DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Diversified Financials
Updated 43m ago
MSUS logo

Morgan StanleyBVL:MSUS Stock Report

Market Cap US$318.2b
Updated 43m ago
Share Price
n/a
1Y44.0%
7D-5.1%
1D0%
Portfolio Value
​
View

Morgan Stanley

BVL:MSUS Stock Report

Market Cap: US$318.2b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Morgan Stanley (MSUS) Stock Overview

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. More details

MSUS fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance5/6
Financial Health3/6
Dividends0/6

Rewards

Revenue is forecast to grow 4.97% per year

Earnings grew by 38.2% over the past year

Risk Analysis

Significant insider selling over the past 3 months


MSUS Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

NEW428,954 members

Join community and earn perks

Gain real feedbackFrom our editorial team, personally. Not silence.
Grow your followingReal investors. The kind who actually invest, not scroll past.
Unlock free accessFree premium subscription for consistent and quality authors.
Learn moreCreate Narrative
B
BlackGoat
R
RockeTeller
I
Investingwilly
D
davidlsander
428,954 investors already sharing narratives
US$
Current Price
US$206.5832.1% overvalued intrinsic discount
%/yr
Decrease
Increase
PastFuture099b2016201920222025202620282031Revenue US$99.2bEarnings US$24.9b
Advanced
View all narratives

Morgan Stanley Competitors

Goldman Sachs Group

Symbol: NYSE:GS
Market cap: US$285.2b

Charles Schwab

Symbol: NYSE:SCHW
Market cap: US$182.0b

Interactive Brokers Group

Symbol: NasdaqGS:IBKR
Market cap: US$154.3b

Robinhood Markets

Symbol: NasdaqGS:HOOD
Market cap: US$107.7b

Price History & Performance

Summary of share price highs, lows and changes for Morgan Stanley
Historical stock prices
Current Share PriceUS$206.58
52 Week HighUS$211.05
52 Week LowUS$159.82
Beta1.21
1 Month Change-5.33%
3 Month Change-5.23%
1 Year Change43.96%
3 Year Change120.00%
5 Year Change140.60%
Change since IPO316.91%

Recent News & Updates

Recent updates

Shareholder Returns

MSUSPE Capital MarketsPE Market
7D-5.1%0%-0.9%
1Y44.0%29.2%50.5%

Return vs Industry: MSUS exceeded the PE Capital Markets industry which returned 29.2% over the past year.

Return vs Market: MSUS underperformed the PE Market which returned 50.5% over the past year.

Price Volatility

Is MSUS's price volatile compared to industry and market?
MSUS volatility
MSUS Average Weekly Movement4.0%
Capital Markets Industry Average Movement3.6%
Market Average Movement3.2%
10% most volatile stocks in PE Market6.6%
10% least volatile stocks in PE Market1.5%

Stable Share Price: MSUS has not had significant price volatility in the past 3 months compared to the PE market.

Volatility Over Time: MSUS's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
192483,000Ted Pickwww.morganstanley.com

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.

Morgan Stanley Fundamentals Summary

How do Morgan Stanley's earnings and revenue compare to its market cap?
MSUS fundamental statistics
Market capUS$318.17b
Earnings (TTM)US$19.55b
Revenue (TTM)US$77.83b
16.3x
P/E Ratio
4.1x
P/S Ratio

Is MSUS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MSUS income statement (TTM)
RevenueUS$77.83b
Cost of RevenueUS$9.62b
Gross ProfitUS$68.21b
Other ExpensesUS$48.66b
EarningsUS$19.55b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

Oct 14, 2026

Earnings per share (EPS)12.45
Gross Margin87.64%
Net Profit Margin25.12%
Debt/Equity Ratio517.3%

How did MSUS perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
33%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 06:13
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Morgan Stanley is covered by 41 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Jason GoldbergBarclays
"Jason GoldbergBarclays

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide