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MS vs PG

Comparison between Morgan Stanley (MS, Company) and Procter & Gamble Company (PG, Company).

MS is from the Financial Services sector, while PG is from the Consumer Defensive sector.

5-Year PerformanceMS has outperformed PG, delivering a return of +25.3% compared to +5.2%

MS vs PG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MS
$353B
PG
$350B
Max Drawdown
MS
91.59%
Winner
PG
54.47%
Sharpe Ratio
Winner
MS
2.14
PG
-0.24
5Y Beta
MS
1.31
Winner
PG
0.09
Industry
MS
Capital Markets
PG
Household & Personal Products
P/E Ratio
Winner
MS
19.55
PG
20.97
Forward P/E
Winner
MS
19.05
PG
21.14
PEG Ratio
Winner
MS
0.68
PG
3.05
Dividend Yield
MS
1.79%
Winner
PG
2.81%
5Y Dividends CAGR
Winner
MS
28.60%
PG
5.61%
5Y EPS CAGR
Winner
MS
7.84%
PG
7.03%
Debt to Equity
MS
317.63%
Winner
PG
67.65%
Free Cash Flow Yield
MS
-0.29%
Winner
PG
4.29%
P/S Ratio
MS
4.81
Winner
PG
3.97
P/B Ratio
Winner
MS
3.37
PG
6.13

MS vs PG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MS
+12.44%
PG
+4.44%
3M
Winner
MS
+38.28%
PG
+5.54%
6M
Winner
MS
+27.28%
PG
+6.88%
1Y
Winner
MS
+72.74%
PG
-3.65%
5Y(CAGR)
Winner
MS
+25.30%
PG
+5.21%
10Y(CAGR)
Winner
MS
+27.07%
PG
+8.94%
Max(CAGR)
Winner
MS
+8.32%
PG
+6.67%

MS vs PG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSPG
2026+25.60%+7.93%
2025+46.27%-11.37%
2024+38.75%+15.51%
2023+12.98%-0.85%
2022-12.22%-4.65%
2021+47.04%+21.69%
2020+35.62%+15.53%
2019+30.19%+40.68%
2018-22.35%+5.02%
2017+24.27%+12.53%
2016+37.49%+10.82%
2015-16.56%-9.31%
2014+26.42%+16.67%
2013+61.12%+21.01%
2012+20.02%+4.99%
2011-45.95%+6.32%
2010-11.32%+8.49%
2009+77.42%-0.38%
2008-67.42%-12.44%
2007-20.79%+16.14%
2006+42.01%+11.62%
2005+3.57%+6.96%
2004-0.72%+13.39%
2003+40.79%+15.96%
2002-26.22%+9.44%
2001-21.19%+3.04%
2000+18.60%-25.49%
1999+29.05%+1.48%

MS vs PG Drawdown Comparison

The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.

The maximum drawdown for PG was -54.25%, occurring on Mar 10, 2000. Recovery took 1099 trading sessions.

The current MS drawdown is -0.47%. The current PG drawdown is -12.58%.

RankMSPG
#1-88.12%
Sep 11, 2000 - Nov 24, 2020
-54.25%
Jan 11, 2000 - May 27, 2004
#2-33.36%
Mar 24, 2000 - Jul 12, 2000
-38.98%
Dec 12, 2007 - Dec 23, 2011
#3-32.39%
Feb 9, 2022 - May 15, 2024
-25.45%
Dec 26, 2014 - Aug 29, 2016
#4-29.24%
Feb 6, 2025 - Jun 27, 2025
-23.77%
Apr 28, 2022 - Jan 30, 2024
#5-18.83%
Jan 15, 2026 - Apr 15, 2026
-23.16%
Feb 6, 2020 - Jul 23, 2020
#6-15.63%
Dec 31, 1999 - Mar 1, 2000
-22.98%
Sep 20, 2017 - Nov 5, 2018
#7-13.15%
Jul 17, 2024 - Oct 4, 2024
-21.15%
Dec 2, 2024 - Jan 7, 2026
#8-11.88%
Jan 14, 2021 - Feb 22, 2021
-14.83%
Nov 13, 2020 - Jul 30, 2021
#9-11.24%
Jan 11, 2022 - Feb 8, 2022
-14.10%
Mar 10, 2006 - Aug 30, 2006
#10-10.73%
Nov 21, 2024 - Jan 16, 2025
-12.75%
Feb 3, 2022 - Apr 28, 2022
#11-10.50%
Jun 4, 2021 - Jul 21, 2021
-11.98%
Mar 13, 2012 - Aug 10, 2012
#12-9.95%
Mar 10, 2000 - Mar 17, 2000
-10.70%
Nov 25, 2013 - Aug 25, 2014
#13-9.47%
Aug 27, 2021 - Jan 11, 2022
-9.73%
Sep 8, 2004 - Dec 13, 2004
#14-8.44%
Jul 13, 2000 - Aug 4, 2000
-9.60%
Dec 14, 2018 - Jan 31, 2019
#15-8.36%
Mar 12, 2021 - May 5, 2021
-9.15%
Jan 20, 2005 - May 19, 2005

Correlation

Correlation between MS and PG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2000 - 2026)

MS vs PG dividend yield comparison.

YearMSPG
20260.88%1.42%
20252.17%2.91%
20242.82%2.36%
20233.49%2.55%
20223.47%2.38%
20212.14%2.08%
20202.04%2.24%
20192.54%2.37%
20182.77%3.09%
20171.72%2.98%
20161.66%3.18%
20151.73%3.31%
20140.90%2.78%
20130.64%2.91%
20120.78%3.26%
20111.32%3.08%
20100.74%2.93%
20091.48%2.84%
20086.73%2.51%
200728.86%1.85%
20061.33%1.88%
20051.90%1.88%
20041.80%1.77%
20031.59%1.73%
20022.30%1.84%
20011.64%1.85%
20001.01%1.71%

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