Morgan Stanley logo

Morgan Stanley

MS-PE

NYSEFinancial ServicesFinancial - Capital Markets

Latest quote

$25.54

−$0.04 · -0.16%

Aug 21, 3:55 PM ET

MS-PE company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

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.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

Established 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 / TTM

Valuation & 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

ActualEstimate
Quarterly EPS actual values compared with estimates3.63.012.431.84Q1 '25No estimateQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 16, 2025: actual 2.31, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 11, 2025: actual 2.73, estimate 2.21, surprise +23.53%, Beat. Q3 2025, reported Jul 16, 2025: actual 2.13, estimate 1.98, surprise +7.58%, Beat. Q4 2025, reported Oct 15, 2025: actual 2.9, estimate 2.1, surprise +38.10%, Beat. Q1 2026, reported Jan 15, 2026: actual 2.68, estimate 2.43, surprise +10.29%, Beat. Q2 2026, reported Apr 15, 2026: actual 3.43, estimate 3.02, surprise +13.58%, Beat. Q3 2026, reported Jul 15, 2026: actual 3.46, estimate 2.93, surprise +18.09%, Beat. Q4 2026, reported Oct 14, 2026: actual —, estimate 3.13, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates22.2B19.53B16.86B14.19BQ1 '25No estimateQ2 '25BeatQ3 '25BeatQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 16, 2025: actual 15.04B USD, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 11, 2025: actual 17.6B USD, estimate 16.09B USD, surprise +9.39%, Beat. Q3 2025, reported Jul 16, 2025: actual 16.79B USD, estimate 16.07B USD, surprise +4.52%, Beat. Q4 2025, reported Oct 15, 2025: actual 15.73B USD, estimate 16.69B USD, surprise -5.72%, Miss. Q1 2026, reported Jan 15, 2026: actual 17.89B USD, estimate 17.74B USD, surprise +0.84%, Beat. Q2 2026, reported Apr 15, 2026: actual 20.58B USD, estimate 19.74B USD, surprise +4.26%, Beat. Q3 2026, reported Jul 15, 2026: actual 21.35B USD, estimate 19.67B USD, surprise +8.50%, Beat. Q4 2026, reported Oct 14, 2026: actual —, estimate 20.35B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

39 ratings
Strong buy00%
Buy2256%
Hold1641%
Sell13%
Strong sell00%

Recent analyst actions

7 institutions
Wolfe ResearchupgradeUnderperformPeer Perform
Evercore ISI GroupmaintainOutperform
BMO CapitalmaintainOutperform
UBSdowngradeBuyNeutral
JP MorganmaintainOverweight
RBC CapitalmaintainSector Perform

MS-PE peers

ETFs holding MS-PE

Funds reporting this stock among their holdings, ordered by reported position size.

Continue in GoAI

Research MS-PE

research.disclaimer