Morgan Stanley (MS)

Price$214.04

Value ScoreD

Growth ScoreC

Momentum ScoreA

Favorite Metrics

Price vs S&P 500 (26W)13.09%

Price vs S&P 500 (4W)10.83%

VGM Score58.11

Market Capitalization$338.30B

P/E Ratio (Annual)20.06x

Indicated Dividend Yield (Annual)1.88%

All Metrics

P/CF (Annual)194.69x

Book Value / Share (Quarterly)$72.35

P/TBV (Annual)2.67x

Indicated Dividend (Annual)$4.00

Revenue Growth (3Y)21.98%

Cash Flow / Share (Quarterly)$-2.50

Payout Ratio (TTM)36.91%

Price vs S&P 500 (YTD)11.79%

Gross Margin (TTM)55.61%

Net Profit Margin (TTM)14.65%

EPS (TTM)$11.43

10-Day Avg Trading Volume5.91M

EPS Excl Extra (TTM)$11.43

Revenue Growth (5Y)17.86%

EPS (Annual)$10.59

Dividend / Share (Annual)$4.13

ROI (Annual)1.70%

Gross Margin (Annual)55.13%

Net Profit Margin (5Y Avg)15.47%

Cash / Share (Quarterly)$84.53

P/E Basic Excl Extra (TTM)18.68x

Revenue Growth QoQ (YoY)13.78%

EPS Growth (5Y)9.36%

P/E Normalized (Annual)20.06x

ROA (Last FY)1.19%

Revenue Growth TTM (YoY)12.28%

EBITD / Share (TTM)$17.61

ROE (5Y Avg)12.47%

Operating Margin (TTM)18.94%

Cash Flow / Share (Annual)$-13.13

P/B Ratio2.96x

P/B Ratio (Quarterly)2.28x

Net Income / Employee (Annual)$200,900

EV / Revenue (TTM)9.43x

Net Interest Coverage (TTM)1.25x

ROA (TTM)1.27%

EPS Growth QoQ (YoY)30.98%

EV / EBITDA (TTM)41.76x

EPS Incl Extra (Annual)$10.59

Current Ratio (Annual)0.30x

Quick Ratio (Quarterly)0.31x

3-Month Avg Trading Volume6.65M

52-Week Price Return62.25%

EV / Free Cash Flow (Annual)110.12x

P/E Incl Extra (TTM)18.68x

Revenue / Employee (TTM)$1,473,700

Tangible BV / Share (Quarterly)$68.58

P/S Ratio (Annual)2.83x

Asset Turnover (Annual)0.08x

52-Week High$219.16

Operating Margin (5Y Avg)20.12%

EPS Excl Extra (Annual)$10.59

CapEx CAGR (5Y)14.95%

Tangible BV CAGR (5Y)1.76%

26-Week Price Return21.26%

Quick Ratio (Annual)0.30x

13-Week Price Return38.65%

Total Debt / Equity (Annual)7.90x

Current Ratio (Quarterly)0.31x

Enterprise Value$1.17T

Revenue / Share Growth (5Y)18.33%

Asset Turnover (TTM)0.09x

Book Value / Share Growth (5Y)4.63%

Revenue / Employee (Annual)$1,425,900

Pretax Margin (Annual)18.35%

Cash / Share (Annual)$70.57

3-Month Return Std Dev27.89%

Gross Margin (5Y Avg)65.99%

Net Income / Employee (TTM)$215,800

EBITDA CAGR (5Y)7.91%

EBITDA Interim CAGR (5Y)4.39%

ROE (Last FY)15.10%

Net Interest Coverage (Annual)1.23x

EPS Basic Excl Extra (Annual)$10.59

P/FCF (TTM)15.39x

Receivables Turnover (TTM)1.04x

EV / Free Cash Flow (TTM)156.69x

Total Debt / Equity (Quarterly)8.41x

EPS Incl Extra (TTM)$11.43

Receivables Turnover (Annual)1.94x

ROI (TTM)1.83%

Dividend Growth Rate (5Y)20.76%

P/S Ratio (TTM)2.74x

Pretax Margin (5Y Avg)20.12%

Revenue / Share (Annual)$75.16

Tangible BV / Share (Annual)$66.73

Forward P/E17.07x

Price vs S&P 500 (52W)39.39%

P/E Ratio (TTM)18.68x

EPS Growth TTM (YoY)28.42%

Year-to-Date Return20.57%

5-Day Price Return0.85%

EPS Normalized (Annual)$10.59

ROA (5Y Avg)1.05%

Net Profit Margin (Annual)14.09%

Month-to-Date Return2.90%

Cash Flow / Share (TTM)$8.12

EBITD / Share (Annual)$16.72

EPS Growth (3Y)18.05%

Operating Margin (Annual)18.35%

LT Debt / Equity (Annual)3.13x

ROI (5Y Avg)1.55%

P/E Excl Extra (TTM)18.68x

LT Debt / Equity (Quarterly)3.24x

EPS Basic Excl Extra (TTM)$11.43

P/TBV (Quarterly)2.40x

Payout Ratio (Annual)39.10%

P/B Ratio (Annual)2.53x

Dividend / Share (TTM)$4.20

Pretax Margin (TTM)18.94%

Book Value / Share (Annual)$70.53

Price vs S&P 500 (13W)27.29%

Net Margin Growth (5Y)-7.58%

Dividend Yield (TTM)1.98%

Beta1.22x

P/FCF (Annual)10.68x

Revenue / Share (TTM)$78.48

ROE (TTM)16.32%

52-Week Low$128.81

vGradeD

gGradeC

mGradeA

vgmGradeC

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Earnings Surprise History

Q1 263.43est. 3.09

Analyst Recommendations

Mar 2026

Apr 2026

May 2026

Jun 2026

3.73

3.79

3.81

Industry Peers — Security Brokers & Dealers(40)

Symbol	Value Score	Growth Score	Momentum Score	Price
MSMorgan Stanley	D	C	A	$214.04
GSGoldman Sachs Group Inc.	C	C	A	$1062.75
BLKBlackrock, Inc.	D	C	C	$1032.00
SCHWThe Charles Schwab Corporation	D	C	C	$91.10
IBKRInteractive Brokers Group, Inc. Class A Common Stock	D	B	A	$90.81
HOODRobinhood Markets, Inc. Class A Common Stock	F	B	B	$93.19
RJFRaymond James Financial, Inc.	C	C	C	$154.40
NMRNomura Holdings, Inc	B	C	B	$8.73
GLXYGalaxy Digital Inc. Class A Common Stock	C	—	A	$33.36
JEFJefferies Financial Group Inc.	B	D	B	$61.66
SFStifel Financial Corp.	C	C	C	$72.66

About

Morgan Stanley is a diversified global financial services firm with approximately 82,000 employees operating across 42 countries. The company's primary revenue driver is its wealth and asset management business, which managed $9.3 trillion in client assets as of the most recent fiscal year, while maintaining significant institutional trading and investment banking operations. Morgan Stanley operates a top 10 U.S. banking franchise with over $400 billion in customer deposits, largely generated from cash sweeps tied to its wealth management and brokerage businesses.