Morgan Stanley (MS) Stock Analysis
NYQ · Financial Services · Capital Markets
$194.12
-2.19 (-1.12%)
MS Interactive Price Chart & Trading Signals
MS Stock Snapshot — Valuation, Risk & Technical Signals
MS Key Fundamentals, Analyst Targets & Company Profile
Key Financial Ratios
Market Cap
$304.88B
P/E Ratio
15.67
Forward P/E
14.26
PEG Ratio
1.73
P/B Ratio
2.86
EPS
$12.39
Dividend Yield
2.34%
52W Range
$151.84 – $232.25
Beta
1.21
Volume
1.3M
ROE
18.0%
Profit Margin
25.9%
Revenue Growth
28.0%
Gross Margin
87.6%
EV/EBITDA
—
Analyst Target
$235.81
The trailing price-to-earnings ratio stands at 15.7x. Forward P/E of 14.3x implies earnings expansion expected. Price-to-book is 2.86x. Market capitalization is $304.88B. Revenue is growing at 28.0% on a trailing basis. Earnings are expanding at 62.4%. Profit margins are 25.9%. Return on equity is 18.0%. Beta of 1.21 indicates elevated market sensitivity.
Analyst Consensus
Recommendation
Buy
Low Target
$184.00
Mean Target
$235.81
High Target
$262.00
Based on 21 analysts
About 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 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.
MS Deep Dive Analysis
Bottom Line
Verdict
OvervaluedBest for
Growth-oriented investorsWatch out for
Premium valuation, High volatilityNon-zero inputs
4/5Counts non-zero values for price, P/E, beta, macro risk, and revenue growth; zero may mean unavailable or be a genuine zero.
Morgan Stanley (MS) trades above our multi-model fair value estimate of $147.75 by approximately 23.9%. Trailing P/E: 15.7x. Profitability signals include profit margin of 25.9% and return on equity of 18.0%. Recent growth metrics show revenue growth of 28.0% and earnings growth of 62.4%. Risk profile: elevated market beta of 1.21. Consensus: buy.
Valuation, Growth & Risk
Valuation
Overvalued
P/E 15.7x
Price is above what fundamentals suggest.
Growth
Expanding
Rev 28.0%
Revenue is outpacing the market.
Risk
Elevated
Beta 1.21
Expect bigger swings than the market.
Valuation Snapshot
Morgan Stanley (MS) trades above our multi-model fair value estimate of $147.75 by approximately 23.9%. The trailing price-to-earnings ratio stands at 15.7x. Forward P/E of 14.3x indicates stable forward expectations. Price-to-sales is 3.9x. Price-to-book is 2.9x. Market capitalization is $304.88B.
Why it matters: Paying a premium works only if the company keeps growing faster than expected.
Growth & Profitability
Revenue is growing at 28.0% on a trailing basis. Earnings are expanding at 62.4%. Profit margins are 25.9%. Return on equity is 18.0%. Return on assets is 1.3%.
Why it matters: Growing revenue with healthy margins usually means the business is gaining market share or pricing power.
Risk Profile
Beta of 1.21 indicates elevated market sensitivity. Net debt position is $-131580035072.00.
Why it matters: A riskier stock can fall more in a downturn. Make sure your portfolio can handle the volatility.
Analyst Context
Analyst consensus target of $235.81 implies 21.5% upside. Target range spans $184.00 to $262.00. 21 analysts cover the stock. Consensus recommendation: buy.
Why it matters: Analyst targets reflect what professionals expect over 12 months. A wide gap between price and target can mean the market disagrees with the consensus.
Investor Fit
Premium valuation is supported by above-average growth, potentially fitting growth-oriented strategies.
Takeaway: Match the stock's risk-reward profile with your own goals and time horizon. No single metric tells the whole story.
Data Methodology & Sources
Market Data (Facts)
- Price, volume, and market cap: Yahoo Finance (may be delayed)
- P/E, EPS, revenue, and debt: Yahoo Finance fundamentals
- Analyst estimates: Yahoo Finance (coverage and update times vary)
- Insider transactions: Yahoo Finance (reporting may be delayed)
QuantSoar Model (Derived)
- Fair value: available outputs from seven models; outliers are filtered using MAD (k=3.5), then combined with fixed model weights.
- Margin of Safety = (Fair Value − Displayed Price) / Displayed Price × 100
- Composite Score: 40% Value + 30% Momentum + 30% Risk
- Verdict Gauge: Base 50 + Valuation (up to ±25) + Whale sentiment (up to ±10) + Insider buying (+5) + Macro risk (up to ±10) + Technical signal (up to ±10). Analyst consensus is separate.
Model outputs are estimates based on available data and are not investment advice. Cross-check with primary sources before making investment decisions.
MS Overvalued
Morgan Stanley (MS) trades above our multi-model fair value estimate of $147.75 by approximately 23.9%.
Frequently Asked Questions
ValuationIs MS stock overvalued right now?
ValuationWhat is MS fair value based on current fundamentals?
RiskHow risky is MS compared with other stocks?
GrowthIs MS still growing?
AnalystWhat do analysts think about MS?
DividendDoes MS pay a dividend?
CatalystWhat could change the investment case for MS?
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About the Author
Phasakorn Traklang (Peach) — Founder
Phasakorn Traklang (Peach) is the founder of QuantSoar, bringing expertise in SEO, web development, and technical analytics to build an AI-powered investment platform accessible to retail investors worldwide.
Connect on LinkedInInvestment Disclaimer: Tax treatment can depend on tax residence, account type, and tax year. This information is general and is not personal tax or investment advice. SEC
Data: Yahoo Finance / SEC EDGAR / Alpha Vantage / Finnhub. AI outputs verified against source data.