Morgan Stanley (MS) stock
MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 17/301% below fair value
$190.61+3.05 (+1.63%)
Close on Nov 11, 2026Market cap $299.37BP/E 15.1Yield 2.02%
Morgan Stanley statistics
82 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Jan 14, 2027 (estimated, before the open)
- Last ex-dividend date
- Jul 31, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 11, 2026
Valuation ratiosIndustry
- P/TBV Ratio
- 3.18
- 1.28
Enterprise valuationIndustry
- EV / Sales
- 2.00
- 2.37
Share statisticsIndustry
- Shares Change (YoY)
- -1.47%
- 1.07%
- Shares Change (QoQ)
- -0.43%
- 1.19%
- Float
- 1.19B
- 27M
- Shares Held by Insiders
- 24.4%
- 0.00%
- Shares Held by Institutions
- 85.9%
- 36.4%
Short sellingIndustry
- Short Interest
- 15M
- –
- Short Interest Change
- 7.49%
- -1.74%
- Short % of Float
- 1.29%
- 2.13%
- Short % of Shares Outstanding
- 0.98%
- 1.55%
- Days to Cover
- 2.40
- 2.11
Stock price statisticsIndustry
- 52-Week High
- $232.25
- –
- 52-Week Low
- $152.80
- –
- 20-Day Moving Average
- $185.09
- –
- 50-Day Moving Average
- $193.70
- –
- 200-Day Moving Average
- $194.44
- –
- Average True Range (14)
- $5.72
- –
- Price Change (1 Week)
- -1.73%
- -1.98%
- Price Change (1 Month)
- 2.13%
- -7.40%
- Price Change (3 Months)
- -12.7%
- -0.48%
- Price Change (6 Months)
- -1.66%
- -6.39%
- Price Change (YTD)
- 7.37%
- -14.9%
- Price Change (1 Year)
- 15.5%
- -4.49%
- Price Change (3 Years)
- 154.0%
- 54.0%
- Price Change (5 Years)
- 90.9%
- 14.9%
- Price Change (10 Years)
- 395.2%
- 140.3%
- Average Volume (10 Days)
- 7M
- –
- Average Volume (20 Days)
- 7M
- –
- Average Volume (90 Days)
- 6M
- –
- Relative Volume
- 0.95
- 0.72
- Relative Strength Index (14)
- 52.8
- 42.8
- Volatility (1 Year)
- 29.5%
- 44.2%
- Beta (5 Years)
- 1.20
- 0.79
MarginsIndustry
- Pretax Margin
- 33.2%
- 21.2%
Returns on capitalIndustry
- Return on Equity (ROE)
- 18.0%
- 12.2%
- Return on Assets (ROA)
- 1.34%
- 2.24%
GrowthIndustry
- Revenue Growth (YoY)
- 16.2%
- 13.5%
- Net Income Growth (YoY)
- 26.4%
- 12.1%
- EPS Growth (YoY)
- 29.2%
- 12.7%
- Revenue Growth (3Y CAGR)
- 9.59%
- 11.9%
- Revenue Growth (5Y CAGR)
- 7.70%
- 9.20%
- EPS Growth (3Y CAGR)
- 18.4%
- 11.0%
- EPS Growth (5Y CAGR)
- 9.59%
- 8.95%
EfficiencyIndustry
- Asset Turnover
- 0.05
- 0.25
- Revenue Per Employee
- $965.74K
- $1.01M
- Profits Per Employee
- $246.43K
- $124.33K
- Employee Count
- 83,000
- 700
- WACC
- 10.9%
- 8.74%
Income statement (TTM)Industry
- Pretax Income
- $26.60B
- $253.40M
Balance sheetIndustry
- Net Cash (Debt)
- $138.67B
- $47.07M
- Net Cash Per Share
- $88.29
- $1.63
- Equity (Book Value)
- $117.11B
- $543.32M
- Book Value Per Share
- $74.56
- $17.83
- Tangible Book Value
- $94.21B
- $241.17M
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- 6.83%
- 3.98%
- Dividend Yield
- 2.02%
- 1.65%
- Shareholder Yield
- 2.02%
- 2.88%
- Dividend Per Share
- $3.85
- $1.40
- Dividend Growth (YoY)
- 8.45%
- 5.80%
- Years of Dividend Growth
- 12
- 2
- Payout Ratio
- 34.1%
- 42.3%
Taxes and interestIndustry
- Income Tax
- $5.91B
- $37.71M
- Effective Tax Rate
- 22.2%
- 21.5%
Scores and fair valueIndustry
- Graham Number
- $145.39
- $42.72
- Graham Upside
- -23.7%
- -37.9%
- Altman Z-Score
- 0.27
- 12.19
- Piotroski F-Score
- 5
- 5
- Lynch Fair Value
- $120.80
- –
- Lynch Upside
- -36.6%
- -23.5%
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.
| Period | MS | S&P 500 | Difference | MS per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | +0.3% | -2.4% | +2.7 pts | ||
| 3 months | -11.4% | -1.2% | −10.2 pts | ||
| Year to date | +9.1% | +12.3% | −3.2 pts | ||
| 1 year | +16.4% | +12.4% | +3.9 pts | ||
| 3 years | +174.0% | +78.8% | +95.2 pts | +39.9% | +21.4% |
| 5 years | +124.5% | +75.2% | +49.3 pts | +17.6% | +11.9% |
| 10 years | +552.2% | +311.1% | +241.1 pts | +20.6% | +15.2% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
15M MS shares were sold short on Oct 30, 2026, up 7.5% from the previous report, or 1.29% of the shares available to trade. At recent volumes it would take 2.4 days to buy them back. Over the last 20 sessions, 38.0% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 15,328,895 | +7.5% | 6,400,226 | 2.4 |
| Oct 15, 2026 | 14,260,391 | -2.4% | 6,560,890 | 2.2 |
| Sep 30, 2026 | 14,606,885 | -0.6% | 5,555,990 | 2.6 |
| Sep 15, 2026 | 14,693,087 | -1.1% | 4,551,617 | 3.2 |
| Aug 31, 2026 | 14,854,574 | +6.9% | 3,931,855 | 3.8 |
| Aug 14, 2026 | 13,893,636 | +4.1% | 4,545,693 | 3.1 |
| Jul 31, 2026 | 13,347,497 | -22.5% | 5,999,143 | 2.2 |
| Jul 15, 2026 | 17,224,493 | -2.6% | 5,493,832 | 3.1 |
| Jun 30, 2026 | 17,686,436 | -1.3% | 7,181,220 | 2.5 |
| Jun 15, 2026 | 17,919,619 | -2.0% | 5,901,275 | 3.0 |
| May 29, 2026 | 18,277,241 | +19.1% | 5,958,349 | 3.1 |
| May 15, 2026 | 15,346,174 | +5.0% | 5,193,739 | 3.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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