Stock Scorecard
Stock Summary for Morgan Stanley (MS) - $189.71 as of 10/8/2026 11:41:41 AM EST
Total Score
10 out of 30
Safety Score
57 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for MS
| Positive Quarterly and Annual 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 Annual earnings 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 (57 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 0 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | -10 |
Latest News for for MS
Financial Details for MS
Company Overview |
|
|---|---|
| Ticker | MS |
| Company Name | Morgan Stanley |
| Country | N/A |
| 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 | FINANCIAL SERVICES |
| Industry Name | CAPITAL MARKETS |
| Most Recent Quarter | 6/30/2026 |
| Next Earnings Date | 10/14/2026 |
Stock Price History |
|
| Last Day Price | 189.71 |
| Price 4 Years Ago | 75.60 |
| Last Day Price Updated | 10/8/2026 11:41:41 AM EST |
| Last Day Volume | 5,052,510 |
| Average Daily Volume | 5,092,137 |
| 52-Week High | 230.98 |
| 52-Week Low | 148.47 |
| Last Price to 52 Week Low | 27.78% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 16.83 |
| Sector PE | 18.33 |
| 5-Year Average PE | 18.05 |
| Free Cash Flow Ratio | 1.86 |
| Industry Free Cash Flow Ratio | 36.45 |
| Sector Free Cash Flow Ratio | 58.43 |
| Current Ratio Most Recent Quarter | 1.24 |
| Total Cash Per Share | 101.96 |
| Book Value Per Share Most Recent Quarter | 67.80 |
| Price to Book Ratio | 2.95 |
| Industry Price to Book Ratio | 3.96 |
| Sector Price to Book Ratio | 1.99 |
| Price to Sales Ratio Twelve Trailing Months | 3.96 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.04 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.45 |
| Analyst Buy Ratings | 9 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 1,570,566,000 |
| Market Capitalization | 297,952,075,860 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 7/31/2026 |
| Previous Dividend Amount | 1.0000 |
| Current Dividend Amount | 1.1500 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 4.15 |
| Trailing Annual Dividend Yield | 2.17% |
| Forward Annual Dividend Rate | 4.60 |
| Forward Annual Dividend Yield | 2.41% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.20% |
| 5-Year Average Dividend Yield | 3.21% |
| 1-Year Dividend Growth Rate Percentage | 19.48% |
| 3-Year Dividend Growth Rate Percentage | 9.31% |
| 5-Year Dividend Growth Rate Percentage | 11.75% |
| All-Time Dividend Growth Rate Percentage | 9.51% |
| Dividend Payout Ratio | 33.88% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 62.40% |
| Annual Earnings Growth | 25.92% |
| Reported EPS 12 Trailing Months | 12.25 |
| Reported EPS Past Year | 6.89 |
| Reported EPS Prior Year | 10.21 |
| Net Income Twelve Trailing Months | 20,226,000,000 |
| Net Income Past Year | 16,861,000,000 |
| Net Income Prior Year | 13,390,000,000 |
| Quarterly Revenue Growth YOY | 28.00% |
| 5-Year Revenue Growth | 18.28% |
| Operating Margin Twelve Trailing Months | 41.60% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 160,135,000,000 |
| Total Cash Past Year | 111,695,000,000 |
| Total Cash Prior Year | 75,743,000,000 |
| Net Cash Position Most Recent Quarter | -231,328,000,000 |
| Net Cash Position Past Year | -237,697,000,000 |
| Long Term Debt Past Year | 349,392,000,000 |
| Long Term Debt Prior Year | 288,776,000,000 |
| Total Debt Most Recent Quarter | 391,463,000,000 |
| Equity to Debt Ratio Past Year | 0.24 |
| Equity to Debt Ratio Most Recent Quarter | 0.22 |
| Total Stockholder Equity Past Year | 111,632,000,000 |
| Total Stockholder Equity Prior Year | 104,511,000,000 |
| Total Stockholder Equity Most Recent Quarter | 110,417,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -20,062,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -12.77 |
| Free Cash Flow Past Year | 46,100,000,000 |
| Free Cash Flow Prior Year | -2,100,000,000 |
Options |
|
| Put/Call Ratio | 0.25 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -6.00 |
| MACD Signal | -4.23 |
| 20-Day Bollinger Lower Band | 194.42 |
| 20-Day Bollinger Middle Band | 210.84 |
| 20-Day Bollinger Upper Band | 227.27 |
| Beta | 1.21 |
| RSI | 23.51 |
| 50-Day SMA | 187.57 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 10/8/2026 4:17:15 AM EST |