Morgan Stanley (MEX:MS) PEG Ratio: 4.88 (As of Jun. 27, 2026) — 124% Above Median


MEX:MS Morgan Stanley MEX:MS
62 GF Score
Price MXN3,970.00
GF Value MXN2,807.44
Valuation Significantly Overvalued
! 8 Warning Signs
View Full Analysis

What is Morgan Stanley PEG Ratio?

Morgan Stanley MEX:MS 62 PEG Ratio is 4.88 as of Jun. 27, 2026, which is 124% above its 10-year median of 2.18. GuruFocus rates MEX:MS with a GF Score™ of 62/100 and a GF Value™ of MXN2,807.44 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 313 Capital Markets companies, Morgan Stanley ranks worse than 85.94% on this metric.

PE Ratio without NRI / 5-Year Book Value Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use for banks is the 5-Year Book Value growth rate. As of today, Morgan Stanley's PE Ratio without NRI is 19.54. Morgan Stanley's 5-Year Book Value growth rate is 4.00%. Therefore, Morgan Stanley's PEG Ratio for today is 4.88.

* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for Morgan Stanley's PEG Ratio or its related term are showing as below:

MEX:MS' s PEG Ratio Range Over the Past 10 Years
Min: 0.95   Med: 2.18   Max: 5.63
Current: 4.76


During the past 13 years, Morgan Stanley's highest PEG Ratio was 5.63. The lowest was 0.95. And the median was 2.18.


MEX:MS's PEG Ratio is ranked worse than
85.94% of 313 companies
in the Capital Markets industry
Industry Median: 1.44 vs MEX:MS: 4.76

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


Morgan Stanley  (MEX:MS) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


Morgan Stanley PEG Ratio Related Terms


Morgan Stanley PEG Ratio Historical Data

* Premium members only.

The historical data trend for Morgan Stanley's PEG Ratio can be seen below:

* 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 PEG Ratio Chart

Morgan Stanley Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.30 1.63 3.22 4.52 4.88

Morgan Stanley Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
PEG Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.30 4.95 4.91 4.88 3.86

MEX:MS vs GS, SCHW, HOOD: PEG Ratio Comparison

For the Capital Markets subindustry, Morgan Stanley's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morgan Stanley's PEG Ratio distribution charts can be found below:

* The bar in red indicates where Morgan Stanley's PEG Ratio falls into.


MEX:MS
62GF Score
Morgan Stanley MEX:MS
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Morgan Stanley PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year Book Value growth rate.

Morgan Stanley's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=19.535959451812/4.00
=4.88

* 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.

* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.

Frequently Asked Questions Learn more about PEG Ratio →
What does a PEG Ratio of 4.88 mean?
Morgan Stanley (MEX:MS) has a PEG Ratio of 4.88 as of Jun. 27, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Morgan Stanley and its competitors. This is 124% above median its historical median of 2.18. Over the past decade, Morgan Stanley's PEG Ratio has ranged from 0.95 to 5.63. According to the industry distribution chart, Morgan Stanley ranks #269 out of 313 companies in the Capital Markets industry, placing it in the top 85.9%.
Is Morgan Stanley's PEG Ratio too high?
Morgan Stanley's current PEG Ratio of 4.88 is 124% above median its 10-year median of 2.18. Over the past 10 years, this metric has ranged from a low of 0.95 to a high of 5.63. The Capital Markets industry median PEG Ratio is 1.44. Morgan Stanley's value of 4.88 is 238.9% above this industry median. Based on the distribution chart, Morgan Stanley ranks #269 out of 313 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Morgan Stanley has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morgan Stanley's PEG Ratio compare to GS and SCHW?
According to the Capital Markets industry distribution chart, Morgan Stanley ranks #269 out of 313 companies for PEG Ratio. This places Morgan Stanley in the lower half of its industry. The industry median PEG Ratio is 1.44. Morgan Stanley's value of 4.88 is 238.9% above this benchmark. Historically, Morgan Stanley's own PEG Ratio has ranged from 0.95 to 5.63 over the past decade. While the company's 10-year median is 2.18 vs. the industry median of 1.44, Morgan Stanley has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good PEG Ratio for a Capital Markets company?
The median PEG Ratio among Capital Markets companies is 1.44, based on 313 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Morgan Stanley's current PEG Ratio of 4.88 is 238.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Morgan Stanley and its competitors. For the Capital Markets industry, the median PEG Ratio is 1.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morgan Stanley's current PEG Ratio is 4.88, which is 124% above median its own 10-year median of 2.18. 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?
Based on GuruFocus' analysis, Morgan Stanley (MEX:MS) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN2,807.44, compared to a current price of MXN3,970.00 — trading 41.4% above its estimated fair value. The current PEG Ratio is 4.88, which is 124% above median its 10-year median of 2.18 and 238.9% above the Capital Markets industry median of 1.44. Morgan Stanley's overall GF Score™ is 62/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Morgan Stanley (MEX:MS), the current PEG Ratio is 4.88 as of Jun. 27, 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 (MEX:MS) Overvalued in 2026?

Based on GuruFocus' analysis, Morgan Stanley stock appears to be overvalued. The current stock price of MXN3,970.00 is trading 41.4% above its estimated GF Value™ of MXN2,807.44. GuruFocus considers Morgan Stanley to be Significantly Overvalued.

Key valuation signals for MEX:MS:

  • PEG Ratio: 4.88 (124% above median its 10-year median of 2.18)
  • GF Value™: MXN2,807.44 vs. price of MXN3,970.00 (41.4% above fair value)
  • GF Score™: 62/100 with 8 warning signs
  • Industry Position: 238.9% above the Capital Markets median (#269 of 313)

No single metric tells the full story. See the MEX:MS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Morgan Stanley Business Description

Address 1585 Broadway, New York, NY, USA, 10036
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.
62GF Score

Get the complete analysis for MEX:MS

PEG Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,970.00
Price
MXN2,807.44
GF Value