MS
Price
$148.97
Change
+$1.32 (+0.89%)
Updated
Aug 26 closing price
Capitalization
237.81B
49 days until earnings call
MTUM
Price
$245.17
Change
+$2.33 (+0.96%)
Updated
Aug 26 closing price
Net Assets
18.06B
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MS vs MTUM

Header iconMS vs MTUM Comparison
Open Charts MS vs MTUMBanner chart's image
Morgan Stanley
Price$148.97
Change+$1.32 (+0.89%)
Volume$4.45M
Capitalization237.81B
iShares MSCI USA Momentum Factor ETF
Price$245.17
Change+$2.33 (+0.96%)
Volume$656.4K
Net Assets18.06B
MS vs MTUM Comparison Chart in %
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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MTUM
Daily Signalchanged days ago
Gain/Loss if bought
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MS vs. MTUM commentary
Aug 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MS is a StrongBuy and MTUM is a Hold.

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COMPARISON
Comparison
Aug 27, 2025
Stock price -- (MS: $148.97)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

MS’s FA Score shows that 4 FA rating(s) are green while.

  • MS’s FA Score: 4 green, 1 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

MS’s TA Score shows that 4 TA indicator(s) are bullish.

  • MS’s TA Score: 4 bullish, 4 bearish.

Price Growth

MS (@Investment Banks/Brokers) experienced а +3.40% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.22%. For the same industry, the average monthly price growth was +3.04%, and the average quarterly price growth was +22.66%.

Reported Earning Dates

MS is expected to report earnings on Oct 15, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+1.22% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
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FUNDAMENTALS RATINGS
MS: Fundamental Ratings
MS
OUTLOOK RATING
1..100
79
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
PROFIT vs RISK RATING
1..100
13
SMR RATING
1..100
5
PRICE GROWTH RATING
1..100
14
P/E GROWTH RATING
1..100
49
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
MSMTUM
RSI
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 2 days ago
77%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
58%
Bullish Trend 2 days ago
79%
Momentum
ODDS (%)
Bullish Trend 1 day ago
70%
Bearish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 1 day ago
87%
Bearish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
67%
Bearish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 13 days ago
64%
Bullish Trend 15 days ago
84%
Declines
ODDS (%)
Bearish Trend 26 days ago
59%
Bearish Trend 9 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 2 days ago
83%
Aroon
ODDS (%)
Bullish Trend 1 day ago
49%
Bullish Trend 2 days ago
79%
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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MTUM
Daily Signalchanged days ago
Gain/Loss if bought
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MTUM and

Correlation & Price change

A.I.dvisor indicates that over the last year, MTUM has been closely correlated with ARES. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTUM jumps, then ARES could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MTUM
1D Price
Change %
MTUM100%
+0.96%
ARES - MTUM
82%
Closely correlated
+0.45%
KKR - MTUM
81%
Closely correlated
+0.99%
GS - MTUM
81%
Closely correlated
+1.38%
PH - MTUM
80%
Closely correlated
+1.50%
MS - MTUM
80%
Closely correlated
+0.89%
More