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JEF vs MS

JEF: A full-service investment banking and capital markets firm complemented by a growing alternative asset management platform, serving corporations, financial sponsors, and institutional investors globally. MS: A global investment bank and wealth manager combining institutional capital markets, advisory services, and affluent client asset management.

Side-by-side fundamentals

MetricJEFMSEdge
Price as of 2026-07-22 close$55.96$218.50
Market cap as of 2026-07-23$12.9B$344.5B
P/E as of 2026-07-2314.3717.09JEF lower
PEG as of 2026-07-230.442.04JEF lower
Net margin as of 2026-07-23+7.6%+15.7%MS higher
Gross margin as of 2026-07-23+64.5%+56.7%JEF higher
Operating margin as of 2026-07-23+9.4%+20.3%MS higher
ROE as of 2026-07-23+8.5%+16.3%MS higher
ROA as of 2026-07-23+1.2%+1.3%MS higher
Debt / equity as of 2026-07-233.478.41JEF lower
Revenue growth (YoY) as of 2026-07-23+13.8%+14.0%MS higher
Revenue CAGR (3y) SEC XBRL+14.8%+2.1%JEF higher
Dividend yield as of 2026-07-23+2.8%+2.1%JEF higher
Dividend streak (yrs) SEC XBRL55Tie
Beta as of 2026-07-231.541.22
1-year return as of 2026-07-22 close+1.8%+56.0%MS higher

Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-22.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.