Financial - Capital Markets
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MRX vs MS vs GS vs SF
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
MRX vs MS vs GS vs SF — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $3.73B | $302.59B | $287.62B | $11.79B |
| Revenue (TTM) | $3.63B | $103.14B | $126.85B | $6.30B |
| Net Income (TTM) | $526M | $16.18B | $16.67B | $684M |
| Gross Margin | 74.7% | 55.6% | 41.1% | 86.6% |
| Operating Margin | 32.0% | 17.1% | 14.5% | 13.8% |
| Forward P/E | 10.6x | 16.0x | 15.6x | 12.1x |
| Total Debt | $10.17B | $360.49B | $616.93B | $2.18B |
| Cash & Equiv. | $6.38B | $75.74B | $182.09B | $2.28B |
MRX vs MS vs GS vs SF — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 24 | May 26 | Return |
|---|---|---|---|
| Marex Group plc Ord… (MRX) | 100 | 269.4 | +169.4% |
| Morgan Stanley (MS) | 100 | 209.4 | +109.4% |
| The Goldman Sachs G… (GS) | 100 | 217.0 | +117.0% |
| Stifel Financial Co… (SF) | 100 | 143.0 | +43.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MRX vs MS vs GS vs SF
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MRX carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 0.27 vs MS's 1.80
- 25.4% NII/revenue growth vs SF's 6.9%
- Lower P/E (10.6x vs 15.6x), PEG 0.27 vs 1.12
- Beta 0.74 vs GS's 1.47
MS is the clearest fit if your priority is long-term compounding.
- 7.3% 10Y total return vs GS's 5.3%
GS is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 17.0%, EPS growth 77.3%
- Efficiency ratio 0.3% vs SF's 0.7% (lower = leaner)
- +70.6% vs MRX's +9.4%
- Efficiency ratio 0.3% vs SF's 0.7%
SF is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 10 yrs, beta 1.23, yield 2.5%
- Lower volatility, beta 1.23, Low D/E 36.5%, current ratio 5.24x
- Beta 1.23, yield 2.5%, current ratio 5.24x
- NIM 2.6% vs MRX's 0.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 25.4% NII/revenue growth vs SF's 6.9% | |
| Value | Lower P/E (10.6x vs 15.6x), PEG 0.27 vs 1.12 | |
| Quality / Margins | Efficiency ratio 0.3% vs SF's 0.7% (lower = leaner) | |
| Stability / Safety | Beta 0.74 vs GS's 1.47 | |
| Dividends | 2.5% yield, 10-year raise streak, vs GS's 1.5% | |
| Momentum (1Y) | +70.6% vs MRX's +9.4% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs SF's 0.7% |
MRX vs MS vs GS vs SF — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MRX vs MS vs GS vs SF — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MRX leads in 2 of 6 categories
GS leads 1 • MS leads 0 • SF leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — MS and SF each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
GS is the larger business by revenue, generating $126.9B annually — 34.9x MRX's $3.6B. Profitability is closely matched — net margins range from 13.0% (MS) to 8.5% (MRX).
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $3.6B | $103.1B | $126.9B | $6.3B |
| EBITDAEarnings before interest/tax | $2.1B | $26.3B | $23.4B | $1.0B |
| Net IncomeAfter-tax profit | $526M | $16.2B | $16.7B | $684M |
| Free Cash FlowCash after capex | $883M | -$6.7B | $15.8B | $993M |
| Gross MarginGross profit ÷ Revenue | +74.7% | +55.6% | +41.1% | +86.6% |
| Operating MarginEBIT ÷ Revenue | +32.0% | +17.1% | +14.5% | +13.8% |
| Net MarginNet income ÷ Revenue | +8.5% | +13.0% | +11.3% | +10.9% |
| FCF MarginFCF ÷ Revenue | +18.0% | -2.0% | -12.1% | +19.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -33.8% | +48.9% | +45.8% | +10.5% |
Valuation Metrics
MRX leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 13.0x trailing earnings, SF trades at a 46% valuation discount to MS's 23.9x P/E. Adjusting for growth (PEG ratio), MRX offers better value at 0.34x vs MS's 2.69x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.7B | $302.6B | $287.6B | $11.8B |
| Enterprise ValueMkt cap + debt − cash | $7.5B | $587.3B | $722.5B | $11.7B |
| Trailing P/EPrice ÷ TTM EPS | 13.41x | 23.92x | 22.84x | 12.96x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.60x | 16.01x | 15.64x | 12.14x |
| PEG RatioP/E ÷ EPS growth rate | 0.34x | 2.69x | 1.63x | 1.81x |
| EV / EBITDAEnterprise value multiple | 6.28x | 25.81x | 34.75x | 12.52x |
| Price / SalesMarket cap ÷ Revenue | 1.03x | 2.93x | 2.27x | 1.87x |
| Price / BookPrice ÷ Book value/share | 3.13x | 2.91x | 2.53x | 1.41x |
| Price / FCFMarket cap ÷ FCF | 5.70x | — | — | 9.81x |
Profitability & Efficiency
MRX leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
MRX delivers a 49.7% return on equity — every $100 of shareholder capital generates $50 in annual profit, vs $12 for SF. SF carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to MRX's 8.05x. On the Piotroski fundamental quality scale (0–9), SF scores 8/9 vs GS's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +49.7% | +14.6% | +12.6% | +12.0% |
| ROA (TTM)Return on assets | +2.0% | +1.2% | +0.9% | +1.7% |
| ROICReturn on invested capital | +9.4% | +2.9% | +1.9% | +7.9% |
| ROCEReturn on capital employed | +7.9% | +3.8% | +3.6% | +3.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 4 | 8 |
| Debt / EquityFinancial leverage | 8.05x | 3.42x | 5.06x | 0.36x |
| Net DebtTotal debt minus cash | $3.8B | $284.7B | $434.8B | -$103M |
| Cash & Equiv.Liquid assets | $6.4B | $75.7B | $182.1B | $2.3B |
| Total DebtShort + long-term debt | $10.2B | $360.5B | $616.9B | $2.2B |
| Interest CoverageEBIT ÷ Interest expense | 1.54x | 0.44x | 0.31x | 1.07x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MRX five years ago would be worth $27,857 today (with dividends reinvested), compared to $17,633 for SF. Over the past 12 months, GS leads with a +70.6% total return vs MRX's +9.4%. The 3-year compound annual growth rate (CAGR) favors GS at 43.5% vs SF's 27.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +37.1% | +5.7% | +1.8% | -10.5% |
| 1-Year ReturnPast 12 months | +9.4% | +63.0% | +70.6% | +31.0% |
| 3-Year ReturnCumulative with dividends | +178.6% | +138.4% | +195.2% | +108.8% |
| 5-Year ReturnCumulative with dividends | +178.6% | +136.2% | +164.4% | +76.3% |
| 10-Year ReturnCumulative with dividends | +178.6% | +732.3% | +534.3% | +509.4% |
| CAGR (3Y)Annualised 3-year return | +40.7% | +33.6% | +43.5% | +27.8% |
Risk & Volatility
Evenly matched — MRX and MS each lead in 1 of 2 comparable metrics.
Risk & Volatility
MRX is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than GS's 1.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 97.6% from its 52-week high vs SF's 58.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.74x | 1.37x | 1.47x | 1.23x |
| 52-Week HighHighest price in past year | $54.60 | $194.83 | $984.70 | $130.67 |
| 52-Week LowLowest price in past year | $27.91 | $118.20 | $547.74 | $59.15 |
| % of 52W HighCurrent price vs 52-week peak | +95.0% | +97.6% | +94.0% | +58.3% |
| RSI (14)Momentum oscillator 0–100 | 51.8 | 66.0 | 59.5 | 53.7 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 5.4M | 2.0M | 1.4M |
Analyst Outlook
Evenly matched — GS and SF each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MRX as "Buy", MS as "Buy", GS as "Hold", SF as "Buy". Consensus price targets imply 22.7% upside for SF (target: $93) vs 6.0% for MRX (target: $55). For income investors, SF offers the higher dividend yield at 2.45% vs MRX's 1.41%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $55.00 | $205.75 | $995.89 | $93.44 |
| # AnalystsCovering analysts | 6 | 52 | 55 | 22 |
| Dividend YieldAnnual dividend ÷ price | +1.4% | +2.0% | +1.5% | +2.5% |
| Dividend StreakConsecutive years of raises | 0 | 11 | 12 | 10 |
| Dividend / ShareAnnual DPS | $0.73 | $3.81 | $13.48 | $1.87 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +1.4% | +3.5% | +2.1% |
MRX leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). GS leads in 1 (Total Returns). 3 tied.
MRX vs MS vs GS vs SF: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MRX or MS or GS or SF a better buy right now?
For growth investors, Marex Group plc Ordinary Shares (MRX) is the stronger pick with 25.
4% revenue growth year-over-year, versus 6. 9% for Stifel Financial Corp. (SF). Stifel Financial Corp. (SF) offers the better valuation at 13. 0x trailing P/E (12. 1x forward), making it the more compelling value choice. Analysts rate Marex Group plc Ordinary Shares (MRX) a "Buy" — based on 6 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.
02Which has the better valuation — MRX or MS or GS or SF?
On trailing P/E, Stifel Financial Corp.
(SF) is the cheapest at 13. 0x versus Morgan Stanley at 23. 9x. On forward P/E, Marex Group plc Ordinary Shares is actually cheaper at 10. 6x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Marex Group plc Ordinary Shares wins at 0. 27x versus Morgan Stanley's 1. 80x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — MRX or MS or GS or SF?
Over the past 5 years, Marex Group plc Ordinary Shares (MRX) delivered a total return of +178.
6%, compared to +76. 3% for Stifel Financial Corp. (SF). Over 10 years, the gap is even starker: MS returned +732. 3% versus MRX's +178. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MRX or MS or GS or SF?
By beta (market sensitivity over 5 years), Marex Group plc Ordinary Shares (MRX) is the lower-risk stock at 0.
74β versus The Goldman Sachs Group, Inc. 's 1. 47β — meaning GS is approximately 98% more volatile than MRX relative to the S&P 500. On balance sheet safety, Stifel Financial Corp. (SF) carries a lower debt/equity ratio of 36% versus 8% for Marex Group plc Ordinary Shares — giving it more financial flexibility in a downturn.
05Which is growing faster — MRX or MS or GS or SF?
By revenue growth (latest reported year), Marex Group plc Ordinary Shares (MRX) is pulling ahead at 25.
4% versus 6. 9% for Stifel Financial Corp. (SF). On earnings-per-share growth, the picture is similar: The Goldman Sachs Group, Inc. grew EPS 77. 3% year-over-year, compared to -5. 9% for Stifel Financial Corp.. 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.
06Which has better profit margins — MRX or MS or GS or SF?
Morgan Stanley (MS) is the more profitable company, earning 13.
0% net margin versus 8. 5% for Marex Group plc Ordinary Shares — meaning it keeps 13. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MRX leads at 32. 0% versus 13. 8% for SF. At the gross margin level — before operating expenses — SF leads at 86. 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.
07Is MRX or MS or GS or SF 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, Marex Group plc Ordinary Shares (MRX) is the more undervalued stock at a PEG of 0. 27x versus Morgan Stanley's 1. 80x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Marex Group plc Ordinary Shares (MRX) trades at 10. 6x forward P/E versus 16. 0x for Morgan Stanley — 5. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SF: 22. 7% to $93. 44.
08Which pays a better dividend — MRX or MS or GS or SF?
All stocks in this comparison pay dividends.
Stifel Financial Corp. (SF) offers the highest yield at 2. 5%, versus 1. 4% for Marex Group plc Ordinary Shares (MRX).
09Is MRX or MS or GS or SF better for a retirement portfolio?
For long-horizon retirement investors, Marex Group plc Ordinary Shares (MRX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
74), 1. 4% yield, +178. 6% 10Y return). Both have compounded well over 10 years (MRX: +178. 6%, GS: +534. 3%), 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.
10What are the main differences between MRX and MS and GS and SF?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: MRX is a small-cap high-growth stock; MS is a large-cap high-growth stock; GS is a large-cap high-growth stock; SF is a mid-cap deep-value 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.
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