BK vs MS Comparison: AI Score, Valuation, Performance and Upside
Compare BNY Mellon's institutional custody business against Morgan Stanley's wealth management and investment banking mix.
Use this Bank of New York Mellon vs Morgan Stanley comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
MS holds the edge across 3 of 5 key metrics in this comparison. BK leads on both 1-year return (+64.55%) and forward P/E quality (14.23x vs 15.75x for MS), a relatively favorable combination of momentum and valuation. MS leads on both revenue growth (28.00%) and operating margin (41.57%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for MS (+10.17%) than for BK (+4.00%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | BK | MS |
|---|---|---|
| AI scorei | 54.8 | 64.3 |
| AI ranki | #325 | #80 |
| Latest closei | $157.13 | $179.49 |
| 1M returni | +7.57% | -9.53% |
| 3M returni | +16.31% | -16.31% |
| 6M returni | +26.75% | -4.56% |
| 1Y returni | +64.55% | +13.52% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BK | MS |
|---|---|---|
| 1Y ago | $16.05K (+60.5%) started 2025-07-17 | $11.27K (+12.7%) started 2025-10-23 |
| 5Y ago | $42.25K (+322.5%) started 2021-07-19 | $23K (+130.0%) started 2021-10-25 |
| 10Y ago | $65.08K (+550.8%) started 2016-07-18 | $91.86K (+818.6%) started 2016-10-24 |
Hypothetical — past performance does not guarantee future results.
| Metric | BK | MS |
|---|---|---|
| Market capi | $94.14B | $337.31B |
| Trailing P/Ei | 17.02 | 17.36 |
| Forward P/Ei | 14.23 | 15.75 |
| Price/Salesi | N/A | 3.31 |
| EV/Revenuei | -3.18 | 2.78 |
| Analyst targeti | $142.64 | $236.62 |
| Target upsidei | +4.00% | +10.17% |
| Metric | BK | MS |
|---|---|---|
| Revenue growthi | 13.40% | 28.00% |
| Earnings growthi | 41.80% | 62.40% |
| EPS growthi | +41.80% | +62.40% |
| FCF margini | N/A | N/A |
| Operating margini | 37.65% | 41.57% |
| Profit margini | 28.72% | 25.90% |
| ROIC proxyi | 13.47% | 17.97% |
| Return on equityi | 13.47% | 17.97% |
| Dividend yieldi | 1.53% | 2.14% |
| Payout ratioi | N/A | 32.31% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.07 | 1.21 |
| Debt/equityi | N/A | 517.28 |
| Current ratioi | N/A | 2.00 |
| Quick ratioi | N/A | 1.60 |
Over the past year, BK and MS have moved moderately in the same direction (correlation of 0.58), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BK | MS |
|---|---|---|---|
| 1Y | Growthi | +60.47% | +12.67% |
| CAGRi | +60.58% | +12.69% | |
| Volatilityi | 20.83% | 28.26% | |
| Sharpe ratioi | 2.25 | 0.41 | |
| Sortino ratioi | 3.39 | 0.57 | |
| Max drawdowni | 10.15% | 21.91% | |
| Current drawdowni | 0.00% | 21.47% | |
| Avg drawdowni | 2.47% | 6.17% | |
| Ulcer Indexi | 3.70% | 8.59% | |
| Max daily dropi | 5.58% | 6.19% | |
| Max wkly dropi | 6.90% | 8.42% | |
| 5Y | Growthi | +272.32% | +100.56% |
| CAGRi | +30.11% | +14.95% | |
| Volatilityi | 24.54% | 28.88% | |
| Sharpe ratioi | 1.02 | 0.47 | |
| Sortino ratioi | 1.48 | 0.68 | |
| Max drawdowni | 40.45% | 32.38% | |
| Current drawdowni | 0.00% | 21.47% | |
| Avg drawdowni | 12.15% | 10.88% | |
| Ulcer Indexi | 17.37% | 13.78% | |
| Max daily dropi | 8.26% | 9.51% | |
| Max wkly dropi | 16.00% | 13.51% | |
| 10Y | Growthi | +398.85% | +591.82% |
| CAGRi | +17.44% | +21.35% | |
| Volatilityi | 26.91% | 31.44% | |
| Sharpe ratioi | 0.57 | 0.63 | |
| Sortino ratioi | 0.80 | 0.93 | |
| Max drawdowni | 50.49% | 51.33% | |
| Current drawdowni | 0.00% | 21.47% | |
| Avg drawdowni | 12.56% | 11.18% | |
| Ulcer Indexi | 17.30% | 14.70% | |
| Max daily dropi | 14.50% | 15.60% | |
| Max wkly dropi | 24.89% | 26.49% |
| Category | BK | MS |
|---|---|---|
| Company | BK | MS |
| Sector | Financial Services | Financial Services |
| Industry | N/A | Capital Markets |
| Core business | N/A | Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Afr… |
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