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MS vs SCHW
Which Stock Would AI Choose? Morgan Stanley (MS) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- Morgan Stanley (MS) shares rose about 16% over the past 30 days amid a strong Q1 earnings beat, while Charles Schwab (SCHW) declined roughly 3%.
- Both firms posted record Q1 2026 revenues—MS at $20.6 billion (up 16% year-over-year) and SCHW at $6.5 billion (up 16%)—driven by trading, dealmaking, and client growth.
- MS delivered year-to-date gains of around 8% and 68% over one year, significantly outpacing SCHW's 9% YTD decline and 14% annual return per recent metrics.
- MS boasts a larger market cap ($302 billion) versus SCHW ($159 billion), with higher analyst price targets ($200 vs. $115).
- SCHW shows lower volatility (beta 0.90) and strong client asset growth to record $11.77 trillion, appealing for stability-focused investors.
Introduction
Morgan Stanley (MS) and Charles Schwab (SCHW) are prominent players in the financial services sector, blending wealth management with investment banking and brokerage services. This comparison is relevant for traders eyeing relative performance in capital markets and investors seeking exposure to firms benefiting from rising equities, deal activity, and client assets. Amid recent market volatility and strong quarterly results, understanding their business models, momentum, and risk profiles aids in assessing sector positioning and potential trade-offs in a dynamic environment.
MS Overview and Recent Performance
Morgan Stanley (MS), a global leader in investment banking, institutional securities, and wealth management, has seen robust stock performance in recent market activity. Shares recently closed around $190, up over 15% in the past month, propelled by a record Q1 2026 with $20.6 billion in net revenues (up 16% year-over-year) and EPS of $3.43, beating estimates. Key drivers include surging trading revenues, dealmaking recovery, and wealth management growth, with ROTCE (return on tangible common equity) at 27.1%. Positive analyst upgrades and a bullish market outlook have bolstered sentiment, though shares remain below the 52-week high of $194.59 amid broader sector rotations.
SCHW Overview and Recent Performance
Charles Schwab (SCHW), a major brokerage and wealth management firm, focuses on retail investors with expansive client assets and trading platforms. Recent weeks have shown softer stock momentum, with shares around $91, down about 3% over the past month despite record Q1 2026 net revenues of $6.5 billion (up 16%) and adjusted EPS of $1.43 (up 38%). Growth stemmed from net interest income (NII), client engagement, and core net new assets of $140 billion, pushing total client assets to a record $11.77 trillion. However, post-earnings pressure and sector headwinds contributed to YTD underperformance, trading within a 52-week range of $79.47–$107.50.
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Head-to-Head Comparison
Morgan Stanley (MS) emphasizes investment banking and institutional trading, providing growth from M&A (mergers and acquisitions) and equities volatility, contrasting Charles Schwab’s (SCHW) retail brokerage model reliant on trading volumes and NII. Recent momentum favors MS with superior stock gains, while SCHW offers stability via lower beta and massive AUM (assets under management). Risk factors include regulatory scrutiny for both, but MS faces cyclical IB exposure versus SCHW’s interest rate sensitivity. Market sentiment leans positive on MS’s catalysts like earnings leverage, though SCHW benefits from client inflows in bullish retail trends.
Tickeron AI Verdict
Tickeron’s AI models currently favor MS over SCHW, citing stronger trend consistency, recent price momentum, and relative outperformance amid favorable sector catalysts like trading and deal activity. While SCHW exhibits solid fundamentals and lower volatility, MS’s positioning suggests higher probability of near-term upside in current conditions.
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 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 StrongBuy and SCHW 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 whileSCHW’s FA Score has 1 green FA rating(s).
- MS’s FA Score: 4 green, 1 red.
- SCHW’s FA Score: 1 green, 4 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 SCHW’s TA Score has 5 bullish TA indicator(s).
- MS’s TA Score: 3 bullish, 4 bearish.
- SCHW’s TA Score: 5 bullish, 4 bearish.
Price Growth
MS (@Investment Banks/Brokers) experienced а +4.18% price change this week, while SCHW (@Investment Banks/Brokers) price change was +1.19% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -2.29%. For the same industry, the average monthly price growth was -2.81%, and the average quarterly price growth was -6.67%.
Reported Earning Dates
MS is expected to report earnings on Jul 15, 2026.
SCHW is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-2.29% 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.
| MS | SCHW | MS / SCHW | |
| Capitalization | 358B | 160B | 224% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 29.313 | -7.244 | -405% |
| P/E Ratio | 20.57 | 18.30 | 112% |
| Revenue | 68.8B | 24.8B | 277% |
| Total Cash | 4.29B | N/A | - |
| Total Debt | 394B | 33.1B | 1,190% |
MS | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 68 | |
SMR RATING 1..100 | 7 | 7 | |
PRICE GROWTH RATING 1..100 | 9 | 58 | |
P/E GROWTH RATING 1..100 | 28 | 81 | |
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.
SCHW's Valuation (80) in the Investment Banks Or Brokers industry is in the same range as MS (91). This means that SCHW’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 somewhat better than the same rating for SCHW (68). This means that MS’s stock grew somewhat faster than SCHW’s over the last 12 months.
MS's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as SCHW (7). This means that MS’s stock grew similarly to SCHW’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 SCHW (58). This means that MS’s stock grew somewhat faster than SCHW’s over the last 12 months.
MS's P/E Growth Rating (28) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (81). This means that MS’s stock grew somewhat faster than SCHW’s over the last 12 months.
| MS | SCHW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 51% | 2 days ago 44% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 52% |
| Momentum ODDS (%) | N/A | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 60% |
| Advances ODDS (%) | 8 days ago 65% | 7 days ago 56% |
| Declines ODDS (%) | 14 days ago 58% | 21 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 52% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 50% | N/A |
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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 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.
SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | +0.36% | ||
| RJF - SCHW | 72% Closely correlated | +0.51% | ||
| LPLA - SCHW | 68% Closely correlated | +1.25% | ||
| NDAQ - SCHW | 62% Loosely correlated | +0.45% | ||
| MORN - SCHW | 57% Loosely correlated | -0.18% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.86% | ||
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