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Stock Comparison

NHIC vs MS

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

Live fundamentals10-year financials5-year price chart
NHIC
NewHold Investment Corp III

Asset Management

Financial ServicesNASDAQ • US
Market Cap$220M
5Y Perf.+5.5%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$302.59B
5Y Perf.+64.8%

NHIC vs MS — Key Financials

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

Company Snapshot
NHIC logoNHIC
MS logoMS
IndustryAsset ManagementFinancial - Capital Markets
Market Cap$220M$302.59B
Revenue (TTM)$0.00$103.14B
Net Income (TTM)$3M$16.18B
Gross Margin55.6%
Operating Margin17.1%
Forward P/E524.4x16.0x
Total Debt$0.00$360.49B
Cash & Equiv.$986K$75.74B

NHIC vs MSLong-Term Stock Performance

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

NHIC
MS
StockApr 25May 26Return
NewHold Investment … (NHIC)100105.5+5.5%
Morgan Stanley (MS)100164.8+64.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: NHIC vs MS

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

Bottom line: MS leads in 4 of 6 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. NewHold Investment Corp III is the stronger pick specifically for capital preservation and lower volatility and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
NHIC
NewHold Investment Corp III
The Banking Pick

NHIC is the clearest fit if your priority is income & stability and growth exposure.

  • beta 0.03
  • EPS growth 131.2%
  • Lower volatility, beta 0.03, current ratio 9.74x
Best for: income & stability and growth exposure
MS
Morgan Stanley
The Banking Pick

MS carries the broadest edge in this set and is the clearest fit for long-term compounding.

  • 7.3% 10Y total return vs NHIC's 6.1%
  • Lower P/E (16.0x vs 524.4x)
  • 13.0% margin vs NHIC's 1.3%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
ValueMS logoMSLower P/E (16.0x vs 524.4x)
Quality / MarginsMS logoMS13.0% margin vs NHIC's 1.3%
Stability / SafetyNHIC logoNHICBeta 0.03 vs MS's 1.37
DividendsMS logoMS2.0% yield; 11-year raise streak; the other pay no meaningful dividend
Momentum (1Y)MS logoMS+63.0% vs NHIC's +5.2%
Efficiency (ROA)NHIC logoNHIC1.5% ROA vs MS's 1.2%, ROIC -0.7% vs 2.9%

NHIC vs MS — Revenue Breakdown by Segment

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

NHICNewHold Investment Corp III

Segment breakdown not available.

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

NHIC vs MS — Financial Metrics

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

BEST OVERALLMSLAGGINGNHIC

Income & Cash Flow (Last 12 Months)

Insufficient data to determine a leader in this category.

MS and NHIC operate at a comparable scale, with $103.1B and $0 in trailing revenue.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
RevenueTrailing 12 months$0$103.1B
EBITDAEarnings before interest/tax$833,081$26.3B
Net IncomeAfter-tax profit$3M$16.2B
Free Cash FlowCash after capex-$2M-$6.7B
Gross MarginGross profit ÷ Revenue+55.6%
Operating MarginEBIT ÷ Revenue+17.1%
Net MarginNet income ÷ Revenue+13.0%
FCF MarginFCF ÷ Revenue-2.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+48.9%
Insufficient data to determine a leader in this category.

Valuation Metrics

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

At 23.9x trailing earnings, MS trades at a 95% valuation discount to NHIC's 524.4x P/E.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
Market CapShares × price$220M$302.6B
Enterprise ValueMkt cap + debt − cash$219M$587.3B
Trailing P/EPrice ÷ TTM EPS524.38x23.92x
Forward P/EPrice ÷ next-FY EPS est.16.01x
PEG RatioP/E ÷ EPS growth rate2.69x
EV / EBITDAEnterprise value multiple25.81x
Price / SalesMarket cap ÷ Revenue2.93x
Price / BookPrice ÷ Book value/share1.07x2.91x
Price / FCFMarket cap ÷ FCF
Evenly matched — NHIC and MS each lead in 1 of 2 comparable metrics.

Profitability & Efficiency

MS leads this category, winning 4 of 7 comparable metrics.

MS delivers a 14.6% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $2 for NHIC. On the Piotroski fundamental quality scale (0–9), MS scores 5/9 vs NHIC's 4/9, reflecting solid financial health.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
ROE (TTM)Return on equity+1.6%+14.6%
ROA (TTM)Return on assets+1.5%+1.2%
ROICReturn on invested capital-0.7%+2.9%
ROCEReturn on capital employed-0.9%+3.8%
Piotroski ScoreFundamental quality 0–945
Debt / EquityFinancial leverage3.42x
Net DebtTotal debt minus cash-$986,000$284.7B
Cash & Equiv.Liquid assets$986,000$75.7B
Total DebtShort + long-term debt$0$360.5B
Interest CoverageEBIT ÷ Interest expense0.44x
MS leads this category, winning 4 of 7 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 $23,624 today (with dividends reinvested), compared to $10,614 for NHIC. Over the past 12 months, MS leads with a +63.0% total return vs NHIC's +5.2%. The 3-year compound annual growth rate (CAGR) favors MS at 33.6% vs NHIC's 2.0% — a key indicator of consistent wealth creation.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
YTD ReturnYear-to-date+1.7%+5.7%
1-Year ReturnPast 12 months+5.2%+63.0%
3-Year ReturnCumulative with dividends+6.1%+138.4%
5-Year ReturnCumulative with dividends+6.1%+136.2%
10-Year ReturnCumulative with dividends+6.1%+732.3%
CAGR (3Y)Annualised 3-year return+2.0%+33.6%
MS leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

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

NHIC is the less volatile stock with a 0.03 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.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
Beta (5Y)Sensitivity to S&P 5000.03x1.37x
52-Week HighHighest price in past year$10.87$194.83
52-Week LowLowest price in past year$9.99$118.20
% of 52W HighCurrent price vs 52-week peak+97.0%+97.6%
RSI (14)Momentum oscillator 0–10069.166.0
Avg Volume (50D)Average daily shares traded20K5.4M
Evenly matched — NHIC and MS each lead in 1 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

MS is the only dividend payer here at 2.00% yield — a key consideration for income-focused portfolios.

MetricNHIC logoNHICNewHold Investmen…MS logoMSMorgan Stanley
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$205.75
# AnalystsCovering analysts52
Dividend YieldAnnual dividend ÷ price+2.0%
Dividend StreakConsecutive years of raises11
Dividend / ShareAnnual DPS$3.81
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.4%
Insufficient data to determine a leader in this category.
Key Takeaway

MS leads in 2 of 6 categories — strongest in Profitability & Efficiency and Total Returns. 2 categories are tied.

Best OverallMorgan Stanley (MS)Leads 2 of 6 categories
Loading custom metrics...

NHIC vs MS: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is NHIC or MS a better buy right now?

Morgan Stanley (MS) offers the better valuation at 23.

9x trailing P/E (16. 0x forward), making it the more compelling value choice. Analysts rate Morgan Stanley (MS) a "Buy" — based on 52 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 — NHIC or MS?

On trailing P/E, Morgan Stanley (MS) is the cheapest at 23.

9x versus NewHold Investment Corp III at 524. 4x.

03

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

Over the past 5 years, Morgan Stanley (MS) delivered a total return of +136.

2%, compared to +6. 1% for NewHold Investment Corp III (NHIC). Over 10 years, the gap is even starker: MS returned +732. 3% versus NHIC's +6. 1%. 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 — NHIC or MS?

By beta (market sensitivity over 5 years), NewHold Investment Corp III (NHIC) is the lower-risk stock at 0.

03β versus Morgan Stanley's 1. 37β — meaning MS is approximately 4451% more volatile than NHIC relative to the S&P 500.

05

Which is growing faster — NHIC or MS?

On earnings-per-share growth, the picture is similar: NewHold Investment Corp III grew EPS 131.

2% year-over-year, compared to 53. 5% for Morgan Stanley. 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 — NHIC or MS?

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

0% net margin versus 0. 0% for NewHold Investment Corp III — meaning it keeps 13. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MS leads at 17. 1% versus 0. 0% for NHIC. 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

Which pays a better dividend — NHIC or MS?

In this comparison, MS (2.

0% yield) pays a dividend. NHIC does not pay a meaningful dividend and should not be held primarily for income.

08

Is NHIC or MS better for a retirement portfolio?

For long-horizon retirement investors, NewHold Investment Corp III (NHIC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

03)). Both have compounded well over 10 years (NHIC: +6. 1%, MS: +732. 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.

09

What are the main differences between NHIC and MS?

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: NHIC is a small-cap quality compounder stock; MS is a large-cap high-growth stock. MS pays a dividend while NHIC does not, making them suitable for different income and tax situations. 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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NHIC

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
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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

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P/E Ratio<
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(NHIC: 524.4x · MS: 23.9x)

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