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MS vs GS vs SCHW

161 measures in 16 categories, one definition each, computed from filings and market data.
MS23.6
Morgan Stanley
Financial Services · Financial - Capital Markets
$180.54 −0.84%$284.8B mkt cap
Score DNA
GS12.8
The Goldman Sachs Group, Inc.
Financial Services · Financial - Capital Markets
$881.26 −1.19%$256.6B mkt cap
Score DNA
SCHW70.5
The Charles Schwab Corporation
Financial Services · Financial - Capital Markets
$91.96 −2.34%$159.0B mkt cap
Score DNA

Price, rebased to 100 three years ago

MS   GS   SCHW   · weekly adjusted closes
100150200250300350Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26GS 300MS 254SCHW 187
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureMSGSSCHW
Insider open-market buys, 180d 0 0 1
Insider $ bought, 180d — — $1.85M
Congress purchases, 180d 5 43 4
Last Congress purchase 2026-07-10 2026-09-03 2026-09-04
13F net change in holders +240 +183 −13
ETFs adding shares, 30d 1,412 1,350 1,490
ETFs trimming, 30d 1,135 1,258 1,264
Net ETF funds, 30d +277 +92 +226

Valuation

16 measures
MeasureMSGSSCHW
P/E (TTM) 14.1x
50th
12.2x
31st
14.9x
54th
PEG (P/E ÷ 3-yr EPS CAGR) 0.51
67th
0.31
50th
0.64
75th
Price / sales 2.3x
49th
2.2x
46th
5.1x
69th
Price / book 2.6x
49th
2.1x
38th
51.3x
100th
Price / tangible book 3.8x
49th
2.7x
38th
54.6x
95th
Price / free cash flow n/a n/a n/a
Price / operating cash flow n/a n/a n/a
Enterprise value n/a n/a n/a
EV / sales n/a n/a n/a
EV / EBITDA n/a n/a n/a
EV / EBIT n/a n/a n/a
EV / free cash flow n/a n/a n/a
Earnings yield 7.1%
68th
8.2%
80th
6.7%
65th
FCF yield n/a n/a n/a
Operating cash flow yield n/a n/a n/a
Graham number (per share) $140.72
92nd
$789.33
100th
$15.73
12th

Profitability (TTM)

12 measures
MeasureMSGSSCHW
Gross margin n/a n/a n/a
EBITDA margin n/a n/a n/a
Operating margin 20.7%
62nd
24.8%
70th
44.3%
89th
EBIT margin 20.7%
68th
24.9%
76th
44.3%
92nd
Net margin 16.0%
78th
17.8%
86th
34.2%
92nd
NOPAT margin 16.1%
59th
19.8%
70th
34.2%
86th
FCF margin n/a n/a n/a
Operating cash flow margin n/a n/a n/a
R&D / revenue 0.0%
0th
0.0%
0th
0.0%
0th
SG&A / revenue 31.2%
61st
23.3%
55th
29.0%
58th
Stock comp / revenue 1.6%
32nd
2.9%
43rd
0.9%
24th
Effective tax rate 22.1%
77th
20.2%
26th
22.9%
82nd

Returns on capital

11 measures
MeasureMSGSSCHW
ROE (on average equity) 18.5%
67th
17.0%
62nd
40.6%
90th
ROA 1.3%
50th
1.1%
42nd
4.5%
75th
ROIC n/a n/a n/a
ROCE n/a n/a n/a
Return on tangible assets 1.7%
45th
1.5%
42nd
5.9%
70th
Cash ROIC (OCF / invested capital) n/a n/a n/a
Gross profitability (GP / assets) n/a n/a n/a
ROIC, 3-yr average n/a n/a n/a
ROIC, 5-yr average n/a n/a n/a
ROE, 5-yr average 13.1%
64th
12.1%
52nd
81.0%
100th
Incremental ROIC n/a n/a n/a

Growth

17 measures
MeasureMSGSSCHW
Revenue growth (TTM YoY) 16.7%
42nd
-6.8%
9th
14.7%
36th
Revenue growth (QoQ) 4.0%
54th
123.1%
97th
-4.1%
33rd
Revenue CAGR, 3 yr 17.9%
28th
9.1%
16th
6.9%
8th
Revenue CAGR, 5 yr 18.4%
62nd
13.8%
54th
11.1%
46th
Gross profit CAGR, 3 yr n/a n/a n/a
Operating income CAGR, 3 yr 27.1%
56th
38.5%
75th
21.1%
38th
Net income growth (TTM YoY) 37.1%
48th
34.8%
43rd
29.3%
33rd
Net income CAGR, 3 yr 26.3%
33rd
33.3%
53rd
21.1%
27th
EPS growth (TTM YoY) 37.1%
52nd
40.7%
62nd
35.1%
43rd
EPS CAGR, 3 yr 27.9%
47th
39.2%
60th
23.3%
33rd
EPS CAGR, 5 yr 11.2%
62nd
3.9%
50th
16.6%
75th
FCF growth (TTM YoY) n/a n/a n/a
FCF CAGR, 3 yr n/a n/a n/a
Operating cash flow CAGR, 3 yr n/a n/a n/a
Book value CAGR, 3 yr 4.5%
40th
6.3%
48th
-55.8%
0th
Dividend CAGR, 3 yr 3.3%
72nd
14.4%
89th
2.9%
67th
Sustainable growth rate 12.3%
36th
12.0%
32nd
31.3%
92nd

Margin history & stability

7 measures
MeasureMSGSSCHW
Gross margin, 3-yr average n/a n/a n/a
Operating margin, 3-yr average 17.5%
63rd
17.4%
59th
36.3%
85th
Net margin, 3-yr average 13.4%
78th
13.1%
74th
28.2%
89th
FCF margin, 3-yr average n/a n/a n/a
Revenue stability (0-1) 0.99
100th
0.83
54th
0.93
86th
Earnings stability (0-1) 0.28
46th
0.00
0th
0.58
75th
Margin stability (0-1) 0.73
57th
0.65
39th
0.89
75th

Liquidity (latest quarter)

7 measures
MeasureMSGSSCHW
Cash & short-term investments n/a n/a n/a
Net cash (− = net debt) n/a n/a n/a
Working capital n/a n/a n/a
Current ratio n/a n/a n/a
Quick ratio n/a n/a n/a
Cash ratio (cash + ST investments / current liabilities) n/a n/a n/a
Defensive interval (days) n/a n/a n/a

Leverage & solvency (latest quarter)

13 measures
MeasureMSGSSCHW
Total debt n/a n/a n/a
Debt / equity n/a n/a n/a
Net debt / equity n/a n/a n/a
Debt / assets n/a n/a n/a
Debt / capital n/a n/a n/a
Debt / EBITDA n/a n/a n/a
Net debt / EBITDA n/a n/a n/a
Interest coverage (EBIT / interest) n/a n/a n/a
Cash interest coverage n/a n/a n/a
Debt payback (years of OCF) n/a n/a n/a
Liabilities / assets 93.3%
88th
94.2%
90th
24.5%
12th
IS credit model rating A- BBB- AAA
Implied credit spread (bps) 175
45th
350
57th
50
0th

Efficiency

11 measures
MeasureMSGSSCHW
Asset turnover n/a n/a n/a
Fixed asset turnover n/a n/a n/a
Inventory turnover n/a n/a n/a
Receivables turnover n/a n/a n/a
Days sales outstanding n/a n/a n/a
Days inventory outstanding n/a n/a n/a
Days payables outstanding n/a n/a n/a
Cash conversion cycle (days) n/a n/a n/a
Capex / revenue n/a n/a n/a
Capex / depreciation n/a n/a n/a
Operating expense ratio n/a n/a n/a

Cash flow & earnings quality

7 measures
MeasureMSGSSCHW
Operating cash flow / net income n/a n/a n/a
FCF / net income n/a n/a n/a
FCF / operating cash flow n/a n/a n/a
Capex / operating cash flow n/a n/a n/a
Accruals ratio n/a n/a n/a
Sloan accruals ratio n/a n/a n/a
Earnings quality score (0-1) n/a n/a n/a

Dividends & buybacks

9 measures
MeasureMSGSSCHW
Dividend yield 2.3%
90th
2.0%
85th
1.3%
68th
Dividend per share (TTM) $4.15
98th
$18.00
100th
$1.23
72nd
Payout ratio (dividends / net income) 33.5%
77th
29.2%
69th
22.7%
58th
Dividends / FCF n/a n/a n/a
Dividend growth (YoY) 6.3%
45th
37.3%
80th
8.1%
50th
Buyback yield -0.5%
0th
5.5%
82nd
6.7%
88th
Shareholder yield (dividends + buybacks) 1.9%
50th
7.8%
75th
8.2%
80th
Share count change (YoY) 0.0%
50th
-4.2%
38th
-4.3%
35th
Buybacks, last 5 years $0
0th
$0
0th
$21.0B
100th

Scores & forensic checks

15 measures
MeasureMSGSSCHW
IS score 24
20th
13
8th
70
85th
IS profitability 60
68th
62
72nd
85
95th
IS growth 71
62nd
52
24th
72
68th
IS value 58
57th
69
70th
61
68th
IS momentum 30
15th
0
0th
72
62nd
IS risk (safety) 100
60th
80
48th
100
60th
IS quality 18
5th
0
0th
76
88th
IS balance sheet 49
45th
47
42nd
84
90th
IS earnings quality 35
15th
34
8th
52
50th
IS cash flow 18
5th
18
5th
62
67th
Piotroski F-score (0-9) 7
75th
5
45th
7
75th
Altman Z-score — — —
Beneish M-score — — —
Ohlson O-score −7.35
21st
−7.00
28th
−26.40
0th
IS credit score 68
52nd
53
42nd
96
95th

Per share

7 measures
MeasureMSGSSCHW
EPS, diluted (TTM) $12.70
95th
$68.79
100th
$6.14
80th
Book value per share $69.31
92nd
$402.56
100th
$1.79
10th
Tangible book per share $1,093.20
100th
$422.15
98th
$1.79
20th
Revenue per share $79.43
78th
$386.81
95th
$17.98
55th
FCF per share n/a n/a n/a
Operating cash flow per share n/a n/a n/a
Cash per share n/a n/a n/a

Size (TTM)

8 measures
MeasureMSGSSCHW
Market cap $284.8B
100th
$256.6B
98th
$159.0B
95th
Revenue $126.5B
98th
$117.9B
95th
$31.2B
90th
EBITDA $30.5B
98th
$31.4B
100th
$15.2B
95th
Net income $20.2B
98th
$21.0B
100th
$10.6B
95th
Free cash flow n/a n/a n/a
Total assets $1.68T
98th
$2.13T
100th
$4.1B
40th
Shareholders' equity $110.4B
98th
$122.7B
100th
$3.1B
75th
Employees 83,000
100th
47,400
98th
33,700
95th

Price performance

9 measures
MeasureMSGSSCHW
1 day −0.8% −1.2% −2.3%
1 week −5.0% −1.6% −4.9%
1 month −11.3% −7.4% −12.1%
3 months −13.9% −16.5% −10.1%
6 months −3.3% −4.9% +0.3%
Year to date +0.9% −3.2% −8.6%
1 year +13.5% +15.2% −1.3%
3 years, cumulative +150.9% +196.5% +84.6%
5 years, cumulative +111.6% +149.4% +27.1%

Technicals

4 measures
MeasureMSGSSCHW
RSI 14 25.4 34.1 27.8
From 52-week high −21.8% −23.7% −19.7%
From 52-week low +19.5% +19.6% +9.9%
Beta 1.21 1.28 0.78
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms