Morgan Stanley (MS) — Analysis Summary
Morgan Stanley (MS) has a market cap of $336.42B with year-over-year revenue growth of +14.4%. Net margin stands at 23.9%. The stock trades at a P/E ratio of 16.7.
Key Takeaways
- Revenue changed +14.4% year-over-year
- Net margin of 23.9%
- P/E ratio of 16.7
Compared to other companies in the SECURITY BROKERS, DEALERS & FLOTATION COMPANIES sector, MS posted revenue growth of +14.4% and trades at a P/E of 16.7.
Morgan Stanley (MS)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Debt/EBITDA at 8.9x — highly leveraged, potential refinancing risk
Interest coverage at 0.0x — earnings do not cover interest payments
D/E at 3.3x — high financial leverage
Operating cash flow is negative while net income remains positive.
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
Sector
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Employees
83,000
Headquarters
NEW YORK, NY
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$4.60
Dividend Yield
2.15%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.