Asset Management
Compare Stocks
2 / 10Stock Comparison
VINP vs MS
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
VINP vs MS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Financial - Capital Markets |
| Market Cap | $542M | $307.53B |
| Revenue (TTM) | $958M | $103.14B |
| Net Income (TTM) | $288M | $16.18B |
| Gross Margin | 94.1% | 55.6% |
| Operating Margin | 38.9% | 17.1% |
| Forward P/E | 2.1x | 16.3x |
| Total Debt | $127M | $360.49B |
| Cash & Equiv. | $280M | $75.74B |
VINP vs MS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jan 21 | May 26 | Return |
|---|---|---|---|
| Vinci Compass Inves… (VINP) | 100 | 65.2 | -34.8% |
| Morgan Stanley (MS) | 100 | 288.3 | +188.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VINP vs MS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VINP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.97, yield 5.5%
- Rev growth 44.1%, EPS growth 50.0%
- Lower volatility, beta 0.97, Low D/E 6.2%, current ratio 16.30x
MS is the clearest fit if your priority is long-term compounding.
- 7.4% 10Y total return vs VINP's -14.3%
- Efficiency ratio 0.4% vs VINP's 0.6% (lower = leaner)
- +66.7% vs VINP's +20.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 44.1% NII/revenue growth vs MS's 16.8% | |
| Value | Lower P/E (2.1x vs 16.3x) | |
| Quality / Margins | Efficiency ratio 0.4% vs VINP's 0.6% (lower = leaner) | |
| Stability / Safety | Beta 0.97 vs MS's 1.37, lower leverage | |
| Dividends | 5.5% yield, vs MS's 2.0% | |
| Momentum (1Y) | +66.7% vs VINP's +20.3% | |
| Efficiency (ROA) | Efficiency ratio 0.4% vs VINP's 0.6% |
VINP vs MS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
VINP 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)
VINP leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
MS is the larger business by revenue, generating $103.1B annually — 107.6x VINP's $958M. VINP is the more profitable business, keeping 22.3% of every revenue dollar as net income compared to MS's 13.0%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $958M | $103.1B |
| EBITDAEarnings before interest/tax | $32M | $26.3B |
| Net IncomeAfter-tax profit | $288M | $16.2B |
| Free Cash FlowCash after capex | $226M | -$6.7B |
| Gross MarginGross profit ÷ Revenue | +94.1% | +55.6% |
| Operating MarginEBIT ÷ Revenue | +38.9% | +17.1% |
| Net MarginNet income ÷ Revenue | +22.3% | +13.0% |
| FCF MarginFCF ÷ Revenue | +18.9% | -2.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +32.2% | +48.9% |
Valuation Metrics
VINP leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 17.6x trailing earnings, VINP trades at a 28% valuation discount to MS's 24.3x P/E. On an enterprise value basis, VINP's 5.9x EV/EBITDA is more attractive than MS's 26.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $542M | $307.5B |
| Enterprise ValueMkt cap + debt − cash | $511M | $592.3B |
| Trailing P/EPrice ÷ TTM EPS | 17.60x | 24.31x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.14x | 16.28x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.73x |
| EV / EBITDAEnterprise value multiple | 5.88x | 26.03x |
| Price / SalesMarket cap ÷ Revenue | 2.80x | 2.98x |
| Price / BookPrice ÷ Book value/share | 1.81x | 2.95x |
| Price / FCFMarket cap ÷ FCF | 14.78x | — |
Profitability & Efficiency
VINP leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
VINP delivers a 14.9% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $15 for MS. VINP carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to MS's 3.42x. On the Piotroski fundamental quality scale (0–9), VINP scores 8/9 vs MS's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +14.9% | +14.6% |
| ROA (TTM)Return on assets | +8.0% | +1.2% |
| ROICReturn on invested capital | +11.0% | +2.9% |
| ROCEReturn on capital employed | +10.4% | +3.8% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 3.42x |
| Net DebtTotal debt minus cash | -$153M | $284.7B |
| Cash & Equiv.Liquid assets | $280M | $75.7B |
| Total DebtShort + long-term debt | $127M | $360.5B |
| Interest CoverageEBIT ÷ Interest expense | 15.58x | 0.44x |
Total Returns (Dividends Reinvested)
MS leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MS five years ago would be worth $24,217 today (with dividends reinvested), compared to $12,589 for VINP. Over the past 12 months, MS leads with a +66.7% total return vs VINP's +20.3%. The 3-year compound annual growth rate (CAGR) favors MS at 34.3% vs VINP's 18.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -13.4% | +7.4% |
| 1-Year ReturnPast 12 months | +20.3% | +66.7% |
| 3-Year ReturnCumulative with dividends | +65.2% | +142.1% |
| 5-Year ReturnCumulative with dividends | +25.9% | +142.2% |
| 10-Year ReturnCumulative with dividends | -14.3% | +739.4% |
| CAGR (3Y)Annualised 3-year return | +18.2% | +34.3% |
Risk & Volatility
Evenly matched — VINP and MS each lead in 1 of 2 comparable metrics.
Risk & Volatility
VINP is the less volatile stock with a 0.97 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 VINP's 81.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.97x | 1.37x |
| 52-Week HighHighest price in past year | $13.61 | $194.83 |
| 52-Week LowLowest price in past year | $9.20 | $117.21 |
| % of 52W HighCurrent price vs 52-week peak | +81.7% | +99.2% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 61.2 |
| Avg Volume (50D)Average daily shares traded | 81K | 5.4M |
Analyst Outlook
Evenly matched — VINP and MS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates VINP as "Buy" and MS as "Buy". Consensus price targets imply 16.9% upside for VINP (target: $13) vs 6.5% for MS (target: $206). For income investors, VINP offers the higher dividend yield at 5.53% vs MS's 1.97%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $13.00 | $205.75 |
| # AnalystsCovering analysts | 5 | 52 |
| Dividend YieldAnnual dividend ÷ price | +5.5% | +2.0% |
| Dividend StreakConsecutive years of raises | 0 | 11 |
| Dividend / ShareAnnual DPS | $3.04 | $3.81 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.9% | +1.4% |
VINP leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). MS leads in 1 (Total Returns). 2 tied.
VINP vs MS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is VINP or MS a better buy right now?
For growth investors, Vinci Compass Investments Ltd.
(VINP) is the stronger pick with 44. 1% revenue growth year-over-year, versus 16. 8% for Morgan Stanley (MS). Vinci Compass Investments Ltd. (VINP) offers the better valuation at 17. 6x trailing P/E (2. 1x forward), making it the more compelling value choice. Analysts rate Vinci Compass Investments Ltd. (VINP) a "Buy" — based on 5 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 — VINP or MS?
On trailing P/E, Vinci Compass Investments Ltd.
(VINP) is the cheapest at 17. 6x versus Morgan Stanley at 24. 3x. On forward P/E, Vinci Compass Investments Ltd. is actually cheaper at 2. 1x.
03Which is the better long-term investment — VINP or MS?
Over the past 5 years, Morgan Stanley (MS) delivered a total return of +142.
2%, compared to +25. 9% for Vinci Compass Investments Ltd. (VINP). Over 10 years, the gap is even starker: MS returned +739. 4% versus VINP's -14. 3%. 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 — VINP or MS?
By beta (market sensitivity over 5 years), Vinci Compass Investments Ltd.
(VINP) is the lower-risk stock at 0. 97β versus Morgan Stanley's 1. 37β — meaning MS is approximately 42% more volatile than VINP relative to the S&P 500. On balance sheet safety, Vinci Compass Investments Ltd. (VINP) carries a lower debt/equity ratio of 6% versus 3% for Morgan Stanley — giving it more financial flexibility in a downturn.
05Which is growing faster — VINP or MS?
By revenue growth (latest reported year), Vinci Compass Investments Ltd.
(VINP) is pulling ahead at 44. 1% versus 16. 8% for Morgan Stanley (MS). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53. 5% year-over-year, compared to 50. 0% for Vinci Compass Investments Ltd.. 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 — VINP or MS?
Vinci Compass Investments Ltd.
(VINP) is the more profitable company, earning 22. 3% net margin versus 13. 0% for Morgan Stanley — meaning it keeps 22. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VINP leads at 38. 9% versus 17. 1% for MS. At the gross margin level — before operating expenses — VINP leads at 94. 1%, 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 VINP or MS more undervalued right now?
On forward earnings alone, Vinci Compass Investments Ltd.
(VINP) trades at 2. 1x forward P/E versus 16. 3x for Morgan Stanley — 14. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VINP: 16. 9% to $13. 00.
08Which pays a better dividend — VINP or MS?
All stocks in this comparison pay dividends.
Vinci Compass Investments Ltd. (VINP) offers the highest yield at 5. 5%, versus 2. 0% for Morgan Stanley (MS).
09Is VINP or MS better for a retirement portfolio?
For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.
0% yield, +739. 4% 10Y return). Both have compounded well over 10 years (MS: +739. 4%, VINP: -14. 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 VINP 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.
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.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.