MS vs. SHEL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at MS and SHEL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
MS is a standard domestic listing, while SHEL trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
Symbol | MS | SHEL |
---|---|---|
Company Name | Morgan Stanley | Shell plc |
Country | United States | United Kingdom |
GICS Sector | Financials | Energy |
GICS Industry | Capital Markets | Oil, Gas & Consumable Fuels |
Market Capitalization | 251.57 billion USD | 212.32 billion USD |
Exchange | NYSE | NYSE |
Listing Date | February 23, 1993 | March 12, 1984 |
Security Type | Common Stock | ADR |
Historical Performance
This chart compares the performance of MS and SHEL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
Symbol | MS | SHEL |
---|---|---|
5-Day Price Return | -2.22% | 0.24% |
13-Week Price Return | 9.33% | 2.83% |
26-Week Price Return | 35.07% | -4.34% |
52-Week Price Return | 50.78% | 2.45% |
Month-to-Date Return | -0.86% | 2.12% |
Year-to-Date Return | 25.35% | 9.15% |
10-Day Avg. Volume | 5.11M | 5.88M |
3-Month Avg. Volume | 5.28M | 5.09M |
3-Month Volatility | 17.88% | 15.68% |
Beta | 1.23 | 1.16 |
Profitability
Return on Equity (TTM)
MS
13.95%
Capital Markets Industry
- Max
- 38.97%
- Q3
- 22.24%
- Median
- 13.52%
- Q1
- 8.61%
- Min
- -4.25%
MS’s Return on Equity of 13.95% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.
SHEL
7.49%
Oil, Gas & Consumable Fuels Industry
- Max
- 27.06%
- Q3
- 16.37%
- Median
- 10.02%
- Q1
- 5.32%
- Min
- -8.98%
SHEL’s Return on Equity of 7.49% is on par with the norm for the Oil, Gas & Consumable Fuels industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
MS
13.06%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 37.24%
- Median
- 24.30%
- Q1
- 13.06%
- Min
- -15.18%
MS’s Net Profit Margin of 13.06% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.
SHEL
5.00%
Oil, Gas & Consumable Fuels Industry
- Max
- 48.48%
- Q3
- 21.05%
- Median
- 9.42%
- Q1
- 1.67%
- Min
- -26.95%
SHEL’s Net Profit Margin of 5.00% is aligned with the median group of its peers in the Oil, Gas & Consumable Fuels industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
MS
17.07%
Capital Markets Industry
- Max
- 84.86%
- Q3
- 47.16%
- Median
- 32.23%
- Q1
- 18.65%
- Min
- -21.87%
MS’s Operating Profit Margin of 17.07% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
SHEL
9.81%
Oil, Gas & Consumable Fuels Industry
- Max
- 62.28%
- Q3
- 31.04%
- Median
- 18.00%
- Q1
- 5.41%
- Min
- -32.54%
SHEL’s Operating Profit Margin of 9.81% is around the midpoint for the Oil, Gas & Consumable Fuels industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
Symbol | MS | SHEL |
---|---|---|
Return on Equity (TTM) | 13.95% | 7.49% |
Return on Assets (TTM) | 1.15% | 3.49% |
Net Profit Margin (TTM) | 13.06% | 5.00% |
Operating Profit Margin (TTM) | 17.07% | 9.81% |
Gross Profit Margin (TTM) | 54.42% | 24.92% |
Financial Strength
Current Ratio (MRQ)
MS
0.29
Capital Markets Industry
- Max
- 3.37
- Q3
- 1.81
- Median
- 1.01
- Q1
- 0.56
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SHEL
1.32
Oil, Gas & Consumable Fuels Industry
- Max
- 2.60
- Q3
- 1.63
- Median
- 1.22
- Q1
- 0.86
- Min
- 0.30
SHEL’s Current Ratio of 1.32 aligns with the median group of the Oil, Gas & Consumable Fuels industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio (MRQ)
MS
7.68
Capital Markets Industry
- Max
- 6.52
- Q3
- 2.79
- Median
- 0.96
- Q1
- 0.28
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
SHEL
0.42
Oil, Gas & Consumable Fuels Industry
- Max
- 2.16
- Q3
- 1.06
- Median
- 0.53
- Q1
- 0.25
- Min
- 0.00
SHEL’s Debt-to-Equity Ratio of 0.42 is typical for the Oil, Gas & Consumable Fuels industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
MS
1.25
Capital Markets Industry
- Max
- 107.59
- Q3
- 48.41
- Median
- 10.85
- Q1
- 4.56
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
SHEL
-16.99
Oil, Gas & Consumable Fuels Industry
- Max
- 51.08
- Q3
- 22.26
- Median
- 7.32
- Q1
- 2.72
- Min
- -19.25
SHEL has a negative Interest Coverage Ratio of -16.99. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
Symbol | MS | SHEL |
---|---|---|
Current Ratio (MRQ) | 0.29 | 1.32 |
Quick Ratio (MRQ) | 0.29 | 1.07 |
Debt-to-Equity Ratio (MRQ) | 7.68 | 0.42 |
Interest Coverage Ratio (TTM) | 1.25 | -16.99 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
MS
2.54%
Capital Markets Industry
- Max
- 9.02%
- Q3
- 4.54%
- Median
- 2.55%
- Q1
- 1.27%
- Min
- 0.00%
MS’s Dividend Yield of 2.54% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.
SHEL
4.13%
Oil, Gas & Consumable Fuels Industry
- Max
- 12.74%
- Q3
- 7.02%
- Median
- 4.37%
- Q1
- 2.64%
- Min
- 0.00%
SHEL’s Dividend Yield of 4.13% is consistent with its peers in the Oil, Gas & Consumable Fuels industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
MS
43.20%
Capital Markets Industry
- Max
- 199.38%
- Q3
- 99.28%
- Median
- 60.67%
- Q1
- 32.00%
- Min
- 0.00%
MS’s Dividend Payout Ratio of 43.20% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SHEL
63.10%
Oil, Gas & Consumable Fuels Industry
- Max
- 188.73%
- Q3
- 95.12%
- Median
- 63.48%
- Q1
- 28.55%
- Min
- 0.00%
SHEL’s Dividend Payout Ratio of 63.10% is within the typical range for the Oil, Gas & Consumable Fuels industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
Symbol | MS | SHEL |
---|---|---|
Dividend Yield (TTM) | 2.54% | 4.13% |
Dividend Payout Ratio (TTM) | 43.20% | 63.10% |
Valuation
Price-to-Earnings Ratio (TTM)
MS
16.98
Capital Markets Industry
- Max
- 51.69
- Q3
- 29.42
- Median
- 17.58
- Q1
- 12.55
- Min
- 5.59
MS’s P/E Ratio of 16.98 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SHEL
15.28
Oil, Gas & Consumable Fuels Industry
- Max
- 34.98
- Q3
- 21.60
- Median
- 13.15
- Q1
- 8.17
- Min
- 2.22
SHEL’s P/E Ratio of 15.28 is within the middle range for the Oil, Gas & Consumable Fuels industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
MS
2.22
Capital Markets Industry
- Max
- 14.65
- Q3
- 7.29
- Median
- 4.53
- Q1
- 2.26
- Min
- 0.04
In the lower quartile for the Capital Markets industry, MS’s P/S Ratio of 2.22 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
SHEL
0.76
Oil, Gas & Consumable Fuels Industry
- Max
- 4.68
- Q3
- 2.73
- Median
- 1.36
- Q1
- 0.54
- Min
- 0.12
SHEL’s P/S Ratio of 0.76 aligns with the market consensus for the Oil, Gas & Consumable Fuels industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
MS
2.08
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.12
- Median
- 2.66
- Q1
- 1.19
- Min
- 0.37
MS’s P/B Ratio of 2.08 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SHEL
1.12
Oil, Gas & Consumable Fuels Industry
- Max
- 3.63
- Q3
- 2.11
- Median
- 1.23
- Q1
- 0.91
- Min
- 0.34
SHEL’s P/B Ratio of 1.12 is within the conventional range for the Oil, Gas & Consumable Fuels industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
Symbol | MS | SHEL |
---|---|---|
Price-to-Earnings Ratio (TTM) | 16.98 | 15.28 |
Price-to-Sales Ratio (TTM) | 2.22 | 0.76 |
Price-to-Book Ratio (MRQ) | 2.08 | 1.12 |
Price-to-Free Cash Flow Ratio (TTM) | 11.40 | 7.23 |