
Morgan Stanley
MS-PQNYSEFinancial ServicesFinancial - Capital Markets
Regular session
$25.505
+$0.035 · +0.14%
MS-PQ company overview
Regular session · ET · Market data may be delayed.
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AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
76
Undervalued
Momentum
41
Neutral
Sentiment
58
Mixed
Risk resilience
81
Low Risk
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Company profile
Company websiteMorgan Stanley is a global financial holding company that delivers a broad spectrum of financial solutions and offerings to a diverse client base, including businesses, governmental bodies, financial organizations, and private individuals across continents like the Americas, Europe, the Middle East, Africa, and Asia. Its operations are structured into three main divisions: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities division focuses on capital formation and strategic financial advice, encompassing activities such as underwriting various securities (debt, equity), and offering guidance on corporate transactions like mergers, acquisitions, restructurings, real estate ventures, and project financing. Additionally, this segment delivers equity and fixed income instruments, covering sales, funding, prime brokerage, and market-making. It also deals in foreign exchange and commodities, alongside offering a range of lending products, including corporate and commercial real estate loans, secured lending facilities, financing for sales and trading clients, and asset-backed and mortgage lending. The division further extends its offerings to include wealth management, investment opportunities, and research capabilities. The Wealth Management division caters to individual investors, as well as small to medium-sized businesses and institutions, providing a comprehensive suite of services. These include brokerage, custodial, administrative, and investment advisory services facilitated by financial advisors, alongside options for self-directed brokerage. The division also offers financial and wealth planning, workplace solutions like stock plan administration, various annuity and insurance products, and diverse lending options such as securities-based and residential real estate loans. Furthermore, it provides banking services and manages retirement plans. Finally, the Investment Management segment delivers specialized services across equity, fixed income, alternative investments, and liquidity and overlay strategies. Its clientele spans a wide array of institutional and individual investors, including benefit and defined contribution plans, foundations, endowments, government bodies, sovereign wealth funds, insurance firms, third-party fund managers, corporations, and private individuals, accessible via institutional and intermediary channels. Established in 1924, the company maintains its headquarters in New York City.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Jul 23, 2024
- Employees
- 83,000
Market position
Day range
Current $25.505
52-week range
Current $25.505
- Open
- $25.51
- Previous close
- $25.47
- Volume
- 23.59K
- 0.4× average
- Average volume
- 59.52K
- Average daily volume
- Market cap
- 334.14B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $25.4022
- +0.40% above average
- 200-day average
- $25.8451
- -1.32% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 642.76B USD
- P/E (TTM)
- 17.3×
- P/B (TTM)
- 3.06×
- P/S (TTM)
- 2.68×
- EV / EBITDA
- 24.15×
- Earnings yield
- 6.05%
- Free cash flow yield
- 16.53%
- Dividend yield
- 1.93%
Profitability & efficiency
- Gross margin
- 59.72%
- Operating margin
- 20.70%
- Net margin
- 15.99%
- Return on equity
- 15.10%
- Return on assets
- 1.19%
- Return on invested capital
- 1.69%
Financial health
- Debt / equity
- 4.75×
- Current ratio
- 1.17×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 114.98B USD | 103.15B USD | 88.29B USD | 62.48B USD | 57.78B USD |
| Cost of goods sold | 49.37B USD | 45.79B USD | 38.15B USD | 12.55B USD | 1.37B USD |
| Gross profit | 65.62B USD | 57.36B USD | 50.14B USD | 49.93B USD | 56.41B USD |
| Selling, general, and administrative | 30.25B USD | 27.14B USD | 25.1B USD | 23.96B USD | 25.27B USD |
| Operating expenses | 43.66B USD | 39.76B USD | 38.32B USD | 35.84B USD | 36.74B USD |
| Interest income | 59.06B USD | 54.14B USD | 45.85B USD | 21.6B USD | 9.41B USD |
| Interest expense | 49.02B USD | 45.52B USD | 37.62B USD | 12.27B USD | 1.37B USD |
| Depreciation and amortization | 4.66B USD | 5.16B USD | 4.26B USD | 4B USD | 4.22B USD |
| Operating income | 21.95B USD | 17.6B USD | 11.81B USD | 14.09B USD | 19.67B USD |
| Net income | 16.86B USD | 13.39B USD | 9.09B USD | 11.03B USD | 15.03B USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 100%
- 2 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +15.83%
- 2 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
MS-PQ peers
ETFs holding MS-PQ
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF62.89M0.48%13.06B USD0.45%$30.4499-0.03%
Invesco Preferred ETFPGX37.39M0.99%3.76B USD0.50%$10.555-0.38%
JPMorgan Preferred and Income Securities ETFJPRF22.5M1.00%2.28B USD0.55%$49.785+0.07%
Invesco Financial Preferred ETFPGF10.42M1.58%658.76M USD0.55%$13.385-0.34%
First Trust Preferred Securities and Income ETFFPE10.07M0.16%6.28B USD0.83%$17.675+0.06%
State Street SPDR ICE Preferred Securities ETFPSK4.52M0.67%678.06M USD0.45%$29.645+0.19%
Cohen & Steers Preferred and Income Opportunities Active ETFCSPF2.03M0.64%65.77M USD0.59%$25.93-0.19%
PIMCO Preferred And Capital Securities Active Exchange-Traded FundPRFD917.64K0.39%236.61M USD0.88%$50.520.00%
iShares Preferred and Income Securities ETFPFF- Market value
- 62.89M
- Weight
- 0.48%
- AUM
- 13.06B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.4499-0.03%
Invesco Preferred ETFPGX- Market value
- 37.39M
- Weight
- 0.99%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.555-0.38%
JPMorgan Preferred and Income Securities ETFJPRF- Market value
- 22.5M
- Weight
- 1.00%
- AUM
- 2.28B USD
- Expense ratio
- 0.55%
- Price / 1D
- $49.785+0.07%
Invesco Financial Preferred ETFPGF- Market value
- 10.42M
- Weight
- 1.58%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.385-0.34%
First Trust Preferred Securities and Income ETFFPE- Market value
- 10.07M
- Weight
- 0.16%
- AUM
- 6.28B USD
- Expense ratio
- 0.83%
- Price / 1D
- $17.675+0.06%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 4.52M
- Weight
- 0.67%
- AUM
- 678.06M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.645+0.19%
Cohen & Steers Preferred and Income Opportunities Active ETFCSPF- Market value
- 2.03M
- Weight
- 0.64%
- AUM
- 65.77M USD
- Expense ratio
- 0.59%
- Price / 1D
- $25.93-0.19%
PIMCO Preferred And Capital Securities Active Exchange-Traded FundPRFD- Market value
- 917.64K
- Weight
- 0.39%
- AUM
- 236.61M USD
- Expense ratio
- 0.88%
- Price / 1D
- $50.520.00%
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