Stock Scorecard
Stock Summary for Morgan Stanley (MS) - $140.69 as of 6/30/2025 3:53:47 PM EST
Total Score
14 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 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 (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) | 5 |
| 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) | 8 |
| 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 | 3/31/2025 |
| Next Earnings Date | 7/16/2025 |
Stock Price History |
|
| Last Day Price | 140.69 |
| Price 4 Years Ago | 86.88 |
| Last Day Price Updated | 6/30/2025 3:53:47 PM EST |
| Last Day Volume | 7,801,487 |
| Average Daily Volume | 5,461,057 |
| 52-Week High | 141.90 |
| 52-Week Low | 88.92 |
| Last Price to 52 Week Low | 58.22% |
Valuation Measures |
|
| Trailing PE | 16.51 |
| Industry PE | 24.54 |
| Sector PE | 21.07 |
| 5-Year Average PE | 22.00 |
| Free Cash Flow Ratio | 3.71 |
| Industry Free Cash Flow Ratio | 7.78 |
| Sector Free Cash Flow Ratio | 11.13 |
| Current Ratio Most Recent Quarter | 0.66 |
| Total Cash Per Share | 37.92 |
| Book Value Per Share Most Recent Quarter | 60.41 |
| Price to Book Ratio | 2.33 |
| Industry Price to Book Ratio | 3.12 |
| Sector Price to Book Ratio | 2.10 |
| Price to Sales Ratio Twelve Trailing Months | 3.53 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.49 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.23 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 1,604,320,000 |
| Market Capitalization | 225,711,780,800 |
| Institutional Ownership | 62.90% |
Dividends |
|
| Ex-Dividend Date | 4/30/2025 |
| Previous Dividend Amount | 0.9250 |
| Current Dividend Amount | 0.9250 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.70 |
| Trailing Annual Dividend Yield | 2.65% |
| Forward Annual Dividend Rate | 3.70 |
| Forward Annual Dividend Yield | 2.65% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 2.87% |
| 5-Year Average Dividend Yield | 3.18% |
| 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 | 43.38% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 28.70% |
| Annual Earnings Growth | 47.35% |
| Reported EPS 12 Trailing Months | 8.53 |
| Reported EPS Past Year | 2.60 |
| Reported EPS Prior Year | 7.94 |
| Net Income Twelve Trailing Months | 14,293,000,000 |
| Net Income Past Year | 13,390,000,000 |
| Net Income Prior Year | 9,087,000,000 |
| Quarterly Revenue Growth YOY | 16.30% |
| 5-Year Revenue Growth | 14.92% |
| Operating Margin Twelve Trailing Months | 37.50% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 60,835,000,000 |
| Total Cash Past Year | 75,743,000,000 |
| Total Cash Prior Year | 58,661,000,000 |
| Net Cash Position Most Recent Quarter | -243,097,000,000 |
| Net Cash Position Past Year | -213,033,000,000 |
| Long Term Debt Past Year | 288,776,000,000 |
| Long Term Debt Prior Year | 267,467,000,000 |
| Total Debt Most Recent Quarter | 303,932,000,000 |
| Equity to Debt Ratio Past Year | 0.27 |
| Equity to Debt Ratio Most Recent Quarter | 0.26 |
| Total Stockholder Equity Past Year | 104,511,000,000 |
| Total Stockholder Equity Prior Year | 99,038,000,000 |
| Total Stockholder Equity Most Recent Quarter | 106,812,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -30,333,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -18.91 |
| Free Cash Flow Past Year | -2,100,000,000 |
| Free Cash Flow Prior Year | -36,948,000,000 |
Options |
|
| Put/Call Ratio | 0.51 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 2.89 |
| MACD Signal | 2.56 |
| 20-Day Bollinger Lower Band | 101.63 |
| 20-Day Bollinger Middle Band | 122.93 |
| 20-Day Bollinger Upper Band | 144.23 |
| Beta | 1.29 |
| RSI | 71.46 |
| 50-Day SMA | 117.43 |
| 150-Day SMA | 94.06 |
| 200-Day SMA | 91.04 |
System |
|
| Modified | 7/1/2025 5:35:12 AM EST |