Morgan Stanley
MS
NYSE·Financial Services·Financial - Capital Markets·Mkt cap $343.4B
$217.70
▲ +0.25%
P/E
17.66
Mkt Cap
$343.4B
52-Wk Range
$146.29–$232.25
52-Week Range
$146.29 - $232.25
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 46.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Global scale and diversified revenue streams across institutional and retail markets
- Established brand reputation and deep client relationships spanning decades
- Integrated business model combining advisory, trading, wealth management, and asset management capabilities
- Extensive distribution network and technology infrastructure serving millions of clients worldwide
Bear Case
1 risk
- Average volatility.
Growth
Revenue decline expected
Rising wealth management demand from high-net-worth individuals and institutional clients
Value
Valued in line with Investment Banking & Capital Markets peers (1.0x).
Momentum
Stable
+2.7% over 3m
Quality
Strong
High-growth business (71% revenue growth, 60% gross margin). Profitable with strong growth momentum.
Dividend
Modest
1.91% yield
Smart-money signal
Who's buying MS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 14, 2026
JUL 15, 2026
Reported EPS of $3.46 vs $2.89 consensus (+19.7% surprise). Revenue of $21.3B vs $19.7B expected (+8.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+19.7%
Revenue trend · last 8Q
—
+25%
+16%
+11%
+19%
+19%
+101%
+22%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$14.3B
$15.0B
$16.5B
$28.2B
$30.0B
$28.9B
$33.1B
$34.5B
Margins · last 8Q
Gross
61.6%
Operating
21.5%
Profit
16.2%
Wall Street consensus
15 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
53%
Sell
7%
Median Price Target
—
Latest: UBS · Aug 3, 2026
vs Industry
How MS stacks vs Financial - Capital Markets
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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