Morgan Stanley Net Income
| MS-PP Preferred Stock | 25.65 0.04 0.16% |
As of the 17th of February 2026, Morgan Stanley secures the Risk Adjusted Performance of 0.0555, downside deviation of 0.192, and Mean Deviation of 0.1816. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them.
Analyzing historical trends in various income statement and balance sheet accounts from Morgan Stanley's financial statements helps investors evaluate the company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Morgan Stanley's valuation are summarized below:Morgan Stanley does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Morgan |
Morgan Stanley 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Morgan Stanley's preferred stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Morgan Stanley.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Morgan Stanley on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Morgan Stanley or generate 0.0% return on investment in Morgan Stanley over 90 days. Morgan Stanley is related to or competes with Goldman Sachs, HSBC Holdings, Charles Schwab, Wells Fargo, and American Express. More
Morgan Stanley Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Morgan Stanley's preferred stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Morgan Stanley upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.192 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 1.11 | |||
| Value At Risk | (0.27) | |||
| Potential Upside | 0.4734 |
Morgan Stanley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Morgan Stanley's standard deviation. In reality, there are many statistical measures that can use Morgan Stanley historical prices to predict the future Morgan Stanley's volatility.| Risk Adjusted Performance | 0.0555 | |||
| Jensen Alpha | 0.0062 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.24) | |||
| Treynor Ratio | 0.111 |
Morgan Stanley February 17, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.0555 | |||
| Market Risk Adjusted Performance | 0.121 | |||
| Mean Deviation | 0.1816 | |||
| Semi Deviation | 0.067 | |||
| Downside Deviation | 0.192 | |||
| Coefficient Of Variation | 1019.68 | |||
| Standard Deviation | 0.2396 | |||
| Variance | 0.0574 | |||
| Information Ratio | (0.19) | |||
| Jensen Alpha | 0.0062 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.24) | |||
| Treynor Ratio | 0.111 | |||
| Maximum Drawdown | 1.11 | |||
| Value At Risk | (0.27) | |||
| Potential Upside | 0.4734 | |||
| Downside Variance | 0.0369 | |||
| Semi Variance | 0.0045 | |||
| Expected Short fall | (0.26) | |||
| Skewness | 0.84 | |||
| Kurtosis | 1.14 |
Morgan Stanley Backtested Returns
Currently, Morgan Stanley is very steady. Morgan Stanley has Sharpe Ratio of 0.11, which conveys that the firm had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Morgan Stanley, which you can use to evaluate the volatility of the firm. Please verify Morgan Stanley's Downside Deviation of 0.192, mean deviation of 0.1816, and Risk Adjusted Performance of 0.0555 to check out if the risk estimate we provide is consistent with the expected return of 0.0238%. Morgan Stanley has a performance score of 8 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well. Morgan Stanley right now secures a risk of 0.23%. Please verify Morgan Stanley value at risk, as well as the relationship between the skewness and day median price , to decide if Morgan Stanley will be following its current price movements.
Auto-correlation | 0.30 |
Below average predictability
Morgan Stanley has below average predictability. Overlapping area represents the amount of predictability between Morgan Stanley time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Morgan Stanley price movement. The serial correlation of 0.3 indicates that nearly 30.0% of current Morgan Stanley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Morgan Stanley reported net income of 11.03 B. This is much higher than that of the Financial Services sector and significantly higher than that of the Capital Markets industry. The net income for all United States preferred stocks is significantly lower than that of the firm.
Morgan Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the preferred stocks which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in net income category among its peers.
Morgan Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0108 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.33 % | ||||
| Shares Owned By Institutions | 39.08 % | ||||
| Revenue | 50.21 B | ||||
| Gross Profit | 46.44 B | ||||
| Net Income | 11.03 B | ||||
| Total Debt | 232.83 B | ||||
| Book Value Per Share | 54.46 X | ||||
| Cash Flow From Operations | 33.97 B | ||||
| Number Of Employees | 82.43 K | ||||
| Beta | 1.32 | ||||
| Total Asset | 1.19 T | ||||
| Annual Yield | 0.06 % | ||||
| Net Asset | 1.19 T | ||||
| Last Dividend Paid | 3.03 |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Morgan Stanley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Moving together with Morgan Preferred Stock
| 0.78 | GS | Goldman Sachs Group | PairCorr |
| 0.64 | MS | Morgan Stanley | PairCorr |
| 0.68 | SCHW | Charles Schwab Corp | PairCorr |
| 0.74 | IBKR | Interactive Brokers | PairCorr |
Moving against Morgan Preferred Stock
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Morgan Preferred Stock Analysis
When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.