MS
NEUTRAL
$164.57
Live
Morgan Stanley · NYSE
Target $194.95
(+18.5%)
$94.33
52W Range
$192.68
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 01, 2026
Market cap
$261.31B
P/E
16.12
ROE
15.6%
Profit margin
24.0%
Debt/Equity
4.56
Dividend yield
2.53%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
MS shows neutral fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Mixed signals with both opportunities and risks present.
Key Strengths
Strong profitability (24.0% margin)
Strong ROE of 15.6%
Key Risks
Weak financial trend (Piotroski F-Score: 2/9)
High debt burden with D/E of 4.56
AI Fair Value Estimate
Based on comprehensive analysis
$301.2
+83.0% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
50
Moderate
50
60
70
20
50
AI Verdict
MS shows neutral fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Mixed signals with both opportunities and risks present.
Key drivers: Strong profitability (24.0% margin), Strong ROE of 15.6%, Weak financial trend (Piotroski F-Score: 2/9)
Confidence
45%
Value
50/100
Rule-based valuation (P/E + Graham).
Positives
- Insufficient data for clear positives.
Watchpoints
- Trades above Graham Number.
Future
60/100
Rule-based growth outlook.
Positives
- Growth-implied value exceeds price.
Watchpoints
No urgent risks highlighted.
Past
70/100
Historical performance + price trend: Shares moved +146.9% over 5Y and +44.8% over 1Y.
Positives
- ROE sits at 15.6%.
- Healthy profit margin of 24.0%.
Watchpoints
No urgent risks highlighted.
Health
20/100
Balance sheet & liquidity (Z-Score: N/A).
Positives
- Insufficient data for clear positives.
Watchpoints
- High D/E ratio (4.56).
Dividend
50/100
Dividend policy fallback.
Positives
- Moderate dividend profile (Score: 50/100).
- Yield: 2.5%.
Watchpoints
No urgent risks highlighted.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$164.57
Analyst Target
$194.95
Upside/Downside
+18.5%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MS and closest competitors.
Updated 2026-03-31
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MS
Morgan Stanley
Primary
|
+146.9% | +106.9% | +44.8% | +4.7% | -1.5% | -0.8% |
|
WFC
Wells Fargo & Company
Peer
|
+131.9% | +136.1% | +40.3% | +10.9% | +16.9% | +5.8% |
|
GS
The Goldman Sachs Group, Inc.
Peer
|
+208.5% | +198.4% | +89.2% | +20.0% | +10.2% | +5.2% |
|
AXP
American Express Company
Peer
|
+145.1% | +114.8% | +33.3% | -4.9% | +10.6% | +1.2% |
|
C
Citigroup Inc.
Peer
|
+106.4% | +182.9% | +104.9% | +32.9% | +19.5% | +7.6% |
MS
Morgan Stanley
Primary
5Y
+146.9%
3Y
+106.9%
1Y
+44.8%
6M
+4.7%
1M
-1.5%
1W
-0.8%
WFC
Wells Fargo & Company
Peer
5Y
+131.9%
3Y
+136.1%
1Y
+40.3%
6M
+10.9%
1M
+16.9%
1W
+5.8%
GS
The Goldman Sachs Group, Inc.
Peer
5Y
+208.5%
3Y
+198.4%
1Y
+89.2%
6M
+20.0%
1M
+10.2%
1W
+5.2%
AXP
American Express Company
Peer
5Y
+145.1%
3Y
+114.8%
1Y
+33.3%
6M
-4.9%
1M
+10.6%
1W
+1.2%
C
Citigroup Inc.
Peer
5Y
+106.4%
3Y
+182.9%
1Y
+104.9%
6M
+32.9%
1M
+19.5%
1W
+7.6%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
16.12
Forward P/E
13.31
PEG Ratio
N/A
P/B Ratio
2.56
P/S Ratio
3.72
EV/Revenue
2.63
EV/EBITDA
N/A
Market Cap
$261.31B
Profitability
Profit margins and return metrics
Profit Margin
23.99%
Operating Margin
38.62%
Gross Margin
87.06%
ROE
15.61%
ROA
1.29%
Growth
Revenue and earnings growth rates
Revenue Growth
+11.0%
Earnings Growth
+20.7%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+18.4%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
4.56
High debt
Current Ratio
2.05
Strong
Quick Ratio
1.67
Excellent
Cash/Share
$378.11
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$16.8B
Net Margin
26.2%
Total Assets
$1420.3B
Liabilities
$1307.6B
Equity
$111.6B
Debt/Equity
11.71x
Operating CF
$-2.4B
CapEx
$-0.7B
Free Cash Flow
$-3.1B
FCF Yield
129%
Financial Services Sector Comparison
Comparing MS against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
16.12
This Stock
vs
36.01
Sector Avg
-55.2%
(Discount)
Return on Equity (ROE)
15.61%
This Stock
vs
-0.73%
Sector Avg
-2230.9%
(Below Avg)
Profit Margin
23.99%
This Stock
vs
91.62%
Sector Avg
-73.8%
(Weaker)
Debt to Equity
4.56
This Stock
vs
1.36
Sector Avg
+235.4%
(Higher)
Revenue Growth
11.0%
This Stock
vs
35.27%
Sector Avg
-68.8%
(Slower)
Current Ratio
2.05
This Stock
vs
3.18
Sector Avg
-35.4%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MS
Morgan Stanley
|
NEUTRAL | $261.31B | 16.12 | 15.6% | 24.0% | $164.57 | |
|
WFC
Wells Fargo & Company
|
NEUTRAL | $267.34B | 13.84 | 11.7% | 26.7% | $86.64 | Compare |
|
GS
The Goldman Sachs Group, Inc.
|
NEUTRAL | $269.39B | 17.7 | 13.9% | 28.9% | $907.8 | Compare |
|
AXP
American Express Company
|
NEUTRAL | $228.57B | 21.64 | 34.0% | 16.2% | $332.9 | Compare |
|
C
Citigroup Inc.
|
NEUTRAL | $220.9B | 18.04 | 6.8% | 18.9% | $126.28 | Compare |
MS
Morgan Stanley
NEUTRAL
Mkt Cap
$261.3B
P/E
16.1
ROE
15.6%
Price
$164.57
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-12 | PICK EDWARD N. | Chief Executive Officer | Stock Award | 60,897 | - |
| 2026-03-12 | CRAWLEY MANDELL L. | Officer | Stock Award | 9,666 | - |
| 2026-03-12 | YESHAYA SHARON | Chief Financial Officer | Stock Award | 17,399 | - |
| 2026-03-12 | GROSSMAN ERIC F | Officer | Stock Award | 22,715 | - |
| 2026-03-12 | SIMKOWITZ DANIEL A | President | Stock Award | 32,865 | - |
| 2026-03-12 | SAPERSTEIN ANDREW MICHAEL | President | Stock Award | 52,777 | - |
| 2026-03-12 | PIZZI MICHAEL A | Officer | Stock Award | 16,432 | - |
| 2026-02-19 | PICK EDWARD N. | Chief Executive Officer | Stock Award | 60,897 | - |
| 2026-02-19 | CRAWLEY MANDELL L. | Officer | Stock Award | 9,666 | - |
| 2026-02-19 | YESHAYA SHARON | Chief Financial Officer | Stock Award | 17,399 | - |
| 2026-02-19 | GROSSMAN ERIC F | Officer | Stock Award | 22,715 | - |
| 2026-02-19 | SIMKOWITZ DANIEL A | President | Stock Award | 32,865 | - |
| 2026-02-19 | SAPERSTEIN ANDREW MICHAEL | President | Stock Award | 52,777 | - |
| 2026-02-19 | PIZZI MICHAEL A | Officer | Stock Award | 16,432 | - |
| 2026-01-30 | SIMKOWITZ DANIEL A | President | Sale | 32,968 | $6,020,313 |
PICK EDWARD N.
Chief Executive Officer
2026-03-12
60,897 shares
CRAWLEY MANDELL L.
Officer
2026-03-12
9,666 shares
YESHAYA SHARON
Chief Financial Officer
2026-03-12
17,399 shares
GROSSMAN ERIC F
Officer
2026-03-12
22,715 shares
SIMKOWITZ DANIEL A
President
2026-03-12
32,865 shares
SAPERSTEIN ANDREW MICHAEL
President
2026-03-12
52,777 shares
PIZZI MICHAEL A
Officer
2026-03-12
16,432 shares
PICK EDWARD N.
Chief Executive Officer
2026-02-19
60,897 shares
CRAWLEY MANDELL L.
Officer
2026-02-19
9,666 shares
YESHAYA SHARON
Chief Financial Officer
2026-02-19
17,399 shares
GROSSMAN ERIC F
Officer
2026-02-19
22,715 shares
SIMKOWITZ DANIEL A
President
2026-02-19
32,865 shares
SAPERSTEIN ANDREW MICHAEL
President
2026-02-19
52,777 shares
PIZZI MICHAEL A
Officer
2026-02-19
16,432 shares
SIMKOWITZ DANIEL A
President
2026-01-30
32,968 shares
·
$6,020,313
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
21 analysts
JP Morgan
2026-03-10
Neutral
Neutral
Keefe, Bruyette & Woods
2026-01-16
Outperform
Outperform
JP Morgan
2026-01-08
Neutral
Neutral
Barclays
2026-01-05
Overweight
Overweight
Keefe, Bruyette & Woods
2025-12-17
Outperform
Outperform
Wolfe Research
2025-11-24
Peer Perform
Outperform
Freedom Broker
2025-10-22
Hold
Hold
JP Morgan
2025-10-21
Neutral
Neutral
Keefe, Bruyette & Woods
2025-10-16
Outperform
Outperform
Evercore ISI Group
2025-10-16
Outperform
Outperform
Past News Coverage
Recent headlines mentioning MS from our newsroom.
Newest → oldest
No matching news yet.