(MS) Morgan Stanley - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6174464486
MS: Securities, Brokerage, Advisory, Lending, Investments
Morgan Stanley (NYSE:MS) is a global financial holding company specializing in investment banking, wealth management, and investment services. Established in 1924 and headquartered in New York, the firm serves governments, corporations, financial institutions, and individual clients across the Americas, Asia, Europe, the Middle East, and Africa. Its operations are divided into three primary segments: Institutional Securities, Wealth Management, and Investment Management.
The Institutional Securities segment provides capital raising, financial advisory, and market-making services. It underwrites debt, equity, and other securities, and advises on mergers and acquisitions, restructuring, and project finance. The Wealth Management segment offers financial planning, brokerage, custody, and investment advisory services, catering to high-net-worth individuals and corporate clients. The Investment Management division delivers tailored investment strategies to institutional and individual investors, including solutions in equities, fixed income, alternatives, and liquidity management. Additionally, the firm provides research, securities-based lending, real estate loans, and retirement plan services.
As a global leader, Morgan Stanley has advised on over $850 billion in capital raising and M&A transactions annually. Its research division covers more than 3,000 companies worldwide, providing insights to investors. The firm has a strong presence in Asia, with a growing wealth management business in the region. Morgan Stanleys balance sheet includes over $1.1 trillion in assets under management and $4.7 trillion in client assets across its wealth management platform.
Additional Sources for MS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MS Stock Overview
| Market Cap in USD | 186,428m |
| Sector | Financial Services |
| Industry | Capital Markets |
| GiC Sub-Industry | Investment Banking & Brokerage |
| IPO / Inception | 1993-02-23 |
MS Stock Ratings
| Growth Rating | 83.8 |
| Fundamental | 13.8 |
| Dividend Rating | 81.3 |
| Rel. Strength | 6.87 |
| Analysts | 3.43/5 |
| Fair Price Momentum | 120.15 USD |
| Fair Price DCF | - |
MS Dividends
| Dividend Yield 12m | 3.29% |
| Yield on Cost 5y | 11.41% |
| Annual Growth 5y | 20.45% |
| Payout Consistency | 88.3% |
MS Growth Ratios
| Growth Correlation 3m | -83.9% |
| Growth Correlation 12m | 74.7% |
| Growth Correlation 5y | 75.8% |
| CAGR 5y | 28.90% |
| CAGR/Max DD 5y | 0.89 |
| Sharpe Ratio 12m | 0.82 |
| Alpha | 14.97 |
| Beta | 1.557 |
| Volatility | 47.95% |
| Current Volume | 6498.5k |
| Average Volume 20d | 8004.5k |
As of May 01, 2025, the stock is trading at USD 115.42 with a total of 6,498,483 shares traded.
Over the past week, the price has changed by +3.59%, over one month by -0.28%, over three months by -15.95% and over the past year by +31.12%.
Neither. Based on ValueRay Fundamental Analyses, Morgan Stanley is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 13.81 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of May 2025 is 120.15. This means that MS is currently overvalued and has a potential downside of 4.1%.
Morgan Stanley has received a consensus analysts rating of 3.43. Therefor, it is recommend to hold MS.
- Strong Buy: 5
- Buy: 1
- Hold: 16
- Sell: 1
- Strong Sell: 0
According to ValueRays Forecast Model, MS Morgan Stanley will be worth about 136.2 in May 2026. The stock is currently trading at 115.42. This means that the stock has a potential upside of +17.98%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 125.4 | 8.7% |
| Analysts Target Price | 130.6 | 13.1% |
| ValueRay Target Price | 136.2 | 18% |