating Margin (TTM)20.65%39.00%
Gross Margin (TTM)----

Growth

Revenue Growth

Morgan Stanley (MS) at 14.48% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Morgan Stanley (MS) at 28.43% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Revenue Growth (YoY)-11.24%14.48%
Revenue Growth (3Y CAGR)51.12%9.52%
EPS Growth (YoY)-28.66%28.43%
EPS Growth (3Y CAGR)--18.41%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: KKR (KKR) 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: KKR (KKR) 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 KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both KKR (KKR) at 0.77% and Morgan Stanley (MS) at 2.40% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%

MS

Financial Services industry group

2.40%

Max
9.77%
Q3
3.92%
MS
2.40%
Median
1.09%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both KKR (KKR) at 23.96% and Morgan Stanley (MS) at 32.91% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%

MS

Financial Services industry group

32.91%

Max
241.07%
Q3
97.36%
MS
32.91%
Median
25.77%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
Dividend Yield (TTM)0.77%2.40%
Dividend Payout Ratio (TTM)23.96%32.91%

Valuation

P/E Ratio (TTM)

Morgan Stanley (MS) at 14.39 is near its industry’s usual P/E ratio, while KKR (KKR) at 30.82 sits in the richer quartile — KKR needs stronger growth or earnings quality to justify the premium.

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

MS

Financial Services industry group

14.39

Max
45.85
Q3
24.64
Median
15.37
MS
14.39
Q1
9.68
Min
0.16
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KKR (KKR) 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 KKR (KKR) at 3.45 and Morgan Stanley (MS) at 3.55 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55

MS

Financial Services industry group

3.55

Max
9.23
Q3
4.57
MS
3.55
Median
2.72
Q1
1.28
Min
-0.55
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both KKR (KKR) at 3.04 and Morgan Stanley (MS) at 2.65 are valued close to their industries’ norm against book — neither stands out from peers.

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39

MS

Financial Services industry group

2.65

Max
7.79
Q3
3.63
MS
2.65
Median
1.57
Q1
0.81
Min
-0.39
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KKR (KKR) vs. Morgan Stanley (MS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for KKR (KKR) and Morgan Stanley (MS)
MetricKKRMS
P/E Ratio (TTM)30.8214.39
P/S Ratio (TTM)3.453.55
P/B Ratio (MRQ)3.042.65
Free Cash Flow Yield (TTM)----