JPM vs MS Comparison: AI Score, Valuation, Performance and Upside
Compare JPMorgan and Morgan Stanley by investment banking revenue, wealth management AUM growth, net interest margin, capital return, and which bank offers better risk-adjusted returns.
Use this JPMorgan vs Morgan Stanley comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
JPM holds the edge across 3 of 5 key metrics in this comparison. MS has delivered stronger 1-year price return (+50.51% vs +19.11%), though JPM has the better forward P/E setup (13.89x vs 16.01x for MS). JPM leads on both revenue growth (30.40%) and operating margin (50.39%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +7.76% for JPM and +7.59% for MS.
| Metric | JPM | MS |
|---|---|---|
| AI score | 62.2 | 65.0 |
| AI rank | #99 | #69 |
| Latest close | $353.21 | $214.48 |
| 1M return | +5.93% | -2.45% |
| 6M return | +18.64% | +19.82% |
| 1Y return | +19.11% | +50.51% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | JPM | MS |
|---|---|---|
| 1Y ago | $11.83K (+18.3%) started 2025-07-25 | $15K (+50.0%) started 2025-07-25 |
| 5Y ago | $28.68K (+186.8%) started 2021-07-26 | $29.47K (+194.7%) started 2021-07-26 |
| 10Y ago | $91.92K (+819.2%) started 2016-07-25 | $127.77K (+1177.7%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | JPM | MS |
|---|---|---|
| Market cap | $906.71B | $338.77B |
| Trailing P/E | 14.62 | 17.42 |
| Forward P/E | 13.89 | 16.01 |
| Price/Sales | 4.38 | 3.31 |
| EV/Revenue | 2.38 | 3.42 |
| Analyst target | $367.57 | $231.86 |
| Target upside | +7.76% | +7.59% |
| Metric | JPM | MS |
|---|---|---|
| Revenue growth | 30.40% | 28.00% |
| Earnings growth | 46.90% | 62.40% |
| EPS growth | +46.90% | +62.40% |
| FCF margin | N/A | N/A |
| Operating margin | 50.39% | 41.57% |
| Profit margin | 34.92% | 25.90% |
| ROIC proxy | 17.79% | 16.39% |
| Return on equity | 17.79% | 16.39% |
| Dividend yield | 1.76% | 2.13% |
| Beta | 0.98 | 1.22 |
| Debt/equity | N/A | 502.25 |
| Current ratio | N/A | 1.96 |
| Quick ratio | N/A | 1.53 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | JPM | MS |
|---|---|---|---|
| 1Y | Growth | +18.28% | +49.98% |
| CAGR | +18.34% | +50.16% | |
| Sharpe ratio | 0.67 | 1.47 | |
| Max drawdown | 15.47% | 19.28% | |
| Max daily drop | 4.66% | 6.19% | |
| Max wkly drop | 7.09% | 8.42% | |
| 5Y | Growth | +157.75% | +154.84% |
| CAGR | +20.87% | +20.59% | |
| Sharpe ratio | 0.72 | 0.64 | |
| Max drawdown | 38.77% | 32.38% | |
| Max daily drop | 7.48% | 9.51% | |
| Max wkly drop | 13.76% | 13.51% | |
| 10Y | Growth | +602.32% | +853.83% |
| CAGR | +21.53% | +25.30% | |
| Sharpe ratio | 0.69 | 0.73 | |
| Max drawdown | 43.63% | 51.33% | |
| Max daily drop | 14.96% | 15.60% | |
| Max wkly drop | 23.11% | 26.49% |
| Category | JPM | MS |
|---|---|---|
| Company | JPM | MS |
| Sector | Financial Services | Financial Services |
| Industry | Banks - Diversified | Capital Markets |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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