Morgan StanleyTSX:MS -1.56%57 Peter Lynch Fair Value is C$12.84 as of Jul. 02, 2026, which is 100% below its 10-year median of 1.38. GuruFocus rates TSX:MS with a GF Score™ of 57/100 and a GF Value™ of C$30.18 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 225 Capital Markets companies, Morgan Stanley ranks worse than 444444% on this metric.
Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.
Here, as of today, Morgan Stanley's PEG is 1. Morgan Stanley's 5-Year TTM Book Value Growth Rate is 6.03.
Morgan Stanley's EPS without NRI for the trailing twelve months (TTM) ended in Mar. 2026 was C$2.13. Therefore, the Peter Lynch Fair Value for today is C$12.84.
As of today (2026-07-02), Morgan Stanley's share price is C$42.36. Morgan Stanley's Peter Lynch fair value is C$12.84. Therefore, Morgan Stanley's Price to Peter Lynch Fair Value Ratio for today is 3.30.
The historical rank and industry rank for Morgan Stanley's Peter Lynch Fair Value or its related term are showing as below:
During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Morgan Stanley was 3.23. The lowest was 1.08. And the median was 1.38.
TSX:MS's Price-to-Peter-Lynch-Fair-Value is not ranked *
in the Capital Markets industry.
Industry Median: 1.08 * Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.
Morgan Stanley (TSX:MS) Peter Lynch Fair Value Explanation
Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.
Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.
Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of Book Value per share over the past 5 years, which is 6.03 instead of 15 in this case.
Morgan Stanley's Price to Peter Lynch Fair Value Ratio for today is calculated as
Price to Peter Lynch Fair Value
=
Share Price
/
Peter Lynch Fair Value
=
42.36
/
12.84
=
3.30
* 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 Peter Lynch Fair Value Related Terms
Morgan Stanley Peter Lynch Fair Value Historical Data
* Premium members only.
The historical data trend for Morgan Stanley's Peter Lynch Fair Value 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.
TSX:MS vs GS, SCHW, HOOD: Peter Lynch Fair Value Comparison
For the Capital Markets subindustry, Morgan Stanley's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value 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 Price-to-Peter-Lynch-Fair-Value vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morgan Stanley's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:
* The bar in red indicates where Morgan Stanley's Price-to-Peter-Lynch-Fair-Value falls into.
Morgan Stanley's EPS without NRI for the trailing twelve months (TTM) uses the latest annual data, which was C$2.13.
* Note that for companies that do not have enough quarterly data to calculate the 5-Year TTM EBITDA Growth Rate, we use the annual data for the calculation.
* 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.
** Please be aware that the 5-Year TTM Book Value Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data is the latest quarter data. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.
If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.
If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.
Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.
What does a Peter Lynch Fair Value of C$12.84 mean?
Morgan Stanley (TSX:MS) has a Peter Lynch Fair Value of C$12.84 as of Jul. 02, 2026. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Morgan Stanley and its competitors. This is 830% above median its historical median of 1.38. Over the past decade, Morgan Stanley's Peter Lynch Fair Value has ranged from 1.08 to 3.23. According to the industry distribution chart, Morgan Stanley ranks #999999 out of 225 companies in the Capital Markets industry.
Is Morgan Stanley's Peter Lynch Fair Value too high?
Morgan Stanley's current Peter Lynch Fair Value of C$12.84 is 830% above median its 10-year median of 1.38. Over the past 10 years, this metric has ranged from a low of 1.08 to a high of 3.23. Based on the distribution chart, Morgan Stanley ranks #999999 out of 225 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Morgan Stanley has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morgan Stanley's Peter Lynch Fair Value compare to GS and SCHW?
According to the Capital Markets industry distribution chart, Morgan Stanley ranks #999999 out of 225 companies for Peter Lynch Fair Value. This places Morgan Stanley in the lower half of its industry. The industry median Peter Lynch Fair Value is 1.08. Historically, Morgan Stanley's own Peter Lynch Fair Value has ranged from 1.08 to 3.23 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Peter Lynch Fair Value for a Capital Markets company?
The median Peter Lynch Fair Value among Capital Markets companies is 1.08, based on 225 companies in the industry. Companies in the top quartile (top 25%) have a Peter Lynch Fair Value significantly above this median, while those in the bottom quartile fall well below. However, Peter Lynch Fair Value 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 Peter Lynch Fair Value mean?
A high Peter Lynch Fair Value can signal that a stock is expensive relative to its fundamentals. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Morgan Stanley and its competitors. For the Capital Markets industry, the median Peter Lynch Fair Value is 1.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morgan Stanley's current Peter Lynch Fair Value is C$12.84, which is 830% above median its own 10-year median of 1.38. 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 (TSX:MS) is currently considered Significantly Overvalued. The stock's GF Value™ is C$30.18, compared to a current price of C$42.36 — trading 40.4% above its estimated fair value. The current Peter Lynch Fair Value is C$12.84, which is 830% above median its 10-year median of 1.38. Morgan Stanley's overall GF Score™ is 57/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Peter Lynch Fair Value calculated?
Peter Lynch Fair Value is calculated from a company's financial statements. For Morgan Stanley (TSX:MS), the current Peter Lynch Fair Value is C$12.84 as of Jul. 02, 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 (TSX:MS) Overvalued in 2026?
Based on GuruFocus' analysis, Morgan Stanley stock appears to be overvalued.
The current stock price of C$42.36 is trading 40.4% above its estimated GF Value™ of C$30.18.
GuruFocus considers Morgan Stanley to be Significantly Overvalued.
Key valuation signals for TSX:MS:
Peter Lynch Fair Value: C$12.84 (830% above median its 10-year median of 1.38)
GF Value™: C$30.18 vs. price of C$42.36 (40.4% above fair value)
No single metric tells the full story. See the TSX: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.
57GF Score
Get the complete analysis for TSX:MS
Peter Lynch Fair Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
TSX:MS has been successfully added to your 
