Stock Scorecard
Stock Summary for Morgan Stanley (MS) - $115.33 as of 3/28/2025 8:28:01 PM EST
Total Score
13 out of 30
Safety Score
75 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for MS
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for MS
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for MS
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for MS
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for MS (75 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 4 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for MS
Financial Details for MS
Company Overview |
|
|---|---|
| Ticker | MS |
| Company Name | Morgan Stanley |
| Country | USA |
| Description | Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. |
| Sector Name | FINANCE |
| Industry Name | SECURITY BROKERS, DEALERS & FLOTATION COMPANIES |
| Most Recent Quarter | 12/31/2024 |
| Next Earnings Date | 4/11/2025 |
Stock Price History |
|
| Last Day Price | 115.33 |
| Price 4 Years Ago | 87.58 |
| Last Day Price Updated | 3/28/2025 8:28:01 PM EST |
| Last Day Volume | 7,338,566 |
| Average Daily Volume | 7,693,746 |
| 52-Week High | 142.03 |
| 52-Week Low | 82.28 |
| Last Price to 52 Week Low | 40.17% |
Valuation Measures |
|
| Trailing PE | 15.35 |
| Industry PE | 17.67 |
| Sector PE | 18.76 |
| 5-Year Average PE | 13.07 |
| Free Cash Flow Ratio | 2.04 |
| Industry Free Cash Flow Ratio | 5.63 |
| Sector Free Cash Flow Ratio | 16.64 |
| Current Ratio Most Recent Quarter | 1.37 |
| Total Cash Per Share | 56.47 |
| Book Value Per Share Most Recent Quarter | 58.98 |
| Price to Book Ratio | 2.03 |
| Industry Price to Book Ratio | 2.60 |
| Sector Price to Book Ratio | 2.74 |
| Price to Sales Ratio Twelve Trailing Months | 3.21 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.27 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.21 |
| Analyst Buy Ratings | 4 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 1,612,860,000 |
| Market Capitalization | 186,011,143,800 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 1/31/2025 |
| Previous Dividend Amount | 0.9250 |
| Current Dividend Amount | 0.9250 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.63 |
| Trailing Annual Dividend Yield | 2.92% |
| Forward Annual Dividend Rate | 3.70 |
| Forward Annual Dividend Yield | 2.98% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.84% |
| 5-Year Average Dividend Yield | 3.16% |
| 1-Year Dividend Growth Rate Percentage | 4.23% |
| 3-Year Dividend Growth Rate Percentage | 2.09% |
| 5-Year Dividend Growth Rate Percentage | 15.21% |
| All-Time Dividend Growth Rate Percentage | 9.54% |
| Dividend Payout Ratio | 45.60% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 163.60% |
| Annual Earnings Growth | -17.61% |
| Reported EPS 12 Trailing Months | 7.75 |
| Reported EPS Past Year | 7.94 |
| Reported EPS Prior Year | 5.31 |
| Net Income Twelve Trailing Months | 11,193,000,000 |
| Net Income Past Year | 9,087,000,000 |
| Net Income Prior Year | 11,029,000,000 |
| Quarterly Revenue Growth YOY | 24.90% |
| 5-Year Revenue Growth | 13.89% |
| Operating Margin Twelve Trailing Months | 37.10% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 91,084,000,000 |
| Total Cash Past Year | 89,232,000,000 |
| Total Cash Prior Year | 128,127,000,000 |
| Net Cash Position Most Recent Quarter | -200,139,000,000 |
| Net Cash Position Past Year | -171,312,000,000 |
| Long Term Debt Past Year | 260,544,000,000 |
| Long Term Debt Prior Year | 233,867,000,000 |
| Total Debt Most Recent Quarter | 291,223,000,000 |
| Equity to Debt Ratio Past Year | 0.28 |
| Equity to Debt Ratio Most Recent Quarter | 0.26 |
| Total Stockholder Equity Past Year | 99,038,000,000 |
| Total Stockholder Equity Prior Year | 100,141,000,000 |
| Total Stockholder Equity Most Recent Quarter | 103,647,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -31,702,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -19.66 |
| Free Cash Flow Past Year | -36,948,000,000 |
| Free Cash Flow Prior Year | -9,475,000,000 |
Options |
|
| Put/Call Ratio | 1.56 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -2.29 |
| MACD Signal | -3.19 |
| 20-Day Bollinger Lower Band | 113.56 |
| 20-Day Bollinger Middle Band | 128.79 |
| 20-Day Bollinger Upper Band | 144.01 |
| Beta | 1.34 |
| RSI | 42.67 |
| 50-Day SMA | 111.11 |
| 150-Day SMA | 90.60 |
| 200-Day SMA | 89.25 |
System |
|
| Modified | 3/28/2025 2:21:50 AM EST |