Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S4.33
P/E—
Fwd P/E15.71
PEG1.89
52W— – —
RSI—
Target$237.33 (+10.7%)
Beta1.21
Div1.95%
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RSI ()
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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. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 49
Overbought · 100
Signal
Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
7Bullish
6Bearish
0Neutral
Key Signals 2
▲ Double Bottom
Major reversal
2026-09-04 · $217.34
Two lows ~$208.12 — bullish reversal confirmed
Learn more →
▼ Double Top
Major reversal
2026-07-29 · $205.59
Two peaks ~$230.09 — bearish reversal confirmed
Learn more →
Momentum Signals 11
▲ MACD Bullish Crossover
▲ Bull Flag
▲ MACD Bullish Crossover
▲ MACD Bullish Crossover
View overlays on the price chart via Overview tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
100%
8/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$237.33
+10.7% upside
Low $184
—
High $262
Consensus
Current price
Wall Street Analyst Ratings
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| Firm | Rating | Change | Action | Date |
|---|
Profitability
Gross Margin
87.64%Last 12 Months
Operating Margin
41.57%Last 12 Months
Return on Equity
17.97%Last 12 Months
Revenue Growth
28.00%Year over Year
Free Cash Flow
N/ALast 12 Months
Free Cash Flow Yield
—Last 12 Months
Balance Sheet
Debt / Equity
517.28Most Recent Quarter
Current Ratio
2.00Most Recent Quarter
Cash
739.08BMost Recent Quarter
Total Debt
607.50BMost Recent Quarter
Net Debt
—Most Recent Quarter
How MS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 336.70B |
| Enterprise Value | 215.98B |
| Trailing P/E | 17.18 |
| Forward P/E | 15.71 |
| PEG Ratio (5yr) | 1.89 |
| Price/Sales (ttm) | 4.33 |
| Price/Book (mrq) | 3.16 |
| EV/Revenue | 2.77 |
| EV/EBITDA | N/A |
Share Statistics
| Avg Vol (3m) | 5.23M |
| Shares Outstanding | 1.57B |
| Float | 1.19B |
| % Held by Insiders | 24.41% |
| % Held by Institutions | 63.20% |
| Short Ratio | 0.00 |
| Short % of Float | 0.00% |
Profitability
| Gross Margin | 87.64% |
| Operating Margin (ttm) | 41.57% |
| Profit Margin | 25.90% |
| Return on Assets (ttm) | 1.34% |
| Return on Equity (ttm) | 17.97% |
Income Statement
| Revenue (ttm) | 77.83B |
| Revenue Growth (yoy) | 28.00% |
| Gross Profit (ttm) | 68.21B |
| EBITDA | N/A |
| Net Income (ttm) | 19.55B |
| Diluted EPS (ttm) | 12.48 |
| EPS Growth (yoy) | 62.40% |
Balance Sheet
| Total Cash (mrq) | 739.08B |
| Total Debt (mrq) | 607.50B |
| Debt / Equity (mrq) | 517.28 |
| Current Ratio (mrq) | 2.00 |
| Book Value / Share | 67.80 |
| Operating CF (ttm) | -15.59B |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 1.21 |
| 50-Day MA | 215.81 |
| 200-Day MA | 191.74 |
| Fwd Dividend Yield | 2.16% |
| Payout Ratio | 32.31% |
Income
Dividend Yield
1.95%Last 12 Months
Annual Rate
4.60Forward
Payout Ratio
32.31%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 32.31%
Monthly Dividends
Ownership Breakdown
Institutional 63.20%
Insider 24.41%
Public 12.4%
Short Interest
0.00% of float
Low
Institutional 13F Holdings
Famous investors who disclosed a position in MS in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Price | Value |
|---|