The total return for Morgan Stanley (MS) stock is +63.23% over the past 12 months vs. +24.34% for the S&P 500. So far it's up +19.70% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +59.39% | +34.60% | +17.81% | +23.21% | +16.06% | +7.41% |
| Total Return CAGR | +63.23% | +38.94% | +21.63% | +27.54% | +19.26% | +10.11% |
| Revenue CAGR | +13.74% | +20.10% | +17.47% | +13.51% | +8.56% | +3.67% |
| Net Income CAGR | +27.24% | +20.69% | +6.27% | +14.09% | +10.82% | +6.52% |
| EPS CAGR | +28.63% | +18.39% | +9.56% | +13.25% | +9.53% | +4.05% |
| Free Cash Flow CAGR | (17.33%) | (46.04%) | +28.69% | (14.79%) | (5.17%) | - |
| Operating Cash Flow CAGR | (54.29%) | (65.77%) | (49.31%) | +1.88% | (15.56%) | (2.56%) |
| Dividends CAGR | +8.46% | +9.28% | (7.39%) | +21.48% | +21.79% | +6.56% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Morgan Stanley (MS)
| Year | Start Value | End Value | MS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2680.96 | 3209.20 | +19.70% | +8.38% | +11.32% |
| 2025 | 1846.66 | 2680.96 | +45.18% | +17.72% | +27.46% |
| 2024 | 1321.70 | 1846.66 | +39.72% | +24.89% | +14.83% |
| 2023 | 1160.31 | 1321.70 | +13.91% | +26.19% | (12.28%) |
| 2022 | 1295.00 | 1160.31 | (10.40%) | (18.17%) | +7.77% |
| 2021 | 883.31 | 1295.00 | +46.61% | +28.74% | +17.87% |
| 2020 | 600.01 | 883.31 | +47.22% | +18.37% | +28.85% |
| 2019 | 452.31 | 600.01 | +32.66% | +31.22% | +1.44% |
| 2018 | 585.64 | 452.31 | (22.77%) | (4.56%) | (18.21%) |
| 2017 | 462.51 | 585.64 | +26.62% | +21.70% | +4.92% |
