Morgan Stanley Valuation
| MS Stock | USD 183.40 3.44 1.91% |
At this time, the firm appears to be overvalued. Morgan Stanley secures a last-minute Real Value of $167.05 per share. The latest price of the firm is $183.4. Our model forecasts the value of Morgan Stanley from analyzing the firm fundamentals such as Profit Margin of 0.24 %, return on equity of 0.16, and Current Valuation of 191.97 B as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Morgan Stanley's valuation include:
Overvalued
Today
Please note that Morgan Stanley's price fluctuation is very steady at this time. Calculation of the real value of Morgan Stanley is based on 3 months time horizon. Increasing Morgan Stanley's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the Morgan stock is determined by what a typical buyer is willing to pay for full or partial control of Morgan Stanley. Since Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Stock. However, Morgan Stanley's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 183.4 | Real 167.05 | Target 195.52 | Hype 180.02 |
The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morgan Stanley's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morgan Stanley helps investors to forecast how Morgan stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Morgan Stanley's intrinsic value based on its ongoing forecasts of Morgan Stanley's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Morgan Stanley's closest peers.
Morgan Stanley Cash |
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Morgan Revenue by Product
Morgan Stanley Total Value Analysis
Morgan Stanley is now projected to have takeover value of 191.97 B with market capitalization of 286.01 B, debt of 360.49 B, and cash on hands of 100.95 B. Please note that takeover value may be misleading and is a subject to accounting mistakes. We encourage investors to methodically examine all of the Morgan Stanley fundamentals before making investment evaluation based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
191.97 B | 286.01 B | 360.49 B | 100.95 B |
Morgan Stanley Investor Information
About 24.0% of the company outstanding shares are owned by corporate insiders. The book value of Morgan Stanley was now reported as 62.98. The company has Price/Earnings To Growth (PEG) ratio of 2.05. Morgan Stanley recorded earning per share (EPS) of 10.2. The entity last dividend was issued on the 30th of January 2026. The firm had 2:1 split on the 27th of January 2000. Based on the key measurements obtained from Morgan Stanley's financial statements, Morgan Stanley may be sliding down financialy. It has an above-average chance of going through some form of financial crunch next quarter.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Operating Profit Margin | 0.13 | 0.1891 |
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| Operating Income | 23.1 B | 22 B |
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Morgan Stanley Asset Utilization
The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Morgan Stanley has an asset utilization ratio of 9.56 percent. This implies that the Company is making $0.0956 for each dollar of assets. An increasing asset utilization means that Morgan Stanley is more efficient with each dollar of assets it utilizes for everyday operations.Morgan Stanley Profitability Analysis
Based on the key profitability measurements obtained from Morgan Stanley's financial statements, Morgan Stanley may not be well positioned to generate adequate gross income at the present time. It has a very high chance of underperforming in March. Profitability indicators assess Morgan Stanley's ability to earn profits and add value for shareholders.Net Income | First Reported 1985-09-30 | Previous Quarter 4.6 B | Current Value 4.4 B | Quarterly Volatility 1.2 B |
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| Gross Profit Margin | 0.51 | 0.5748 |
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| Net Profit Margin | 0.088 | 0.1452 |
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| Operating Profit Margin | 0.13 | 0.1891 |
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| Pretax Profit Margin | 0.13 | 0.1891 |
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| Return On Assets | 0.0096 | 0.0127 |
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| Return On Equity | 0.17 | 0.15 |
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For Morgan Stanley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morgan Stanley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Morgan Stanley utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Morgan Stanley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Morgan Stanley over time as well as its relative position and ranking within its peers.
Morgan Stanley Earnings per Share Projection vs Actual
The next projected EPS of Morgan Stanley is estimated to be 2.9398 with future projections ranging from a low of 2.68 to a high of 3.13. Morgan Stanley's most recent 12-month trailing earnings per share (EPS TTM) is at 10.2. Please be aware that the consensus of earnings estimates for Morgan Stanley is based on EPS before non-recurring items and includes expenses related to employee stock options.Morgan Stanley Earnings Estimation Breakdown
The calculation of Morgan Stanley's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Morgan Stanley is estimated to be 2.9398 with the future projection ranging from a low of 2.68 to a high of 3.13. Please be aware that this consensus of annual earnings estimates for Morgan Stanley is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
2.68 Lowest | Expected EPS | 3.13 Highest |
Morgan Stanley Earnings Projection Consensus
Suppose the current estimates of Morgan Stanley's value are higher than the current market price of the Morgan Stanley stock. In this case, investors may conclude that Morgan Stanley is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Morgan Stanley's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of March 2026 | Current EPS (TTM) | |
| 25 | 88.94% | 2.68 | 2.9398 | 10.2 |
Morgan Stanley Ownership Allocation
Morgan Stanley maintains a total of 1.58 Billion outstanding shares. Over half of Morgan Stanley's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. On January 16, 2026, Representative Julie Johnson of US Congress acquired under $15k worth of Morgan Stanley's common stock.Morgan Stanley Profitability Analysis
The company generated the yearly revenue of 116.11 B. Reported Net Income was 13.53 B with gross profit of 61.2 B.Morgan Stanley Past Distributions to stockholders
About Morgan Stanley Valuation
The stock valuation mechanism determines Morgan Stanley's current worth on a daily basis. In general, an absolute valuation approach attempts to find the value of Morgan Stanley based exclusively on its fundamental and basic technical indicators. As compared to an absolute model, our relative valuation model uses a comparative analysis of Morgan Stanley. We calculate exposure to Morgan Stanley's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Morgan Stanley's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 66.7 B | 70.1 B | |
| Pretax Profit Margin | 0.19 | 0.13 | |
| Operating Profit Margin | 0.19 | 0.13 | |
| Net Profit Margin | 0.15 | 0.09 | |
| Gross Profit Margin | 0.57 | 0.51 |
Morgan Stanley Quarterly Retained Earnings |
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A single share of Morgan Stanley represents a small ownership stake in the entity. As a stockholder of Morgan, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
Morgan Stanley Dividends Analysis For Valuation
At this time, Morgan Stanley's Dividends Paid is comparatively stable compared to the past year. Dividend Yield is likely to gain to 0.04 in 2026, whereas Dividend Paid And Capex Coverage Ratio is likely to drop 0.13 in 2026. . At this time, Morgan Stanley's Retained Earnings are comparatively stable compared to the past year. Price Earnings Ratio is likely to gain to 18.87 in 2026, whereas Retained Earnings Total Equity is likely to drop slightly above 61 B in 2026.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | 7.1 B | 7.4 B | |
| Dividend Yield | 0.02 | 0.04 | |
| Dividend Payout Ratio | 0.36 | 0.40 | |
| Dividend Paid And Capex Coverage Ratio | 0.14 | 0.13 |
There are various types of dividends Morgan Stanley can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Morgan shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Morgan Stanley directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Morgan pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Morgan Stanley by the value of the dividends paid out.
Morgan Stanley Growth Indicators
Investing in growth stocks can be very risky. If the company such as Morgan Stanley does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
| Common Stock Shares Outstanding | 1.6 B | |
| Quarterly Earnings Growth Y O Y | 0.207 | |
| Forward Price Earnings | 16 |
Morgan Stanley Current Valuation Indicators
Morgan Stanley's valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Morgan Stanley's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Morgan Stanley, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Morgan Stanley's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Morgan Stanley's worth.Additional Tools for Morgan 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.