(MS) Morgan Stanley - Ratings and Ratios
Investment Services, Financial Advisory, Securities, Wealth Management, Banking
MS EPS (Earnings per Share)
MS Revenue
Description: MS Morgan Stanley
Morgan Stanley is a global financial services corporation with a diverse range of business segments, including Institutional Securities, Wealth Management, and Investment Management. The company provides a broad array of financial products and services to governments, financial institutions, and individuals worldwide.
The Institutional Securities segment is a major player in capital raising and financial advisory services, with a strong track record in underwriting debt, equity, and other securities. Morgan Stanleys Wealth Management segment offers a comprehensive suite of financial services, including brokerage, custody, and investment advisory services, as well as financial planning and retirement plan services. The Investment Management segment provides a range of investment products, including equity, fixed income, and alternative investments, to institutional and individual clients.
From a financial perspective, Morgan Stanley has demonstrated a strong ability to generate revenue across its business segments. Key performance indicators (KPIs) such as return on equity (RoE) of 13.75% and a price-to-earnings (P/E) ratio of 16.78 indicate a relatively stable and profitable business model. Additionally, the companys market capitalization of $229.56 billion and a dividend yield (not provided) suggest a significant presence in the global financial markets.
To further evaluate Morgan Stanleys investment potential, its essential to analyze its revenue diversification, asset quality, and capital adequacy. The companys revenue diversification across its business segments, geographic regions, and product offerings is a key strength. Moreover, its asset quality is reflected in its ability to manage risk and maintain a strong capital position, with a tangible common equity (TCE) ratio (not provided) being an important metric to monitor.
In terms of growth prospects, Morgan Stanleys Investment Management segment is well-positioned to benefit from the increasing demand for asset management services, driven by aging populations and growing wealth in emerging markets. The companys Wealth Management segment is also likely to benefit from the ongoing shift towards fee-based revenue streams and the increasing demand for financial planning services.
Additional Sources for MS Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
MS Stock Overview
Market Cap in USD | 229,562m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 1993-02-23 |
MS Stock Ratings
Growth Rating | 80.8 |
Fundamental | 34.3 |
Dividend Rating | 75.0 |
Rel. Strength | 13.9 |
Analysts | 3.42 of 5 |
Fair Price Momentum | 160.63 USD |
Fair Price DCF | - |
MS Dividends
Dividend Yield 12m | 2.79% |
Yield on Cost 5y | 8.26% |
Annual Growth 5y | 20.45% |
Payout Consistency | 88.3% |
Payout Ratio | 43.4% |
MS Growth Ratios
Growth Correlation 3m | 94.3% |
Growth Correlation 12m | 65.7% |
Growth Correlation 5y | 75.7% |
CAGR 5y | 26.00% |
CAGR/Max DD 5y | 0.80 |
Sharpe Ratio 12m | 0.80 |
Alpha | 22.20 |
Beta | 1.557 |
Volatility | 22.49% |
Current Volume | 6512.6k |
Average Volume 20d | 5864k |
Stop Loss | 137.3 (-3%) |
As of July 16, 2025, the stock is trading at USD 141.59 with a total of 6,512,608 shares traded.
Over the past week, the price has changed by +0.33%, over one month by +8.17%, over three months by +29.23% and over the past year by +38.81%.
Neither. Based on ValueRay´s Fundamental Analyses, Morgan Stanley is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 34.26 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of MS is around 160.63 USD . This means that MS is currently undervalued and has a potential upside of +13.45% (Margin of Safety).
Morgan Stanley has received a consensus analysts rating of 3.42. Therefor, it is recommend to hold MS.
- Strong Buy: 5
- Buy: 1
- Hold: 17
- Sell: 1
- Strong Sell: 0
According to our own proprietary Forecast Model, MS Morgan Stanley will be worth about 178.6 in July 2026. The stock is currently trading at 141.59. This means that the stock has a potential upside of +26.13%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 126.4 | -10.7% |
Analysts Target Price | 124.6 | -12% |
ValueRay Target Price | 178.6 | 26.1% |