MS
Price
$148.09
Change
-$2.44 (-1.62%)
Updated
Sep 5 closing price
Capitalization
236.4B
37 days until earnings call
OPY
Price
$72.74
Change
-$1.70 (-2.28%)
Updated
Sep 5 closing price
Capitalization
765.26M
46 days until earnings call
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MS vs OPY

Header iconMS vs OPY Comparison
Open Charts MS vs OPYBanner chart's image
Morgan Stanley
Price$148.09
Change-$2.44 (-1.62%)
Volume$5.7M
Capitalization236.4B
Oppenheimer Holdings
Price$72.74
Change-$1.70 (-2.28%)
Volume$42.97K
Capitalization765.26M
MS vs OPY Comparison Chart in %
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MS
Daily Signalchanged days ago
Gain/Loss if bought
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OPY
Daily Signalchanged days ago
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MS vs. OPY commentary
Sep 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MS is a Hold and OPY is a StrongBuy.

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COMPARISON
Comparison
Sep 08, 2025
Stock price -- (MS: $148.09 vs. OPY: $72.74)
Brand notoriety: MS: Notable vs. OPY: Not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: MS: 114% vs. OPY: 96%
Market capitalization -- MS: $236.4B vs. OPY: $765.26M
MS [@Investment Banks/Brokers] is valued at $236.4B. OPY’s [@Investment Banks/Brokers] market capitalization is $765.26M. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.09B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

MS’s FA Score shows that 4 FA rating(s) are green whileOPY’s FA Score has 2 green FA rating(s).

  • MS’s FA Score: 4 green, 1 red.
  • OPY’s FA Score: 2 green, 3 red.
According to our system of comparison, MS is a better buy in the long-term than OPY.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

MS’s TA Score shows that 3 TA indicator(s) are bullish while OPY’s TA Score has 3 bullish TA indicator(s).

  • MS’s TA Score: 3 bullish, 5 bearish.
  • OPY’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, OPY is a better buy in the short-term than MS.

Price Growth

MS (@Investment Banks/Brokers) experienced а -1.59% price change this week, while OPY (@Investment Banks/Brokers) price change was +0.23% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.73%. For the same industry, the average monthly price growth was +0.48%, and the average quarterly price growth was +41.22%.

Reported Earning Dates

MS is expected to report earnings on Oct 15, 2025.

OPY is expected to report earnings on Oct 24, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+0.73% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
MS($236B) has a higher market cap than OPY($765M). MS has higher P/E ratio than OPY: MS (16.77) vs OPY (9.43). MS YTD gains are higher at: 20.359 vs. OPY (14.440). MS has more cash in the bank: 4.29B vs. OPY (28.8M). OPY has less debt than MS: OPY (926M) vs MS (352B).
MSOPYMS / OPY
Capitalization236B765M30,850%
EBITDAN/AN/A-
Gain YTD20.35914.440141%
P/E Ratio16.779.43178%
Revenue61.5BN/A-
Total Cash4.29B28.8M14,906%
Total Debt352B926M38,013%
FUNDAMENTALS RATINGS
MS vs OPY: Fundamental Ratings
MS
OPY
OUTLOOK RATING
1..100
3370
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
30
Undervalued
PROFIT vs RISK RATING
1..100
1418
SMR RATING
1..100
570
PRICE GROWTH RATING
1..100
1547
P/E GROWTH RATING
1..100
4751
SEASONALITY SCORE
1..100
8550

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

MS's Valuation (28) in the Investment Banks Or Brokers industry is in the same range as OPY (30). This means that MS’s stock grew similarly to OPY’s over the last 12 months.

MS's Profit vs Risk Rating (14) in the Investment Banks Or Brokers industry is in the same range as OPY (18). This means that MS’s stock grew similarly to OPY’s over the last 12 months.

MS's SMR Rating (5) in the Investment Banks Or Brokers industry is somewhat better than the same rating for OPY (70). This means that MS’s stock grew somewhat faster than OPY’s over the last 12 months.

MS's Price Growth Rating (15) in the Investment Banks Or Brokers industry is in the same range as OPY (47). This means that MS’s stock grew similarly to OPY’s over the last 12 months.

MS's P/E Growth Rating (47) in the Investment Banks Or Brokers industry is in the same range as OPY (51). This means that MS’s stock grew similarly to OPY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
MSOPY
RSI
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 5 days ago
53%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
66%
Momentum
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
57%
MACD
ODDS (%)
Bearish Trend 3 days ago
73%
Bullish Trend 3 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
55%
Bullish Trend 3 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
59%
Bearish Trend 3 days ago
60%
Advances
ODDS (%)
Bullish Trend 10 days ago
65%
Bullish Trend 6 days ago
72%
Declines
ODDS (%)
Bearish Trend 5 days ago
59%
Bearish Trend 13 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
45%
Aroon
ODDS (%)
Bullish Trend 3 days ago
49%
Bearish Trend 3 days ago
46%
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MS
Daily Signalchanged days ago
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OPY
Daily Signalchanged days ago
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MS and

Correlation & Price change

A.I.dvisor indicates that over the last year, MS has been closely correlated with GS. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if MS jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MS
1D Price
Change %
MS100%
-1.62%
GS - MS
92%
Closely correlated
-1.43%
SF - MS
86%
Closely correlated
-2.71%
EVR - MS
86%
Closely correlated
+0.20%
JEF - MS
84%
Closely correlated
-2.26%
RJF - MS
82%
Closely correlated
-3.27%
More

OPY and

Correlation & Price change

A.I.dvisor indicates that over the last year, OPY has been loosely correlated with SF. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if OPY jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OPY
1D Price
Change %
OPY100%
-2.28%
SF - OPY
63%
Loosely correlated
-2.71%
EVR - OPY
61%
Loosely correlated
+0.20%
MS - OPY
61%
Loosely correlated
-1.62%
LAZ - OPY
60%
Loosely correlated
-0.70%
JEF - OPY
59%
Loosely correlated
-2.26%
More