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Morgan Stanley MS SPXR3KFINANCIAL

Financial Services · Capital Markets · United States
https://www.morganstanley.com
Company Profile ↓
$217.72
+50.69% 1Y
Mkt Cap$342.26B
P/E17.59
P/B3.19
Div. Yield2.15%
52W High$227.30
52W Low$140.85
Book Value$67.80
EPS (TTM)$12.38

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

Strong Return on Equity

Generates a return on equity of 18.0%, reflecting efficient use of shareholder capital.

Reasonable Valuation

Trades at an undemanding P/E of 17.6.

Healthy Margins

Maintains a net profit margin of 25.9%.

Dividend Income

Offers a dividend yield of 2.15%.

Recent Developments

  • Trailing 12 Months Year-on-year growth — revenue +28.0%, earnings +62.4%.
  • 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:28.00%

Compounded Profit Growth

5 Years:9.66%
1 Year:62.40%

Stock Price Performance

1 Year:+50.69%
6 Months:+37.33%
3 Months:+3.30%
1 Month:+1.86%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 89% of range
$140.85 $227.30
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)55.00 · Neutral
Price Performance
1M+1.86%
3M+3.30%
6M+37.33%
1Y+50.69%
Valuation vs Sector

P/E of 17.59 is above the sector median of 14.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

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 25.9%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
17.59
Industry PE
14.52
Forward P/E
15.97
PEG Ratio
2.03
Book Value
$67.80
Price to Book
3.19
P/S
4.37
EV/EBITDA
-
Dividend Yield
2.15%

Growth (CAGR)

Revenue 5Y
3.76%
Profit 5Y
9.66%
Revenue (YoY)
28.00%
Earnings (YoY)
62.40%

Profitability & Returns

ROCE
-
ROE
17.97%
ROA
1.34%
Profit Margin
25.90%
Op Margin
41.57%
Gross Margin
87.64%
EPS (Latest Qtr)
$3.46
EPS (TTM)
$12.38

Balance Sheet & Liquidity

Debt/Equity
5.17
Quick Ratio
1.60
Current Ratio
2.00
Debt
$607.50B
Total Assets
$1.68T
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
24.41%
Chg in Prom Hold
0.01%
FII / Inst Holding
63.30%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$342.26B
Total Revenue (TTM)
$77.83B
EBITDA
-
Free Cash Flow
$-20.79B
Operating Cash Flow
$-15.59B
Shares Outstanding
1.57B
Gross Margin
87.64%
Payout Ratio
32.31%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 GS The Goldman Sachs Group, Inc. SPXR3KFINANCIAL 1,038.61 16.04 $302.41B 1.94% - 16.90% - 2.21%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ----------5.91B------------------------15.60B17.08B16.76B19.32B19.88B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense -----------------------------------12.56B12.96B12.10B12.57B13.12B
Pretax Income -----------------------------------4.62B6.03B5.76B7.01B7.35B
Tax Provision -----------------------------------1.05B1.37B1.34B1.37B1.70B
Net Income 1.02B908.00M1.13B1.58B1.60B1.67B1.93B1.76B1.78B643.00M2.67B2.44B2.11B1.53B2.43B2.20B2.17B2.24B1.70B3.20B2.72B3.38B4.12B3.51B3.71B3.67B2.50B2.63B2.98B2.18B2.41B3.41B3.08B3.19B-3.54B4.61B4.40B5.57B5.58B
Diluted EPS 0.480.390.550.750.810.811.000.870.930.261.451.301.170.801.391.231.271.301.011.961.661.812.191.851.982.021.391.471.701.241.382.021.821.88-2.132.802.683.433.46

Profit & Loss (Annual)

Figures in USD.

Metric Nov 2007Nov 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 26.48B22.14B23.28B31.23B32.23B26.18B32.49B34.27B-----------
Net Income 3.21B1.71B1.35B4.70B4.11B68.00M2.93B3.47B6.13B5.98B6.11B8.75B9.04B11.00B15.03B11.03B9.09B13.39B16.86B
Diluted EPS 2.901.39-0.772.631.23-0.021.361.602.902.923.074.735.196.468.036.155.187.9510.21

Balance Sheet (Annual)

Figures in USD.

Metric Nov 2006Nov 2007Nov 2008Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets ---676.76B771.46B807.70B749.90B780.96B832.70B801.51B787.47B814.95B851.73B853.53B895.43B1.12T1.19T1.18T1.19T1.22T1.42T
Current Assets ---------------------
Cash & Equivalents 20.61B25.60B78.65B78.67B31.99B47.62B47.31B46.90B59.88B87.59B85.55B77.36B80.39B87.20B82.17B105.65B127.72B92.75B58.66B75.74B81.31B
Inventory ---------------------
Receivables -----------------78.54B80.11B86.16B114.72B
Total Liabilities ---627.31B718.68B742.29B679.82B711.22B763.67B729.41B711.28B737.77B773.27B772.12B812.73B1.01T1.08T1.08T1.09T1.11T1.31T
Current Liabilities ---------------------
Long Term Debt ---179.84B193.37B192.46B184.23B169.57B153.57B152.77B153.77B164.78B191.06B188.12B190.06B213.39B227.36B241.08B267.47B288.78B349.39B
Total Debt -----------------246.22B276.39B310.42B370.54B
Total Equity 37.98B32.90B51.54B48.75B46.69B57.21B62.05B62.11B65.92B70.90B75.18B76.05B77.39B80.25B81.55B101.78B105.44B100.14B99.04B104.51B111.63B
Shares Outstanding -----------------2.04B2.04B2.04B2.04B

Cash Flows (Annual)

Figures in USD.

Metric Nov 2007Nov 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -22.25B73.42B-45.95B40.61B15.89B24.55B---4.46B5.38B-4.50B7.30B40.77B-25.23B--6.40B-33.54B1.36B-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-16.98B3.02B4.16B-5.15B-11.90B--24.15B7.36B16.26B24.20B-11.97B83.78B-22.71B-2.73B46.76B67.76B
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-39.35B18.66B3.09B
Share Buybacks 438.00M1.12B50.00M317.00M317.00M227.00M691.00M------------
Dividends Paid 1.22B1.23B1.73B1.16B834.00M469.00M475.00M904.00M1.46B1.75B2.08B2.38B2.63B2.74B4.17B5.40B5.76B6.14B6.59B

Ratios (Annual)

Figures in %.

Metric Nov 2007Nov 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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

Insiders
24.41%
Institutions
63.30%
Public Float
83.75%

Top Institutional Holders

#Holder% HeldSharesValue
1 Mitsubishi UFJ Financial Group Inc 23.91% 377.09M $80.99B
2 State Street Corporation 6.31% 99.56M $21.38B
3 Blackrock Inc. 6.02% 94.90M $20.38B
4 Vanguard Capital Management LLC 4.93% 77.70M $16.69B
5 JPMORGAN CHASE & CO 2.81% 44.36M $9.53B
6 Vanguard Portfolio Management LLC 1.91% 30.20M $6.49B
7 Geode Capital Management, LLC 1.73% 27.35M $5.87B
8 Fisher Asset Management, LLC 1.66% 26.17M $5.62B
9 FMR, LLC 1.58% 24.90M $5.35B
10 Price (T.Rowe) Associates Inc 1.22% 19.25M $4.13B

Analyst View

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Latest News

Recent headlines for MS

Yahoo Finance Mon, 07 Sep 2026

Investors Heavily Search Morgan Stanley (MS): Here is What You Need to Know

Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Yahoo Finance Mon, 07 Sep 2026

Morgan Stanley, Goldman near top roles on Anthropic’s $2tn IPO – report

Morgan Stanley is seen as the leading contender for the “lead left” role, while Goldman is expected to serve as stabilisation agent.

Yahoo Finance Sat, 05 Sep 2026

Morgan Stanley delivers bold Carvana stock verdict

Carvana just posted its best quarter ever, yet the stock is down for the year.

Yahoo Finance Fri, 04 Sep 2026

Anthropic Weighs Morgan Stanley And Goldman Sachs For Key Roles In $2 Trillion IPO, Says Report

The Claude maker could reportedly file its prospectus as soon as next week, setting the stage for a potential debut in late September or early October.

Yahoo Finance Fri, 04 Sep 2026

Morgan Stanley makes a buy call on tumbling retail giant stock

Marmaxx’s performance slipped, but Wall Street believes the diversified business model of TJX will easily absorb the impact.

Yahoo Finance Fri, 04 Sep 2026

Market Chatter: Anthropic May Give Morgan Stanley, Goldman Sachs Key Roles in $2 Trillion IPO

Anthropic could give Morgan Stanley (MS) and Goldman Sachs (GS) key roles in handling its market deb

MS — Frequently Asked Questions

What is the current share price of Morgan Stanley (MS)?

As of 2026-09-07 16:24 PDT, Morgan Stanley (MS) trades at $217.72 on NYSE. Its 52-week range is $140.85 to $227.30.

What is the market capitalisation of MS?

Morgan Stanley (MS) has a market capitalisation of $342.26B on NYSE.

What is the P/E ratio of MS?

MS trades at a trailing price-to-earnings (P/E) ratio of 17.59. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 3.19.

Does MS pay a dividend?

Morgan Stanley (MS) currently offers a dividend yield of 2.15%.

What is the return on equity (ROE) of MS?

MS has a return on equity (ROE) of 17.97%.

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.

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