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Morgan Stanley
MS
NYSE·Financial Services·Financial - Capital Markets·Mkt cap $334.2B
$213.92
▲ +0.97%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$135.26 - $230.47
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 48.3% 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
5 reasons
- Global distribution network with established relationships across major financial centers and emerging markets
- Integrated business model enabling cross-selling and comprehensive client solutions across banking, trading, and wealth management
- Strong brand reputation and institutional credibility built over decades of market leadership and advisory expertise
- Advanced technology infrastructure and data analytics capabilities supporting trading, risk management, and client services
- Deep research capabilities and market intelligence providing competitive edge in advisory and investment decisions
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.0x vs Investment Banking & Capital Markets peers. Reasonable for this growth rate.
Growth
Revenue decline expected
Wealth management expansion driven by rising global affluence and demand for personalized financial advisory services
Value
Growth premium of 1.0x vs Investment Banking & Capital Markets peers. Reasonable for this growth rate.
Momentum
Hot
+27.8% over 3m
Quality
Strong
High-growth business (101% revenue growth, 58% gross margin). Profitable with strong growth momentum.
Dividend
Modest
1.89% 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: Apr 10, 2026
APR 15, 2026
Reported EPS of $3.43 vs $3.02 consensus (+13.6% surprise). Revenue of $20.6B vs $19.7B expected (+4.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+13.6%
Next: Apr 10, 2026
Revenue trend · last 8Q
—
—
+25%
+16%
+11%
+19%
+19%
+101%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$14.0B
$14.3B
$15.0B
$16.5B
$28.2B
$30.0B
$28.9B
$33.1B
Margins · last 8Q
Gross
61.8%
Operating
21.1%
Profit
17.0%
Wall Street consensus
14 analysts · 36% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
36%
Hold
57%
Sell
7%
Median Price Target
$200.00
▼ -6.5% vs $213.92
Latest: Oppenheimer · Jun 30, 2026
2 analysts covering