MS
Price
$162.29
Change
+$2.46 (+1.54%)
Updated
Nov 19 closing price
Capitalization
257.93B
56 days until earnings call
Intraday BUY SELL Signals
PHEQ
Price
$32.05
Change
+$0.05 (+0.16%)
Updated
Nov 19, 04:18 PM (EDT)
Net Assets
134.2M
Intraday BUY SELL Signals
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MS vs PHEQ

Header iconMS vs PHEQ Comparison
Open Charts MS vs PHEQBanner chart's image
Morgan Stanley
Price$162.29
Change+$2.46 (+1.54%)
Volume$6.41M
Capitalization257.93B
Parametric Hedged Equity ETF
Price$32.05
Change+$0.05 (+0.16%)
Volume$1.26K
Net Assets134.2M
MS vs PHEQ Comparison Chart in %
MS
Daily Signal:
Gain/Loss:
PHEQ
Daily Signal:
Gain/Loss:
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VS
MS vs. PHEQ commentary
Nov 20, 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 Hold and PHEQ is a Hold.

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COMPARISON
Comparison
Nov 20, 2025
Stock price -- (MS: $162.29)
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 -4.49% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -8.20%. For the same industry, the average monthly price growth was -8.74%, and the average quarterly price growth was +19.35%.

Reported Earning Dates

MS is expected to report earnings on Jan 15, 2026.

Industries' Descriptions

@Investment Banks/Brokers (-8.20% 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
75
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
PROFIT vs RISK RATING
1..100
11
SMR RATING
1..100
5
PRICE GROWTH RATING
1..100
27
P/E GROWTH RATING
1..100
63
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
MSPHEQ
RSI
ODDS (%)
Bearish Trend 1 day ago
55%
Bearish Trend 2 days ago
26%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 2 days ago
75%
Momentum
ODDS (%)
Bearish Trend 1 day ago
49%
Bearish Trend 2 days ago
45%
MACD
ODDS (%)
Bearish Trend 1 day ago
55%
Bearish Trend 2 days ago
53%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
54%
Bearish Trend 2 days ago
49%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 9 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
58%
Bearish Trend 2 days ago
42%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 2 days ago
83%
Aroon
ODDS (%)
Bullish Trend 1 day ago
47%
Bullish Trend 2 days ago
90%
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MS
Daily Signal:
Gain/Loss:
PHEQ
Daily Signal:
Gain/Loss:
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PHEQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with MS. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then MS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEQ
1D Price
Change %
PHEQ100%
+0.10%
MS - PHEQ
80%
Closely correlated
+1.54%
AXP - PHEQ
80%
Closely correlated
+1.17%
SYF - PHEQ
80%
Closely correlated
+1.87%
ARES - PHEQ
77%
Closely correlated
+1.74%
APO - PHEQ
77%
Closely correlated
+2.32%
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