MS vs RILY
MS: A global investment bank and wealth manager combining institutional capital markets, advisory services, and affluent client asset management. RILY: A diversified holding company blending boutique investment banking, wealth management, and telecom services with opportunistic venture and debt investments across small-cap and mid-market companies.
Side-by-side fundamentals
| Metric | MS | RILY | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $214.56 | $6.80 | |
| Market cap as of 2026-07-31 | $338.4B | $252M | |
| P/E as of 2026-07-31 | 16.30 | 0.52 | RILY lower |
| PEG as of 2026-07-31 | 2.04 | n/a | |
| Net margin as of 2026-07-31 | +15.7% | +40.3% | RILY higher |
| Gross margin as of 2026-07-31 | +56.7% | +79.5% | RILY higher |
| Operating margin as of 2026-07-31 | +20.3% | +40.0% | RILY higher |
| ROE as of 2026-07-31 | +16.3% | +275.8% | RILY higher |
| ROA as of 2026-07-31 | +1.3% | +31.3% | RILY higher |
| Debt / equity as of 2026-07-31 | 8.41 | 18.51 | MS lower |
| Revenue growth (YoY) as of 2026-07-31 | +14.0% | +167.8% | RILY higher |
| Revenue CAGR (3y) SEC XBRL | +2.1% | +1.0% | MS higher |
| Dividend yield as of 2026-07-31 | +2.2% | +19.1% | RILY higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | MS higher |
| Beta as of 2026-07-31 | 1.22 | 1.27 | |
| 1-year return as of 2026-07-27 close | +50.0% | +21.9% | MS higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.