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HSBC vs MS

HSBC
HSBC Holdings plc
NEUTRAL
Price
$89.96
Market Cap
$311.7B
Sector
Financial Services
AI Confidence
85%
MS
Morgan Stanley
NEUTRAL
Price
$164.57
Market Cap
$261.31B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
HSBC
14.99
MS
16.12
Forward P/E
HSBC
9.62
MS
13.31
P/B Ratio
HSBC
6.95
MS
2.56
P/S Ratio
HSBC
4.93
MS
3.72
EV/EBITDA
HSBC
--
MS
--

Profitability

Gross Margin
HSBC
0.0%
MS
87.06%
Operating Margin
HSBC
55.23%
MS
38.62%
Profit Margin
HSBC
35.25%
MS
23.99%
ROE
HSBC
11.62%
MS
15.61%
ROA
HSBC
0.74%
MS
1.29%

Growth

Revenue Growth
HSBC
58.4%
MS
11.0%
Earnings Growth
HSBC
2397.9%
MS
20.7%

Financial Health

Debt/Equity
HSBC
--
MS
4.56
Current Ratio
HSBC
--
MS
2.05
Quick Ratio
HSBC
--
MS
1.67

Dividends

Dividend Yield
HSBC
4.17%
MS
2.53%
Payout Ratio
HSBC
55.0%
MS
37.71%

AI Verdict

HSBC NEUTRAL

HSBC presents a contradictory profile, anchored by a weak Piotroski F-Score of 2/9 which indicates significant fundamental health concerns. While the stock shows explosive YoY revenue and earnings growth, this is offset by a poor earnings track record with an average surprise of -52.96% and a bearish technical trend (10/100). There is a massive valuation gap between the Graham Number ($41.8) and the growth-based Intrinsic Value ($177.0), suggesting the current price of $89.96 is speculative. Despite these risks, the dividend profile remains stable and the forward P/E is attractive.

Strengths
Exceptional YoY Revenue Growth (58.40%)
Strong Profit Margin (35.25%) and Operating Margin (55.23%)
Attractive Forward P/E Ratio (9.62)
Risks
Critical fundamental weakness indicated by Piotroski F-Score (2/9)
Consistent failure to meet earnings estimates (1/4 beats, -52.96% avg surprise)
Severely bearish technical trend (10/100)
MS NEUTRAL

MS shows neutral fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (24.0% margin)
Strong ROE of 15.6%
Risks
Weak financial trend (Piotroski F-Score: 2/9)
High debt burden with D/E of 4.56

Compare Another Pair

HSBC vs MS: Head-to-Head Comparison

This page compares HSBC Holdings plc (HSBC) and Morgan Stanley (MS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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