
Morgan Stanley
MS-PENYSEFinancial ServicesFinancial - Capital Markets
Latest quote
$25.54
−$0.04 · -0.16%
MS-PE company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
76
Undervalued
Momentum
42
Neutral
Sentiment
58
Mixed
Risk resilience
83
Low Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteEstablished in 1924 and headquartered in New York City, Morgan Stanley operates as a global financial holding company. It delivers a comprehensive suite of financial solutions and services to a diverse clientele, encompassing corporations, governments, financial institutions, and private individuals across the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are strategically divided into three core segments: Institutional Securities, Wealth Management, and Investment Management. Within its Institutional Securities division, Morgan Stanley provides capital raising and strategic financial advisory services. This includes underwriting debt, equity, and other securities, alongside offering expert guidance on mergers and acquisitions, corporate restructurings, real estate dealings, and project financing. This segment also conducts extensive sales and trading activities, which involve sales, financing, prime brokerage, and market-making for equity and fixed income products, such as foreign exchange and commodities. Additionally, it extends corporate and commercial real estate loans, provides secured lending facilities for trading clients, and engages in asset-backed and mortgage lending. Supplemental offerings include wealth management, investment insights, and research services. The Wealth Management segment focuses on delivering personalized financial advice and investment platforms. Services here range from financial advisor-led and self-directed brokerage options to comprehensive financial and wealth planning. It also administers workplace services, including stock plan management, and offers annuity and insurance products, various lending solutions (like securities-based and residential real estate loans), banking services, and retirement plan administration. These offerings are tailored for individual investors, small to mid-sized businesses, and institutions. Finally, the Investment Management segment specializes in a broad array of investment products, including equities, fixed income, liquidity solutions, and alternative investments. These are distributed through institutional and intermediary channels to a wide client base, such as benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, third-party fund sponsors, and corporations.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Sep 26, 2013
- Employees
- 83,000
Market position
- Volume
- 44.6K
- 0.89× average
- Average volume
- 50.07K
- Average daily volume
- Market cap
- 333.94B USD
- Beta
- 1.21
- Market reference 1
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 642.76B USD
- EV / EBITDA
- 24.15×
- Earnings yield
- 6.05%
- Free cash flow yield
- 16.53%
Profitability & efficiency
- Return on equity
- 15.10%
- Return on assets
- 1.19%
- Return on invested capital
- 1.69%
Financial health
- Current ratio
- 1.17×
Earnings
- EPS beat rate
- 100%
- 6 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +18.53%
- 6 comparable reports
- Latest EPS result
- 3.46
- Estimate 2.93 · Beat by 18.09%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
39 ratingsRecent analyst actions
MS-PE peers
ETFs holding MS-PE
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF54.46M0.42%13.06B USD0.45%$30.46+0.03%
Invesco Preferred ETFPGX32.01M0.86%3.76B USD0.50%$10.60-0.28%
Invesco Financial Preferred ETFPGF9.02M1.36%658.76M USD0.55%$13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK3.9M0.57%678.06M USD0.45%$29.59-0.44%
Multi-Asset Diversified Income Index FundMDIV2.99M0.69%431.44M USD0.83%$16.80-0.67%
AAM Low Duration Preferred and Income Securities ETFPFLD1.68M0.41%487.73M USD0.45%$19.550.00%
Innovator S&P Inv. Grade Preferred ETFEPRF299.27K0.45%67.24M USD0.47%$16.55-0.39%
iShares Morningstar Multi-Asset Income ETFIYLD76.76K0.06%125.77M USD0.50%$22.29+0.22%
iShares Preferred and Income Securities ETFPFF- Market value
- 54.46M
- Weight
- 0.42%
- AUM
- 13.06B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.46+0.03%
Invesco Preferred ETFPGX- Market value
- 32.01M
- Weight
- 0.86%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.60-0.28%
Invesco Financial Preferred ETFPGF- Market value
- 9.02M
- Weight
- 1.36%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 3.9M
- Weight
- 0.57%
- AUM
- 678.06M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.59-0.44%
Multi-Asset Diversified Income Index FundMDIV- Market value
- 2.99M
- Weight
- 0.69%
- AUM
- 431.44M USD
- Expense ratio
- 0.83%
- Price / 1D
- $16.80-0.67%
AAM Low Duration Preferred and Income Securities ETFPFLD- Market value
- 1.68M
- Weight
- 0.41%
- AUM
- 487.73M USD
- Expense ratio
- 0.45%
- Price / 1D
- $19.550.00%
Innovator S&P Inv. Grade Preferred ETFEPRF- Market value
- 299.27K
- Weight
- 0.45%
- AUM
- 67.24M USD
- Expense ratio
- 0.47%
- Price / 1D
- $16.55-0.39%
iShares Morningstar Multi-Asset Income ETFIYLD- Market value
- 76.76K
- Weight
- 0.06%
- AUM
- 125.77M USD
- Expense ratio
- 0.50%
- Price / 1D
- $22.29+0.22%
Continue in GoAI
Research MS-PEresearch.disclaimer





