Morgan Stanley
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 Investm…
What to know about MS
Morgan Stanley is a Financial Services company with a mixed financial profile. It scores well on size and growth, but cash flow is worth keeping an eye on.
Should you consider MS?
Based on 31 financial metrics and sector comparison. Not financial advice.
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Morgan Stanley is a Financial Services company with a mixed overall financial profile — it is in the lower half of its Financial Services peers (46 of 70).
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Profit margins are a clear strength, though the balance sheet warrants a closer look — make sure the debt levels are manageable.
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Valuation is in the middle of the pack — neither obviously cheap nor stretched.
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Growth is a clear strength — revenue and earnings are expanding faster than most peers, signalling strong demand for the company's products or services.
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There is a small dividend (0.02%), but income-focused investors will likely find better yields elsewhere in the market.
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Volatility is close to the S&P 500 average — typical market swings, nothing unusual.
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This is a mixed picture — real strengths in some areas, but areas that need watching too. Do your homework on the sector before deciding.
At a glance
How it scores
We look at 31 different financial metrics and group them into categories. Here's how MS compares to the other S&P 500 stocks.
Dive deeper — all 31 metrics 9 categories · valuation, growth, health, dividends & more Show all Hide
Valuation
Is the stock cheap or expensive relative to its earnings, sales, and assets? Lower multiples often mean better value.
| Metric | Value | vs S&P 500 |
|---|---|---|
| P/E Ratio (Trailing) | 20.21 | Above avg |
| Forward P/E | 17.56 | Average |
| PEG Ratio | 2.66 | Below avg |
| Price to Sales | 4.81 | Average |
| Price to Book | 3.37 | Average |
| EV/EBITDA | — | N/A |
| Earnings Yield | 4.95% | Above avg |
Profitability
How efficiently does the company turn revenue into profit? Higher margins mean more money kept from each dollar earned.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Gross Margin | 87.39% | Top 25% |
| Operating Margin | 40.62% | Top 25% |
| Net Profit Margin | 24.75% | Top 25% |
| Return on Equity | 16.39% | Above avg |
| Return on Invested Capital | 1.27% | Below avg |
Growth
How fast is the business expanding? Strong growth in revenue and earnings signals increasing market demand.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Revenue Growth (YoY) | 16.30% | Top 25% |
| Revenue Growth (3Y CAGR) | 9.52% | Above avg |
| EPS Growth (YoY) | 31.90% | Above avg |
| Free Cash Flow Growth | 889.86% | Top 25% |
Health
Can the company cover its debts and obligations? A healthy balance sheet reduces the risk of financial trouble.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Current Ratio | 1.96 | Top 25% |
| Debt to Equity | 5.02 | Below avg |
| Interest Coverage | — | N/A |
| Altman Z-Score | — | N/A |
Dividends
Does the company pay shareholders, and is that payment growing and sustainable?
| Metric | Value | vs S&P 500 |
|---|---|---|
| Dividend Yield | 1.81% | Average |
| Payout Ratio | 35.55% | Average |
| Dividend Growth (5Y) | -0.97% | Top 25% |
Cash Flow
Is real cash flowing into the business — not just accounting profits? Strong cash flow funds growth and dividends.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Free Cash Flow Yield | -1.12% | Below avg |
| OCF to Sales | -1.47% | Below avg |
Risk
How volatile is the stock compared to the broader market? Lower beta and volatility mean a smoother ride.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Beta (1-Year) | 1.22 | Below avg |
| Volatility (30-Day) | 27.35% | Above avg |
Sentiment
What do analysts and short-sellers think? High analyst ratings and low short interest signal broad confidence.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Short % of Float | 0.00% | Top 25% |
| Avg. Analyst Rating | 2.32 | Average |
| Target Upside % | -8.74% | Below avg |
Size
How large is the company by market value? Size affects stability, growth potential, and index inclusion.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Market Capitalization | 352B | Top 25% |
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