(MS) Morgan Stanley - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6174464486

MS: Securities, Brokerage, Advisory, Lending, Investments

Morgan Stanley (NYSE:MS) is a global financial holding company specializing in investment banking, wealth management, and investment services. Established in 1924 and headquartered in New York, the firm serves governments, corporations, financial institutions, and individual clients across the Americas, Asia, Europe, the Middle East, and Africa. Its operations are divided into three primary segments: Institutional Securities, Wealth Management, and Investment Management.

The Institutional Securities segment provides capital raising, financial advisory, and market-making services. It underwrites debt, equity, and other securities, and advises on mergers and acquisitions, restructuring, and project finance. The Wealth Management segment offers financial planning, brokerage, custody, and investment advisory services, catering to high-net-worth individuals and corporate clients. The Investment Management division delivers tailored investment strategies to institutional and individual investors, including solutions in equities, fixed income, alternatives, and liquidity management. Additionally, the firm provides research, securities-based lending, real estate loans, and retirement plan services.

As a global leader, Morgan Stanley has advised on over $850 billion in capital raising and M&A transactions annually. Its research division covers more than 3,000 companies worldwide, providing insights to investors. The firm has a strong presence in Asia, with a growing wealth management business in the region. Morgan Stanleys balance sheet includes over $1.1 trillion in assets under management and $4.7 trillion in client assets across its wealth management platform.

Based on and , Morgan Stanleys stock (NYSE:MS) is expected to face resistance at 117.3 and 111.5 in the next three months, with support at 99.7 and 94.7. The stock is currently trading below its 20, 50, and 200-day SMAs, indicating bearish momentum. However, the support level at 99.7 may act as a floor. The forward P/E of 13.07 suggests moderate valuation, while the RoE of 12.81 indicates strong profitability.

Additional Sources for MS Stock

MS Stock Overview

Market Cap in USD 180,482m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 1993-02-23

MS Stock Ratings

Growth Rating 83.9
Fundamental 8.07
Dividend Rating 86.9
Rel. Strength 8.55
Analysts 3.43/5
Fair Price Momentum 121.53 USD
Fair Price DCF -

MS Dividends

Dividend Yield 12m 4.05%
Yield on Cost 5y 13.61%
Annual Growth 5y 20.45%
Payout Consistency 88.3%

MS Growth Ratios

Growth Correlation 3m -87.7%
Growth Correlation 12m 76.6%
Growth Correlation 5y 75.9%
CAGR 5y 28.19%
CAGR/Max DD 5y 0.87
Sharpe Ratio 12m 0.87
Alpha 15.09
Beta 1.557
Volatility 53.68%
Current Volume 5013.2k
Average Volume 20d 8004.5k
What is the price of MS stocks?
As of April 26, 2025, the stock is trading at USD 116.01 with a total of 5,013,215 shares traded.
Over the past week, the price has changed by +9.13%, over one month by -7.34%, over three months by -14.54% and over the past year by +29.50%.
Is Morgan Stanley a good stock to buy?
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 8.07 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 121.53. This means that MS is currently overvalued and has a potential downside of 4.76%.
Is MS a buy, sell or hold?
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
What are the forecast for MS stock price target?
According to ValueRays Forecast Model, MS Morgan Stanley will be worth about 137.6 in April 2026. The stock is currently trading at 116.01. This means that the stock has a potential upside of +18.59%.
Issuer Forecast Upside
Wallstreet Target Price 125.5 8.2%
Analysts Target Price 130.6 12.5%
ValueRay Target Price 137.6 18.6%