Advertisement
MS vs RJF
Which Stock Would AI Choose? Morgan Stanley (MS) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- MS has delivered superior relative performance, rising about 16% over the past 30 days compared to RJF's roughly 8% gain.
- Both stocks benefited from recent earnings beats, with MS reporting record Q1 revenues of $20.6 billion and RJF achieving record quarterly net revenues of $3.86 billion.
- MS boasts a year-to-date return of approximately 8% and a one-year gain of 69%, far outpacing RJF's 2% YTD and 15% annual return.
- MS, with its global investment banking focus, shows higher volatility (beta 1.18) versus RJF's more stable wealth management model (beta 1.01).
- Market caps differ markedly: MS at $302 billion versus RJF at $30 billion, reflecting scale advantages in institutional services.
Introduction
This stock comparison pits MS, a global leader in investment banking and wealth management, against RJF, a diversified firm emphasizing private client services and capital markets. Both operate in the competitive financial services sector but cater to different client bases and market dynamics. Traders seeking momentum plays may eye recent price surges, while long-term investors could value stability in assets under management (AUM). This analysis highlights relative performance, growth drivers, and positioning in the current market environment, aiding informed decision-making amid shifting economic conditions.
MS Overview and Recent Performance
Morgan Stanley (MS) is a multinational financial services giant offering investment banking, securities, wealth management, and asset management across institutional and retail channels. In recent market activity, MS shares have surged approximately 16% over the past 30 days, propelled by a strong Q1 earnings report featuring record revenues of $20.6 billion and EPS (earnings per share) of $3.43, exceeding expectations. Trading revenues outperformed forecasts, bolstering sentiment amid robust equity markets and M&A (mergers and acquisitions) activity. The stock trades near its 52-week high of $194.59, with a P/E ratio of 17.24 reflecting growth optimism, though higher beta indicates sensitivity to market swings.
RJF Overview and Recent Performance
Raymond James Financial (RJF) provides brokerage, wealth management, and investment banking services, primarily through its private client group and capital markets segments. Shares have climbed around 8% in recent weeks, supported by a Q2 earnings beat with record net revenues of $3.86 billion and adjusted EPS of $2.83. Key drivers include advisor recruiting, technology investments, and assets under administration hitting $282.4 billion. Trading mid-range in its 52-week span ($133.89–$177.66), RJF offers a lower P/E of 14.70 and dividend yield of 1.39%, appealing for income-focused stability despite cost pressures.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform’s top-performing AI trading bots, selected from hundreds available that trade thousands of tickers across stocks, ETFs, and crypto. Out of 351 total bots, 25 elite ones are highlighted as best suited for current market conditions, categorized by asset class, analysis type (technical or fundamental), timeframes like 60-minute or 5-minute charts, and volatility levels from low to high. These bots employ diverse strategies—ranging from signal agents for real-time alerts to virtual and brokerage agents with built-in risk management—aiming to outperform benchmarks. Explore these curated tools to match your trading style and enhance decision-making in volatile environments.
Head-to-Head Comparison
MS and RJF both thrive in financial services but diverge in scale and focus: MS leverages global investment banking for high-growth episodic revenue, while RJF prioritizes recurring wealth management fees for steadier cash flows. Recent momentum favors MS, with superior YTD and one-year returns driven by trading strength, contrasting RJF’s modest gains from advisor growth. Risk profiles differ, with MS’s higher beta exposing it to market downturns versus RJF’s lower volatility and attractive valuation. Sector exposure tilts MS toward institutional deals amid M&A upticks, while RJF benefits from retail client expansion. Sentiment leans positive for both post-earnings, but MS shows stronger trend consistency.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward MS based on superior trend consistency, recent momentum exceeding 16% in 30 days, and catalysts like robust trading revenues positioning it favorably relative to RJF. RJF offers stability through wealth management growth, but MS’s scale and market outperformance suggest higher probabilistic upside in the near term, barring broader sector headwinds.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 RJF is a Buy.
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 whileRJF’s FA Score has 2 green FA rating(s).
- MS’s FA Score: 4 green, 1 red.
- RJF’s FA Score: 2 green, 3 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 2 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- MS’s TA Score: 2 bullish, 5 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
MS (@Investment Banks/Brokers) experienced а +1.00% price change this week, while RJF (@Investment Managers) price change was +1.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.59%. For the same industry, the average monthly price growth was -3.54%, and the average quarterly price growth was -11.85%.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
MS is expected to report earnings on Jul 15, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.59% 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.
@Investment Managers (+1.75% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| MS | RJF | MS / RJF | |
| Capitalization | 338B | 30.1B | 1,123% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 21.882 | -3.169 | -691% |
| P/E Ratio | 19.39 | 14.58 | 133% |
| Revenue | 68.8B | 14.5B | 474% |
| Total Cash | 4.29B | 2.61B | 164% |
| Total Debt | 394B | 4.22B | 9,334% |
MS | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 92 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 33 | |
SMR RATING 1..100 | 7 | 15 | |
PRICE GROWTH RATING 1..100 | 9 | 53 | |
P/E GROWTH RATING 1..100 | 29 | 50 | |
SEASONALITY SCORE 1..100 | 50 | 47 |
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.
RJF's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as MS (90). This means that RJF’s stock grew similarly to MS’s over the last 12 months.
MS's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as RJF (33). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
MS's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as RJF (15). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
MS's Price Growth Rating (9) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (53). This means that MS’s stock grew somewhat faster than RJF’s over the last 12 months.
MS's P/E Growth Rating (29) in the Investment Banks Or Brokers industry is in the same range as RJF (50). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
| MS | RJF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 55% |
| Momentum ODDS (%) | N/A | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 57% | 2 days ago 59% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 60% |
| Advances ODDS (%) | 2 days ago 65% | 9 days ago 59% |
| Declines ODDS (%) | 4 days ago 58% | 3 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 59% |
Advertisement
MS and
Correlation & Price change
A.I.dvisor indicates that over the last year, MS has been closely correlated with GS. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if MS jumps, then GS could also see price increases.