Morgan Stanley MS
Financial Services · Capital Markets · United States · S&P 500
Based on the available data, Morgan Stanley gets an algorithmic score of 66/100. It trades at 192.76 $, with a sideways/transition technical trend (RSI 28.5) and 28.4% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (25.9%): pricing power / competitive advantage.
Weaknesses
- Negative free cash flow.
Fundamentals
| P/E | 15.56 |
| Forward P/E | 14.17 |
| PEG | 1.76 |
| P/B | 2.84 |
| P/S | 3.89 |
| ROE % | 17.97 |
| ROA % | 1.34 |
| Gross margin % | 87.64 |
| Operating margin % | 41.57 |
| Net margin % | 25.90 |
| Revenue growth % (y/y) | 28.00 |
| Earnings growth % (y/y) | 62.40 |
| Revenue CAGR % | 9.52 |
| Earnings CAGR % | 15.20 |
| Debt/Equity % | 517.28 |
| Current ratio | 2.00 |
| FCF yield % | -6.87 |
| Dividend yield % | 2.39 |
| Payout % | 32.31 |
Returns
| 1 month | -10.2 % |
| 3 months | -7.3 % |
| 6 months | +23.0 % |
| YTD | +7.7 % |
| 1 year | +23.1 % |
| 3 years | +153.7 % |
| 5 years | +129.9 % |
Risk
| 1-year volatility | 28.4 % |
| Beta | 1.31 |
| 5-year max drawdown | -32.4 % |
| Sharpe 1A | 0.73 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.