Morgan Stanley (XSWX:MS) 1-Year Sharpe Ratio: 1.10 (As of Jul. 09, 2026)


XSWX:MS Morgan Stanley XSWX:MS
71 GF Score
Price CHF178.42
GF Value CHF123.75
! 8 Warning Signs
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What is Morgan Stanley 1-Year Sharpe Ratio?

Morgan Stanley XSWX:MS 71 1-Year Sharpe Ratio is 1.10 as of Jul. 09, 2026. GuruFocus rates XSWX:MS with a GF Score™ of 71/100 and a GF Value™ of CHF123.75. The stock has 8 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-09), Morgan Stanley's 1-Year Sharpe Ratio is 1.10.

Morgan Stanley  (XSWX:MS) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Morgan Stanley 1-Year Sharpe Ratio Related Terms

XSWX:MS vs GS, SCHW, HOOD: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, Morgan Stanley's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe 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 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morgan Stanley's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Morgan Stanley's 1-Year Sharpe Ratio falls into.


XSWX:MS
71GF Score
Morgan Stanley XSWX:MS
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Morgan Stanley 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of 1.10 mean?
Morgan Stanley (XSWX:MS) has a 1-Year Sharpe Ratio of 1.10 as of Jul. 09, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Morgan Stanley and its competitors.
Is Morgan Stanley's 1-Year Sharpe Ratio too high?
Morgan Stanley's current 1-Year Sharpe Ratio is 1.10. 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 1-Year Sharpe Ratio compare to GS and SCHW?
Morgan Stanley's 1-Year Sharpe Ratio of 1.10 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets industry context. However, 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Morgan Stanley and its competitors. Morgan Stanley's current 1-Year Sharpe Ratio is 1.10. 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 1-Year Sharpe Ratio of 1.10. 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 1-Year Sharpe Ratio is 1.10. 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 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Morgan Stanley (XSWX:MS), the current 1-Year Sharpe Ratio is 1.10 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:

  • 1-Year Sharpe Ratio: 1.10
  • GF Value™: CHF123.75 vs. price of CHF178.42 (44.2% above fair value)
  • GF Score™: 71/100 with 8 warning signs

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 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.
71GF Score

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

CHF178.42
Price
CHF123.75
GF Value