MS vs WHG
MS: A global investment bank and wealth manager combining institutional capital markets, advisory services, and affluent client asset management. WHG: Westwood Holdings Group is an investment management firm offering institutional-grade equity, fixed income, and multi-asset strategies to wealth and institutional clients.
Side-by-side fundamentals
| Metric | MS | WHG | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $214.56 | $19.63 | |
| Market cap as of 2026-08-02 | $338.4B | $186M | |
| P/E as of 2026-08-02 | 16.47 | 25.41 | MS lower |
| PEG as of 2026-08-02 | 1.59 | 0.01 | WHG lower |
| Net margin as of 2026-08-02 | +15.7% | +7.3% | MS higher |
| Gross margin as of 2026-08-02 | +56.7% | n/a | |
| Operating margin as of 2026-08-02 | +20.3% | +5.5% | MS higher |
| ROE as of 2026-08-02 | +16.3% | +5.9% | MS higher |
| ROA as of 2026-08-02 | +1.3% | +4.8% | WHG higher |
| Debt / equity as of 2026-08-02 | 8.41 | 0.00 | WHG lower |
| Revenue growth (YoY) as of 2026-08-02 | +14.0% | +6.6% | MS higher |
| Revenue CAGR (3y) SEC XBRL | +2.1% | +12.5% | WHG higher |
| Dividend yield as of 2026-08-02 | +2.2% | +3.9% | WHG higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | MS higher |
| Beta as of 2026-08-02 | 1.22 | 0.59 | |
| 1-year return as of 2026-07-27 close | +50.0% | +8.9% | MS higher |
Fundamentals: market data, as of 2026-08-02. 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.