Business Description
Morgan Stanley
NAICS : 523150
SIC : 6282
ISIN : US61761J4067
Share Class Description:
MSpI.PFD: DRTotal Employee Number:
83,000Compare
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Traded in other countries / regions
MS.USAMS.Canada0QYU.UKMSBR34.BrazilMS.MexicoDWD.GermanyMWD.AustriaMS.Peru1MS.ItalyMS.SwitzerlandMS.Chile IPO Date
2014-09-15Description
Morgan Stanley is a leading global financial services firm and financial holding company providing investment banking, securities, wealth management, and investment management services to corporations, governments, financial institutions, and individuals in more than 40 countries. It operates through three segments: Institutional Securities, which spans investment banking (advisory, equity and debt underwriting), sales and trading in equities and fixed income, and corporate lending; Wealth Management, one of the world's largest advisory franchises, encompassing financial advisors, the self-directed E*TRADE platform, and workplace stock-plan services, serving trillions in client assets; and Investment Management, which includes Eaton Vance, Parametric, and Calvert, offering equity, fixed income, alternative, and customized solutions. Headquartered in New York, the firm balances durable fee-based revenues from wealth and asset management against its markets and banking franchises.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.29 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 3.63 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 5/9 | |||||
Beneish M-Score | -1.92 | |||||
WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 12.2 | |||||
3-Year EPS without NRI Growth Rate | 17.4 | |||||
3-Year FCF Growth Rate | -33.2 | |||||
3-Year Book Growth Rate | 5.7 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 12.11 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 8.52 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 50.02 | |||||
9-Day RSI | 41.52 | |||||
14-Day RSI | 38.85 | |||||
3-1 Month Momentum % | -3.31 | |||||
6-1 Month Momentum % | -4.11 | |||||
12-1 Month Momentum % | -4.68 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 6.7 | |||||
3-Year Dividend Growth Rate | 9.3 | |||||
Forward Dividend Yield % | 6.7 | |||||
5-Year Yield-on-Cost % | 17.52 | |||||
3-Year Average Share Buyback Ratio | 1.9 | |||||
Shareholder Yield % | -13.25 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 27.59 | |||||
ROE % | 17.98 | |||||
ROA % | 1.36 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 7 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 17.33 | |||||
Forward PE Ratio | 14.44 | |||||
PE Ratio without NRI | 17.2 | |||||
Shiller PE Ratio | 28.13 | |||||
PEG Ratio | 4.3 | |||||
PS Ratio | 4.64 | |||||
PB Ratio | 3.16 | |||||
EV-to-Revenue | 8.86 | |||||
EV-to-FCF | -34.81 | |||||
FCF Yield % | -5.52 | |||||
Forward Rate of Return (Yacktman) % | 0.13 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Morgan Stanley Executives
DetailsGF Valueâ„¢
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | |||
| EPS (TTM) ($) | - | ||
| Beta | 0.2305 | ||
| 3-Year Sharpe Ratio | -0.8 | ||
| 3-Year Sortino Ratio | -1 | ||
| Volatility % | 3.88 | ||
| 14-Day RSI | 38.85 | ||
| 14-Day ATR ($) | 0.200386 | ||
| 20-Day SMA ($) | 24.294 | ||
| 12-1 Month Momentum % | -4.68 | ||
| 52-Week Range ($) | 23.5 - 25.67 | ||
| Shares Outstanding (Mil) |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Morgan Stanley Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morgan Stanley Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-19 | In 150 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-01-14 09:30 | In 115 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-14 07:30 | In 115 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-14 09:30 | In 23 days | ||
| Third quarter earnings results for 2026 | 2026-10-14 07:30 | In 23 days | ||
| USD 0.407292 Cash Dividend | 2026-09-30 | In 8 days | ||
| Barclays Global Financial Services Conference | 2026-09-15 11:15 | 24.04 (-0.17%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-15 08:30 | 24.92 (+0.08%) | ||
| Second quarter earnings results for 2026 | 2026-07-15 07:30 | 24.92 (+0.08%) | ||
| USD 0.402865 Cash Dividend | 2026-06-30 | 25.19 (+0.72%) |
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Morgan Stanley Frequently Asked Questions
What is Morgan Stanley(MSpI.PFD)'s stock price today?
The current price of MSpI.PFD is $24.14. The 52 week high of MSpI.PFD is $25.67 and 52 week low is $23.50.
When is next earnings date of Morgan Stanley(MSpI.PFD)?
The next earnings date of Morgan Stanley(MSpI.PFD) is 2026-10-14.
Does Morgan Stanley(MSpI.PFD) pay dividends? If so, how much?
The Dividend Yield %  of Morgan Stanley(MSpI.PFD) is 6.7% (As of Today), Highest Dividend Payout Ratio of Morgan Stanley(MSpI.PFD) was 0.63. The lowest was 0.21. And the median was 0.25. The  Forward Dividend Yield % of Morgan Stanley(MSpI.PFD) is 6.7%. For more information regarding to dividend, please check our Dividend Page.
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