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VACHU vs MS
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
VACHU vs MS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial Services | Financial - Capital Markets |
| Market Cap | $551M | $337.20B |
| Revenue (TTM) | $0.00 | $103.14B |
| Net Income (TTM) | $7M | $16.18B |
| Gross Margin | — | 55.6% |
| Operating Margin | — | 17.1% |
| Forward P/E | 46.7x | 17.8x |
| Total Debt | $0.00 | $360.49B |
| Cash & Equiv. | $182K | $75.74B |
VACHU vs MS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 24 | Jun 26 | Return |
|---|---|---|---|
| Voyager Acquisition… (VACHU) | 100 | 168.3 | +68.3% |
| Morgan Stanley (MS) | 100 | 204.5 | +104.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VACHU vs MS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VACHU is the clearest fit if your priority is bank quality.
- NIM 4.0% vs MS's 0.7%
- 130.0% NII/revenue growth vs MS's 16.8%
- 2.5% ROA vs MS's 1.2%, ROIC -0.5% vs 2.9%
MS carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 16.8%, EPS growth 53.5%
- 7.9% 10Y total return vs VACHU's 68.0%
- Lower volatility, beta 1.39, current ratio 0.66x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 130.0% NII/revenue growth vs MS's 16.8% | |
| Value | Lower P/E (17.8x vs 46.7x) | |
| Quality / Margins | 13.0% margin vs VACHU's 4.0% | |
| Dividends | 1.8% yield; 12-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +65.3% vs VACHU's +61.7% | |
| Efficiency (ROA) | 2.5% ROA vs MS's 1.2%, ROIC -0.5% vs 2.9% |
VACHU vs MS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
VACHU vs MS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MS leads this category, winning 1 of 1 comparable metric.
Income & Cash Flow (Last 12 Months)
MS and VACHU operate at a comparable scale, with $103.1B and $0 in trailing revenue.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $0 | $103.1B |
| EBITDAEarnings before interest/tax | -$4M | $26.3B |
| Net IncomeAfter-tax profit | $7M | $16.2B |
| Free Cash FlowCash after capex | -$412,702 | -$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 | -96.4% | +48.9% |
Valuation Metrics
Evenly matched — VACHU and MS each lead in 1 of 2 comparable metrics.
Valuation Metrics
At 26.7x trailing earnings, MS trades at a 43% valuation discount to VACHU's 46.7x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $551M | $337.2B |
| Enterprise ValueMkt cap + debt − cash | $551M | $621.9B |
| Trailing P/EPrice ÷ TTM EPS | 46.67x | 26.66x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.83x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.99x |
| EV / EBITDAEnterprise value multiple | — | 27.33x |
| Price / SalesMarket cap ÷ Revenue | — | 3.27x |
| Price / BookPrice ÷ Book value/share | 1.66x | 3.24x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
MS leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
MS delivers a 14.6% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $6 for VACHU. On the Piotroski fundamental quality scale (0–9), MS scores 5/9 vs VACHU's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +14.6% |
| ROA (TTM)Return on assets | +2.5% | +1.2% |
| ROICReturn on invested capital | -0.5% | +2.9% |
| ROCEReturn on capital employed | -0.7% | +3.8% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 5 |
| Debt / EquityFinancial leverage | — | 3.42x |
| Net DebtTotal debt minus cash | -$182,103 | $284.7B |
| Cash & Equiv.Liquid assets | $182,103 | $75.7B |
| Total DebtShort + long-term debt | $0 | $360.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.44x |
Total Returns (Dividends Reinvested)
MS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MS five years ago would be worth $24,561 today (with dividends reinvested), compared to $16,800 for VACHU. Over the past 12 months, MS leads with a +65.3% total return vs VACHU's +61.7%. The 3-year compound annual growth rate (CAGR) favors MS at 38.6% vs VACHU's 18.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +57.2% | +17.6% |
| 1-Year ReturnPast 12 months | +61.7% | +65.3% |
| 3-Year ReturnCumulative with dividends | +68.0% | +166.3% |
| 5-Year ReturnCumulative with dividends | +68.0% | +145.6% |
| 10-Year ReturnCumulative with dividends | +68.0% | +790.1% |
| CAGR (3Y)Annualised 3-year return | +18.9% | +38.6% |
Risk & Volatility
Evenly matched — VACHU and MS each lead in 1 of 2 comparable metrics.
Risk & Volatility
VACHU is the less volatile stock with a -1.88 beta — it tends to amplify market swings less than MS's 1.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 96.7% from its 52-week high vs VACHU's 83.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -1.88x | 1.39x |
| 52-Week HighHighest price in past year | $20.10 | $219.16 |
| 52-Week LowLowest price in past year | $10.30 | $127.34 |
| % of 52W HighCurrent price vs 52-week peak | +83.6% | +96.7% |
| RSI (14)Momentum oscillator 0–100 | 51.4 | 74.9 |
| Avg Volume (50D)Average daily shares traded | 1K | 4.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
MS is the only dividend payer here at 1.80% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $203.00 |
| # AnalystsCovering analysts | — | 52 |
| Dividend YieldAnnual dividend ÷ price | — | +1.8% |
| Dividend StreakConsecutive years of raises | — | 12 |
| Dividend / ShareAnnual DPS | — | $3.81 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.2% |
MS leads in 3 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
VACHU vs MS: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is VACHU or MS a better buy right now?
Morgan Stanley (MS) offers the better valuation at 26.
7x trailing P/E (17. 8x 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.
02Which has the better valuation — VACHU or MS?
On trailing P/E, Morgan Stanley (MS) is the cheapest at 26.
7x versus Voyager Acquisition Corp Unit at 46. 7x.
03Which is the better long-term investment — VACHU or MS?
Over the past 5 years, Morgan Stanley (MS) delivered a total return of +145.
6%, compared to +68. 0% for Voyager Acquisition Corp Unit (VACHU). Over 10 years, the gap is even starker: MS returned +790. 1% versus VACHU's +68. 0%. 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 — VACHU or MS?
By beta (market sensitivity over 5 years), Voyager Acquisition Corp Unit (VACHU) is the lower-risk stock at -1.
88β versus Morgan Stanley's 1. 39β — meaning MS is approximately -174% more volatile than VACHU relative to the S&P 500.
05Which is growing faster — VACHU or MS?
On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53.
5% year-over-year, compared to 50. 0% for Voyager Acquisition Corp Unit. 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 — VACHU or MS?
Morgan Stanley (MS) is the more profitable company, earning 13.
0% net margin versus 0. 0% for Voyager Acquisition Corp Unit — 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 VACHU. 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.
07Which pays a better dividend — VACHU or MS?
In this comparison, MS (1.
8% yield) pays a dividend. VACHU does not pay a meaningful dividend and should not be held primarily for income.
08Is VACHU or MS better for a retirement portfolio?
For long-horizon retirement investors, Voyager Acquisition Corp Unit (VACHU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -1.
88)). Both have compounded well over 10 years (VACHU: +68. 0%, MS: +790. 1%), 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.
09What are the main differences between VACHU 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: VACHU is a small-cap quality compounder stock; MS is a large-cap high-growth stock. MS pays a dividend while VACHU 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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