Morgan Stanley (MS-PQ)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Morgan Stanley (MS-PQ) trades at $25.38 with AI Score 50/100 (Grade B). Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. Market cap: $336.95B, Sector: Financial services.
Price live · AI analysis from May 9, 2026Analyst Coverage for MS-PQ: MS-PQ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MS-PQ against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
MS-PQ: the 1 perspectives are evenly split.
How is this calculated? →Morgan Stanley (MS-PQ) Financial Services Profile
Morgan Stanley is a global financial services firm delivering investment banking, wealth management, and investment management solutions. With a history dating back to 1924, the company operates across diverse geographical regions, providing services to corporations, governments, and individuals, positioning itself as a key player in the capital markets sector.
What Is the Investment Thesis for MS-PQ?
Morgan Stanley presents a compelling investment case driven by its diversified business model and global reach. The company's strong presence in Institutional Securities, Wealth Management, and Investment Management provides multiple revenue streams, mitigating risks associated with market volatility. With a P/E ratio of 15.5 and a profit margin of 15.1%, the company demonstrates solid profitability. A dividend yield of 2.07% offers an income component for investors. Key growth catalysts include expansion in wealth management and strategic acquisitions to enhance service offerings. However, investors should monitor potential risks related to regulatory changes and economic downturns that could impact financial markets. The company's beta of 1.18 indicates a slightly higher volatility compared to the market.
Based on FMP financials and quantitative analysis
MS-PQ Key Highlights
- Market Cap of $336.95B reflects Morgan Stanley's significant presence in the financial services industry.
- P/E Ratio of 15.5 indicates the stock's valuation relative to its earnings.
- Profit Margin of 15.1% demonstrates the company's ability to generate profit from its revenue.
- Gross Margin of 58.0% highlights the efficiency of Morgan Stanley's operations.
- Dividend Yield of 2.07% provides a steady income stream for investors.
Who Are MS-PQ's Competitors?
MS-PQ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| APO Apollo Global Management, Inc. | $122.17 | +3.00% | 71B | 48 |
| BSBR Banco Santander (Brasil) S.A. | $5.26 | +1.45% | $39.42B | 46 |
| AMP Ameriprise Financial, Inc. | $502.46 | +2.72% | $45.17B | 53 |
| MSCI MSCI Inc. | $611.48 | +1.39% | $44.52B | 73 |
| AIG American International Group, I | $80.48 | +1.37% | $42.67B | 68 |
| IREN IREN Limited | $43.70 | +12.58% | $15.60B | 70 |
| SBET SharpLink Gaming Ltd. | $5.67 | +6.78% | $1.12B | 65 |
| LKADF Link Administration Holdings Limited | $1.44 | -53.40% | $759.68M | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MS-PQ's Key Strengths?
- Diversified revenue streams across multiple business segments.
- Global presence and strong brand recognition.
- Experienced management team and skilled workforce.
- Strong capital base and risk management framework.
What Are MS-PQ's Weaknesses?
- Sensitivity to economic cycles and market volatility.
- Exposure to regulatory risks and compliance costs.
- Potential for reputational damage from ethical lapses.
- Dependence on key personnel and talent retention.
What Could Drive MS-PQ Stock Higher?
- Potential interest rate hikes by the Federal Reserve could increase net interest income.
- Continued growth in assets under management in the Investment Management segment.
- Expansion of wealth management services in emerging markets.
- Strategic acquisitions to enhance service offerings and market presence.
What Are the Key Risks for MS-PQ?
- Financial-distress signal — its Altman Z-Score of -0.44 sits in the distress zone (elevated bankruptcy risk).
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Economic downturns and market corrections could negatively impact revenue and profitability.
- Regulatory changes and stricter capital requirements could increase compliance costs.
- Cybersecurity threats and data breaches could damage the company's reputation and financial performance.
- Increased competition from traditional and non-traditional players could erode market share.
What Are the Growth Opportunities for MS-PQ?
- Expansion in Wealth Management: Morgan Stanley has a significant opportunity to expand its wealth management business by targeting high-net-worth individuals and families in emerging markets. The global wealth management market is projected to reach trillions of dollars by 2030, driven by increasing affluence and demand for financial planning services. By leveraging its global presence and advisor network, Morgan Stanley can capture a larger share of this growing market, offering customized investment solutions and wealth planning services. This expansion can drive revenue growth and increase assets under management.
- Strategic Acquisitions: Morgan Stanley can pursue strategic acquisitions to enhance its service offerings and expand its market presence. Acquiring specialized asset management firms or fintech companies can provide access to new investment strategies, technologies, and client segments. For example, acquiring a firm with expertise in sustainable investing can cater to the growing demand for ESG-focused investments. These acquisitions can accelerate growth, diversify revenue streams, and strengthen Morgan Stanley's competitive position. The timeline for realizing the benefits of acquisitions typically ranges from 1 to 3 years.
- Technological Innovation: Investing in technological innovation is crucial for Morgan Stanley to remain competitive in the digital age. Developing advanced trading platforms, robo-advisory services, and data analytics capabilities can enhance efficiency, improve client experience, and attract new clients. The fintech market is rapidly evolving, and Morgan Stanley can leverage technology to streamline operations, reduce costs, and offer innovative financial solutions. The company should allocate resources to research and development, partnerships with fintech startups, and digital transformation initiatives to capitalize on this growth opportunity. Expect to see returns within 2-5 years.
- Growth in Alternative Investments: The demand for alternative investments, such as private equity, hedge funds, and real estate, is increasing among institutional and high-net-worth investors. Morgan Stanley can expand its alternative investment offerings to cater to this growing demand. By developing new investment strategies and products in areas like infrastructure, renewable energy, and private credit, the company can attract new capital and generate higher fees. The alternative investment market is expected to grow significantly over the next decade, presenting a substantial growth opportunity for Morgan Stanley. The timeline for realizing returns on alternative investments can vary widely, from 3 to 10+ years.
- Geographic Expansion: Morgan Stanley can expand its presence in high-growth emerging markets, such as Asia and Latin America, to tap into new client bases and investment opportunities. These markets offer significant potential for wealth creation and economic growth, driving demand for financial services. By establishing a stronger presence in these regions, Morgan Stanley can diversify its revenue streams and reduce its reliance on mature markets. This expansion requires careful planning, cultural sensitivity, and strategic partnerships with local firms. Anticipate a 3-7 year horizon for significant market penetration.
What Opportunities Does MS-PQ Have?
- Expansion in emerging markets and high-growth regions.
- Growth in wealth management and alternative investments.
- Technological innovation and digital transformation.
- Strategic acquisitions and partnerships.
What Threats Does MS-PQ Face?
- Increased competition from traditional and non-traditional players.
- Regulatory changes and stricter capital requirements.
- Economic downturns and market corrections.
- Cybersecurity threats and data breaches.
What Are MS-PQ's Competitive Advantages?
- Strong brand reputation and global presence.
- Diversified business model across multiple financial services segments.
- Extensive network of financial advisors and institutional clients.
- Expertise in complex financial transactions and investment strategies.
What Does MS-PQ Do?
Founded in 1924 and headquartered in New York City, Morgan Stanley has evolved into a leading global financial services firm. The company operates through three primary segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities segment provides capital raising and financial advisory services, including underwriting, mergers and acquisitions advice, and restructuring support. It also offers equity and fixed income products, foreign exchange, and commodities trading. The Wealth Management segment delivers financial advisor-led brokerage, custody, and investment advisory services, along with wealth planning and lending solutions. The Investment Management segment provides equity, fixed income, alternative investments, and liquidity services to a diverse client base, including pension funds, endowments, and sovereign wealth funds. Morgan Stanley's global presence spans the Americas, Europe, the Middle East, Africa, and Asia, enabling it to serve a broad range of clients, from corporations and governments to financial institutions and individual investors. With a focus on innovation and client service, Morgan Stanley continues to adapt to the evolving financial landscape, maintaining its position as a key player in the industry.
What Products and Services Does MS-PQ Offer?
- Provides capital raising and financial advisory services.
- Offers underwriting services for debt, equity, and other securities.
- Advises on mergers and acquisitions, restructurings, and project finance.
- Provides equity and fixed income products, including sales, financing, and market-making services.
- Offers wealth management services, including brokerage, custody, and investment advisory.
- Provides investment management services, including equity, fixed income, and alternative investments.
- Offers lending products, including securities-based lending and residential real estate loans.
How Does MS-PQ Make Money?
- Generates revenue through fees from investment banking and advisory services.
- Earns commissions from brokerage and trading activities.
- Collects management fees from assets under management in its investment management business.
- Receives interest income from lending activities.
What Industry Does MS-PQ Operate In?
Morgan Stanley operates within the highly competitive financial services industry, facing competition from firms like Apollo Global Management, Inc. (APO), Banco Santander (Brasil) S.A. (BSBR), and Ameriprise Financial, Inc. (AMP). The industry is characterized by evolving regulatory landscapes, technological advancements, and shifting client demands. Trends such as increasing demand for wealth management services and the growth of alternative investments are shaping the competitive landscape. Morgan Stanley's diversified business model and global reach position it well to capitalize on these trends, but it must navigate regulatory challenges and maintain a competitive edge through innovation and client service.
Who Are MS-PQ's Key Customers?
- Corporations seeking capital raising and financial advisory services.
- Governments requiring financial advice and investment management.
- Financial institutions needing trading and prime brokerage services.
- High-net-worth individuals seeking wealth management and investment solutions.
Company Profile
Morgan Stanley operates in the Financial - Capital Markets industry within the Financial Services sector. It is headquartered in New York City, US. The company is led by CEO Edward N. Pick. MS-PQ has traded publicly since 2024.
How Morgan Stanley Is Valued
Morgan Stanley carries a market capitalization of $336.95B, placing it in the mega-cap category. Relative to its peer group, MS-PQ's quantitative score of 50/100 is roughly in line with the peer average of 58/100.
ROE 16%Key Financial Metrics
Return on equity for Morgan Stanley stands at 16.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.1%, showing how much profit it generates from its asset base. MS-PQ trades at a trailing price-to-earnings ratio of 15.51, below the Financial Services sector average of ~18x. Its free cash flow yield is -0.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.61 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.4%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 3/9Financial Health
Morgan Stanley's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -0.44 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Morgan Stanley revenue of about $77.93B for fiscal 2026, with EPS near $11.97. The estimate reflects 16 contributing analysts.
MS-PQ Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying at Morgan Stanley indicates confidence in the company's future, suggesting executives believe in its growth potential.
- Community sentiment has been leaning positive, with discussions highlighting Morgan Stanley's strong wealth management segment as a key driver.
- Analysts are noting the firm's resilience in navigating economic challenges, showcasing its ability to maintain profitability during downturns.
- Developments in the investment banking sector have led to optimism about Morgan Stanley's ability to capture market share in a recovering economy.
Bear Case
- Some community members express concerns over potential regulatory changes that could impact investment banks like Morgan Stanley.
- Recent layoffs in the financial sector have raised questions about the sustainability of current profit margins and operational efficiency.
- There is skepticism regarding the overall economic outlook, with fears of a recession potentially affecting Morgan Stanley's performance.
- Market perception remains cautious as investors weigh the risks of geopolitical tensions that could impact global financial markets.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MS-PQ Latest News
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MS-PQ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MS-PQ.
Price Targets
Wall Street price target analysis for MS-PQ.
MS-PQ MoonshotScore
What does this score mean?
The MoonshotScore rates MS-PQ's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Oil’s Stunning Reversal Rekindles Fears of a Global Glut
Citi Says Oil May Slump to $60 as Hormuz Shock Fades Away
Jersey Mike’s IPO Will Test Wall Street’s Appetite for Restaurant Stocks
JPM's $50B Buyback Plan & Dividend Boost: What it Means for the Stock
Leadership: Edward N. Pick
CEO
Edward N. Pick serves as the CEO of Morgan Stanley, leading a global workforce of 81,000 employees. His career spans several decades in the financial services industry, with extensive experience in investment banking, wealth management, and asset management. Prior to becoming CEO, he held various leadership positions within Morgan Stanley, overseeing key business segments and driving strategic initiatives. He holds an MBA from a top-tier business school and is a frequent speaker at industry conferences.
Track Record: Under Edward N. Pick's leadership, Morgan Stanley has achieved significant milestones, including expanding its wealth management business, strengthening its presence in emerging markets, and investing in technological innovation. He has overseen several strategic acquisitions that have enhanced the company's service offerings and market position. His focus on client service and risk management has contributed to the company's strong financial performance.
MS-PQ Financial Services Stock FAQ
What does Morgan Stanley do?
Morgan Stanley is a global financial services firm that provides a wide range of services, including investment banking, wealth management, and investment management. The company operates through three main segments: Institutional Securities, which offers capital raising and advisory services; Wealth Management, which provides financial planning and investment solutions to individuals and families; and Investment Management, which manages assets for institutional and individual clients. Morgan Stanley serves corporations, governments, financial institutions, and individuals across the Americas, Europe, the Middle East, Africa, and Asia.
What do analysts say about MS-PQ stock?
Analyst consensus on Morgan Stanley (MS-PQ) stock is generally positive, reflecting the company's diversified business model and strong financial performance. Key valuation metrics, such as the P/E ratio and dividend yield, are closely monitored. Growth considerations include the company's ability to expand its wealth management business, capitalize on technological innovation, and navigate regulatory challenges. Analysts typically provide price targets based on their assessment of the company's future earnings potential and market conditions. However, it's important to note that analyst ratings and price targets are not guarantees of future stock performance.
What are the main risks for MS-PQ?
The main risks for Morgan Stanley (MS-PQ) include economic downturns and market volatility, which can negatively impact revenue and profitability across its business segments. Regulatory changes and stricter capital requirements can increase compliance costs and limit the company's ability to generate returns. Cybersecurity threats and data breaches pose a significant risk to the company's reputation and financial stability. Increased competition from both traditional and non-traditional players can erode market share and put pressure on margins. Additionally, global events and geopolitical risks can create uncertainty and disrupt financial markets.
How sensitive is MS-PQ to interest rate changes?
Morgan Stanley's net interest income is sensitive to changes in interest rates. Rising interest rates can increase the company's net interest margin, as it earns more on its lending activities. However, higher rates can also dampen economic activity and reduce demand for financial services. The company actively manages its interest rate risk through hedging strategies and portfolio adjustments. Changes in interest rate expectations can influence the company's stock price and overall financial performance. Investors should monitor macroeconomic trends and central bank policies to assess the potential impact on Morgan Stanley's profitability.
What is Morgan Stanley's credit quality and risk management approach?
Morgan Stanley maintains a strong credit quality, reflecting its robust capital base and risk management framework. The company's loan portfolio is diversified across various asset classes and industries. Provision levels are closely monitored to account for potential credit losses. Morgan Stanley employs sophisticated risk management techniques to identify, measure, and mitigate various risks, including credit risk, market risk, and operational risk. The company's risk management framework is overseen by senior management and the board of directors, ensuring a culture of risk awareness and accountability. Independent credit rating agencies regularly assess Morgan Stanley's creditworthiness.
What are the key factors to evaluate for MS-PQ?
Morgan Stanley (MS-PQ) holds an AI score of 50/100 (moderate). P/E: 15.5x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does MS-PQ data refresh on this page?
MS-PQ prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven MS-PQ's recent stock price performance?
Morgan Stanley (MS-PQ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across multiple business segments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.