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MS vs RJF
Which Stock Would AI Choose? Morgan Stanley (MS) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- MS delivered strong Q2 2026 results with revenue exceeding $21 billion and EPS of $3.46, surpassing consensus estimates and prompting multiple analyst price target increases.
- RJF reported solid earnings growth in its most recent quarter, with EPS beating estimates, though its year-to-date and one-year stock returns have lagged broader market and MS performance.
- MS benefits from diversified global investment banking and wealth management exposure, contributing to robust recent momentum and higher analyst sentiment.
- RJF maintains a focus on U.S.-centric wealth management and capital markets, offering relative stability but with more modest recent price appreciation.
- Both firms operate in the financial services sector with exposure to equity markets, interest rates, and client asset flows, yet MS has shown stronger relative outperformance in recent market activity.
- Market sentiment favors MS following earnings catalysts, while RJF trades at a comparatively lower valuation multiple amid steady but slower growth.
Introduction
This comparison examines MS (Morgan Stanley) and RJF (Raymond James Financial), two prominent financial services companies with significant wealth management and capital markets operations. Investors and traders seeking exposure to the financial sector often evaluate these stocks for their sensitivity to equity market trends, interest rate environments, and asset gathering. The analysis highlights differences in business scale, recent performance drivers, and positioning within the broader market. Professionals monitoring sector rotation and relative strength, as well as those comparing large-cap versus mid-cap financial names, may find the insights relevant for portfolio construction decisions.
MS Overview and Recent Performance
MS (Morgan Stanley) operates as a global financial services firm with core businesses in institutional securities, wealth management, and investment management. In recent weeks, the stock has reflected positive momentum tied to its Q2 earnings release, which featured record revenues above $21 billion and EPS of $3.46 versus consensus of $2.93. The company also announced a dividend increase to $1.15 per share and reauthorized a substantial share repurchase program. Multiple analysts raised price targets in the days following the report, contributing to favorable sentiment. Year-to-date returns stand near 23 percent with one-year gains exceeding 57 percent, outpacing the S&P 500. Broader market activity in equities and client asset inflows have supported performance during this period.
RJF Overview and Recent Performance
RJF (Raymond James Financial) provides wealth management, capital markets, and asset management services with a primary focus on the U.S. market. Recent market activity shows more measured price movement compared with larger peers. The firm delivered EPS growth in its latest reported quarter, beating estimates, though overall stock returns have remained modest. Year-to-date performance approximates 6 percent, with one-year returns around 7 percent. Factors influencing sentiment include steady client asset growth and sector exposure to equity markets, offset by relatively lower visibility from major catalysts in the immediate past several weeks. The stock trades in a narrower range amid general financial sector dynamics.
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Head-to-Head Comparison
MS operates at greater scale with international reach in investment banking and institutional services, while RJF emphasizes domestic wealth management and advisory relationships. Growth drivers for MS include deal activity and asset management fees, whereas RJF benefits from recurring revenue from client assets under management. Recent momentum favors MS following its earnings beat and analyst upgrades, contrasting with RJF’s steadier but less pronounced price action. Risk factors for both include market volatility and regulatory changes, though MS carries broader exposure to global capital markets. Sector positioning remains similar within financials, yet MS exhibits higher beta to equity rallies. Market sentiment currently tilts toward MS due to stronger catalysts, creating a trade-off between MS’s growth profile and RJF’s potentially more defensive characteristics at current valuations.
Tickeron AI Verdict
Based on observable factors such as trend consistency following earnings, stability in client flows, and relative positioning versus peers, Tickeron’s AI models would currently assign a higher probability of favorable near-term performance to MS. The stock’s recent catalyst-driven momentum and analyst support provide a clearer technical and fundamental alignment compared with RJF’s more contained movement. This assessment reflects probabilistic evaluation of available data rather than certainty.
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.
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 2 FA rating(s) are green whileRJF’s FA Score has 2 green FA rating(s).
- MS’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while RJF’s TA Score has 4 bullish TA indicator(s).
- MS’s TA Score: 3 bullish, 5 bearish.
- RJF’s TA Score: 4 bullish, 6 bearish.
Price Growth
MS (@Investment Banks/Brokers) experienced а -1.46% price change this week, while RJF (@Investment Managers) price change was -2.10% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.85%. For the same industry, the average monthly price growth was -5.95%, and the average quarterly price growth was -18.77%.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.17%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.26%.
Reported Earning Dates
MS is expected to report earnings on Oct 14, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.85% 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 (-3.17% 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 | 343B | 31.9B | 1,075% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 22.531 | 4.565 | 494% |
| P/E Ratio | 17.38 | 14.48 | 120% |
| 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 | 65 | 58 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 27 | |
SMR RATING 1..100 | 7 | 15 | |
PRICE GROWTH RATING 1..100 | 42 | 34 | |
P/E GROWTH RATING 1..100 | 38 | 55 | |
SEASONALITY SCORE 1..100 | 50 | 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.
RJF's Valuation (72) in the Investment Banks Or Brokers industry is in the same range as MS (87). This means that RJF’s stock grew similarly to MS’s over the last 12 months.
MS's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is in the same range as RJF (27). 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.
RJF's Price Growth Rating (34) in the Investment Banks Or Brokers industry is in the same range as MS (42). This means that RJF’s stock grew similarly to MS’s over the last 12 months.
MS's P/E Growth Rating (38) in the Investment Banks Or Brokers industry is in the same range as RJF (55). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
| MS | RJF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 60% | 2 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 54% | 2 days ago 63% |
| MACD ODDS (%) | 2 days ago 57% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 54% | 2 days ago 59% |
| Advances ODDS (%) | 3 days ago 65% | 10 days ago 60% |
| Declines ODDS (%) | 5 days ago 58% | 4 days ago 58% |
| BollingerBands ODDS (%) | 4 days ago 55% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 53% | 2 days ago 56% |
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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 84% 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.
RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.