Morgan StanleyvsOportun Financial

MS and OPRT stock compared: price, dividend, valuation and results, from SEC filings.

Morgan Stanley (MS) has a market value of $303B and Oportun Financial (OPRT) $537M. Over the last year, with dividends, MS moved +14.7% and OPRT +142.4%. The P/E is 15.3 for MS and 14.4 for OPRT. Dividend yield: MS 2.26%, OPRT none.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    MS$303B

    OPRT$537M

    MS is 564 times OPRT

  • Revenue, 12 months

    MS$80.2B

    OPRT$417M

    MS is 192 times OPRT

  • Net income, 12 months

    MS$20.5B

    OPRT$37M

    MS is 550 times OPRT

  • Operating margin

    MS–

    OPRT–

  • ROIC

    MS4.4%

    OPRT9.3%

    4.9 points apart

  • P/E

    MS15.3

    OPRT14.4

    MS is 1.1 times OPRT

  • Dividend yield

    MS2.3%

    OPRT0.0%

    2.3 points apart

  • 5-year return

    MS+123.5%

    OPRT-57.7%

    181.2 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

MS+123.5%

OPRT-57.7%

010020020222023202420252026
Returns by period
PeriodMSWith dividendsOPRTWith dividends
1 year since November 12, 2025+14.7%Price +12.2%+142.4%Price +142.4%
3 years since November 13, 2023+176.8%+40.4% a yearPrice +154.1%+367.3%+67.2% a yearPrice +367.3%
5 years since November 12, 2021+123.5%+17.5% a yearPrice +90.9%-57.7%-15.8% a yearPrice -57.7%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

MSMorgan StanleyOPRTOportun Financial

Valuation

MSOPRT
Valuation
Price$190.65$11.73
Market value$303B$537M
Enterprise value (EV)––
P/E15.314.4
P/E, 5-year median15.8–
P/B2.61.2
EV/EBIT––
Free cash flow yield––

Results and growth

MSOPRT
Results and growth
Revenue, 12 months$80.2B$417M
Net income, 12 months$20.5B$37M
Free cash flow, 12 months––
Earnings per share, 12 months$12.60$0.74
Revenue growth, year on year14.4%37.5%
Revenue growth a year, past+7.7%over 5 years+3.9%over 5 years
EPS growth a year, past+9.6%over 5 years–

Margins and returns on capital

MSOPRT
Margins and returns on capital
Gross margin––
Operating margin––
Net margin25.5%8.9%
ROIC4.4%9.3%
ROE18.0%9.3%

Balance sheet

MSOPRT
Balance sheet
Cash$244B$181M
Total debt$378B–
Net debt / EBITDA––
Interest cover–0.3×

Dividends and buybacks

MSOPRT
Dividends and buybacks
Dividend yield2.3%–
Dividend per share, 12 months$4.30–
Dividend growth a year, past––
Buyback yield1.5%–
Shareholder yield3.8%–

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: MS or OPRT

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Which is bigger, Morgan Stanley or Oportun Financial?

By market value, Morgan Stanley ($303B) is about 564.2 times Oportun Financial ($537M), at today's prices.

How did MS and OPRT stock do over the last 5 years?

Since November 12, 2021, MS's price moved +90.9% and OPRT's -57.7%. With dividends: MS +123.5% (+17.5% a year), OPRT -57.7% (-15.8% a year). Past returns do not predict future ones.

Which pays the higher dividend, MS or OPRT?

The dividend yield at today's price is 2.26% for Morgan Stanley and none for Oportun Financial. Over the last twelve months they paid $4.30 and – per share.

What is the P/E of MS and OPRT?

At today's price, the P/E is 15.3 for MS and 14.4 for OPRT. It is the share price over the last twelve months' earnings per share.

Which has the higher profit margins, Morgan Stanley or Oportun Financial?

Over the last twelve months, the net margin was 25.5% for Morgan Stanley and 8.9% for Oportun Financial, and the operating margin – and –. Revenue was $80.2B and $417M.

Which is the better investment, Morgan Stanley or Oportun Financial?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.