MS Morgan Stanley - Fundamental Analysis
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MS Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Capital Markets
Current Price
Live
$189.09
Analyst Target
$190.48
+0.7%
Upside
52W High
$192.68
52W Low
$94.33
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
72%
Analysis Accuracy
Morgan Stanley's financial health is a major concern, highlighted by a weak Piotroski F-Score of 2/9, indicating poor fundamental strength. Despite this, the firm demonstrates robust profitability with high margins and strong year-over-year earnings growth of 20.7%, supported by a solid track record of earnings beats. Valuation metrics suggest the stock is trading near analyst targets ($189.09 vs. $190.48), but elevated P/E and Price/Book ratios reflect premium pricing. Bearish insider activity and a lack of Altman Z-Score data add uncertainty, tempering bullish momentum.
Key Strengths
Strong year-over-year earnings growth of 20.7% with consistent positive earnings surprises
High profitability: 23.99% profit margin and 39.43% operating margin
Impressive ROE of 15.73%, above sector average when compared to peers like WFC and C
Solid dividend profile with 2.09% yield and sustainable 38.72% payout ratio
Analyst consensus supports upside with a 'buy' recommendation and 21 analysts on board
Key Risks
Very low Piotroski F-Score of 2/9 signals weak financial health and potential operational deterioration
High leverage with Debt/Equity ratio of 4.21, significantly above sector average of 1.05
Bearish insider sentiment: CEO sold $16.43M in shares with no offsetting buys in last 6 months
Technical trend score of 10/100 indicates strong bearish momentum near-term
Missing key financial data (Altman Z-Score, ROA, cash/debt figures) limits full health assessment
AI Fair Value Estimate
Based on comprehensive analysis
$205.0
+8.4% above current price
Performance Snowflake
Multi-dimensional AI analysis across 5 key categories
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Historical Performance Trends
Long-term financial metrics and growth patterns
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability, Growth & Financial Health
Detailed profit margins, ROE, debt ratios, and liquidity metrics
Sector Comparison & Peer Analysis
Compare MS against industry averages and similar companies
Insider Trading & Analyst Ratings
Track insider transactions and Wall Street analyst recommendations
Past News Coverage
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