MS vs NVS
Comparison between Morgan Stanley (MS, Company) and Novartis AG (NVS, Company).
MS is from the Financial Services sector, while NVS is from the Healthcare sector.
5-Year PerformanceMS has outperformed NVS, delivering a return of +20.9% compared to +14.9%
MS vs NVS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MS vs NVS - Historical Returns
Returns include dividend reinvestment.
MS vs NVS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MS | NVS |
|---|---|---|
| 2026 | +7.29% | +8.64% |
| 2025 | +46.27% | +47.15% |
| 2024 | +38.75% | -0.05% |
| 2023 | +12.98% | +14.25% |
| 2022 | -12.22% | +7.57% |
| 2021 | +47.04% | -3.56% |
| 2020 | +35.62% | +3.07% |
| 2019 | +30.19% | +16.26% |
| 2018 | -22.35% | +5.03% |
| 2017 | +24.27% | +19.42% |
| 2016 | +37.49% | -11.84% |
| 2015 | -16.56% | -4.25% |
| 2014 | +26.42% | +21.64% |
| 2013 | +61.12% | +30.51% |
| 2012 | +20.02% | +13.71% |
| 2011 | -45.95% | +0.66% |
| 2010 | -11.32% | +16.07% |
| 2009 | +77.42% | +14.72% |
| 2008 | -67.42% | -6.02% |
| 2007 | -20.79% | -4.79% |
| 2006 | +42.01% | +9.20% |
| 2005 | +3.57% | +6.25% |
| 2004 | -0.72% | +12.02% |
| 2003 | +40.79% | +26.10% |
| 2002 | -26.22% | +3.81% |
| 2001 | -21.19% | -17.60% |
| 2000 | +18.60% | +27.78% |
| 1999 | +29.05% | -0.50% |
MS vs NVS Drawdown Comparison
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The maximum drawdown for NVS was -41.93%, occurring on Mar 3, 2009. Recovery took 536 trading sessions.
The current MS drawdown is -0.13%. The current NVS drawdown is -10.74%.
| Rank | MS | NVS |
|---|---|---|
| #1 | -88.12% Sep 11, 2000 - Nov 24, 2020 | -41.93% Aug 4, 2008 - Sep 20, 2010 |
| #2 | -33.36% Mar 24, 2000 - Jul 12, 2000 | -33.89% Jul 20, 2015 - Mar 15, 2019 |
| #3 | -32.39% Feb 9, 2022 - May 15, 2024 | -26.03% Feb 12, 2020 - Jan 15, 2021 |
| #4 | -29.24% Feb 6, 2025 - Jun 27, 2025 | -25.86% Jan 3, 2001 - Dec 3, 2003 |
| #5 | -18.83% Jan 15, 2026 - Apr 15, 2026 | -25.15% Dec 3, 1999 - Jun 30, 2000 |
| #6 | -15.63% Dec 31, 1999 - Mar 1, 2000 | -21.57% Mar 29, 2019 - Feb 5, 2020 |
| #7 | -13.15% Jul 17, 2024 - Oct 4, 2024 | -20.65% Nov 7, 2006 - Jul 22, 2008 |
| #8 | -11.88% Jan 14, 2021 - Feb 22, 2021 | -20.42% Apr 11, 2022 - Mar 27, 2023 |
| #9 | -11.24% Jan 11, 2022 - Feb 8, 2022 | -19.95% Aug 30, 2024 - Jun 2, 2025 |
| #10 | -10.73% Nov 21, 2024 - Jan 16, 2025 | -19.95% May 31, 2011 - Oct 1, 2012 |
| #11 | -10.50% Jun 4, 2021 - Jul 21, 2021 | -16.23% Aug 17, 2021 - Apr 7, 2022 |
| #12 | -9.95% Mar 10, 2000 - Mar 17, 2000 | -12.76% Jan 25, 2021 - Aug 17, 2021 |
| #13 | -9.47% Aug 27, 2021 - Jan 11, 2022 | -12.63% Feb 27, 2026 - Apr 29, 2026 |
| #14 | -8.44% Jul 13, 2000 - Aug 4, 2000 | -12.23% Jul 20, 2023 - Jan 4, 2024 |
| #15 | -8.36% Mar 12, 2021 - May 5, 2021 | -11.81% Feb 11, 2004 - Sep 1, 2004 |
Correlation
Correlation between MS and NVS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MS vs NVS dividend yield comparison.
| Year | MS | NVS |
|---|---|---|
| 2026 | 1.04% | 3.27% |
| 2025 | 2.17% | 2.90% |
| 2024 | 2.82% | 3.84% |
| 2023 | 3.49% | 3.44% |
| 2022 | 3.47% | 3.70% |
| 2021 | 2.14% | 3.86% |
| 2020 | 2.04% | 3.22% |
| 2019 | 2.54% | 3.03% |
| 2018 | 2.77% | 3.47% |
| 2017 | 1.72% | 3.24% |
| 2016 | 1.66% | 3.73% |
| 2015 | 1.73% | 3.10% |
| 2014 | 0.90% | 2.98% |
| 2013 | 0.64% | 3.02% |
| 2012 | 0.78% | 3.92% |
| 2011 | 1.32% | 4.13% |
| 2010 | 0.74% | 3.31% |
| 2009 | 1.48% | 3.15% |
| 2008 | 6.73% | 3.09% |
| 2007 | 28.86% | 2.02% |
| 2006 | 1.33% | 1.53% |
| 2005 | 1.90% | 1.68% |
| 2004 | 1.80% | 1.55% |
| 2003 | 1.59% | 1.54% |
| 2002 | 2.30% | 1.24% |
| 2001 | 1.64% | 1.15% |
| 2000 | 1.01% | 3.33% |
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