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MS vs. SPGI: Morgan Stanley vs. S&P Global Stock Comparison

How do Morgan Stanley (MS) and S&P Global (SPGI) 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

Morgan Stanley (MS) and S&P Global (SPGI) both belong to the Capital Markets industry, though MS is classified under Investment Banking & Brokerage while SPGI falls under Financial Exchanges & Data.

Company profile comparison for Morgan Stanley (MS) and S&P Global (SPGI)
Profile ItemMSSPGI
NameMorgan Stanley Common StockS&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization283.60 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 23, 1993February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MS
SPGI
GSPC
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Morgan Stanley (MS) vs. S&P Global (SPGI), 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 Morgan Stanley (MS) and S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Total Return (1Y)19.44%1.66%
Total Return (3Y, Annualized)40.69%9.75%
Total Return (5Y, Annualized)17.38%2.47%

Risk Profile

Drawdown History

MS
SPGI
GSPC
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Morgan Stanley (MS) vs. S&P Global (SPGI), 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 Morgan Stanley (MS) and S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Volatility (1Y, Annualized)29.73%31.02%
Beta (5Y)1.211.02
Max Drawdown (5Y)-32.38%-39.76%
Avg. Volume (3M)5.37M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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MS and SPGI 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 Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Sharpe Ratio (1Y)0.51-0.08
Sortino Ratio (1Y)0.73-0.11

Profitability

ROE (TTM)

Both Morgan Stanley (MS) at 18.04% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of Morgan Stanley (MS) at 25.63%, which keeps about the industry-typical share.

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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Morgan Stanley (MS) at 39.00% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
ROE (TTM)18.04%17.88%
ROA (TTM)1.35%8.33%
Net Margin (TTM)25.63%30.60%
Operating Margin (TTM)39.00%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Morgan Stanley (MS) at 14.48% and S&P Global (SPGI) at 7.94% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Morgan Stanley (MS) at 28.43% and S&P Global (SPGI) at 18.70% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Revenue Growth (YoY)14.48%7.94%
Revenue Growth (3Y CAGR)9.52%11.11%
EPS Growth (YoY)28.43%18.70%
EPS Growth (3Y CAGR)18.41%12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Morgan Stanley (MS) in Financial Services and S&P Global (SPGI) 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: Morgan Stanley (MS) in Financial Services and S&P Global (SPGI) 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 Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Morgan Stanley (MS) at 2.40% and S&P Global (SPGI) at 0.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Morgan Stanley (MS) at 32.91% and S&P Global (SPGI) at 22.06% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
Dividend Yield (TTM)2.40%0.82%
Dividend Payout Ratio (TTM)32.91%22.06%

Valuation

P/E Ratio (TTM)

Morgan Stanley (MS) at 14.39 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

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

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Morgan Stanley (MS) at 3.55 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI costs more per dollar of sales.

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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Morgan Stanley (MS) at 2.65 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Morgan Stanley (MS) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Morgan Stanley (MS) and S&P Global (SPGI)
MetricMSSPGI
P/E Ratio (TTM)14.3927.95
P/S Ratio (TTM)3.558.32
P/B Ratio (MRQ)2.656.88
Free Cash Flow Yield (TTM)----