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Morgan Stanley (MS) vs The Charles Schwab Corporation (SCHW)

Morgan Stanley and The Charles Schwab Corporation are both Capital Markets companies. Morgan Stanley is the larger, with a market value of $286.5B against $160.1B — 1.8× the size. Morgan Stanley trades at the lower P/E: 14.4× against 15.7×. The Charles Schwab Corporation grew revenue faster over the last twelve months: 18.1% against 12.0%. The Charles Schwab Corporation has the higher net margin (37.9% vs 15.2%) and the higher return on invested capital (0.00% vs 0.00%). Both pay a dividend; Morgan Stanley yields more (2.35% vs 1.33%). Across the 16 metrics below, Morgan Stanley leads on 8 and The Charles Schwab Corporation on 8.

Valuation

Metric MS SCHW Capital Markets median
P/E 14.35 15.74 14.35
P/S 2.17 5.92 2.07
P/B 2.63 3.65 1.36
Price to free cash flow n/m 14.85 9.28
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 6.97% 6.35% (8.28%)
Free cash flow yield (6.56%) 6.73% (1.12%)

Profitability

Metric MS SCHW Capital Markets median
Gross margin 95.94% 100.00% 68.15%
Operating margin 59.08% 55.95% 0.00%
Net margin 15.16% 37.90% (0.34%)
Free cash flow margin 0.00% 0.00% 0.00%
Return on equity 0.00% 0.00% 0.00%
Return on assets 0.00% 0.00% 0.00%
Return on invested capital 0.00% 0.00% 0.00%

Growth

Metric MS SCHW Capital Markets median
Revenue growth (TTM) 12.03% 18.10% 19.72%
EPS growth (last fiscal year) 28.43% 55.52% 16.79%
Revenue growth, 5-year CAGR 17.86% 15.39% 17.41%
Net income growth, 5-year CAGR 9.13% 22.57% 0.00%

Health

Metric MS SCHW Capital Markets median
Debt to equity 3.34 0.45 0.07
Current ratio 0.79 0.64 1.51
Net debt to EBITDA (0.46) (4.52) (0.03)

Dividend

Metric MS SCHW Capital Markets median
Dividend yield 2.35% 1.33% 1.58%
Payout ratio 0.34 0.21 0.19

Size

Metric MS SCHW Capital Markets median
Market cap 286.53b 160.10b 527.01m

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