Business Description
Morgan Stanley
NAICS : 523150
SIC : 6211
ISIN : US6174464486
Total Employee Number:
83,000Compare
Compare
Traded in other countries / regions
MS.USAMS.CanadaMSBR34.BrazilMS.Peru0QYU.UKMS.MexicoDWD.Germany1MS.ItalyMWD.AustriaMS.ChileMS.Switzerland IPO Date
2023-11-13Description
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.24 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 3.45 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 5/9 | |||||
Beneish M-Score | -2.05 | |||||
WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 12.2 | |||||
3-Year EPS without NRI Growth Rate | 17.4 | |||||
3-Year FCF Growth Rate | -33.2 | |||||
3-Year Book Growth Rate | 5.7 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 10.08 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 6.46 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 72.74 | |||||
9-Day RSI | 72.63 | |||||
14-Day RSI | 72.51 | |||||
3-1 Month Momentum % | 22.88 | |||||
6-1 Month Momentum % | 13.89 | |||||
12-1 Month Momentum % | 52.44 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.72 | |||||
Dividend Payout Ratio | 0.35 | |||||
3-Year Dividend Growth Rate | 9.3 | |||||
Forward Dividend Yield % | 1.73 | |||||
5-Year Yield-on-Cost % | 4.5 | |||||
3-Year Average Share Buyback Ratio | 1.9 | |||||
Shareholder Yield % | -12.03 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 26.34 | |||||
FCF Margin % | -5.6 | |||||
OCF Margin % | -1.32 | |||||
ROE % | 16.44 | |||||
ROA % | 1.29 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 7 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 20.47 | |||||
Forward PE Ratio | 19.5 | |||||
PE Ratio without NRI | 20.31 | |||||
Shiller PE Ratio | 30.98 | |||||
PEG Ratio | 5.08 | |||||
PS Ratio | 5.21 | |||||
PB Ratio | 3.42 | |||||
Price-to-Tangible-Book | 4.38 | |||||
EV-to-Forward-EBIT | 15.33 | |||||
EV-to-Revenue | 9.68 | |||||
EV-to-Forward-Revenue | 6.21 | |||||
EV-to-FCF | -168.56 | |||||
Price-to-GF-Value | 1.51 | |||||
Price-to-DCF (Earnings Based) | 1.13 | |||||
Price-to-Median-PS-Value | 1.91 | |||||
Price-to-Graham-Number | 1.99 | |||||
FCF Yield % | -1.11 | |||||
Forward Rate of Return (Yacktman) % | 1.28 |
Morgan Stanley Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morgan Stanley Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-10-14 09:30 | In 113 days | ||
| Third quarter earnings results for 2026 | 2026-10-14 07:30 | In 113 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-15 08:30 | In 22 days | ||
| Second quarter earnings results for 2026 | 2026-07-15 07:30 | In 22 days | ||
| Annual Morgan Stanley U.S. Financials Conference | 2026-06-09 12:05 | 186.65 (+2.89%) | ||
| General meeting for 2026 | 2026-05-14 08:00 | 160.45 (+0.00%) | ||
| USD 1.000000 Cash Dividend | 2026-04-30 | 157.80 (+3.51%) | ||
| First quarter earnings conference call for 2026 | 2026-04-15 09:30 | 156.00 (+0.19%) | ||
| First quarter earnings results for 2026 | 2026-04-15 07:30 | 156.00 (+0.19%) | ||
| Annual Morgan Stanley European Financials Conference | 2026-03-18 07:00 | 136.54 (+0.00%) |
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