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Stock Comparison

BR vs MS

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BR
Broadridge Financial Solutions, Inc.

Information Technology Services

TechnologyNYSE • US
Market Cap$17.84B
5Y Perf.+26.2%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$307.53B
5Y Perf.+337.3%

BR vs MS — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BR logoBR
MS logoMS
IndustryInformation Technology ServicesFinancial - Capital Markets
Market Cap$17.84B$307.53B
Revenue (TTM)$7.32B$103.14B
Net Income (TTM)$1.10B$16.18B
Gross Margin31.3%55.6%
Operating Margin17.1%17.1%
Forward P/E16.1x16.3x
Total Debt$3.46B$360.49B
Cash & Equiv.$562M$75.74B

BR vs MSLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BR
MS
StockMay 20May 26Return
Broadridge Financia… (BR)100126.2+26.2%
Morgan Stanley (MS)100437.3+337.3%

Price return only. Dividends and distributions are not included.

Quick Verdict: BR vs MS

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: BR leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Morgan Stanley is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
BR
Broadridge Financial Solutions, Inc.
The Income Pick

BR carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 18 yrs, beta 0.22, yield 2.2%
  • Lower volatility, beta 0.22, current ratio 0.98x
  • PEG 1.29 vs MS's 1.83
Best for: income & stability and sleep-well-at-night
MS
Morgan Stanley
The Banking Pick

MS is the clearest fit if your priority is growth exposure and long-term compounding.

  • Rev growth 16.8%, EPS growth 53.5%
  • 7.4% 10Y total return vs BR's 194.5%
  • 16.8% NII/revenue growth vs BR's 5.9%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthMS logoMS16.8% NII/revenue growth vs BR's 5.9%
ValueBR logoBRLower P/E (16.1x vs 16.3x), PEG 1.29 vs 1.83
Quality / MarginsBR logoBR15.0% margin vs MS's 13.0%
Stability / SafetyBR logoBRBeta 0.22 vs MS's 1.37, lower leverage
DividendsBR logoBR2.2% yield, 18-year raise streak, vs MS's 2.0%
Momentum (1Y)MS logoMS+66.7% vs BR's -32.9%
Efficiency (ROA)BR logoBR12.8% ROA vs MS's 1.2%, ROIC 16.2% vs 2.9%

BR vs MS — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

BRBroadridge Financial Solutions, Inc.
FY 2025
Recurring Fee Revenue
65.4%$4.5B
Distribution Revenue
29.9%$2.1B
Event-Driven Revenue
4.6%$319M
MSMorgan Stanley
FY 2024
Wealth Management Segment
45.6%$28.4B
Institutional Securities Segment
45.0%$28.1B
Investment Management Segment
9.4%$5.9B

BR vs MS — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLBRLAGGINGMS

Income & Cash Flow (Last 12 Months)

BR leads this category, winning 3 of 5 comparable metrics.

MS is the larger business by revenue, generating $103.1B annually — 14.1x BR's $7.3B. Profitability is closely matched — net margins range from 15.0% (BR) to 13.0% (MS).

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
RevenueTrailing 12 months$7.3B$103.1B
EBITDAEarnings before interest/tax$1.7B$26.3B
Net IncomeAfter-tax profit$1.1B$16.2B
Free Cash FlowCash after capex$1.3B-$6.7B
Gross MarginGross profit ÷ Revenue+31.3%+55.6%
Operating MarginEBIT ÷ Revenue+17.1%+17.1%
Net MarginNet income ÷ Revenue+15.0%+13.0%
FCF MarginFCF ÷ Revenue+17.7%-2.0%
Rev. Growth (YoY)Latest quarter vs prior year+7.8%
EPS Growth (YoY)Latest quarter vs prior year+15.1%+48.9%
BR leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

BR leads this category, winning 5 of 6 comparable metrics.

At 21.5x trailing earnings, BR trades at a 11% valuation discount to MS's 24.3x P/E. Adjusting for growth (PEG ratio), BR offers better value at 1.73x vs MS's 2.73x — a lower PEG means you pay less per unit of expected earnings growth.

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
Market CapShares × price$17.8B$307.5B
Enterprise ValueMkt cap + debt − cash$20.7B$592.3B
Trailing P/EPrice ÷ TTM EPS21.53x24.31x
Forward P/EPrice ÷ next-FY EPS est.16.10x16.28x
PEG RatioP/E ÷ EPS growth rate1.73x2.73x
EV / EBITDAEnterprise value multiple12.30x26.03x
Price / SalesMarket cap ÷ Revenue2.59x2.98x
Price / BookPrice ÷ Book value/share6.81x2.95x
Price / FCFMarket cap ÷ FCF16.89x
BR leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

BR leads this category, winning 9 of 9 comparable metrics.

BR delivers a 40.1% return on equity — every $100 of shareholder capital generates $40 in annual profit, vs $15 for MS. BR carries lower financial leverage with a 1.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to MS's 3.42x. On the Piotroski fundamental quality scale (0–9), BR scores 8/9 vs MS's 5/9, reflecting strong financial health.

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
ROE (TTM)Return on equity+40.1%+14.6%
ROA (TTM)Return on assets+12.8%+1.2%
ROICReturn on invested capital+16.2%+2.9%
ROCEReturn on capital employed+17.6%+3.8%
Piotroski ScoreFundamental quality 0–985
Debt / EquityFinancial leverage1.30x3.42x
Net DebtTotal debt minus cash$2.9B$284.7B
Cash & Equiv.Liquid assets$562M$75.7B
Total DebtShort + long-term debt$3.5B$360.5B
Interest CoverageEBIT ÷ Interest expense13.54x0.44x
BR leads this category, winning 9 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

MS leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in MS five years ago would be worth $24,217 today (with dividends reinvested), compared to $10,219 for BR. Over the past 12 months, MS leads with a +66.7% total return vs BR's -32.9%. The 3-year compound annual growth rate (CAGR) favors MS at 34.3% vs BR's 2.3% — a key indicator of consistent wealth creation.

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
YTD ReturnYear-to-date-30.2%+7.4%
1-Year ReturnPast 12 months-32.9%+66.7%
3-Year ReturnCumulative with dividends+7.0%+142.1%
5-Year ReturnCumulative with dividends+2.2%+142.2%
10-Year ReturnCumulative with dividends+194.5%+739.4%
CAGR (3Y)Annualised 3-year return+2.3%+34.3%
MS leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — BR and MS each lead in 1 of 2 comparable metrics.

BR is the less volatile stock with a 0.22 beta — it tends to amplify market swings less than MS's 1.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 99.2% from its 52-week high vs BR's 56.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
Beta (5Y)Sensitivity to S&P 5000.22x1.37x
52-Week HighHighest price in past year$271.91$194.83
52-Week LowLowest price in past year$149.05$117.21
% of 52W HighCurrent price vs 52-week peak+56.2%+99.2%
RSI (14)Momentum oscillator 0–10036.761.2
Avg Volume (50D)Average daily shares traded1.4M5.4M
Evenly matched — BR and MS each lead in 1 of 2 comparable metrics.

Analyst Outlook

BR leads this category, winning 2 of 2 comparable metrics.

Wall Street rates BR as "Buy" and MS as "Buy". Consensus price targets imply 56.8% upside for BR (target: $240) vs 6.5% for MS (target: $206). For income investors, BR offers the higher dividend yield at 2.23% vs MS's 1.97%.

MetricBR logoBRBroadridge Financ…MS logoMSMorgan Stanley
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$239.60$205.75
# AnalystsCovering analysts2452
Dividend YieldAnnual dividend ÷ price+2.2%+2.0%
Dividend StreakConsecutive years of raises1811
Dividend / ShareAnnual DPS$3.40$3.81
Buyback YieldShare repurchases ÷ mkt cap+0.8%+1.4%
BR leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

BR leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). MS leads in 1 (Total Returns). 1 tied.

Best OverallBroadridge Financial Soluti… (BR)Leads 4 of 6 categories
Loading custom metrics...

BR vs MS: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is BR or MS a better buy right now?

For growth investors, Morgan Stanley (MS) is the stronger pick with 16.

8% revenue growth year-over-year, versus 5. 9% for Broadridge Financial Solutions, Inc. (BR). Broadridge Financial Solutions, Inc. (BR) offers the better valuation at 21. 5x trailing P/E (16. 1x forward), making it the more compelling value choice. Analysts rate Broadridge Financial Solutions, Inc. (BR) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — BR or MS?

On trailing P/E, Broadridge Financial Solutions, Inc.

(BR) is the cheapest at 21. 5x versus Morgan Stanley at 24. 3x. On forward P/E, Broadridge Financial Solutions, Inc. is actually cheaper at 16. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Broadridge Financial Solutions, Inc. wins at 1. 29x versus Morgan Stanley's 1. 83x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — BR or MS?

Over the past 5 years, Morgan Stanley (MS) delivered a total return of +142.

2%, compared to +2. 2% for Broadridge Financial Solutions, Inc. (BR). Over 10 years, the gap is even starker: MS returned +739. 4% versus BR's +194. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — BR or MS?

By beta (market sensitivity over 5 years), Broadridge Financial Solutions, Inc.

(BR) is the lower-risk stock at 0. 22β versus Morgan Stanley's 1. 37β — meaning MS is approximately 531% more volatile than BR relative to the S&P 500. On balance sheet safety, Broadridge Financial Solutions, Inc. (BR) carries a lower debt/equity ratio of 130% versus 3% for Morgan Stanley — giving it more financial flexibility in a downturn.

05

Which is growing faster — BR or MS?

By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 16.

8% versus 5. 9% for Broadridge Financial Solutions, Inc. (BR). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53. 5% year-over-year, compared to 21. 2% for Broadridge Financial Solutions, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — BR or MS?

Morgan Stanley (MS) is the more profitable company, earning 13.

0% net margin versus 12. 2% for Broadridge Financial Solutions, Inc. — meaning it keeps 13. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BR leads at 17. 3% versus 17. 1% for MS. At the gross margin level — before operating expenses — MS leads at 55. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is BR or MS more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Broadridge Financial Solutions, Inc. (BR) is the more undervalued stock at a PEG of 1. 29x versus Morgan Stanley's 1. 83x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Broadridge Financial Solutions, Inc. (BR) trades at 16. 1x forward P/E versus 16. 3x for Morgan Stanley — 0. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BR: 56. 8% to $239. 60.

08

Which pays a better dividend — BR or MS?

All stocks in this comparison pay dividends.

Broadridge Financial Solutions, Inc. (BR) offers the highest yield at 2. 2%, versus 2. 0% for Morgan Stanley (MS).

09

Is BR or MS better for a retirement portfolio?

For long-horizon retirement investors, Broadridge Financial Solutions, Inc.

(BR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 22), 2. 2% yield, +194. 5% 10Y return). Both have compounded well over 10 years (BR: +194. 5%, MS: +739. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between BR and MS?

These companies operate in different sectors (BR (Technology) and MS (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: BR is a mid-cap quality compounder stock; MS is a large-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

BR

Income & Dividend Stock

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
Run This Screen
Stocks Like

MS

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 7%
Run This Screen
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Beat Both

Find stocks that outperform BR and MS on the metrics below

Revenue Growth>
%
(BR: 7.8% · MS: 16.8%)
Net Margin>
%
(BR: 15.0% · MS: 13.0%)
P/E Ratio<
x
(BR: 21.5x · MS: 24.3x)

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