The total return over the past 12 months is +47.92% vs. +19.98% for the S&P 500. So far it's up +24.63% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +44.67% | +36.30% | +15.86% | +21.17% | +19.02% | +6.95% |
| Total Return CAGR | +47.92% | +40.51% | +19.58% | +24.60% | +21.80% | +9.28% |
| Revenue CAGR | +16.74% | +17.85% | +18.41% | +14.36% | +8.60% | +3.34% |
| Net Income CAGR | +37.07% | +26.33% | +8.05% | +15.86% | +13.25% | +6.22% |
| EPS CAGR | +39.31% | +18.39% | +9.56% | +13.25% | +9.53% | +4.05% |
| Free Cash Flow CAGR | N/A | N/A | +2.85% | (14.79%) | (5.17%) | +15.96% |
| Operating Cash Flow CAGR | N/A | N/A | (49.31%) | +29.57% | (15.56%) | +14.73% |
| Dividends CAGR | +8.46% | +9.28% | +22.43% | +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 price | End price | MS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $177.53 | $217.72 | +24.63% | +13.55% | +11.08% |
| 2025 | $125.72 | $177.53 | +45.18% | +17.72% | +27.46% |
| 2024 | $93.25 | $125.72 | +39.72% | +24.89% | +14.83% |
| 2023 | $85.02 | $93.25 | +13.91% | +26.19% | (12.28%) |
| 2022 | $98.16 | $85.02 | (10.40%) | (18.17%) | +7.77% |
| 2021 | $68.53 | $98.16 | +46.61% | +28.74% | +17.87% |
| 2020 | $51.12 | $68.53 | +38.06% | +18.37% | +19.69% |
| 2019 | $39.65 | $51.12 | +32.66% | +31.22% | +1.44% |
| 2018 | $52.47 | $39.65 | (22.77%) | (4.56%) | (18.21%) |
| 2017 | $42.25 | $52.47 | +26.62% | +21.70% | +4.92% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
