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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 has delivered stronger year-to-date performance, advancing approximately 20.8% compared to roughly 9% for RJF.
- Both companies reported solid quarterly earnings beats in recent periods, with MS showing robust revenue growth in investment banking and wealth management segments.
- RJF maintains a more stable profile with lower volatility, centered on wealth management and private client revenues that reached record levels.
- MS carries higher market capitalization and greater exposure to global capital markets activity, contributing to elevated beta relative to RJF.
- Recent market activity reflects modest pullbacks for both stocks amid broader sector dynamics, with MS trading near the middle of its 52-week range and RJF similarly positioned.
- Analyst sentiment remains generally constructive for the sector, though valuation multiples differ, with MS at a higher price-to-earnings ratio than RJF.
Introduction
Morgan Stanley (MS) and Raymond James Financial (RJF) represent two prominent players in the financial services sector, offering investors exposure to investment banking, wealth management, and brokerage activities. This comparison examines their relative performance, business models, and recent developments to assist traders and portfolio managers evaluating capital markets stocks. The analysis draws on observable market data and earnings trends from recent weeks, providing context for those seeking to understand positioning within the broader financial industry without forward-looking speculation.
MS Overview and Recent Performance
Morgan Stanley operates as a global financial services firm providing investment banking, securities, wealth management, and investment management services. In recent market activity, the stock has traded around the $214 level following a period of gains earlier in the year. Year-to-date returns stand near 20.8%, supported by strong quarterly results that included earnings per share beats and revenue growth exceeding 20% year-over-year in key segments. Sentiment has been influenced by robust performance in trading and wealth management, though the shares have experienced modest declines of about 1-2% over the past month amid broader market rotations. The company's larger scale and international reach contribute to higher sensitivity to capital markets fluctuations.
RJF Overview and Recent Performance
Raymond James Financial focuses on wealth management, private client services, and investment banking primarily through its broker-dealer operations. The stock has recently closed near $173, with year-to-date gains of approximately 9%. Recent quarterly results highlighted record revenues in the private client group segment, up 14% year-over-year, alongside adjusted earnings beats. Over the past month, the shares have declined around 3-4%, consistent with sector movements, while showing stronger gains of over 12% in the prior three-month period. The firm's emphasis on domestic client assets under administration has supported stability, with lower volatility compared to larger global peers.
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Head-to-Head Comparison
MS and RJF differ markedly in scale and focus. MS maintains a significantly larger market capitalization exceeding $336 billion and broader exposure to global investment banking and institutional trading, which can amplify both upside and downside momentum. In contrast, RJF emphasizes wealth management and private client brokerage, resulting in lower beta and greater stability tied to recurring fee-based revenues. Recent relative performance favors MS on a year-to-date and one-year basis, though RJF has shown resilience in client asset growth. Risk factors include MS's higher sensitivity to equity market swings versus RJF's more contained operational profile. Market sentiment reflects constructive views on both, tempered by sector-wide valuation considerations.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings delivery, and relative momentum in recent periods, Tickeron’s AI models currently assign a probabilistic edge to MS due to its stronger year-to-date trajectory and broader revenue diversification. RJF presents a compelling case for stability-focused strategies. This assessment reflects data-driven positioning rather than definitive outcomes.
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 Buy and RJF is a Buy.
MS | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 74 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 31 | |
SMR RATING 1..100 | 5 | 9 | |
PRICE GROWTH RATING 1..100 | 48 | 54 | |
P/E GROWTH RATING 1..100 | 55 | 61 | |
SEASONALITY SCORE 1..100 | 85 | 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 (68) in the Investment Banks Or Brokers industry is in the same range as MS (83). This means that RJF’s stock grew similarly to MS’s over the last 12 months.
MS's Profit vs Risk Rating (12) in the Investment Banks Or Brokers industry is in the same range as RJF (31). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
MS's SMR Rating (5) in the Investment Banks Or Brokers industry is in the same range as RJF (9). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
MS's Price Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as RJF (54). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
MS's P/E Growth Rating (55) in the Investment Banks Or Brokers industry is in the same range as RJF (61). This means that MS’s stock grew similarly to RJF’s over the last 12 months.
| MS | RJF | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 79% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 61% | 3 days ago 57% |
| MACD ODDS (%) | 3 days ago 57% | N/A |
| TrendWeek ODDS (%) | 3 days ago 56% | 3 days ago 61% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 60% |
| Advances ODDS (%) | 24 days ago 65% | 3 days ago 59% |
| Declines ODDS (%) | 3 days ago 59% | 5 days ago 57% |
| BollingerBands ODDS (%) | 3 days ago 69% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 53% | 3 days ago 59% |
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 overvalued. 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 while RJF’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 4 TA indicator(s) are bullish while RJF’s TA Score has 4 bullish TA indicator(s).
- MS’s TA Score: 4 bullish, 6 bearish.
- RJF’s TA Score: 4 bullish, 5 bearish.
Price Growth
MS (@Investment Banks/Brokers) experienced а -3.10% price change this week, while RJF (@Investment Managers) price change was -2.96% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.78%. For the same industry, the average monthly price growth was +2.71%, and the average quarterly price growth was +16.33%.
The average weekly price growth across all stocks in the @Investment Managers industry was +3.58%. For the same industry, the average monthly price growth was +3.43%, and the average quarterly price growth was +16.75%.
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 (-0.78% 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 (+3.58% 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.
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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 85% 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.