Morgan Stanley (MS)

NYSE: MS · USD

$218

+1.24 (+0.6%)· Recorded snapshot

Coverage state: Latest published research available

Market snapshot recorded 2026-08-06 02:00 UTC. Latest published research analyzed 2026-05-08 · historical · sources unverified. Prices and fundamentals on this server-rendered page are dated snapshots, not a real-time trading feed.

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StockMarketAgent Research · Analyzed 2026-05-08

Our latest published analysis: MS rated Sell

MS is rated Sell at $193.09 versus the reconciled fair value midpoint of $128.06, implying -33.68% upside/downside. Confidence is separately disclosed at 88/100.

Fair value (mid)

$128 / share

$89.9 – $162

Upside to FV

-33.7%

from $218

Confidence

88/100

Moat

9/10

Read full analysis

Market cap	$304.6B
Revenue (ttm)	77.8B
Net income (ttm)	19.5B
EPS (ttm)	$12.4
Shares out	1.6B
P/E (trailing)	17.6x
P/E (forward)	15.2x
Dividend	$4.60 (2.11%)
Volume	4,344,208
Beta	1.21
Price target	$237	+8.4%

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 77.8B
Net income (ttm): 19.5B
EPS (ttm): $12.4
P/E (trailing): 17.6x
P/E (forward): 15.2x
Market cap: $304.6B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$56.41B	$50.21B	$50.67B	$57.62B	$65.97B	+4.0%
Gross profit	—	—	—	—	—	—
Operating income	—	—	—	—	—	—
Net income	$15.03B	$11.03B	$9.09B	$13.39B	$16.86B	+2.9%
EPS (diluted)	—	$6.15	$5.18	$7.95	$10.21	+13.5%
EBITDA	—	—	—	—	—	—
R&D	—	—	—	—	—	—
SG&A	$25.27B	$23.96B	$25.46B	$27.14B	$30.25B	+4.6%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	231.4B	20.8x	3.3x	11.9%	+13.2%	+16.7%	Reduce
BAC	Bank of America Corporation	440.5B	14.6x	3.9x	—	+5.6%	+41.3%	Reduce
BK	The Bank of New York Mellon Corporation	—	—	—	—	—	—	Reduce
BLK	BlackRock Inc.	183.6B	27.0x	6.7x	11.5%	+8.6%	+3.9%	Sell
BRK.B	Berkshire Hathaway Inc. Class B	1.1T	15.6x	3.0x	18.0%	+8.6%	+13.0%	Buy
BX	Blackstone Inc.	166B	29.9x	10.7x	17.3%	-2.2%	-17.2%	Hold

All MS indicators

Market & fundamental data

Available fields

261

Groups with data

Currency

USD

Showing 261 of 261 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000895421
Company name	Morgan Stanley
Country	United States
Country code	US
Cusip	617446448
Employees	83,000
Employees Change	3,000%
Employees Change Percent	3.75
Enterprise value	$211.2B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Capital Markets
Industry PE	28.44
Industry PE Fwd	18.22
Isin	US6174464486
Last refreshed	2026-08-06
Market cap	$342.8B
Market cap category	Mega-Cap
Price	$218
Price currency	USD
Rev Per Employee	937,686.75x
Sector	Financials
Sector PE	17.37
Sector PE Fwd	14.84
Sic	6211
Symbol	MS
Website	https://www.morganstanley.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.7%
EV Earnings	10.81x
EV Sales Forward	2.48x
EV/EBIT	8.08x
EV/EBITDA	8.08x
EV/Sales	2.71x
FCF yield	-1.15%
Forward P/E	16.7x
P/B ratio	3.22x
P/E ratio	17.64x
P/S ratio	4.4x
PE Ratio10 Y	13.01x
PE Ratio3 Y	16.06x
PE Ratio5 Y	14.67x
PEG ratio	1.53x
PS Forward	4.02x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	33.5%
EBITDA Margin	33.5%
Gross margin	87.64%
Gross Profit	$68.2B
Net Income	$19.5B
Net Income Growth	36.59%
Net Income Growth Q	57.7%
Net Income Growth Quarters	9%
Net Income Growth Years	2%
Net Income Growth3 Y	27.23%
Net Income Growth5 Y	8.08%
Pretax Margin	33.6%
Profit Margin	25.9%
Profit Per Employee	$235,506
Profitable Quarters	$45
Profitable Years	13
ROA	1.35
Roa5y	1.09
ROCE	2.78
ROE	17.97
Roe5y	12.63
ROIC	3.51
Roic5y	3.27

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	26.18%
Cagr15y	20.16%
Cagr1y	57.96%
Cagr20y	9.36%
Cagr3y	39.15%
Cagr5y	21.6%
Div CAGR10	20.37%
Div CAGR3	9.34%
Div CAGR5	18.85%
EPS Growth	40.16
EPS Growth Q	62.44
EPS Growth Quarters	9
EPS Growth Years	2
EPS Growth3 Y	29.66
EPS Growth5 Y	10.4
Revenue Growth	18.62x
Revenue Growth Q	28.04x
Revenue Growth Quarters	12x
Revenue Growth Years	3x
Revenue Growth3 Y	13.53x
Revenue Growth5 Y	6.92x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.05
Assets	$1.7T
Cash	$739.1B
Debt	$607.5B
Debt EBITDA	$23.23
Debt Equity	$5.17
Equity	$117.4B
Liabilities	$1.6T
Net Cash	$131.6B
Net Cash By Market Cap	$38.38
Net Cash Growth	-0.02%
Net Debt EBITDA	$-5.03
Net Debt Equity	$-1.12
Tangible Book Value	$83.6B
Tangible Book Value Per Share	$53.18
WACC	3.93

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2
Quick ratio	1.6
Working Capital	$734.1B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	1.36%
Dividend Growth	9.93%
Dividend Growth Years	12%
Dividend per share	$4.6
Dividend Years	34
Dividend Yield	2.11%
Ex Div Date	2026-07-31
Last Dividend	$1.15
Payout Frequency	Quarterly
Payout Ratio	37.17%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	922.58%
1Y total return	57.91%
200-day SMA	185.2
3Y total return	169.49%
50-day SMA	215.3
50-day SMA vs 200-day SMA	50over200
5Y total return	165.81%
All Time High	232.3
All Time High Change	-6.02%
All Time High Date	2026-07-15
All Time Low	6.71
All Time Low Change	3,152.91%
All Time Low Date	2008-10-10
ATR	6.53
Beta	1.21
Beta1y	1.41
Beta2y	1.49
Ch YTD	22.95
High	220.1
High52	232.3
High52 Date	2026-07-15
High52ch	-6.02%
Low	217.1
Low52	139.4
Low52 Date	2025-08-05
Low52ch	56.57%
Ma50ch	1.37%
Premarket Change Percent	0.66
Premarket Price	$218
Premarket Volume	5,786
Price vs 200-day SMA	17.83%
RSI	54.16
RSI Monthly	78.23
RSI Weekly	67.55
Sharpe ratio	1.64x
Sortino ratio	2.66
Total Return	3.46%
Tr YTD	24.98
Tr15y	1,471.37%
Tr1m	2.59%
Tr1w	8.05%
Tr3m	16.73%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	25
Analyst Count Top	13
Analyst Price Target Top	$242
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$2.81
Earnings EPS Estimate Growth	31.92
Earnings Revenue Estimate	19,277,394,808x
Earnings Revenue Estimate Growth	14.8x
Operating Income	$31.3B
Operating Income Growth	35.04
Operating Income Growth Q	56
Operating Income Growth3 Y	24.2
Operating Income Growth5 Y	7.95
Operating margin	40.2
Price target	$237
Price Target Change	$8.41
Price Target Change Top	$10.75

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1,191,492,796%
Float Percent	75.86%
Net Borrowing	58,118,000,000
Shares Insiders	0.16%
Shares Institutions	62.54%
Shares Out	1,570,566,292
Shares Qo Q	-0.44%
Shares Yo Y	-1.36%
Short Float	0%
Short Shares	0

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$-5.9B
Adjusted OCF	-2,969,000,000
Average Volume	6,118,056.35x
Bv Per Share	67.8
CAPEX	$-2.9B
Ch10y	671.8
Ch15y	1,008
Ch1m	2.03
Ch1w	7.45
Ch1y	54.41
Ch20y	222.5
Ch3m	16.1
Ch3y	145.8
Ch5y	126.7
Ch6m	21.21
Change	0.57%
Change From Open	0.06
Close	217
Days Gap	0.51
Dollar Volume	948,210,280.2
Earnings Date	2026-07-15
Earnings Time	bmo
EBIT	$26.1B
EBITDA	$26.1B
EPS	$12.38
F Score	3
FCF	$-4B
FCF EV Yield	-1.87x
FCF Per Share	$-2.52
Financing CF	106,566,000,000
Fiscal Year End	December
Founded	1,924
Graham Number	137.39968
Graham Upside	-37.05
Income Tax	$5.8B
Investing CF	-37,877,000,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-07-15
Last Report Date	2026-06-30
Last Split Date	2000-01-27
Last Split Type	Forward
Last10k Filing Date	2026-02-19
Lynch Fair Value	$100
Lynch Upside	-54.18
Ma150	190.7
Ma150ch	14.44%
Ma20	216.4
Ma20ch	0.88%
Net CF	51,005,000,000
Next Earnings Date	2026-10-14
Open	218.1
Optionable	Yes
Payment Date	2026-08-14
Position In Range	38.33
Post Close	218.3
Postmarket Change Percent	0.31
Postmarket Price	$219
Pre Close	217
Price Date	2026-08-05
Price EBITDA	$13.11
Ptbv Ratio	4.1
Relative Volume	0.71x
Revenue	77,828,000,000x
SBC By Revenue	2.64x
Share Based Comp	2,051,000,000
Tax By Revenue	7.42x
Tax Rate	22.09%
Tr20y	498.46%
Tr6m	22.53%
Us State	New York
Views	230
Volume	4,344,208

Frequently asked questions

About this MS report

What is the latest published MS stock rating?

Morgan Stanley is shown with sell in the latest published report, analyzed 2026-05-08. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MS analysis?

The full latest published report, analyzed 2026-05-08, lives at /stocks/MS/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair-value range is used for MS?

The latest published report analyzed 2026-05-08 frames MS around USD 90 to USD 162. This is a dated valuation range, not a live market price; check the valuation, sensitivity, and bear-case tabs before making a decision.

How often is the MS page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-08). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

Morgan Stanley (MS)

Coverage state: Latest published research available

Generate a fresh MS analysis

Our latest published analysis: MS rated Sell

Price

Financial snapshot

Fair-value bridge

Analyst consensus

Latest news · MS

Valuation

Profitability

Balance sheet

Trading

Position sizing & entry playbook

Next earnings

Sector percentile context

All MS indicators

Profile and market data

Valuation

Profitability

Growth

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

Other indicators

Deeper analysis on MS

Frequently asked questions