Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in UBS Group AG or Morgan Stanley because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how UBS Group AG and Morgan Stanley compare based on key financial metrics to determine which better meets your investment needs.

About UBS Group AG and Morgan Stanley

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers. Its Personal & Corporate Banking segment provides banking, retirement, financing, investments, and strategic transactions to private, corporate, and institutional customers through its branch network and digital channels in Switzerland. The Asset Management segment offers diversified asset management services. Its Investment Bank segment provides equities, foreign exchange, precious metals, research, advisory, and capital markets services to institutional, corporate, financial sponsor, and Global Wealth Management customers, as well as focused rates and credit platform. The company also offers lending products, such as securities-based lending, mortgages, structured products, and tailored solutions; collateralized lending residential and commercial real estate, primarily against securities, residential and commercial real estate, other real assets (such as ships and aircraft), private market and hedge fund interest; and unsecured lending. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Latest Capital Markets and UBS Group AG, Morgan Stanley Stock News

As of March 31, 2026, UBS Group AG had a $118.4 billion market capitalization, compared to the Capital Markets median of $3.3 million. UBS Group AG’s stock is NA in 2026, NA in the previous five trading days and up 23.8% in the past year.

Currently, UBS Group AG’s price-earnings ratio is 16.6. UBS Group AG’s trailing 12-month revenue is $49.6 billion with a 15.7% net profit margin. Year-over-year quarterly sales growth most recently was 12.4%. Analysts expect adjusted earnings to reach $3.154 per share for the current fiscal year. UBS Group AG currently has a 2.8% dividend yield.

Currently, Morgan Stanley’s price-earnings ratio is 16.1. Morgan Stanley’s trailing 12-month revenue is $70.3 billion with a 24.0% net profit margin. Year-over-year quarterly sales growth most recently was 11.0%. Analysts expect adjusted earnings to reach $11.418 per share for the current fiscal year. Morgan Stanley currently has a 2.4% dividend yield.

How We Compare UBS Group AG and Morgan Stanley Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at UBS Group AG and Morgan Stanley’s stock grades to see how they measure up against one another.

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UBS Group AG and Morgan Stanley Stock Value Grades

Company	Ticker	Value
UBS Group AG	UBS	A
Morgan Stanley	MS	C

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

UBS Group AG has a Value Score of 81, which is Deep Value. Morgan Stanley has a Value Score of 47, which is Average.

The Value Stock Winner: UBS Group AG

As you can clearly see from the Value Grade breakdown above, UBS Group AG is considered to have better value than Morgan Stanley. For investors who focus solely on a company’s valuation, UBS Group AG could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

UBS Group AG and Morgan Stanley’s Quality Grades

Company	Ticker	Quality
UBS Group AG	UBS	D
Morgan Stanley	MS	D

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

UBS Group AG has a Quality Score of 27, which is Weak. Morgan Stanley has a Quality Score of 31, which is Weak.

The Quality Stock Winner: No Clear Winner

Neither UBS Group AG or Morgan Stanley has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if UBS Group AG or Morgan Stanley is the better investment when it comes to quality.

UBS Group AG and Morgan Stanley’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
UBS Group AG	UBS	B
Morgan Stanley	MS	A

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

UBS Group AG has a Earnings Estimate Score of 61, which is Positive. Morgan Stanley has a Earnings Estimate Score of 81, which is Very Positive.

The Earnings Estimate Revisions Grade Winner: Morgan Stanley

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Morgan Stanley has a better Earnings Estimate Revisions Grade than UBS Group AG. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Morgan Stanley could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other UBS Group AG and Morgan Stanley Grades

In addition to Estimate Revisions, Value and Quality, A+ Investor also provides grades for Growth and Momentum.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether UBS Group AG and Morgan Stanley pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, UBS Group AG or Morgan Stanley Stock?

Overall, UBS Group AG stock has a Value Score of 81, Estimate Revisions Score of 61 and Quality Score of 27.

Morgan Stanley stock has a Value Score of 47, Estimate Revisions Score of 81 and Quality Score of 31.

Comparing UBS Group AG and Morgan Stanley’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.