3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-09), Morgan Stanley's 3-1 Month Momentum % is 24.83%.
The industry rank for Morgan Stanley's 3-1 Month Momentum % or its related term are showing as below:
XSWX:MS's 3-1 Month Momentum % is ranked better than 86.82% of 827
companies
in the Capital Markets industry
Industry Median: -2.22
vs XSWX:MS: 24.83
Morgan Stanley (XSWX:MS) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Morgan Stanley 3-1 Month Momentum % Related Terms
XSWX:MS vs GS, SCHW, HOOD: 3-1 Month Momentum % Comparison
For the Capital Markets subindustry, Morgan Stanley's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Morgan Stanley 3-1 Month Momentum % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morgan Stanley's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Morgan Stanley's 3-1 Month Momentum % falls into.
Morgan Stanley (XSWX:MS) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Morgan Stanley (XSWX:MS) has a 3-1 Month Momentum % of 24.83% as of Jul. 09, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Morgan Stanley and its competitors. According to the industry distribution chart, Morgan Stanley ranks #109 out of 827 companies in the Capital Markets industry, placing it in the top 13.2%.
Is Morgan Stanley's 3-1 Month Momentum % too high?
Morgan Stanley's current 3-1 Month Momentum % is 24.83%. Based on the distribution chart, Morgan Stanley ranks #109 out of 827 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Morgan Stanley has a GF Score™ of 71/100, reflecting its overall financial health beyond just this single metric.
How does Morgan Stanley's 3-1 Month Momentum % compare to GS and SCHW?
According to the Capital Markets industry distribution chart, Morgan Stanley ranks #109 out of 827 companies for 3-1 Month Momentum %. This places Morgan Stanley in the top 13% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Capital Markets company?
A good 3-1 Month Momentum % depends on the Capital Markets industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Morgan Stanley and its competitors. Morgan Stanley's current 3-1 Month Momentum % is 24.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morgan Stanley stock overvalued right now?
Morgan Stanley (XSWX:MS) has a current 3-1 Month Momentum % of 24.83%. The stock's GF Value™ is CHF123.75, compared to a current price of CHF178.42 — trading 44.2% above its estimated fair value. The current 3-1 Month Momentum % is 24.83%. Morgan Stanley's overall GF Score™ is 71/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Morgan Stanley (XSWX:MS), the current 3-1 Month Momentum % is 24.83% as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Morgan Stanley (XSWX:MS) Overvalued in 2026?
Based on GuruFocus' analysis, Morgan Stanley stock appears to be overvalued.
The current stock price of CHF178.42 is trading 44.2% above its estimated GF Value™ of CHF123.75.
Key valuation signals for XSWX:MS:
3-1 Month Momentum %: 24.83%
GF Value™: CHF123.75 vs. price of CHF178.42 (44.2% above fair value)
No single metric tells the full story. See the XSWX:MS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
71GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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