(MS) Morgan Stanley - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6174464486
MS: Securities, Advisory, Lending, Wealth, Investment, Management
Morgan Stanley, a global financial powerhouse, operates across the Americas, Europe, the Middle East, Africa, and Asia, offering a diverse array of financial services to corporations, governments, financial institutions, and individuals. The firm is structured into three core segments: Institutional Securities, Wealth Management, and Investment Management, each tailored to address specific client needs.
The Institutional Securities segment is the backbone of Morgan Stanleys investment banking prowess, specializing in capital raising through debt and equity underwriting, and advising on mergers, acquisitions, and restructurings. This segment also excels in real estate and project finance, complemented by a robust suite of sales, financing, and prime brokerage services. Additionally, it provides foreign exchange and commodities trading, corporate and real estate loans, and asset-backed lending solutions.
The Wealth Management segment caters to individual investors and small to medium-sized institutions, offering a comprehensive range of services including brokerage, financial planning, securities-based lending, and retirement solutions. This segment underscores Morgan Stanleys commitment to personalized wealth management, supported by a strong advisory and technological infrastructure.
The Investment Management segment delivers a broad spectrum of investment strategies, encompassing equities, fixed income, alternatives, and liquidity solutions. Serving a diverse clientele from institutional clients to individual investors, this segment highlights Morgan Stanleys capability to adapt to evolving market conditions and investor demands.
Founded in 1924 and headquartered in New York, Morgan Stanley boasts a market capitalization of 219.9 billion USD, with a P/E ratio of 17.21, reflecting its established position in global finance. Its strategic adaptability and innovative approach have cemented its role as a key player in the financial services industry.
For more information, visit Morgan Stanleys website.
Additional Sources for MS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MS Stock Overview
| Market Cap in USD | 186,011m |
| Sector | Financial Services |
| Industry | Capital Markets |
| GiC Sub-Industry | Investment Banking & Brokerage |
| IPO / Inception | 1993-02-23 |
MS Stock Ratings
| Growth 5y | 87.5% |
| Fundamental | 13.7% |
| Dividend | 83.1% |
| Rel. Strength | 6 |
| Analysts | 3.43/5 |
| Fair Price Momentum | 126.23 USD |
| Fair Price DCF | - |
MS Dividends
| Dividend Yield 12m | 3.31% |
| Yield on Cost 5y | 12.59% |
| Annual Growth 5y | 20.45% |
| Payout Consistency | 88.3% |
MS Growth Ratios
| Growth Correlation 3m | -50.5% |
| Growth Correlation 12m | 87.4% |
| Growth Correlation 5y | 75.9% |
| CAGR 5y | 32.08% |
| CAGR/Max DD 5y | 0.99 |
| Sharpe Ratio 12m | 1.02 |
| Alpha | 17.66 |
| Beta | 1.345 |
| Volatility | 41.65% |
| Current Volume | 6651k |
| Average Volume 20d | 7526.1k |
As of April 02, 2025, the stock is trading at USD 115.74 with a total of 6,651,029 shares traded.
Over the past week, the price has changed by -7.56%, over one month by -10.37%, over three months by -6.63% and over the past year by +27.85%.
Neither. Based on ValueRay Fundamental Analyses, Morgan Stanley is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 13.72 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MS as of April 2025 is 126.23. This means that MS is currently overvalued and has a potential downside of 9.06%.
Morgan Stanley has received a consensus analysts rating of 3.43. Therefor, it is recommend to hold MS.
- Strong Buy: 5
- Buy: 1
- Hold: 16
- Sell: 1
- Strong Sell: 0
According to ValueRays Forecast Model, MS Morgan Stanley will be worth about 141.9 in April 2026. The stock is currently trading at 115.74. This means that the stock has a potential upside of +22.59%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 136.1 | 17.6% |
| Analysts Target Price | 130.6 | 12.8% |
| ValueRay Target Price | 141.9 | 22.6% |