Morgan Stanley stock
MSNYSEFinancial ServicesISIN US6174464486
73Score 73 out of 100, Strong
Price and trend
53 / 100
Price history
+11% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 2.7% below it.
Since November 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 60).
The price is 17% below its 52-week high. Largest decline in 20 years: 88% (June 2007 to November 2008).
Chart figures for advanced users
- SMA 50$193.25
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$194.48
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)60
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$154.37
- The lowest closing price of the last twelve months.
- Resistance$228.55
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Morgan Stanley belongs to the Financial (Capital Markets) industry (United States) and, with a market value of $298.37B, is the largest of 81 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $65.97B (up 14.5% year on year) and earnings of $16.86B (up 25.9%).
- For fiscal 2026, analysts expect on average revenue of $82.4B (up 24.9%) and adjusted earnings per share of $12.90 (up 26.3%).
Show more
- MEQIRI Score 73 out of 100 (Strong): rank 302 of 976 in Financial Services, median 68.
- The P/E is 14.9 (Financial (Capital Markets) median 13.7, own median of recent years 13.9).
- Our model puts fair value at $163.27, with the price 17% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 17.9% over the last 12 months.Profitability 74
- Reliable dividendNo dividend cut for 17 years.Capital allocation 90
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 92
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and capital allocation.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 72 to 73.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among the 100 largest stocks.
From 2016 to 2025, 7 in 100 such stocks fell 30% or more within a year, against a group average of 9 in 100.
What lowers it
- solid fundamentals
- very large company
Valuation
Valuation signal
Fairly valuedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $125.59 and expensive above $233.24 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $152.64 (excess return model) and $173.89 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is slightly above both parts; given how much the stock swings, that still counts as fair.
Calculated with a cost of equity of 11.2%. At 12.2% the fair value would be $154.14, at 10.2% it would be $175.26.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (13.7).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 23% on the twelve months before. Revenue has grown solidly since 2006, at about 5% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 33%, net 26%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 14 Jan 2027in 63 days
- Last reported
- 14 Oct 2026EPS reported $3.03 (expected $2.93)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $12.90+0.9%
- Revenue
- $82.4B+0.5%
- Earnings per share
- $13.79+0.6%
- Revenue
- $86.94B+0.2%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −2.4%Full year guidance remains unchanged and a modest increase is expected in the fourth quarter.
“For the fourth quarter, we expect our tax rate to be slightly above the third quarter's tax rate, and our full year guidance remains unchanged.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 14 Oct 2026 (fiscal Q3 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 4 insiders sold, $9.34M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Miscik Judith ASale
6 Nov 2026, Board
- Shares
- 2,480
- Price
- $183.21
- Value
- $454,348
- Schapiro Mary LSale
28 Jul 2026, Board
- Shares
- 1,000
- Price
- $212.06
- Value
- $212,055
- Pizzi Michael A.Sale
17 Jul 2026, Head Technology & Operations
- Shares
- 24,165
- Price
- $215.55
- Value
- $5.21M
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- Yeshaya SharonSale
16 Jul 2026, Chief Financial Officer
- Shares
- 15,554
- Price
- $222.51
- Value
- $3.46M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Morgan Stanley
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 73
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Capital Markets)
The next smaller companies by market value
- Goldman Sachs GroupGS $267.32B74
- Charles SchwabSCHW $160.14B75
- Robinhood MarketsHOOD $75.95B63
- CITIC Securities600030.SS $56.04B68
- East Money Information300059.SZ $44.02B68
- Guotai Junan Securities601211.SS $42.27B59
- Nomura HoldingsNMR $28.24B69
- Tradeweb MarketsTW $28.21B76
ETFs that hold Morgan Stanley
Held by 107 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Xtrackers MSCI USA Financials UCITS ETF 1DXUFN | 2.79% | 0.12% | €1.07B |
| State Street SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)ZPDF | 2.74% | 0.15% | €663.04M |
| iShares S&P 500 Financials Sector UCITS ETFQDVH | 2.68% | 0.15% | €2.17B |
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| iShares Edge MSCI USA Momentum Factor UCITS ETFQDVA | 1.53% | 0.20% | €515.17M |
| Xtrackers MSCI World Financials UCITS ETF 1CXDWF | 1.45% | 0.25% | €1.44B |
| Franklin U.S. Equity UCITS ETFFLXU | 1.13% | 0.20% | €55.89M |
| Xtrackers MSCI USA ESG UCITS ETF 1CXZMU | 0.80% | 0.15% | €8.49B |
| State Street SPDR S&P 500 Leaders UCITS ETF (Acc)SPPY | 0.73% | 0.03% | €4.25B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 18 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.