MS
Morgan Stanley
$214.96
▲ 0.6%Updated Aug 7, 11:30 AM ET
MS at a glance — five pillars scored 0–100 from real filed financials.
Overall: Neutral · 57/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
▲ Up 68.4% over the last 12 months
Market Cap
$337.43B
P/E
18.7x
Forward P/E (est.)
14.56x
ROE
16.3%
Revenue Growth
12.3%
EPS Growth
28.4%
Profit Margin
14.6%
FCF Yield
3.7%
Debt / Equity
7.9x
ROIC
—
Interest Coverage
—
Current Ratio
—
Dividend Yield
1.8%
Implied Growth (rev. DCF)
—
Rating Score
57/100
Morgan Stanley (MS) is a mega-cap company in the Investment Banking & Brokerage industry, part of the Financials sector of the S&P 500, with a market value around $337.43B.
Our model rates MS Neutral (57/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what MS's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. MS trades near $214.96, above its 50-day average ($203.85) and 200-day average ($178.45). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 51 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.
Volatility — ATR. Average True Range is the typical daily move. MS's is $6.08 (~2.8% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. Over the last month MS found buyers near $205.83 (support) and sellers near $230.47 (resistance); its 52-week range is $135.26–$230.47. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.6× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.
Where MS sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How MS stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (289 S&P 500 companies), MS ranks #94 of 289 by our overall rating. It trades at a premium versus the sector on earnings (18.7x P/E vs. 15.8x median) with a higher return on equity (16.3% vs. 13.6%) and slower revenue growth (12.3% vs. 15.9%).
P/E vs sector
18.7x
median 15.8x
ROE vs sector
16.3%
median 13.6%
Growth vs sector
12.3%
median 15.9%
Sector rank
#94
of 289 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.
The case for MS:
- Revenue is growing 12.3% a year, a sign of real demand.
- Strong return on equity (16.3%) shows capital is put to work well.
The case against MS:
- Elevated leverage (debt/equity 7.9x) adds financial risk.
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Balance-sheet risk — debt/equity of 7.9x magnifies the impact of higher rates or weaker earnings.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the picture is mixed: Morgan Stanley is a mega-cap financials business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 18.7x earnings, which our model scores Neutral (57/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 33 Wall Street analysts covering MS recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more positive over the last three months (+6 pts of buy ratings).
Latest SEC Filings
MS's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
MS — frequently asked questions
Is MS a good stock to buy?
We don't give buy or sell advice. Our model rates Morgan Stanley Neutral (57/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.
What is MS's rating on The Stocks School?
Morgan Stanley currently scores 57/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.
How our ratings work →Where does MS's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Morgan Stanley's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for MS calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this MS analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell MS. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.