Company Overview
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.
Why Investors Should Care
Generates a return on equity of 16.4%, reflecting efficient use of shareholder capital.
Maintains a net profit margin of 24.8%.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +16.3%, earnings +31.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 3.8%, profit CAGR 9.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 3.76% |
| 1 Year: | 16.30% |
Compounded Profit Growth
| 5 Years: | 9.66% |
| 1 Year: | 31.90% |
Stock Price Performance
| 1 Year: | +61.95% |
| 6 Months: | +23.53% |
| 3 Months: | +26.36% |
| 1 Month: | +7.06% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)63.67 · Neutral
P/E of 20.62 is above the sector median of 13.30 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 24.8%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 8 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
| 9 | AXP American Express Company SPX | 355.06 | 22.18 | $242.27B | 1.17% | - | 34.42% | 8.87% | 6.02% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | 5.91B | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | 2.39B | 1.81B | 1.02B | 908.00M | 1.13B | 1.58B | 1.60B | 1.67B | 1.93B | 1.76B | 1.78B | 643.00M | 2.67B | 2.44B | 2.11B | 1.53B | 2.43B | 2.20B | 2.17B | 2.24B | 1.70B | 3.20B | 2.72B | 3.38B | 4.12B | 3.51B | 3.71B | 3.67B | 2.50B | 2.63B | 2.98B | 2.18B | 2.41B | 3.41B | 3.08B | 3.19B | 4.32B | 3.54B | 4.61B | 5.57B |
| Diluted EPS | 1.18 | 0.85 | 0.48 | 0.39 | 0.55 | 0.75 | 0.81 | 0.81 | 1.00 | 0.87 | 0.93 | 0.26 | 1.45 | 1.30 | 1.17 | 0.80 | 1.39 | 1.23 | 1.27 | 1.30 | 1.01 | 1.96 | 1.66 | 1.81 | 2.19 | 1.85 | 1.98 | 2.02 | 1.39 | 1.47 | 1.70 | 1.24 | 1.38 | 2.02 | 1.82 | 1.88 | 2.60 | 2.13 | 2.80 | 3.43 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Nov 2007 | Nov 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 26.48B | 22.14B | 23.28B | 31.23B | 32.23B | 26.18B | 32.49B | 34.27B | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | 3.21B | 1.71B | 1.35B | 4.70B | 4.11B | 68.00M | 2.93B | 3.47B | 6.13B | 5.98B | 6.11B | 8.75B | 9.04B | 11.00B | 15.03B | 11.03B | 9.09B | 13.39B | 16.86B |
| Diluted EPS | 2.90 | 1.39 | -0.77 | 2.63 | 1.23 | -0.02 | 1.36 | 1.60 | 2.90 | 2.92 | 3.07 | 4.73 | 5.19 | 6.46 | 8.03 | 6.15 | 5.18 | 7.95 | 10.21 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Nov 2006 | Nov 2007 | Nov 2008 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | - | 676.76B | 771.46B | 807.70B | 749.90B | 780.96B | 832.70B | 801.51B | 787.47B | 814.95B | 851.73B | 853.53B | 895.43B | 1.12T | 1.19T | 1.18T | 1.19T | 1.22T | 1.42T |
| Total Equity | 37.98B | 32.90B | 51.54B | 48.75B | 46.69B | 57.21B | 62.05B | 62.11B | 65.92B | 70.90B | 75.18B | 76.05B | 77.39B | 80.25B | 81.55B | 101.78B | 105.44B | 100.14B | 99.04B | 104.51B | 111.63B |
| Cash & Equivalents | 20.61B | 25.60B | 78.65B | 78.67B | 31.99B | 47.62B | 47.31B | 46.90B | 59.88B | 87.59B | 85.55B | 77.36B | 80.39B | 87.20B | 82.17B | 105.65B | 127.72B | 128.13B | 89.23B | 105.39B | 111.69B |
| Long Term Debt | - | - | - | 179.84B | 193.37B | 192.46B | 184.23B | 169.57B | 153.57B | 152.77B | 153.77B | 164.78B | 191.06B | 188.12B | 190.06B | 213.39B | 227.36B | 233.87B | 260.54B | 284.31B | 341.68B |
| Total Liabilities | - | - | - | 627.31B | 718.68B | 742.29B | 679.82B | 711.22B | 763.67B | 729.41B | 711.28B | 737.77B | 773.27B | 772.12B | 812.73B | 1.01T | 1.08T | 1.08T | 1.09T | 1.11T | 1.31T |
Cash Flows (Annual)
Figures in USD.
| Metric | Nov 2007 | Nov 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -22.25B | 73.42B | -45.95B | 40.61B | 15.89B | 24.55B | - | - | -4.46B | 5.38B | -4.50B | 7.30B | 40.77B | -25.23B | - | -6.40B | -33.54B | 1.36B | -17.89B |
| Investing Cash Flow | -11.44B | -831.00M | -4.47B | -29.46B | -11.24B | -12.41B | - | - | -20.00B | -19.51B | -12.39B | -22.88B | -33.56B | -37.90B | - | -11.63B | -3.08B | -29.46B | -46.78B |
| Financing Cash Flow | 38.09B | -16.98B | 3.02B | 4.16B | -5.15B | -11.90B | - | - | 24.15B | 7.36B | 16.26B | 24.20B | -11.97B | 83.78B | - | 22.71B | -2.73B | 46.76B | 67.76B |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -3.08B | -3.41B | -3.46B | -2.90B |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -9.47B | -36.95B | -2.10B | -20.79B |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.68B | -39.35B | 18.66B | 3.09B |
| Share Buybacks | 438.00M | 1.12B | 50.00M | 317.00M | 317.00M | 227.00M | 691.00M | - | - | - | - | - | - | - | - | - | - | - | - |
| Dividends Paid | 1.22B | 1.23B | 1.73B | 1.16B | 834.00M | 469.00M | 475.00M | 904.00M | 1.46B | 1.75B | 2.08B | 2.38B | 2.63B | 2.74B | 4.17B | 5.40B | 5.76B | 6.14B | 6.59B |
Ratios (Annual)
Figures in %.
| Metric | Nov 2007 | Nov 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | 12.1% | 7.7% | 5.8% | 15.1% | 12.8% | 0.3% | 9.0% | 10.1% | - | - | - | - | - | - | - | - | - | - | - |
| ROE % | 9.8% | 3.3% | 2.9% | 8.2% | 6.6% | 0.1% | 4.4% | 4.9% | 8.1% | 7.9% | 7.9% | 10.9% | 11.1% | 10.8% | 14.3% | 11.0% | 9.2% | 12.8% | 15.1% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Mitsubishi UFJ Financial Group Inc | 23.91% | 377.09M | $83.41B |
| 2 | State Street Corporation | 6.42% | 101.34M | $22.42B |
| 3 | Blackrock Inc. | 6.11% | 96.40M | $21.32B |
| 4 | Vanguard Capital Management LLC | 4.93% | 77.72M | $17.19B |
| 5 | JPMORGAN CHASE & CO | 2.76% | 43.58M | $9.64B |
| 6 | Vanguard Portfolio Management LLC | 1.92% | 30.24M | $6.69B |
| 7 | Geode Capital Management, LLC | 1.76% | 27.70M | $6.13B |
| 8 | Fisher Asset Management, LLC | 1.62% | 25.60M | $5.66B |
| 9 | FMR, LLC | 1.44% | 22.73M | $5.03B |
| 10 | Capital Research Global Investors | 1.29% | 20.27M | $4.48B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MS
Morgan Stanley (MS) Stock Looks Above Fair Value Today - Yahoo Finance
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Morgan Stanley Stock (MS) Moved Up by 3.97% on Jul 14: What Signal Does It Send? - TradingKey
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MS — Frequently Asked Questions
What is the current share price of Morgan Stanley (MS)?
As of 2026-07-14 21:23 PDT, Morgan Stanley (MS) trades at $227.67 on NYSE. Its 52-week range is $136.50 to $227.67.
What is the market capitalisation of MS?
Morgan Stanley (MS) has a market capitalisation of $359.10B on NYSE.
What is the P/E ratio of MS?
MS trades at a trailing price-to-earnings (P/E) ratio of 20.62. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 3.23.
Does MS pay a dividend?
Morgan Stanley (MS) currently offers a dividend yield of 1.87%.
What is the return on equity (ROE) of MS?
MS has a return on equity (ROE) of 16.39%.
Is MS a good stock to buy?
This page provides a data-driven analysis of Morgan Stanley (MS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.