MS Stock Overview
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.
Morgan Stanley Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$80.54|
|52 Week High||US$109.73|
|52 Week Low||US$76.75|
|1 Month Change||-4.98%|
|3 Month Change||-21.48%|
|1 Year Change||-7.80%|
|3 Year Change||83.55%|
|5 Year Change||92.68%|
|Change since IPO||939.23%|
Recent News & Updates
Simplest Call Today: Morgan Stanley - Inflation Hedge
Morgan Stanley hit a high of $109.73 within the last year and is now trading in the mid-$80s. The dividend is growing, and they are financially stable and should be able to continue to raise the dividend. I bought 200 shares. I will keep 100 shares and I sold a call on the other lot. This strategy allows me to milk this position for more income, while still improving my basic portfolio. I may repeat this trade in the next few weeks should MS go down more and test its 52-week low of $80.
Morgan Stanley: The Stock Is Worth More Than $100
Using the free cash flow to equity model, I estimate that Morgan Stanley's stock is worth $102 per share. Morgan Stanley's capital ratios and liquidity coverage ratio are higher than the minimum requirements under Basel III standards. The company will announce its first-quarter 2022 financial result on 14 April 2022. A strong quarterly financial result may push MS's price up to $100.
|MS||US Capital Markets||US Market|
Return vs Industry: MS exceeded the US Capital Markets industry which returned -14.2% over the past year.
Return vs Market: MS exceeded the US Market which returned -10.4% over the past year.
|MS Average Weekly Movement||5.2%|
|Capital Markets Industry Average Movement||0.4%|
|Market Average Movement||7.8%|
|10% most volatile stocks in US Market||16.7%|
|10% least volatile stocks in US Market||2.8%|
Stable Share Price: MS is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: MS's weekly volatility (5%) has been stable over the past year.
About the Company
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance.
Morgan Stanley Fundamentals Summary
|MS fundamental statistics|
Is MS overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|MS income statement (TTM)|
|Cost of Revenue||US$6.53b|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
|Earnings per share (EPS)||8.08|
|Net Profit Margin||24.01%|
How did MS perform over the long term?See historical performance and comparison
3.5%Current Dividend Yield
Is Morgan Stanley undervalued compared to its fair value and its price relative to the market?
Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PB vs Industry
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: MS ($80.54) is trading below our estimate of fair value ($145.35)
Significantly Below Fair Value: MS is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: MS is good value based on its PE Ratio (10x) compared to the US Capital Markets industry average (35.4x).
PE vs Market: MS is good value based on its PE Ratio (10x) compared to the US market (15.5x).
Price to Earnings Growth Ratio
PEG Ratio: MS is poor value based on its PEG Ratio (1.8x)
Price to Book Ratio
PB vs Industry: MS is overvalued based on its PB Ratio (1.5x) compared to the US Capital Markets industry average (-16.2x).
How is Morgan Stanley forecast to perform in the next 1 to 3 years based on estimates from 23 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: MS's forecast earnings growth (5.5% per year) is above the savings rate (1.9%).
Earnings vs Market: MS's earnings (5.5% per year) are forecast to grow slower than the US market (12.6% per year).
High Growth Earnings: MS's earnings are forecast to grow, but not significantly.
Revenue vs Market: MS's revenue (4% per year) is forecast to grow slower than the US market (8% per year).
High Growth Revenue: MS's revenue (4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: MS's Return on Equity is forecast to be low in 3 years time (15.7%).
How has Morgan Stanley performed over the past 5 years?
Past Performance Score3/6
Past Performance Score 3/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: MS has high quality earnings.
Growing Profit Margin: MS's current net profit margins (24%) are higher than last year (23.6%).
Past Earnings Growth Analysis
Earnings Trend: MS's earnings have grown by 18.9% per year over the past 5 years.
Accelerating Growth: MS's earnings growth over the past year (9.6%) is below its 5-year average (18.9% per year).
Earnings vs Industry: MS earnings growth over the past year (9.6%) underperformed the Capital Markets industry 47.5%.
Return on Equity
High ROE: MS's Return on Equity (14.1%) is considered low.
How is Morgan Stanley's financial position?
Financial Health Score4/6
Financial Health Score 4/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: MS's short term assets ($1,002.8B) exceed its short term liabilities ($518.1B).
Long Term Liabilities: MS's short term assets ($1,002.8B) exceed its long term liabilities ($600.0B).
Debt to Equity History and Analysis
Debt Level: MS has more cash than its total debt.
Reducing Debt: MS's debt to equity ratio has reduced from 364.2% to 341.4% over the past 5 years.
Debt Coverage: MS's debt is not well covered by operating cash flow (2.1%).
Interest Coverage: Insufficient data to determine if MS's interest payments on its debt are well covered by EBIT.
What is Morgan Stanley current dividend yield, its reliability and sustainability?
Dividend Score 5/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: MS's dividend (3.48%) is higher than the bottom 25% of dividend payers in the US market (1.54%).
High Dividend: MS's dividend (3.48%) is low compared to the top 25% of dividend payers in the US market (4.05%).
Stability and Growth of Payments
Stable Dividend: MS's dividends per share have been stable in the past 10 years.
Growing Dividend: MS's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (35.1%), MS's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its high cash payout ratio (100%), MS's dividend payments are not well covered by cash flows.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
James Gorman (63 yo)
Mr. James Patrick Gorman serves as the Chairman of the Board and Chief Executive Officer of Morgan Stanley Domestic Holdings, Inc. He has been Chief Executive Officer and Director of Morgan Stanley since J...
CEO Compensation Analysis
Compensation vs Market: James's total compensation ($USD34.94M) is above average for companies of similar size in the US market ($USD13.26M).
Compensation vs Earnings: James's compensation has been consistent with company performance over the past year.
Experienced Management: MS's management team is not considered experienced ( 0.9 years average tenure), which suggests a new team.
Experienced Board: MS's board of directors are considered experienced (7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Morgan Stanley's employee growth, exchange listings and data sources
- Name: Morgan Stanley
- Ticker: MS
- Exchange: NYSE
- Founded: 1924
- Industry: Investment Banking and Brokerage
- Sector: Diversified Financials
- Implied Market Cap: US$140.887b
- Shares outstanding: 1.75b
- Website: https://www.morganstanley.com
Number of Employees
- Morgan Stanley
- 1585 Broadway
- New York
- New York
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/05/15 00:00|
|End of Day Share Price||2022/05/13 00:00|
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 here.