Morgan Stanley
MS Financial Services Financial - Capital Markets NYSE
$176.51
+$1.62 (+0.93%)
Open: $174.31 | High: $177.32 | Low: $174.30 | Prev Close: $174.89
Market Cap: $280.53B
Volume: 3.5M | Avg: 5.7M
Last updated: December 05, 2025 at 10:05 PMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 490
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 18.10 |
| P/B Ratio | 2.52 |
| P/S Ratio | 2.48 |
| EPS | $9.75 |
| Beta | 1.22 |
| Shares Outstanding | 1.59B |
| 52-Week High | $177.32 |
| 52-Week Low | $94.33 |
| SMA 50 | $162.11 |
| SMA 200 | $139.74 |
| Dividend Yield | 2.18% |
| Annual Dividend | $3.85 |
| Next Earnings | January 15, 2026 01:30 PM ET |
Financial Ratios
| Gross Margin | 57.3% |
| Operating Margin | 18.6% |
| Net Margin | 14.3% |
| ROE | 15.1% |
| ROA | 1.2% |
| Debt/Equity | 3.77 |
| Current Ratio | 0.26 |
| Quick Ratio | 0.26 |
Balance Sheet
| Total Assets | $1215.07B |
| Total Liabilities | $1109.64B |
| Total Equity | $104.51B |
| Cash | $75.74B |
| Total Debt | $360.49B |
| Net Debt | $284.75B |
Income Statement
| Revenue | $103.14B |
| Gross Profit | $57.36B |
| Operating Income | $17.60B |
| Net Income | $13.39B |
| EBITDA | $22.76B |
| Revenue/Share | $72.08 |
Cash Flow
| Operating CF | $1.36B |
| CapEx | $3.46B |
| Free Cash Flow | $-2,100,000,000 |
| Book Value/Share | $70.69 |
| Tangible Book/Share | $56.16 |
| Equity/Share | $69.99 |
Technical Indicators
| RSI (14) | 64.40 Neutral |
| MACD |
2.71
Signal: 1.64
|
| Volatility | 23.59% |
| Trading Signal | Bullish |
Performance & Returns
| 1 Year | +25.46% |
| Sharpe Ratio | 1.06 Good |
| Volatility (Ann.) | 32.11% Moderate |
| MS (1Y) | +25.46% |
| S&P 500 (1Y) | +11.86% |
| Alpha (Excess Return) | +13.6% |
Sector Comparison (Financial Services)
| Metric | MS | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 18.1 | 48.25 | 39% |
| P/B Ratio | 2.52 | 3.94 | 59% |
| ROE (%) | 15.07% | 18.42% | 57% |
| Net Margin (%) | 14.29% | 18.60% | 38% |
| Stock Score | 490 | 407.0 | 71% |
| 1Y Return (%) | +25.46% | +6.11% | 95% |
Historical Price Analysis (Last 200 Days)
Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS | $176.51 | $171.17 | $169.00 | $165.42 | $162.11 | $139.74 | 64.40 | 2.71 | 23.59% | 4813158 | Strong Long | Bullish Stack |
Candlestick Patterns
There wasn't any recognizable pattern for the MS stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| MS | Morgan Stanley Shares Surge 34.5% YTD: Buy Now or Wait? | Neutral | zacks.com | Read More |
| MS | Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena | Neutral | youtube.com | Read More |
| MS | I Am Betting Big On This Near-Perfect 8%-Yielding Income Machine For Early Retirement | Neutral | seekingalpha.com | Read More |
| MS | Amid the Bitcoin pandemonium, on leading bank says investors need to get exposure | Neutral | proactiveinvestors.co.uk | Read More |
| MS | Wall Street Giant Fined €101M in Secretive Tax Scandal--12 Years in the Making | Neutral | gurufocus.com | Read More |
Company Information
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
| CEO | Edward N. Pick |
| Employees | 81000 |
| Country | US |
| IPO Date | 1993-02-23 |
| Exchange | NYSE |
| Website | https://www.morganstanley.com |
| Sector | Financial Services |
| Industry | Financial - Capital Markets |
Similar Stocks (Financial Services - Financial - Capital Markets)
Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
-
Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category