









Markets
/
Stocks
/
nasdaq-ms
/

Morgan Stanley

164.000USD

-0.240-0.15%

Close 10/31, 16:00（ET）Quotes delayed by 15 min

260.92BMarket Cap

16.77P/E TTM



Morgan Stanley

164.000

-0.240-0.15%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Morgan Stanley

Currency: USD Updated: 2025-10-31

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Morgan Stanley's Score

Industry at a Glance

Industry Ranking

12 / 116

Overall Ranking

98 / 4618

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 25 analysts

Hold

Current Rating

167.263

Target Price

+1.99%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Morgan Stanley Highlights

StrengthsRisks

Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. It operates in over 42 countries and serves clients worldwide including corporations, governments, institutions and individuals.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 64.81% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 102.90B.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 44.88%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 44.88%.

Overvalued

The company’s latest PB is 2.66, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 998.15M shares, decreasing 3.42% quarter-over-quarter.

Held by Ken Fisher

Star Investor Ken Fisher holds 24.05M shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-31

The company's current financial score is 7.65, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 30.05B, representing a year-over-year increase of 14.46%, while its net profit experienced a year-over-year increase of 46.96%.

Score

Industry at a Glance

Previous score

7.65

Change



Financials

4.93

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

8.51

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.20

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.99

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.61

Key Metrics

Free cash flow

No Data

Morgan Stanley's Company Valuation

Currency: USD Updated: 2025-10-31

The company’s current valuation score is 8.25, which is higher than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 16.63, which is 21.81% below the recent high of 20.26 and 30.45% above the recent low of 11.57.

Score

Industry at a Glance

Previous score

8.25

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 12/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-31

The company’s current earnings forecast score is 6.96, which is lower than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Morgan Stanley is 171.00, with a high of 186.00 and a low of 125.00.

Score

Industry at a Glance

Previous score

6.96

Change

Support & Resistance

No Data

Analyst Rating

Based on 25 analysts

Hold

Current Rating

167.263

Target Price

+1.99%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Morgan Stanley

Goldman Sachs Group Inc

Citigroup Inc

Charles Schwab Corp

SCHW

LPL Financial Holdings Inc

LPLA

eToro Group Ltd

ETOR

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-31

The company’s current price momentum score is 9.14, which is higher than the Investment Banking & Investment Services industry's average of 7.18. Sideways: Currently, the stock price is trading between the resistance level at 170.14 and the support level at 154.85, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.28

Change

-0.14

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(3)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

0.759

Buy

RSI(14)

58.446

Neutral

STOCH(KDJ)(9,3,3)

73.022

Neutral

ATR(14)

4.117

Low Volatility

CCI(14)

51.624

Neutral

Williams %R

20.525

Buy

TRIX(12,20)

0.199

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(1)

Neutral(0)

Buy(5)

Indicators

Value

Direction

MA5

164.904

Sell

MA10

162.701

Buy

MA20

159.833

Buy

MA50

156.653

Buy

MA100

148.651

Buy

MA200

136.631

Buy

Institutional Confidence

Currency: USD Updated: 2025-10-31

The company’s current institutional recognition score is 5.00, which is lower than the Investment Banking & Investment Services industry's average of 5.82. The latest institutional shareholding proportion is 62.52%, representing a quarter-over-quarter decrease of 28.19%. The largest institutional shareholder is The Vanguard, holding a total of 118.57M shares, representing 7.45% of shares outstanding, with 9.28% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Mitsubishi UFJ Financial Group Inc

377.09M

The Vanguard Group, Inc.

Star Investors

118.57M

+1.14%

State Street Investment Management (US)

104.12M

-2.82%

BlackRock Institutional Trust Company, N.A.

60.83M

-2.93%

Capital International Investors

27.15M

+0.63%

Geode Capital Management, L.L.C.

26.63M

-0.11%

Fisher Investments

Star Investors

24.05M

+3.22%

JP Morgan Asset Management

21.90M

+5.18%

Fidelity Management & Research Company LLC

19.42M

-10.49%

Capital Research Global Investors

19.38M

-2.90%

Risk Assessment

Currency: USD Updated: 2025-10-31

The company’s current risk assessment score is 9.55, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.33. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.