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Financials · S&P 500 · data as of 2026-10-05

MS stock analysis: Morgan Stanley

Morgan Stanley (MS) is an S&P 500 company in Investment Banking & Brokerage. It grades weakest on growth.

The model's view of MS · subscribers

Where MS ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with MS · updated 2026-10-05 · from prices and SEC filings

MS price performance

MS against the S&P 500, one year
+0%+20%+40%MS +21%S&P 500 +18%2025-09-292026-10-05
Year to date+8.9%S&P 500 +14.5% · behind by 5.6 pts
1 year+23.4%S&P 500 +17.0% · ahead by 6.4 pts
3 years+163.3%S&P 500 +89.3% · ahead by 74.1 pts
5 years+124.6%S&P 500 +91.3% · ahead by 33.2 pts

Total returns with dividends reinvested.

MS factor grades

Each grade compares MS with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

–ValueFCF yield 17.8% (industry 5.5%)
D-GrowthRevenue growth -34% (industry +20%)EPS growth +2% (industry +23%)
–ProfitabilityOperating margin 0.0% (industry 0.0%)
CMomentum12-month change +23%From 52-wk high -16%

MS in plain numbers

MS key statistics

SectorFinancials
IndustryInvestment Banking & Brokerage
IndexS&P 500
Market valuen/a
Revenue growth (y/y)n/a
Free-cash-flow yield17.8%
Dividend yield2.2%
Next earnings (expected)2026-10-14
Valuation measures
Financial highlights
Operating margin0.0%
Net margin15.7%

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

About Morgan Stanley

HeadquartersNew York, NY
Industry (SEC code)Security Brokers, Dealers & Flotation Companies
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE, NYSE
FormerlyMORGAN STANLEY, MORGAN STANLEY, MORGAN STANLEY DEAN WITTER & CO, MORGAN STANLEY DEAN WITTER DISCOVER & CO, DEAN WITTER DISCOVER & CO

From the company's SEC registration record.

Companies similar to MS

CompanyMarket valueP/ERevenue growthOperating margin12-month change
MS Morgan Stanleyn/an/a-34%0.0%+23%
GS Goldman Sachs$260.2B13.8xn/a0.0%+15%compare
HOOD Robinhood$104.1B50.3x+38%n/a-23%compare
IBKR Interactive Brokers$40.1B35.5x+22%n/a+27%compare
RJF Raymond James$30.9B14.0x+8%n/a-2%
SCHW Charles Schwab$169.4B17.8x+20%n/a+5%

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Frequently asked questions

Is MS stock a buy?

Torvanta does not tell individuals what to buy. Its grades for MS are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does MS report earnings next?

Based on its filing history, Torvanta expects Morgan Stanley to report around 2026-10-14.

Does MS pay a dividend?

Yes. Its dividend yield is about 2.2%, and it has raised its dividend 13 years in a row.

How has MS performed against the S&P 500?

Over the past year MS returned +23.4%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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