Morgan Stanley

Morgan Stanley

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Market Cap$352B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Morgan StanleyMorgan Stanley19.31.79%16%5.6-

Earnings Call Q1 2026

April 15, 2026 - AI Summary

Record Financial Performance: Morgan Stanley achieved record revenues of $20.6 billion in Q1 2026, with earnings per share (EPS) of $3.43, demonstrating strong operational leverage with a return on tangible equity (ROTCE) of 27.1%. This reflects an efficient execution of their integrated business model spanning wealth management and investment banking.
Wealth Management Strength: The wealth management division reported a record revenue of $8.5 billion, showcasing robust growth with $118 billion in net new assets and $54 billion in fee-based flows. This segment continues to benefit from increased client engagement and sustained economic performance, indicating strong client retention and an ever-expanding advisor-led asset base.
Investment Banking Resilience: Investment banking revenues reached $2.1 billion, with advisory revenues up 74% year-over-year, signaling continued robust M&A activity and a strong pipeline. The firm's diversified approach and strategic investment in talent are paying off in a resilient capital markets environment, offsetting some geopolitical volatility.

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$208.43

Target Price by Analysts

6.6% downsideMorgan Stanley Target Price DetailsTarget Price
$-70.44

Current Fair Value

131.6% downside

Overvalued by 131.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$352.00 Billion
Enterprise Value$218.47 Billion
Dividend Yield$4.00 (1.79%)
Earnings per Share$10.34
Beta1.22
Outstanding Shares1,571,000,000

Return

Return on Equity16.01%ROE
Return on Assets1.16%
Return on Invested Capital1.82%

Valuation & Multiples

P/E Ratio19.28P/E Ratio
PEG66.52PEG
Price to Sales5.58Price to Sales
Price to Book Ratio3.06Price to Book Ratio
Enterprise Value to Revenue3.46
Enterprise Value to EBIT7.58
Enterprise Value to Net Income11
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 15, 2026
EPS Estimate
$3.02
Average shareholder expectation
Revenue Estimate
$19.74 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 15, 2026
EPS Estimate
$2.73
Average shareholder expectation
Revenue Estimate
$19.02 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.3920 6.08%
Total Calls11,173,837 8.69%
Total Puts15,554,526 12.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %84.43% 1.41%
Total Invested$217.91B 8.96%
Investors Holding2,575 54.00%

ESG Score

No data

About Market Vectors Chinese Renminbi/USD ETN

2,020 employees
CEO: James Gorman

The investment seeks to replicate, net of expenses, the S&P Chinese Renminbi Total Return Index. The index tracks the value of the Chinese RMB relative to the U.S. dollar. It follows the value of non-deliverable, three-month currency for...

Relevant Senate Committees

Joint Committee on Taxation

As the body responsible for revenue estimates and technical analysis for tax legislation, this committee directly influences corporate tax structures and the overall tax burden on Morgan Stanley.

Finance

This powerful committee directly impacts Morgan Stanley's profitability through corporate tax policy, and its control over trade policy affects global markets and international business, including currency valuations.

Banking, Housing, and Urban Affairs

This is the primary regulatory committee for the financial industry, directly impacting Morgan Stanley through oversight of the Fed, SEC, bank capital requirements, and cryptocurrency regulation.

Foreign Relations

As a global financial firm with specific exposure to the Chinese Renminbi, Morgan Stanley is highly sensitive to U.S. foreign policy, sanctions, and international market stability influenced by this committee.