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Morgan Stanley (MS) Stock Analysis

This is a peer-relative look at Morgan Stanley (MS): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Morgan Stanley (MS)
Profile ItemMS
NameMorgan Stanley Common Stock
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryInvestment Banking & Brokerage
Market Capitalization280.90 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateFebruary 23, 1993
Security TypeCommon Stock

Price Performance

Cumulative Growth

MS
GSPC
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Morgan Stanley (MS) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Morgan Stanley (MS) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Morgan Stanley (MS) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Total Return (1Y)15.22%-2.15%
Total Return (3Y, Annualized)40.00%14.72%
Total Return (5Y, Annualized)15.63%3.06%

Risk Profile

Drawdown History

MS
GSPC
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Morgan Stanley (MS) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Morgan Stanley (MS) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Volatility (1Y, Annualized)28.37%34.89%
Beta (5Y)1.241.04
Max Drawdown (5Y)-32.38%-48.64%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. MS is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Sharpe Ratio (1Y)0.38-0.20
Sortino Ratio (1Y)0.54-0.30

Profitability

ROE (TTM)

No usable ROE is available for Morgan Stanley (MS) this period, so the shareholder-equity return read is skipped.

MS

Financial Services industry group

--

Group distribution
Max
45.13%
Q3
21.85%
Median
12.63%
Q1
4.17%
Min
-20.25%
MS
--
Largest peers
MA
241.20%
V
61.19%
AXP
35.93%
GS
17.75%
BRK.A
12.12%
BRK.B
12.12%
MS
--
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Morgan Stanley (MS) doesn’t report ROE this period; the box shows the Financial Services group’s distribution and the dots its largest members.

Net Margin (TTM)

Morgan Stanley (MS) keeps 25.63% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

MS

Financial Services industry group

25.63%

Group distribution
Max
63.48%
Q3
29.26%
MS
25.63%
Median
16.10%
Q1
4.65%
Min
-31.32%
Largest peers
V
50.78%
MA
46.34%
GS
31.21%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
AXP
16.82%
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Where Morgan Stanley (MS) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Morgan Stanley (MS) turns 39.89% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

MS

Financial Services industry group

39.89%

Group distribution
Max
107.33%
Q3
53.97%
MS
39.89%
Median
28.69%
Q1
12.97%
Min
-36.41%
Largest peers
V
66.13%
MA
61.11%
MS
39.89%
GS
38.25%
BRK.A
32.56%
BRK.B
32.56%
AXP
18.43%
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Where Morgan Stanley (MS) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
ROE (TTM)--12.63%
ROA (TTM)--3.58%
Net Margin (TTM)25.63%16.10%
Operating Margin (TTM)39.89%28.69%
Gross Margin (TTM)----

Growth

Revenue Growth

Morgan Stanley (MS) grew revenue 14.48%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Morgan Stanley (MS): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Morgan Stanley (MS) grew earnings per share 28.43%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

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Morgan Stanley (MS): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Revenue Growth (YoY)14.48%9.52%
Revenue Growth (3Y CAGR)9.52%10.55%
EPS Growth (YoY)28.43%7.06%
EPS Growth (3Y CAGR)18.41%13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Morgan Stanley (MS) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Morgan Stanley (MS) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Morgan Stanley (MS) has dividend yield of 2.34%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

MS

Financial Services industry group

2.34%

Group distribution
Max
19.41%
Q3
7.79%
MS
2.34%
Median
1.71%
Q1
0.00%
Min
0.00%
Largest peers
MS
2.34%
GS
2.02%
AXP
1.13%
V
0.65%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where Morgan Stanley (MS) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Morgan Stanley (MS) has payout ratio of 32.31%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

MS

Financial Services industry group

32.31%

Group distribution
Max
227.65%
Q3
91.61%
MS
32.31%
Median
26.52%
Q1
0.00%
Min
0.00%
Largest peers
MS
32.31%
GS
26.25%
V
22.13%
AXP
21.48%
MA
17.93%
BRK.A
0.00%
BRK.B
0.00%
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Where Morgan Stanley (MS) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
Dividend Yield (TTM)2.34%1.71%
Dividend Payout Ratio (TTM)32.31%26.52%

Valuation

P/E Ratio (TTM)

Morgan Stanley (MS) trades at P/E ratio of 14.23, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

MS

Financial Services industry group

14.23

Group distribution
Max
51.07
Q3
26.27
Median
15.48
MS
14.23
Q1
9.70
Min
0.20
Largest peers
V
34.72
MA
34.30
AXP
19.01
MS
14.23
BRK.A
13.64
BRK.B
13.64
GS
12.59
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Where Morgan Stanley (MS) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Morgan Stanley (MS) trades at 3.52 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

MS

Financial Services industry group

3.52

Group distribution
Max
9.12
Q3
4.54
MS
3.52
Median
2.68
Q1
1.35
Min
-0.49
Largest peers
V
17.21
MA
15.57
GS
3.59
MS
3.52
BRK.A
3.02
BRK.B
3.02
AXP
2.88
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Where Morgan Stanley (MS) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Morgan Stanley (MS) trades at 2.65 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

MS

Financial Services industry group

2.65

Group distribution
Max
6.90
Q3
3.46
MS
2.65
Median
1.56
Q1
0.81
Min
-2.78
Largest peers
MA
97.50
V
21.62
AXP
5.87
MS
2.65
GS
2.35
BRK.A
1.56
BRK.B
0.00
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Where Morgan Stanley (MS) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Morgan Stanley (MS) metric values compared with Financial Services industry-group medians
MetricCurrent stock: MSIndustry group median
P/E Ratio (TTM)14.2315.48
P/S Ratio (TTM)3.522.68
P/B Ratio (MRQ)2.651.56
Free Cash Flow Yield (TTM)----