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MS

S&P 500
Neutral · 57/100

Morgan Stanley

Financials
Investment Banking & Brokerage

$227.09

1.8%

Updated Today 7:15 PM ET

Price — Past Year

▲ Up 68.4% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$352.00B

P/E

19.42x

Forward P/E (est.)

15.12x

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

Technical Analysis (Educational)
Research

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 $227.09, above its 50-day average ($198.16) and 200-day average ($175.55). 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 65 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 positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. MS's is $6.37 (~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 $196.90 (support) and sellers near $230.47 (resistance); its 52-week range is $129.93–$230.47. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.9× the 20-day average — heavier than usual, which adds conviction to the move. 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.

Business Overview
Research

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 $352.00B.

In its latest reported year it generated about $34.27B in revenue.

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.

Revenue Growth
Research

4Y CAGR

2.4%

Revenue moved from $31.23B in 2010 to $34.27B in 2014, a 2.4% compound annual growth rate. The most recent year grew a steady 12.3% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research

Gross Margin

55.6%

Operating Margin

18.9%

Net Margin

14.6%

ROE

16.3%

Morgan Stanley keeps about 14.6% of each sales dollar as net profit, with a 55.6% gross margin and 18.9% operating margin. Return on equity is 16.3%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$363.01B

Net Debt

$229.48B

Net Debt / EBITDA

Debt / Equity

7.9x

Leverage: debt-to-equity is 7.9x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $363.01B of total debt against $133.53B of cash.

Cash Flow Analysis

Operating CF

Free Cash Flow

FCF Margin

Valuation Analysis
Research

P/E

19.42x

P/S

2.91x

P/B

2.55x

EV / EBITDA

MS trades at 19.4x trailing earnings (about 15.1x on estimated forward earnings), 2.9x sales, and 2.6x book value. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
19.4xFair
Forward P/E
15.1xCheap
P/S ratio
2.9xExpensive
Revenue growth
12.3%Strong
EPS growth
28.4%Strong
Gross margin
55.6%Strong
Net margin
14.6%Strong
ROE
16.3%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How MS stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (76 S&P 500 companies), MS ranks #53 of 76 by our overall rating. It trades at a premium versus the sector on earnings (19.4x P/E vs. 15.2x median) with a higher return on equity (16.3% vs. 15.3%) and faster revenue growth (12.3% vs. 9.1%).

P/E vs sector

19.4x

median 15.2x

ROE vs sector

16.3%

median 15.3%

Growth vs sector

12.3%

median 9.1%

Sector rank

#53

of 76 by rating

CompanyP/ERev Gr.Rating
MSThis stock19.4x12.3%Neutral· 57
GS17.9x1.3%Neutral· 49
IBKR156.3x12.9%Neutral· 48
SCHW16.8x8.1%Favorable· 66
HOOD52.1x41.5%Favorable· 63
RJF14.1x5.3%Neutral· 47
BAC12.6x99.4%Strong· 72
MA27.6x16.8%Favorable· 65
Financials median15.2x9.1%65/100

Valuation vs. quality map

sector medianGSIBKRSCHWHOODRJFBACMAMSP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$63.19$109.14

vs. $227.09 today · expected CAGR -23%-14%

Metric20262027202820292030
Revenue$38.39B$42.99B$48.15B$53.93B$60.40B
Net income$5.76B$6.45B$7.22B$8.09B$9.06B
EPS$3.65$4.09$4.58$5.13$5.74
Share price (low)$40.16$44.98$50.37$56.42$63.19
Share price (high)$69.36$77.69$87.01$97.45$109.14
CAGR (low–high)-82% / -69%-55% / -42%-39% / -27%-29% / -19%-23% / -14%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

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.
Bear Case

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.
Key Risks
Research

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.

Investment Thesis
Research

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 19.4x earnings, which our model scores Neutral (57/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

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.