Morgan StanleyTSX:MS -1.56%57 5-Year Yield-on-Cost % is 5.05 as of Jul. 02, 2026, which is 24% below its 10-year median of 6.62. 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 362 Capital Markets companies, Morgan Stanley ranks better than 68.51% on this metric.
Morgan Stanley's yield on cost for the quarter that ended in Mar. 2026 was 5.05.
The historical rank and industry rank for Morgan Stanley's 5-Year Yield-on-Cost % or its related term are showing as below:
TSX:MS'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.48 Med: 6.62 Max: 11.79
Current: 5.05
During the past 13 years, Morgan Stanley's highest Yield on Cost was 11.79. The lowest was 3.48. And the median was 6.62.
TSX:MS's 5-Year Yield-on-Cost % is ranked better than 68.51% of 362
companies
in the Capital Markets industry
Industry Median: 3.115
vs TSX:MS: 5.05
Morgan Stanley (TSX:MS) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Morgan Stanley 5-Year Yield-on-Cost % Related Terms
TSX:MS vs GS, SCHW, HOOD: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Morgan Stanley's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morgan Stanley's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Morgan Stanley's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Morgan Stanley is calculated as
Morgan Stanley (TSX:MS) has a 5-Year Yield-on-Cost % of 5.05 as of Jul. 02, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morgan Stanley and its competitors. This is 24% below median its historical median of 6.62. Over the past decade, Morgan Stanley's 5-Year Yield-on-Cost % has ranged from 3.48 to 11.79. According to the industry distribution chart, Morgan Stanley ranks #114 out of 362 companies in the Capital Markets industry, placing it in the top 31.5%.
Is Morgan Stanley's 5-Year Yield-on-Cost % too high?
Morgan Stanley's current 5-Year Yield-on-Cost % of 5.05 is 24% below median its 10-year median of 6.62. Over the past 10 years, this metric has ranged from a low of 3.48 to a high of 11.79. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.12. Morgan Stanley's value of 5.05 is 62.1% above this industry median. Based on the distribution chart, Morgan Stanley ranks #114 out of 362 companies in the Capital Markets industry, which is above the industry midpoint. 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 5-Year Yield-on-Cost % compare to GS and SCHW?
According to the Capital Markets industry distribution chart, Morgan Stanley ranks #114 out of 362 companies for 5-Year Yield-on-Cost %. This puts Morgan Stanley in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 3.12. Morgan Stanley's value of 5.05 is 62.1% above this benchmark. Historically, Morgan Stanley's own 5-Year Yield-on-Cost % has ranged from 3.48 to 11.79 over the past decade. While the company's 10-year median is 6.62 vs. the industry median of 3.12, 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 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.12, based on 362 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Morgan Stanley's current 5-Year Yield-on-Cost % of 5.05 is 62.1% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morgan Stanley and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morgan Stanley's current 5-Year Yield-on-Cost % is 5.05, which is 24% below median its own 10-year median of 6.62. 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 5-Year Yield-on-Cost % is 5.05, which is 24% below median its 10-year median of 6.62 and 62.1% above the Capital Markets industry median of 3.12. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Morgan Stanley (TSX:MS), the current 5-Year Yield-on-Cost % is 5.05 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:
5-Year Yield-on-Cost %: 5.05 (24% below median its 10-year median of 6.62)
GF Value™: C$30.18 vs. price of C$42.36 (40.4% above fair value)
Industry Position: 62.1% above the Capital Markets median (#114 of 362)
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
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