Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MS
HOLDMorgan Stanley · Financial Services · United States · $337.2B · Avg Vol: $1.3B/d
COMPANY DESCRIPTION
Morgan Stanley is a global financial services firm providing a wide range of services including Institutional Securities (investment banking, sales & trading), Wealth Management, and Investment Management. The company possesses a powerful brand, extensive global network, and deep expertise across capital markets and wealth management, serving as a trusted advisor to leading clients worldwide. As a bulge bracket investment bank and a premier global wealth manager, Morgan Stanley holds a dominant position in the financial industry, recognized for its advisory capabilities and affluent client base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 50.2B | 50.7B | 57.6B | 66.0B | 9.5% | 77.8B | 77.2B | 80.6B | 10.5% |
| EPS | 6.23 | 5.24 | 8.04 | 10.32 | 18.3% | 12.11 | 13.13 | 13.78 | 15.6% |
| Shares | 1.7B | 1.6B | 1.6B | 1.6B | -5.5% | 1.6B | — | — | — |
| Debt | 246.2B | 276.4B | 310.4B | 370.5B | 14.6% | 579.5B | — | — | — |
| Equity | 100.1B | 99.0B | 104.5B | 111.6B | 3.7% | — | — | — | — |
| Op CF | -6.4B | -33.5B | 1.4B | -17.9B | — | -17.9B | — | — | — |
| Inv CF | -11.6B | -3.1B | -29.5B | -46.8B | — | — | — | — | — |
| Fin CF | 22.7B | -2.7B | 46.8B | 67.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of MS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MS | Morgan Stanley(you) | $337.2B | 40 | HOLD |
| GS | The Goldman Sachs Group, Inc. | $313.1B | 38 | HOLD |
| SCHW | The Charles Schwab Corporation | $177.3B | 55 | HOLD |
| IBKR | Interactive Brokers Group, Inc. | $155.6B | 54 | HOLD |
| MQG.AX | Macquarie Group Limited | $65.6B | 39 | HOLD |
| 0HF6.L | Ameriprise Financial, Inc. | $58.7B | 44 | HOLD |
| HOOD | Robinhood Markets, Inc. | $85.5B | 27 | SELL |
| 600030.SS | CITIC Securities Company Limited | $60.6B | 49 | HOLD |
| 2611.HK | Guotai Haitong Securities Co., Ltd. | $32.2B | 35 | HOLD |
| 601066.SS | CSC Financial Co., Ltd. | $34.6B | 32 | SELL |
Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 83.4%