MS 📈 Morgan Stanley - Overview
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6174464486
MS: Securities, Advisory, Lending, Wealth, Investment, Management
Morgan Stanley is a financial holding company that delivers a wide range of financial products and services to a diverse client base, including corporations, governments, financial institutions, and individuals across the Americas, Europe, the Middle East, Africa, and Asia. The company's operations are organized into three primary segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities segment is focused on providing capital raising and financial advisory services, such as underwriting debt and equity securities, advising on mergers and acquisitions, and offering real estate and project finance solutions.
The Institutional Securities segment also provides a broad array of equity and fixed income products, including sales, financing, prime brokerage, and market-making services. Additionally, it offers foreign exchange and commodities services, as well as corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers. This segment also encompasses asset-backed and mortgage lending, as well as wealth management services, investment, and research services. By providing these services, Morgan Stanley is able to support its clients' complex financial needs and help them achieve their goals.
The Wealth Management segment is geared towards individual investors and small to medium-sized businesses and institutions, offering a range of services including financial advisor-led brokerage, custody, administrative, and investment advisory services. This segment also provides self-directed brokerage services, financial and wealth planning services, and workplace services such as stock plan administration. Furthermore, it offers annuity and insurance products, securities-based lending, residential real estate loans, and other lending products, as well as banking and retirement plan services. By providing these services, Morgan Stanley is able to help its clients manage their wealth and achieve their long-term financial objectives.
The Investment Management segment provides a range of investment services to institutional and individual clients, including equity, fixed income, alternatives and solutions, and liquidity and overlay services. This segment serves a diverse range of clients, including benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. By providing these services, Morgan Stanley is able to help its clients achieve their investment goals and manage their portfolios effectively. With a history dating back to 1924, Morgan Stanley is headquartered in New York, New York, and is a leading player in the global financial services industry.
Morgan Stanley's common stock is listed on the New York Stock Exchange (NYSE) under the ticker symbol MS, and its ISIN is US6174464486. The company is classified as a common stock and is part of the Investment Banking & Brokerage sub-industry, according to the Global Industry Classification Standard (GICS). With a strong presence in the global financial markets, Morgan Stanley continues to provide a wide range of financial products and services to its clients, and its website can be found at https://www.morganstanley.com.
Additional Sources for MS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MS Stock Overview
Market Cap in USD | 221,557m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 1993-02-23 |
MS Stock Ratings
Growth 5y | 87.0% |
Fundamental | 8.61% |
Dividend | 71.5% |
Rel. Strength Industry | 95.4 |
Analysts | 3.43/5 |
Fair Price Momentum | 160.68 USD |
Fair Price DCF | - |
MS Dividends
Dividend Yield 12m | 2.61% |
Yield on Cost 5y | 7.46% |
Annual Growth 5y | 20.45% |
Payout Consistency | 92.0% |
MS Growth Ratios
Growth Correlation 3m | 25% |
Growth Correlation 12m | 94.4% |
Growth Correlation 5y | 75.8% |
CAGR 5y | 23.67% |
CAGR/Mean DD 5y | 2.01 |
Sharpe Ratio 12m | 1.92 |
Alpha | 37.43 |
Beta | 1.22 |
Volatility | 30.27% |
Current Volume | 12481.5k |
Average Volume 20d | 7055.8k |
As of January 20, 2025, the stock is trading at USD 137.87 with a total of 12,481,481 shares traded.
Over the past week, the price has changed by +11.19%, over one month by +14.41%, over three months by +17.48% and over the past year by +67.44%.
Neither. Based on ValueRay Fundamental Analyses, Morgan Stanley is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 8.61 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 January 2025 is 160.68. This means that MS is currently undervalued and has a potential upside of +16.54% (Margin of Safety).
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 174.8 in January 2026. The stock is currently trading at 137.87. This means that the stock has a potential upside of +26.8%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 133.9 | -2.9% |
Analysts Target Price | 130.6 | -5.3% |
ValueRay Target Price | 174.8 | 26.8% |