Data as of:
brimindinvest.com / compare / trow-vs-msLIVE
TROW
TROW ·
$109.78
-3.72% this month
VERSUS
COMPARE
MS
MS ·
$217.72
+0.64% this month
Comparison scoreboard
MS LEADS 4/5
AI Scorei
TROW 39.8
MS 65.6
1Y Returni
TROW +1.50%
MS +47.02%
Fwd P/Ei
TROW 10.81
MS 15.75
Target Up.i
TROW -1.49%
MS +10.17%
Op. Margini
TROW 28.69%
MS 41.57%
Metrics last refreshed: 9/8/2026
Quick take

TROW vs MS Comparison: AI Score, Valuation, Performance and Upside

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Compare T. Rowe Price's pure-play fund management model against Morgan Stanley's wealth management and investment bank.

Use this T. Rowe Price vs Morgan Stanley comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.

Live analysis · updated 9/8/2026

MS holds the edge across 4 of 5 key metrics in this comparison. MS has delivered stronger 1-year price return (+47.02% vs +1.50%), though TROW has the better forward P/E setup (10.81x vs 15.75x for MS). 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 TROW (-1.49%).

Want a full valuation workup? 16-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.
Normalized 1Y performance
TROW
MS
Recent returns
TROW
MS
Analyst price targets & sentiment

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.

TROW · 13 analysts
STRONG BUYHOLDSTRONG SELL
Hold (3.2/5.0)
Price target range
analyst low$82.00
analyst high$113.00
analyst mean$109.58
current price$109.78
-1.5% upside to analyst mean
MS · 19 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.6/5.0)
Price target range
analyst low$101.00
analyst mean$236.62
current price$217.72
+10.2% upside to analyst mean
Performance & AI score
Performance & AI score
MetricTROWMS
AI scorei39.865.6
AI ranki#1168#70
Latest closei$109.78$217.72
1M returni-3.72%+0.64%
6M returni+21.24%+35.69%
1Y returni+1.50%+47.02%
$10,000 invested — hypothetical growth (dividends reinvested)

How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?

$10,000 invested — hypothetical growth (dividends reinvested)
PeriodTROWMS
1Y ago$10.15K (+1.5%)
started 2025-09-08
$14.63K (+46.3%)
started 2025-09-08
5Y ago$6.95K (-30.5%)
started 2021-09-09
$27.38K (+173.8%)
started 2021-09-09
10Y ago$31.57K (+215.7%)
started 2016-09-09
$117.73K (+1077.3%)
started 2016-09-09

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential
Valuation & upside potential
MetricTROWMS
Market capi$23.73B$337.31B
Trailing P/Ei11.1717.36
Forward P/Ei10.8115.75
Price/Salesi2.923.31
EV/Revenuei2.912.78
Analyst targeti$109.58$236.62
Target upsidei-1.49%+10.17%
Growth, profitability & risk
Growth, profitability & risk
MetricTROWMS
Revenue growthi10.70%28.00%
Earnings growthi28.60%62.40%
EPS growthi+28.60%+62.40%
FCF margini+26.66%N/A
Operating margini28.69%41.57%
Profit margini29.26%25.90%
ROIC proxyi19.40%17.97%
Return on equityi19.40%17.97%
Dividend yieldi4.67%2.14%
Betai1.481.21
Debt/equityi3.70517.28
Current ratioi4.042.00
Quick ratioi4.041.60
Correlation

Over the past year, TROW and MS have moved moderately in the same direction (correlation of 0.44), based on daily returns.

1Y
0.44
-1.0+1.0
5Y
0.61
-1.0+1.0
10Y
0.65
-1.0+1.0
Drawdown & downside risk

Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.

1Y risk snapshot
TROW max drawdowni20.93%
MS max drawdowni19.28%
TROW max wkly dropi12.21%
MS max wkly dropi8.42%
5Y risk snapshot
TROW max drawdowni57.89%
MS max drawdowni32.38%
TROW max wkly dropi14.83%
MS max wkly dropi13.51%
10Y risk snapshot
TROW max drawdowni58.16%
MS max drawdowni51.33%
TROW max wkly dropi24.82%
MS max wkly dropi26.49%
Performance metrics by period
Performance metrics by period
PeriodMetricTROWMS
1YGrowthi+1.49%+46.33%
CAGRi+1.49%+46.46%
Volatilityi24.11%27.97%
Sharpe ratioi-0.001.35
Sortino ratioi-0.011.98
Max drawdowni20.93%19.28%
Current drawdowni9.78%4.74%
Avg drawdowni6.66%4.37%
Ulcer Indexi8.46%6.42%
Max daily dropi6.31%6.19%
Max wkly dropi12.21%8.42%
5YGrowthi-41.03%+138.75%
CAGRi-10.03%+19.03%
Volatilityi30.72%28.91%
Sharpe ratioi-0.340.59
Sortino ratioi-0.480.86
Max drawdowni57.89%32.38%
Current drawdowni42.40%4.74%
Avg drawdowni42.22%10.59%
Ulcer Indexi43.60%13.56%
Max daily dropi8.18%9.51%
Max wkly dropi14.83%13.51%
10YGrowthi+121.30%+786.73%
CAGRi+8.27%+24.40%
Volatilityi30.12%31.41%
Sharpe ratioi0.270.71
Sortino ratioi0.381.05
Max drawdowni58.16%51.33%
Current drawdowni42.78%4.74%
Avg drawdowni25.00%11.00%
Ulcer Indexi31.97%14.59%
Max daily dropi13.07%15.60%
Max wkly dropi24.82%26.49%
AI Prediction Signali
Members only
Next 5 trading days
TROW
+2.8%BUY
MS
+1.1%HOLD
Next 30 trading days
TROW
+6.4%BUY
MS
+3.2%HOLD

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Business comparison
Business comparison
CategoryTROWMS
CompanyTROWMS
SectorFinancial ServicesFinancial Services
IndustryAsset ManagementCapital Markets
Core businessT. Rowe Price Group, Inc. is a publicly owned investment manager.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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