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Ticker
MS

Price
132.71
Stock movement up
+0.19 (0.14%)
Company name
Morgan Stanley
Exchange
(NYSE
,
Currency
USD
)
Sector
Financial Services >
Capital Markets
Market cap
211.85B
Ent value
1303.47B
Price/Sales
3.77
Price/Book
2.02
Div yield
3.01%
Div growth
24.19%
Growth years
7
FCF payout
-19.02%
Trailing P/E
18.93
Forward P/E
13.82
PEG
6.81
EPS growth
1.87%
1 year return
36.76%
3 year return
20.97%
5 year return
22.86%
10 year return
12.85%
Last updated: 2025-08-27

DIVIDENDS

Dividend yield - 5y

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Dividend yield data
Dividend per share4.00
Dividend yield3.01%
Payout frequencyQuarterly
Maximum yield4.83%
Average yield3.22%
Minimum yield1.66%
Discount to avg yield-6.71%
Upside potential-6.29%
Yield as % of max yield62.41%

Yield distribution (inverse percentile) - 5y

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Yield distribution data
Dividend yield3.01%
Current yield distribution62.14%
Yield at 100% (Min)1.66%
Yield at 90%2.64%
Yield at 80%2.77%
Yield at 50% (Median)3.24%
Yield at 20%3.71%
Yield at 10%3.93%
Yield at 0% (Max)4.83%

Dividend per share

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Dividend per share data
Years of growth7 years
CCC statusDividend Challenger
Dividend per share4.00
Payout frequencyQuarterly
Ex-div date31 Jul 2025
EPS (TTM)6.96
EPS (1y forward)9.60
EPS growth (5y)1.87%
EPS growth (5y forward)2.78%

Dividend growth

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Dividend growth data
MSS&P500
DGR MR8.11%-13.74%
DGR TTM8.63%6.60%
DGR 3 years32.41%5.24%
DGR 5 years24.19%5.40%
DGR 10 years32.16%7.07%
DGR 15 years7.63%6.12%
Time since last change announced59 days
EPS growth (5y)1.87%
EPS growth (5y forward)2.78%

Payout ratio

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Payout ratio data
EPS coverageFCF coverage
TTM53.87%-19.02%
Average--
Forward41.65%-

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VALUATION

Valuation Ratios

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Valuation Ratios data
Trailing P/E18.93
Price to OCF-
Price to FCF-
Price to EBITDA16.95
EV to EBITDA104.27

Valuation (Sales/Book Value)

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Valuation (Sales/Book Value) data
Price to Sales3.77
Price to Book2.02
EV to Sales23.21

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FINANCIALS

Per share

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Per share data
Current share count1.60B
EPS (TTM)6.96
FCF per share (TTM)-19.70

Income statement

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Income statement data
Revenue (TTM)56.16B
Gross profit (TTM)32.87B
Operating income (TTM)25.38B
Net income (TTM)11.19B
EPS (TTM)6.96
EPS (1y forward)9.60

Margins

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Margins data
Gross margin (TTM)58.53%
Operating margin (TTM)45.19%
Profit margin (TTM)19.93%

Balance Sheet

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Balance Sheet data
Cash61.73B
Net receivables91.38B
Total current assets91.08B
Goodwill16.73B
Intangible assets6.62B
Property, plant and equipment0.00
Total assets1258.03B
Accounts payable216.59B
Short/Current long term debt316.32B
Total current liabilities-75.78B
Total liabilities1153.36B
Shareholder's equity104.67B
Net tangible assets0.00

Cash flow

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Cash flow data
Operating cash flow (TTM)-28.19B
Capital expenditures (TTM)3.51B
Free cash flow (TTM)-31.70B
Dividends paid (TTM)6.03B

Financial returns

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Financial returns data
Return on Equity10.69%
Return on Assets0.89%
Return on Invested Capital2.66%
Cash Return on Invested Capital-7.53%

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iO Charts is a Seeking Alpha partner

STOCK INFORMATION

Stock chart

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Stock price data
Open133.35
Daily high133.37
Daily low131.91
Daily Volume8.90M
All-time high141.08
1y analyst estimate143.65
Beta1.32
EPS (TTM)6.96
Dividend per share4.00
Ex-div date31 Jul 2025
Next earnings date15 Oct 2025

Downside potential

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Downside potential data
MSS&P500
Current price drop from All-time high-5.93%-3.04%
Highest price drop-89.88%-56.47%
Date of highest drop20 Nov 20089 Mar 2009
Avg drop from high-40.25%-11.04%
Avg time to new high38 days12 days
Max time to new high5211 days1805 days

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COMPANY DETAILS
MS (Morgan Stanley) company logo
Marketcap
211.85B
Marketcap category
Large-cap
Description
Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. The company was founded in 1924 and is headquartered in New York, New York.
Employees
80000
SEC filings
CEO
James Gorman
Country
USA
City
New York
Stock type
Common stock
CCC status
Dividend Challenger
Dividend Frequency
Quarterly
EVENTS AND PRESENTATIONS
EventsPresentations
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UNDERSTAND THE BUSINESS
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