Stock · MS · Financial Services
United States · Large Cap · listed since 1993 · Revenue 12 mo. $129.8B
Price as of 11/06/2026
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.
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.
Original text from the data provider
Summary
45.7 of 100
Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.
Analysis
What the price requires
Book value €97.7B, market value €252.9B (P/B 2.6). At a 9% discount rate, the premium over book value only pays off with a lasting 23.3% return on equity.
Required return on equity per year
23.3%
no perpetual growth
Price to book 2.59×, above its usual range.
Middle half of 20 quarters: 1.44× to 2.13×, median 1.59×.
Measures only against its own past, not against what the company is worth. Price as of 11/06/2026.
with respect to the priced-in expectation
No indication in the stored figures.
with respect to the priced-in expectation
Since the last quarter
Q2 → Q3 2026
3 more unchanged: Revenue, 12 mo., EBIT margin, Return on equity
Derivation
Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.
Price as of 11/06/2026.
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Return on equity | 15.10% | 12.46% | Rank 66 |
| Return on capital (Greenblatt) | 22.11% | 59.04% | Rank 36 |
| EBIT margin | 19.09% | 23.06% | Rank 40 |
| FCF margin | 40.09% | 19.82% | Rank 77 |
| Gross margin | 57.07% | 65.53% | Rank 39 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Revenue growth, 1 year | 11.48% | 7.39% | Rank 63 |
| Earnings growth, 3 years per year | 18.02% | 15.20% | Rank 58 |
| Earnings growth, 5 years per year | 9.35% | 15.17% | Rank 31 |
| Sustainable growth (ROE × retained earnings) | 2.52% | 1.25% | Rank 72 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Earnings yield | 5.83% | 6.47% | Rank 41 |
| FCF yield | 16.36% | 7.16% | Rank 80 |
| EV/saleslower is better | 1.89 | 2.82 | Rank 58 |
| EV/EBITlower is better | 9.90 | 14.24 | Rank 69 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Share price, 1 year | 1.42% | 7.80% | Rank 40 |
| Share price, 6 months | −5.55% | 8.71% | Rank 14 |
| Share price, 3 months | −11.00% | 0.45% | Rank 7 |
| Distance from 52-week high | −20.61% | −10.68% | Rank 18 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Accruals (Sloan)lower is better | 8.51% | 1.23% | Rank 10 |
| Change in share countlower is better | −1.12% | −0.60% | Rank 56 |
| Dividend streak in years | 15 | 5 | Rank 82 |
| Price reaction to results, market-adjusted | −1.84% | 0.00% | Rank 25 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Equity ratio | 7.86% | 9.21% | Rank 44 |
| Net debt/EBITDAlower is better | −2.42 | 0.12 | Rank 71 |
| Debt to equitylower is better | 4.26 | 0.90 | Rank 10 |
| Volatility, 1 yearlower is better | 28.44% | 25.95% | Rank 40 |
Ten years in figures
| Year | Revenue, $B | Net income, $B | Return on equity | Shares |
|---|---|---|---|---|
| 2016 | 36.0 | 6.0 | 7.9% | 1.89B |
| 2017 | 41.5 | 6.1 | 7.9% | 1.82B |
| 2018 | 47.8 | 8.7 | 10.9% | 1.74B |
| 2019 | 51.4 | 9.0 | 11.1% | 1.64B |
| 2020 | 49.7 | 11.0 | 10.8% | 1.62B |
| 2021 | 57.8 | 15.0 | 14.3% | 1.81B |
| 2022 | 62.5 | 11.0 | 11.0% | 1.71B |
| 2023 | 88.3 | 9.1 | 9.2% | 1.65B |
| 2024 | 103.1 | 13.4 | 12.8% | 1.61B |
| 2025 | 115.0 | 16.9 | 15.1% | 1.59B |
4 of 7 StockScorer Score rules met · How the score is built
Morgan Stanley mainly meets criteria in the Valuation category. Result from 18 strategies checked.
This is how the StockScorer Score strategy, the flagship rule set, calculates the points for Morgan Stanley. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.
4 of 7 rules met
6 of 11 points
The rule “Exclusion: financial and real estate stocks” applies. The stock is therefore not rated regardless of the points scored.
Detail data
Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.
With a free account, you can see the match across all strategies checked in one complete overview.
Selected fundamental metrics for Morgan Stanley.
| Metric | Stock | Sector |
|---|---|---|
| P/E ratio | 17.1 | 15.2 |
| P/B ratio | 2.6 | 1.8 |
| Return on equity (ROE) | 15.1% | 12.5% |
| Equity ratio | 7.9% | 9.2% |
| Debt-to-equity (D/E) | 4.26 | 0.90 |
| Dividend yield | 2.4% | 3.3% |
How comparable stocks in the same sector score in the StockScorer model.
| Symbol | Company | Rating |
|---|---|---|
| MS | Morgan Stanleythis page | |
| GS | Goldman Sachs Group Inc | Low3.6 |
| SCHW | Charles Schwab Corp | Low4.5 |
| IBKR | Interactive Brokers Group Inc | Low6.4 |
| HOOD | Robinhood Markets Inc | locked |
| MQG.AX | Macquarie Group Ltd | locked |
Signed up in 30 seconds, free.
Learn more about the metrics in the metrics glossary or all rated stocks in the stock overview.
How StockScorer rates every stock is explained on the methodology page.