Morgan Stanley Valuation
| MSDL Stock | 16.20 0.01 0.06% |
At this time, the firm appears to be overvalued. Morgan Stanley Direct secures a last-minute Real Value of USD13.77 per share. The latest price of the firm is USD16.2. Our model forecasts the value of Morgan Stanley Direct from analyzing the firm fundamentals such as Shares Outstanding of 86.81 M, shares owned by institutions of 27.78 %, and Price To Book of 0.79 X as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Morgan Stanley's valuation include:
Price Book 0.7943 | Price Sales 9.4109 | Forward PE 8.547 | Trailing PE 9.8182 | Enterprise Value Revenue 23.0131 |
Overvalued
Today
Please note that Morgan Stanley's price fluctuation is very steady at this time. Calculation of the real value of Morgan Stanley Direct 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 Direct. 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 16.2 | Real 13.77 | Target 17.54 | Hype 16.2 | Naive 15.74 |
The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Morgan Stanley's stock price.
Estimating the potential upside or downside of Morgan Stanley Direct 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 Stanley Total Value Analysis
Morgan Stanley Direct is now forecasted to have valuation of 0 with market capitalization of 1.41 B, debt of 1.97 B, and cash on hands of . Please note that valuation may be misleading and is a subject to auditing or accounting errors. We encourage investors to vigilantly validate all of the Morgan Stanley fundamentals before making equity appraisal based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
0 | 1.41 B | 1.97 B |
Morgan Stanley Asset Utilization
The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The latest return on assets of Morgan suggests not a very effective usage of assets in February.Morgan Stanley Profitability Analysis
Based on the key profitability measurements obtained from Morgan Stanley's financial statements, Morgan Stanley Direct is performing exceptionally good at this time. It has a great probability to showcase excellent profitability results in March. Profitability indicators assess Morgan Stanley's ability to earn profits and add value for shareholders.Net Income | First Reported 2020-03-31 | Previous Quarter 36.1 M | Current Value 27.6 M | Quarterly Volatility 22 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Gross Profit Margin | 0.72 | 0.6303 |
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| Net Profit Margin | 0.76 | 0.75 |
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| Operating Profit Margin | 0.77 | 0.75 |
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| Pretax Profit Margin | 0.77 | 0.75 |
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| Return On Equity | 0.26 | 0.13 |
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For Morgan Stanley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morgan Stanley Direct 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 0.4798 with future projections ranging from a low of 0.46 to a high of 0.49. Morgan Stanley's most recent 12-month trailing earnings per share (EPS TTM) is at 1.65. Please be aware that the consensus of earnings estimates for Morgan Stanley Direct 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 0.4798 with the future projection ranging from a low of 0.46 to a high of 0.49. Please be aware that this consensus of annual earnings estimates for Morgan Stanley Direct is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.46 Lowest | Expected EPS | 0.49 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) | |
| 7 | 58.6% | 0.0 | 0.4798 | 1.65 |
Morgan Stanley Ownership Allocation
Morgan Stanley Direct maintains a total of 86.81 Million outstanding shares. Roughly 71.98 % of Morgan Stanley outstanding shares are held by general public with 0.24 pct. owned by insiders and only 27.78 % by institutional investors. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.Morgan Stanley Profitability Analysis
The company reported the previous year's revenue of 332.52 M. Net Income was 215.56 M with profit before overhead, payroll, taxes, and interest of 0.Morgan Stanley Past Distributions to stockholders
About Morgan Stanley Valuation
We use absolute and relative valuation methodologies to arrive at the intrinsic value of Morgan Stanley Direct. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Morgan Stanley Direct based exclusively on its fundamental and basic technical indicators. By analyzing Morgan Stanley's financials, quarterly and monthly indicators, and their related drivers, we attempt to find the most accurate representation of Morgan Stanley's intrinsic value. 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 | 241 M | 122.1 M | |
| Pretax Profit Margin | 0.75 | 0.77 | |
| Operating Profit Margin | 0.75 | 0.77 | |
| Net Profit Margin | 0.75 | 0.76 | |
| Gross Profit Margin | 0.63 | 0.72 |
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 Dividend Yield is quite stable compared to the past year. Dividend Paid And Capex Coverage Ratio is expected to rise to 2.07 this year, although the value of Dividends Paid is projected to rise to (144.6 M). . Retained Earnings is expected to rise to about 35.8 M this year, although the value of Earnings Yield will most likely fall to 0.11.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | -152.2 M | -144.6 M | |
| Dividend Yield | 0.08 | 0.09 | |
| Dividend Payout Ratio | 0.71 | 0.59 | |
| Dividend Paid And Capex Coverage Ratio | 1.37 | 2.07 |
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 Direct 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 | 89.3 M | |
| Forward Price Earnings | 8.547 |
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.When determining whether Morgan Stanley Direct is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley Direct. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in private. For more information on how to buy Morgan Stock please use our How to buy in Morgan Stock guide.You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. Expected growth trajectory for Morgan significantly influences the price investors are willing to assign. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Morgan Stanley assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Earnings Share 1.65 |
Understanding Morgan Stanley Direct requires distinguishing between market price and book value, where the latter reflects Morgan's accounting equity. The concept of intrinsic value—what Morgan Stanley's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push Morgan Stanley's price substantially above or below its fundamental value.
Understanding that Morgan Stanley's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Morgan Stanley represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Morgan Stanley's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.