Morgan Stanley (MS) vs The Charles Schwab Corporation (SCHW)
A side-by-side comparison of Morgan Stanley and The Charles Schwab Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
MS
Morgan Stanley
$206.60Financial ServicesDelayed quote: Sep 14, 2026, 3:59 PM EDT
SCHW
The Charles Schwab Corporation
$107.31Financial ServicesDelayed quote: Sep 14, 2026, 4:00 PM EDT
Total return — MS vs SCHW
growth of $100 · dividends reinvested · last 10yMS +797.5% (+24.5%/yr)SCHW +299.3% (+14.8%/yr)MS compounded faster over this window
MS SCHW
MS vs SCHW: by the numbers
- •MS is the larger company ($325.87B vs $186.63B market cap).
- •MS trades at the lower trailing earnings multiple (16.82 vs 19.51 P/E), one valuation lens rather than an overall verdict.
- •SCHW converts more revenue to profit (33.62% vs 15.99% net margin).
- •MS grew revenue faster over the past five years (18.41% vs 13.03% CAGR).
- •MS pays the higher dividend yield (1.94% vs 1.15%).
Metrics side by side
Valuation
| Metric | MS | SCHW |
|---|---|---|
| P/E ratio | 16.82 | 19.51 |
| Forward P/E | 16.02 | 16.52 |
| P/S ratio | 2.58 | 6.22 |
| P/B ratio | 2.95 | 3.74 |
Profitability
| Metric | MS | SCHW |
|---|---|---|
| Gross margin | 59.72% | 86.67% |
| Operating margin | 20.70% | 43.49% |
| Net margin | 15.99% | 33.62% |
| ROE | 18.32% | 20.24% |
Dividends
| Metric | MS | SCHW |
|---|---|---|
| Dividend yield | 1.94% | 1.15% |
| Payout ratio | 33.79% | 22.36% |
Growth (annualized)
| Metric | MS | SCHW |
|---|---|---|
| Revenue CAGR (5Y) | 18.41% | 13.03% |
| EPS CAGR (5Y) | 9.56% | 17.05% |
| Total return CAGR (5Y) | 19.36% | 9.92% |
Frequently asked
- Which has the lower trailing P/E, MS or SCHW?
- MS has the lower trailing P/E: MS trades at 16.82 and SCHW at 19.51. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, MS or SCHW?
- Over the past five years, MS grew revenue faster — MS at a 18.41% CAGR versus SCHW at 13.03%.
- Does MS or SCHW pay a bigger dividend?
- MS yields 1.94% and SCHW yields 1.15% based on trailing dividends and the latest price.
- Is MS or SCHW more profitable?
- SCHW runs the higher net margin — MS at 15.99% versus SCHW at 33.62%.
- How have MS and SCHW total returns compared?
- Over the past 10 years, MS delivered 24.53% and SCHW delivered 14.80% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Morgan Stanley P/E ratioCharles Schwab P/E ratioMorgan Stanley dividend yieldCharles Schwab dividend yieldMorgan Stanley ROECharles Schwab ROEMorgan Stanley operating marginCharles Schwab operating marginMorgan Stanley revenue growthCharles Schwab revenue growth
Morgan Stanley & Charles Schwab appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.