MS
Price
$129.49
Change
-$2.43 (-1.84%)
Updated
Jun 13 closing price
Capitalization
153.98B
32 days until earnings call
PHEQ
Price
$29.96
Change
-$0.25 (-0.83%)
Updated
Jun 13 closing price
Net Assets
95.18M
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MS vs PHEQ

Header iconMS vs PHEQ Comparison
Open Charts MS vs PHEQBanner chart's image
Morgan Stanley
Price$129.49
Change-$2.43 (-1.84%)
Volume$4.37M
Capitalization153.98B
Parametric Hedged Equity ETF
Price$29.96
Change-$0.25 (-0.83%)
Volume$4.33K
Net Assets95.18M
MS vs PHEQ Comparison Chart
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
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MS vs. PHEQ commentary
Jun 14, 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 PHEQ is a Buy.

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COMPARISON
Comparison
Jun 14, 2025
Stock price -- (MS: $129.49)
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 3 FA rating(s) are green while.

  • MS’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish.

  • MS’s TA Score: 3 bullish, 5 bearish.

Price Growth

MS (@Investment Banks/Brokers) experienced а -1.77% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.38%. For the same industry, the average monthly price growth was +2.33%, and the average quarterly price growth was +93.52%.

Reported Earning Dates

MS is expected to report earnings on Jul 16, 2025.

Industries' Descriptions

@Investment Banks/Brokers (-1.38% 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
69
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
PROFIT vs RISK RATING
1..100
14
SMR RATING
1..100
4
PRICE GROWTH RATING
1..100
21
P/E GROWTH RATING
1..100
67
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
59%
Bearish Trend 1 day ago
35%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
47%
Momentum
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bearish Trend 1 day ago
60%
Bearish Trend 1 day ago
54%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 1 day ago
59%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 1 day ago
90%
Advances
ODDS (%)
Bullish Trend 5 days ago
66%
Bullish Trend 4 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 9 days ago
51%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 1 day ago
50%
Aroon
ODDS (%)
Bullish Trend 1 day ago
48%
Bullish Trend 1 day ago
89%
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
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PHEQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. 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 AXP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEQ
1D Price
Change %
PHEQ100%
-0.81%
AXP - PHEQ
80%
Closely correlated
-3.42%
ARES - PHEQ
79%
Closely correlated
-2.49%
APO - PHEQ
78%
Closely correlated
-4.34%
MS - PHEQ
77%
Closely correlated
-1.84%
KKR - PHEQ
76%
Closely correlated
-3.12%
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