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Stock Comparison

PLMK vs MS

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

Live fundamentals10-year financials5-year price chart
PLMK
Plum Acquisition Corp. IV

Financial - Conglomerates

Financial ServicesNASDAQ • US
Market Cap$257M
5Y Perf.+6.4%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$302.59B
5Y Perf.+39.4%

PLMK vs MS — Key Financials

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

Company Snapshot
PLMK logoPLMK
MS logoMS
IndustryFinancial - ConglomeratesFinancial - Capital Markets
Market Cap$257M$302.59B
Revenue (TTM)$0.00$103.14B
Net Income (TTM)$4M$16.18B
Gross Margin55.6%
Operating Margin17.1%
Forward P/E16.2x
Total Debt$149K$360.49B
Cash & Equiv.$4K$75.74B

PLMK vs MSLong-Term Stock Performance

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

PLMK
MS
StockJan 25May 26Return
Plum Acquisition Co… (PLMK)100106.4+6.4%
Morgan Stanley (MS)100139.4+39.4%

Price return only. Dividends and distributions are not included.

Quick Verdict: PLMK vs MS

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

Bottom line: PLMK and MS are tied at the top with 2 categories each — the right choice depends on your priorities. Morgan Stanley is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
PLMK
Plum Acquisition Corp. IV
The Banking Pick

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

  • beta 0.01
  • Lower volatility, beta 0.01, current ratio 0.01x
  • Beta 0.01, current ratio 0.01x
Best for: income & stability and sleep-well-at-night
MS
Morgan Stanley
The Banking Pick

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

  • 7.3% 10Y total return vs PLMK's 6.5%
  • 2.0% yield; 11-year raise streak; the other pay no meaningful dividend
  • +63.0% vs PLMK's +4.8%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
Stability / SafetyPLMK logoPLMKBeta 0.01 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 PLMK's +4.8%
Efficiency (ROA)PLMK logoPLMK2.5% ROA vs MS's 1.2%

PLMK vs MS — Revenue Breakdown by Segment

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

PLMKPlum Acquisition Corp. IV

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

PLMK vs MS — Financial Metrics

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

BEST OVERALLPLMKLAGGINGMS

Income & Cash Flow (Last 12 Months)

Insufficient data to determine a leader in this category.

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

MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
RevenueTrailing 12 months$0$103.1B
EBITDAEarnings before interest/tax-$780,127$26.3B
Net IncomeAfter-tax profit$4M$16.2B
Free Cash FlowCash after capex-$696,550-$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

PLMK leads this category, winning 1 of 1 comparable metric.
MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
Market CapShares × price$257M$302.6B
Enterprise ValueMkt cap + debt − cash$258M$587.3B
Trailing P/EPrice ÷ TTM EPS-2794.74x23.92x
Forward P/EPrice ÷ next-FY EPS est.16.24x
PEG RatioP/E ÷ EPS growth rate2.69x
EV / EBITDAEnterprise value multiple25.81x
Price / SalesMarket cap ÷ Revenue2.93x
Price / BookPrice ÷ Book value/share2.91x
Price / FCFMarket cap ÷ FCF
PLMK leads this category, winning 1 of 1 comparable metric.

Profitability & Efficiency

PLMK leads this category, winning 3 of 4 comparable metrics.

On the Piotroski fundamental quality scale (0–9), MS scores 5/9 vs PLMK's 4/9, reflecting solid financial health.

MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
ROE (TTM)Return on equity+14.6%
ROA (TTM)Return on assets+2.5%+1.2%
ROICReturn on invested capital+2.9%
ROCEReturn on capital employed+3.8%
Piotroski ScoreFundamental quality 0–945
Debt / EquityFinancial leverage3.42x
Net DebtTotal debt minus cash$145,609$284.7B
Cash & Equiv.Liquid assets$3,864$75.7B
Total DebtShort + long-term debt$149,473$360.5B
Interest CoverageEBIT ÷ Interest expense0.44x
PLMK leads this category, winning 3 of 4 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 $10,652 for PLMK. Over the past 12 months, MS leads with a +63.0% total return vs PLMK's +4.8%. The 3-year compound annual growth rate (CAGR) favors MS at 33.6% vs PLMK's 2.1% — a key indicator of consistent wealth creation.

MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
YTD ReturnYear-to-date+1.9%+5.7%
1-Year ReturnPast 12 months+4.8%+63.0%
3-Year ReturnCumulative with dividends+6.5%+138.4%
5-Year ReturnCumulative with dividends+6.5%+136.2%
10-Year ReturnCumulative with dividends+6.5%+732.3%
CAGR (3Y)Annualised 3-year return+2.1%+33.6%
MS leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

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

PLMK is the less volatile stock with a 0.01 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.

MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
Beta (5Y)Sensitivity to S&P 5000.01x1.36x
52-Week HighHighest price in past year$10.67$194.83
52-Week LowLowest price in past year$10.13$118.20
% of 52W HighCurrent price vs 52-week peak+99.5%+97.6%
RSI (14)Momentum oscillator 0–10065.666.0
Avg Volume (50D)Average daily shares traded76K5.4M
PLMK leads this category, winning 2 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.

MetricPLMK logoPLMKPlum Acquisition …MS logoMSMorgan Stanley
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$203.00
# 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

PLMK leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). MS leads in 1 (Total Returns).

Best OverallPlum Acquisition Corp. IV (PLMK)Leads 3 of 6 categories
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PLMK vs MS: Frequently Asked Questions

7 questions · data-driven answers · updated daily

01

Is PLMK or MS a better buy right now?

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

9x trailing P/E (16. 2x 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 is the better long-term investment — PLMK or MS?

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

2%, compared to +6. 5% for Plum Acquisition Corp. IV (PLMK). Over 10 years, the gap is even starker: MS returned +743. 3% versus PLMK's +6. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

03

Which is safer — PLMK or MS?

By beta (market sensitivity over 5 years), Plum Acquisition Corp.

IV (PLMK) is the lower-risk stock at 0. 01β versus Morgan Stanley's 1. 36β — meaning MS is approximately 11973% more volatile than PLMK relative to the S&P 500.

04

Which has better profit margins — PLMK or MS?

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

0% net margin versus 0. 0% for Plum Acquisition Corp. IV — 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 PLMK. 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.

05

Which pays a better dividend — PLMK or MS?

In this comparison, MS (2.

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

06

Is PLMK or MS better for a retirement portfolio?

For long-horizon retirement investors, Plum Acquisition Corp.

IV (PLMK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01)). Both have compounded well over 10 years (PLMK: +6. 4%, MS: +743. 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.

07

What are the main differences between PLMK 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: PLMK is a small-cap quality compounder stock; MS is a large-cap high-growth stock. MS pays a dividend while PLMK 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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  • Sector: Financial Services
  • Market Cap > $100B
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High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 7%
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