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Morgan Stanley

Data quality: 100%
MS
NYSE Financial Services Financial - Capital Markets
$165.70
▼ $0.17 (-0.10%)
Mkt Cap: 263.11B
Day Range
$164.00 $168.81
52-Week Range
$94.33 $192.68
Volume
4,596,754
50D / 200D Avg
$173.59 / $159.74
Prev Close
$165.87

Quick Summary

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E 15.6 10.3
P/B 2.4 1.1
ROE % 15.6 11.7
Net Margin % 14.7 16.9
Rev Growth 5Y % 18.8 11.6
D/E 4.3 0.5

Analyst Price Target

Hold
$196.00 +18.3%
Low: $165.00 High: $220.00
Forward P/E
14.63
Forward EPS
$11.33
EPS Growth (est.)
+0.0%
Est. Revenue
76.40B

Earnings Estimates

Period EPS Est. Revenue Est. Analysts
FY2029 $15.06
$13.80 – $16.00
 95.56B 4
FY2028 $13.32
$12.30 – $15.06
 84.78B 10
FY2027 $12.32
$10.30 – $13.09
 80.49B 16

Insider Trading Activity

20 transactions
Date Insider Type Shares Price Value
Mar 1, 2026
Olivo Alicia C
EVP, GC & Business Development
 grant 236,817 — —
Feb 23, 2026
Olivo Alicia C
EVP, GC & Business Development
 other 20,209 — —
Feb 21, 2026
Olivo Alicia C
EVP, GC & Business Development
 other 50,453 — —
Feb 20, 2026
Haas Jennifer C.
10% Owner
 other 791,370 — —
Feb 16, 2026
WILLIAMS RANDA DUNCAN
 other 1,153,667 — —
Feb 10, 2026
WILLIAMS RANDA DUNCAN
 grant 500,000 — —
Jan 13, 2026
Olivo Alicia C
EVP, GC & Business Development
 other 74,527 — —
Jan 13, 2026
Mosca Alison
Director
 grant 83,334 $6.00 —
Jan 9, 2026
Mosca Alison
Director
 other 171,657 — —
Jan 6, 2026
Malone Mary Alice Dorrance JR
Director, 10% Owner
 other 26,741,880 $27.01 $722,298,178.80
Dec 11, 2025
Cohen Janet L
10% Owner
 other 4,000,000 — —
Nov 25, 2025
Olivo Alicia C
EVP, GC & Business Development
 other 17,954 $10.05 —
Nov 25, 2025
Olivo Alicia C
EVP, GC & Business Development
 sell 20,916 $12.00 $250,992.00
Oct 16, 2025
Olivo Alicia C
EVP, GC & Business Development
 sell 4,918 $10.00 $49,180.00
Sep 15, 2025
Bayshore Capital Advisors, LLC
10% Owner
 other 7,716,078 — —
Sep 10, 2025
NIEMANN JENNIFER C
Director
 grant 2,197 — —
Sep 1, 2025
Olivo Alicia C
EVP, GC & Business Development
 other 1,666 — —
Aug 18, 2025
MUHLEISEN ANGIE
 other 11,699 — —
Aug 8, 2025
NIEMANN JENNIFER C
Director
 buy 2,131,088 — —
Aug 8, 2025
NIEMANN JENNIFER C
Director
 sell 2,131,088 — —

Dividend History

7 yr streak

Yield

0.02%

Payout Ratio

0.39%

Growth (3Y)

9.28%

Growth (5Y)

-7.38%

Ex-Date Payment Date Amount Yield
Jan 30, 2026 Feb 13, 2026 $1.00 2.15%
Oct 31, 2025 Nov 14, 2025 $1.00 2.35%
Jul 31, 2025 Aug 15, 2025 $1.00 2.65%
Apr 30, 2025 May 15, 2025 $0.93 3.21%
Jan 31, 2025 Feb 14, 2025 $0.93 2.62%
Oct 31, 2024 Nov 15, 2024 $0.93 3.05%
Jul 31, 2024 Aug 15, 2024 $0.93 3.37%
Apr 29, 2024 May 15, 2024 $0.85 3.69%
Jan 30, 2024 Feb 15, 2024 $0.85 3.79%
Oct 30, 2023 Nov 15, 2023 $0.85 4.60%
Jul 28, 2023 Aug 15, 2023 $0.85 3.47%
Apr 28, 2023 May 15, 2023 $0.78 3.45%
Jan 30, 2023 Feb 15, 2023 $0.78 3.15%
Oct 28, 2022 Nov 15, 2022 $0.78 3.59%
Jul 28, 2022 Aug 15, 2022 $0.78 3.47%
Apr 28, 2022 May 13, 2022 $0.70 3.36%
Jan 28, 2022 Feb 15, 2022 $0.70 2.41%
Oct 28, 2021 Nov 15, 2021 $0.70 2.05%
Jul 29, 2021 Aug 13, 2021 $0.70 5.87%
Apr 29, 2021 May 14, 2021 $0.35 6.34%

Key Takeaways

Revenue grew 18.77% annually over 5 years — strong growth
Earnings grew 25.92% over the past year
ROE of 15.60% — decent returns on equity
Debt/Equity of 4.26 — high leverage
Generating 46.10B in free cash flow
PEG of 0.58 suggests growth is underpriced

Growth

Revenue Growth (5Y)
18.77%
Revenue (1Y)11.48%
Earnings (1Y)25.92%
FCF Growth (3Y)N/A

Quality

Return on Equity
15.60%
ROIC2.80%
Net Margin14.66%
Op. Margin19.09%

Safety

Debt / Equity
4.26
Current Ratio1.17
Interest Coverage0.45

Valuation

P/E Ratio
15.60
Forward P/E14.52
P/B Ratio2.36
EV/EBITDA28.56
Dividend Yield0.02%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 11.48% Revenue Growth (3Y) 14.12%
Earnings Growth (1Y) 25.92% Earnings Growth (3Y) 36.22%
Revenue Growth (5Y) 18.77% Earnings Growth (5Y) 2.91%
Profitability
Revenue (TTM) 114.98B Net Income (TTM) 16.86B
ROE 15.60% ROA 1.19%
Gross Margin 57.07% Operating Margin 19.09%
Net Margin 14.66% Free Cash Flow (TTM) 46.10B
ROIC 2.80% FCF Growth (3Y) N/A
Safety
Debt / Equity 4.26 Current Ratio 1.17
Interest Coverage 0.45
Dividends
Dividend Yield 0.02% Payout Ratio 0.39%
Dividend Growth (3Y) 9.28% Dividend Growth (5Y) -7.38%
Consecutive Div Years 7 yrs
Valuation
P/E Ratio 15.60 Forward P/E 14.52
P/B Ratio 2.36 P/S Ratio 2.29
PEG Ratio 0.58 Forward PEG N/A
EV/EBITDA 28.56 Fwd EV/EBITDA 30.69
Forward P/S 3.44 Fwd Earnings Yield 6.89%
FCF Yield 17.52%
Market Cap 263.11B Enterprise Value 626.97B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 114.98B 103.15B 88.29B 62.48B 57.78B
Net Income 16.86B 13.39B 9.09B 11.03B 15.03B
EPS (Diluted) 10.20 7.95 5.18 6.15 8.03
Gross Profit 65.62B 57.36B 50.14B 49.93B 56.41B
Operating Income 21.95B 17.60B 11.81B 14.09B 19.67B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 1.42T 1.22T 1.19T 1.18T 1.19T
Total Liabilities 1.31T 1.11T 1.09T 1.08T 1.08T
Shareholders' Equity 111.63B 104.51B 99.04B 100.14B 105.44B
Total Debt 475.56B 360.49B 339.04B 308.75B 305.36B
Cash & Equivalents 111.70B 75.74B 58.66B 92.75B 86.84B
Current Assets 654.69B 487.75B 542.00B 546.40B 596.37B
Current Liabilities 559.57B 739.49B 747.76B 756.75B 772.54B

Strategy Scores

This stock passed the criteria for 1 strategy

Score = fit strength (0–100)
Rank = position among all matches
Growth + Value Growth at a Reasonable Price (Peter Lynch)
#162 of 332
52

Recent Activity

Entered Growth at a Reasonable Price (Peter Lynch)
Mar 24, 2026