XNYS · Capital Markets
Last stored close · Sep 18, 2026
Close · Sep 18, 2026
$202.58-0.46%
Model Target
available with Pro
Implied upside
vs the model target
Valuation methods
the methods behind the target
TickerWhale Score
42/100
Weak
Score components
TickerWhale View
Morgan Stanley scores 42 out of 100 overall, which we rate weak. Valuation is its strongest area and Risk its weakest.
What helps
- Valuation
- Sentiment Signal
What to watch
- Technical
- Quality & growth
- Risk
Quality & growth
30%21Weak
- Revenue growth 14.0%
- EPS growth 40.1%
Valuation
25%72Strong
- P/E 16.3
- EV/Sales 4.7
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
#37 by market cap in our coverage · ~83,000 employees · Listed 1986-03-21 · www.morganstanley.com
Price history
Intraday to five-year windows are free with an account
Members switch between 1D, 1M, 6M, 1Y, 2Y and 5Y and see the live price. Signed out, this is the one-year stored series the technicals below are computed from.
Market intelligence
Peer position
#140 / 197sector rank by TickerWhale Score
TickerWhale Score 42 vs sector average 49.7 (-7.7)
Revenue growth (industry)Top 61%
Gross margin (industry)Top 68%
Return on equity (industry)Top 53%
P/E (industry)Cheaper than 74%
Technical analysis
our read · what classic indicators sayTickerWhale technical read
47/100Moderate vs universe
Ranks 47th of 100 covered names on our technical composite — the composite itself scores 46/100 · 25% of the TickerWhale Score
Classic chart indicators
Sell
2 buy · 5 sell · 1 neutral of 8 votes
TickerWhale rates MS's technical setup middling — 47th percentile of the covered universe. Classic chart indicators lean sell — they read this stock on its own over days, where our score ranks it against every covered name over months, so the two often part company.
Moving averages
2 / 9constructive
- vs 200-day+5.0%
- vs 50-day-5.5%
Momentum
Mixed
- RSI (14)35 · neutral
- Stochasticbuy
- CCIsell
- Williams %Rbuy
Trend
Weak
- ADX (14) trend strength31· trending
- MACD (12,26,9)sell(histogram -1.358)
How the classic verdict is reached
Moving averages (9) agree on sell — 2 buy vs 7 sell — and carry one vote between them.
Oscillators (7) vote individually: 2 buy · 4 sell · 1 neutral.
Result — 2 buy vs 5 sell of 8 votes = Sell. Neutral votes never decide the verdict.
Fundamentals & valuation
2026-09-18 · revised_latestValuation multiples
- P/E (TTM)16.3
- P/S (TTM)2.5
- P/B2.7
- EV/EBITDA—
- EV/Sales4.7
- PEG0.41
Profitability & returns
- Gross margin60.6%
- Net margin15.2%
- ROE17.0%
- Debt/Equity3.81
Growth
- Revenue growth (YoY)14.0%
- EPS growth (YoY)40.1%
Green favourable · red stretched — multiples and D/E vs industry peers, margins and growth vs absolute thresholds.
Market capitalisation — $317.8B
Fundamentals history
Reported statement totals across recent periods.
| Metric | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Revenue | $70.6B | $61.8B | $54.1B |
| Gross profit | $70.6B | $61.8B | $54.1B |
| Operating income | $22.3B | $17.9B | $12.3B |
| Net income | $16.9B | $13.4B | $9.1B |
| EPS (diluted) | $10.21 | $7.95 | $5.18 |
| Free cash flow | -$20.8B | -$2.1B | -$36.9B |
| Cash | $111.7B | $105.4B | $89.2B |
| Total debt | $370.5B | $310.4B | $276.4B |
| Equity | $111.6B | $104.5B | $99.0B |
| Net debt | $258.8B | $205.0B | $187.2B |
| Debt / equity | 3.32 | 2.97 | 2.79 |
| Liabilities / assets | 0.92 | 0.91 | 0.92 |
Fundamentals are stored revised/latest (ADR-009): each period reflects the most recent vendor refresh, NOT point-in-time as-reported values. Do not use this series to claim what was known on a past date.
Model Target
Model Target is a Pro feature
Scores, factors and technicals stay free. The model's price target is part of TickerWhale Pro.
The Model Target is a TickerWhale Pro feature
A target exists for this name — the model priced it in the latest nightly run. Pro members see the target, its range and the methods behind it; one name's target is free every trading day.
Or see the current free one: MU →
Peers
| Company | Score | Pulse | P/E | P/E fwd | P/B | EV/Sales | Price | Chg | Estimate | Upside | Rev. gr. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSCurrentMorgan Stanley | 42 | 46 | 16.3 | — | 2.7 | 4.7 | $202.58 | -0.46% | +14.0% | ||
| WTMWhite Mountains Insurance Group | 84 | 52 | 4.5 | — | 0.9 | 1.5 | $2,061.30 | +0.14% | +55.5% | ||
| JXNJackson Financial Inc - | 83 | 74 | 158.1 | — | 0.9 | 1.0 | $132.67 | +2.54% | +15.1% | ||
| FBPFirst Bancorp PR | 80 | 69 | 11.4 | — | 2.2 | 3.1 | $27.58 | +0.22% | +2.7% | ||
| AMPAmeriprise Financial | 78 | 69 | 12.8 | — | 7.9 | 2.4 | $544.33 | -0.25% | +9.1% | ||
| SEICSEI Investments Company | 76 | 72 | 18.4 | — | 5.2 | 5.2 | $105.20 | +0.33% | +11.1% |
News, sentiment, the Street view and Ask Willy are free with an account
A free account shows the stories attached to this name, the Sentiment Signal breakdown, analyst consensus, the options read and the AI narration of the model output.