MS

Morgan Stanley

Fundamental data last updated:March 30, 2026

company profile

SECTOR

Financial Services

industry

Capital Markets

Exchange

NYSE

County of HQ

United States

Next Earnings Date

04/15/26

Business Summary

Morgan Stanley is a global financial services firm providing investment banking, securities, wealth management, and investment management services. The company serves corporations, governments, institutions, and individuals through advisory, capital raising, trading, and asset management solutions.

VALUATION

P/E

15.5

Market Cap ($M USD)

$251,501

Forward P/E

12.9

PEG

1.8

PRICE TO SALES

3.8

PRICE TO BOOK

2.5

EV / EBITDA

-

5-Year Average P/E

DIVIDEND

Yield

2.50%

Annual Payout

$4.00

Payout Ratio

37.30%

Consecutive Years of Dividend Growth

10+

5-Year Dividend Growth Rate

23.40%

Financial Health & Profitability

Earnings Per Share

$10.32

Next Year EPS Growth Estimate

$12.27

Next Year Revenue Growth Estimate

5.10%

Return on Equity (ROE)

14.60%

Operating Margin

34.00%

Debt-to-Equity

3.3

Piotroski F-Score

3

Altman Z-Score

0.3

Return on Invested Capital (ROIC)

13.50%%

Current Ratio

-

Quick Ratio

Gainseekers Quantitative Analysis

Summary

Morgan Stanley operates in the Financial Services sector within Capital Markets and carries a market capitalization of $251,501 million. The company trades at a P/E of 15.5 and a forward P/E of 12.9, with a PEG forward of 1.8, suggesting moderated growth expectations relative to earnings. Profitability metrics show a return on equity of 5.10% and an operating margin of 14.60%, alongside a debt-to-equity ratio of 34.00% and a dividend yield of 3.3.

AI Exposure / Tech Reliance

As a capital markets firm, Morgan Stanley’s operations are increasingly influenced by financial technology and data-driven platforms, though direct AI-specific metrics are not provided. Its performance likely benefits from technological infrastructure supporting trading, wealth management, and institutional services.

The Bull Case

The stock’s forward P/E of 12.9 relative to a current P/E of 15.5 suggests expectations for earnings improvement, supported by estimated EPS next year of $10.32. A 3.3 dividend yield with a dividend per share of 2.50% and a 10+ five-year average dividend growth rate may appeal to income-focused investors.

The Bear Case

Return on equity of 5.10% is relatively modest, and operating margin of 14.60% may limit upside if revenue growth underperforms. Additionally, a short float of 23.40% indicates a meaningful level of bearish positioning in the market.

Market Sentiment & Smart Money

Short Interest %

1.30%

Analyst Consensus

2.44

Average Analyst Price Target

$193.22

Institutional Ownership %

62.70%

1-Year Beta

1.28

Insider Buying % (6 Mo)

24.00%%

Distance to 52-Week High

82.20%%

Distance to 52-Week Low

167.90%%