Stock Evaluator: Morgan Stanley (MS)

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Morgan Stanley MS

$210.42 1.51 0.72%
July 31, 2026 4:03:36 PM EST November 10, 2021 Volume: 4,707,327
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
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COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics MS Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $330,214.3 $2,815.9 99%
Shares Out (Mil) 1,576.0 73.4 96%
Institutional Ownership 99.7% 81.0% 93%
Float (Mil) 1,191.1 68.8 92%
Beta 1.22 0.95 71%
Avg Daily Volume (000s) 5,894 483 93%
Price Change
(52-week)
46.3% 72.2% 79%
Growth MS Industry
Median
Percentile
(All Stocks)
Sales (5yr) 7.9% 7.9% 50%
Net Income (5yr) 8.9% 8.9% 53%
EPS (5yr) 9.6% 9.6% 45
Dividends (5yr) 22.9% 1.3% 96%
Cash Flow (5yr) (22.8%) 0.9% 28%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 13 18 19
Current EPS $3.107 $12.977 $13.622
Month Ago EPS $2.900 $11.935 $12.807
# Rev Up 0 0 1
# Rev Down 1 1 0
Three Months Ago EPS $2.898 $11.809 $12.658
Year/Year Chg (9.4%) 27.1% 39.7%
Financials MS Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $73,174 $853 98%
Net Income (TTM) (Mil) $18,113 $86 99%
EPS (TTM) $11.161 $1.000 95%
Operating Cash Flow (TTM) (Mil) ($1,011) $52 2%
Net Cash Flow (TTM) (Mil) $42,790 $28 100%
Long-Term Debt (Q1) (Mil) $352,136 $194 100%
Enterprise Value (Q1) (Mil) na $1,260 na
Valuation MS Industry
Median
Percentile
(All Stocks)
P/B 3.17 2.63 67%
P/E 19.0 19.3 47%
Dividend Yield 2.2% 0.9% 78%
PEG (5yr hist) 2.0 1.5 67%
Ratios MS Industry
Median
Percentile
(All Stocks)
Gross Margin 87.6% 75.2% 92%
Net Margin 25.9% 14.8% 85%
ROA 1.3% 2.0% 50%
ROE 18.0% 13.0% 77%
Liabilities to Assets 92.7% 58.5% 90%
F-Score 4 5 34%

Passing Stock Screens

As of 7/30/2026, from a list of 60 stock screening strategies, MS meetings the criteria of 1 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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