Morgan StanleyvsWisdomTree

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

Morgan Stanley (MS) has a market value of $303B and WisdomTree (WT) $3.3B. Over the last year, with dividends, MS moved +14.7% and WT +87.7%. The P/E is 15.3 for MS and 29.6 for WT. Dividend yield: MS 2.26%, WT 0.55%.

At a glance

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

  • Market value

    MS$303B

    WT$3.3B

    MS is 93 times WT

  • Revenue, 12 months

    MS$80.2B

    WT$663M

    MS is 121 times WT

  • Net income, 12 months

    MS$20.5B

    WT$110M

    MS is 185 times WT

  • Operating margin

    MS–

    WT40.0%

  • ROIC

    MS4.4%

    WT13.7%

    9.3 points apart

  • P/E

    MS15.3

    WT29.6

    WT is 1.9 times MS

  • Dividend yield

    MS2.3%

    WT0.5%

    1.7 points apart

  • 5-year return

    MS+123.5%

    WT+238.9%

    115.4 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%

WT+238.9%

10020030040020222023202420252026
Returns by period
PeriodMSWith dividendsWTWith dividends
1 year since November 12, 2025+14.7%Price +12.2%+87.7%Price +86.6%
3 years since November 13, 2023+176.8%+40.4% a yearPrice +154.1%+239.6%+50.3% a yearPrice +229.4%
5 years since November 12, 2021+123.5%+17.5% a yearPrice +90.9%+238.9%+27.6% a yearPrice +215.5%
10 years since November 15, 2016+530.5%+20.2% a yearPrice +376.6%+174.4%+10.6% a yearPrice +127.3%

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 StanleyWTWisdomTree

Valuation

MSWT
Valuation
Price$190.65$21.64
Market value$303B$3.3B
Enterprise value (EV)––
P/E15.329.6
P/E, 5-year median15.817.6
P/B2.67.3
EV/EBIT––
Free cash flow yield––

Results and growth

MSWT
Results and growth
Revenue, 12 months$80.2B$663M
Net income, 12 months$20.5B$110M
Free cash flow, 12 months––
Earnings per share, 12 months$12.60$0.71
Revenue growth, year on year14.4%15.4%
Revenue growth a year, past+7.7%over 5 years+12.9%over 4 years
EPS growth a year, past+9.6%over 5 years+24.7%over 4 years

Margins and returns on capital

MSWT
Margins and returns on capital
Gross margin––
Operating margin–40.0%
Net margin25.5%16.6%
ROIC4.4%13.7%
ROE18.0%26.0%

Balance sheet

MSWT
Balance sheet
Cash$244B$39M
Total debt$378B$957M
Net debt / EBITDA––
Interest cover––

Dividends and buybacks

MSWT
Dividends and buybacks
Dividend yield2.3%0.5%
Dividend per share, 12 months$4.30$0.12
Dividend growth a year, past–+0.0%over 4 years
Buyback yield1.5%3.2%
Shareholder yield3.8%3.7%

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 WT

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Which is bigger, Morgan Stanley or WisdomTree?

By market value, Morgan Stanley ($303B) is about 92.7 times WisdomTree ($3.3B), at today's prices.

How did MS and WT stock do over the last 10 years?

Since November 15, 2016, MS's price moved +376.6% and WT's +127.3%. With dividends: MS +530.5% (+20.2% a year), WT +174.4% (+10.6% a year). Past returns do not predict future ones.

Which pays the higher dividend, MS or WT?

The dividend yield at today's price is 2.26% for Morgan Stanley and 0.55% for WisdomTree. Over the last twelve months they paid $4.30 and $0.12 per share.

What is the P/E of MS and WT?

At today's price, the P/E is 15.3 for MS and 29.6 for WT. The median of the last five years was 15.8 and 17.6, which shows where each stands against its own past.

Which has the higher profit margins, Morgan Stanley or WisdomTree?

Over the last twelve months, the net margin was 25.5% for Morgan Stanley and 16.6% for WisdomTree, and the operating margin – and 40.0%. Revenue was $80.2B and $663M.

Which is the better investment, Morgan Stanley or WisdomTree?

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.