Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.889
Neutral
RSI(14)
63.327
Neutral
STOCH(KDJ)(9,3,3)
71.238
Buy
ATR(14)
4.001
Low Volatility
CCI(14)
111.906
Buy
Williams %R
17.523
Overbought
TRIX(12,20)
0.443
Sell
StochRSI(14)
56.217
Neutral
Search
Morgan Stanley
MSAdd to Watchlist
193.090USD
+2.920+1.54%
Close 05/08, 16:00（ET）Quotes delayed by 15 min
305.01BMarket Cap
17.29P/E TTM
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: 2026-05-08Key Insights
Morgan Stanley's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 39 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 201.21.In the medium term, the stock price is expected to remain stable.Despite a good stock market performance and strong technicals over the past month, the fundamentals don't support the current trend.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Morgan Stanley's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Positive+
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 an 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. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 114.74B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 23.91% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 114.74B.
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 2.92, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 996.55M shares, decreasing 0.90% quarter-over-quarter.
Held by Brandes Investmen
Star Investor Brandes Investmen holds 187.00 shares of this stock.
Analyst Rating
Based on
24
analysts
Buy
Current Rating
201.211
Target Price
+7.02%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-08The current financial score of Morgan Stanley is 5.69, ranking 101 out of 116 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 31.81B, representing a year-over-year increase of 14.21%, while its net profit experienced a year-over-year increase of 30.17%.
Score
Financials
6.13
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.24
Operational Efficiency
4.82
Growth Potential
6.38
Shareholder Returns
5.90
Morgan Stanley's Company Valuation
Currency: USD Updated: 2026-05-08The current valuation score of Morgan Stanley is 8.25, ranking 27 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 17.29, which is 17.16% below the recent high of 20.26 and 33.11% above the recent low of 11.57.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 39/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-08The current earnings forecast score of Morgan Stanley is 7.28, ranking 53 out of 116 in the Investment Banking & Investment Services industry. The average price target is 175.00, with a high of 198.00 and a low of 125.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
24
analysts
Buy
Current Rating
201.211
Target Price
+7.02%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
11
Median
10
Average
Company name
Ratings
Analysts
Morgan Stanley
MS
24
Citigroup Inc
C
25
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
21
LPL Financial Holdings Inc
LPLA
15
Raymond James Financial Inc
RJF
14
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2026-05-08The current price momentum score of Morgan Stanley is 9.54, ranking 14 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 200.28 and the support level at 180.46, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
190.774
Buy
MA10
190.225
Buy
MA20
189.114
Buy
MA50
173.902
Buy
MA100
176.802
Buy
MA200
166.989
Buy
Institutional Confidence
Currency: USD Updated: 2026-05-08The current institutional shareholding score of Morgan Stanley is 5.00, ranking 56 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 63.01%, representing a quarter-over-quarter decrease of 0.03%. The largest institutional shareholder is The Vanguard, holding a total of 114.36M shares, representing 7.25% of shares outstanding, with 0.78% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Mitsubishi UFJ Financial Group Inc
State Street Investment Management (US)
BlackRock Institutional Trust Company, N.A.
Geode Capital Management, L.L.C.
Fidelity Management & Research Company LLC
JP Morgan Asset Management
Capital International Investors
Wellington Management Company, LLP
1
2
Risk Assessment
Currency: USD Updated: 2026-05-08The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Morgan Stanley is 9.30, ranking 18 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.21. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
1.21
VaR
+2.75%
240-Day Maximum Drawdown
+19.28%
240-Day Volatility
+28.43%
Return
Best Daily Return
60 days
+4.52%
120 days
+5.78%
5 years
+11.61%
Worst Daily Return
60 days
-6.19%
120 days
-6.19%
5 years
-9.51%
Sharpe Ratio
60 days
+1.19
120 days
+1.04
5 years
+0.75
Risk Assessment
Maximum Drawdown
240 days
+19.28%
3 years
+29.24%
5 years
+35.25%
Return-to-Drawdown Ratio
240 days
+2.76
3 years
+1.49
5 years
+0.57
Skewness
240 days
-0.28
3 years
+0.16
5 years
+0.14
Volatility
Realised Volatility
240 days
+28.43%
5 years
+30.30%
Standardised True Range
240 days
+2.03%
5 years
+1.41%
Downside Risk-Adjusted Return
120 days
+143.14%
240 days
+143.14%
Maximum Daily Upside Volatility
60 days
+26.50%
Maximum Daily Downside Volatility
60 days
+32.44%
Liquidity
Average Turnover Rate
60 days
+0.33%
120 days
+0.40%
5 years
--
Turnover Deviation
20 days
-37.48%
60 days
-25.10%
120 days
-9.40%
Peer Comparison
Investment Banking & Investment Services
Morgan Stanley
MS
7.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
VIRT
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.32 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
TPG Inc
TPG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Blue Owl Capital Corp
OBDC
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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