Morgan Stanley Stock Performance
| MS Stock | USD 140.83 0.07 0.05% |
On a scale of 0 to 100, Morgan Stanley holds a performance score of 25. The company secures a Beta (Market Risk) of 1.14, which conveys a somewhat significant risk relative to the market. Morgan Stanley returns are very sensitive to returns on the market. As the market goes up or down, Morgan Stanley is expected to follow. Please check Morgan Stanley's potential upside, as well as the relationship between the accumulation distribution and price action indicator , to make a quick decision on whether Morgan Stanley's current price movements will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 25 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent basic indicators, Morgan Stanley unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.05) | Five Day Return 0.95 | Year To Date Return 12.86 | Ten Year Return 251.37 | All Time Return 2 K |
Forward Dividend Yield 0.0263 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.7 | Dividend Date 2025-08-15 |
1 | Disposition of 1835 shares by Eric Grossman of Morgan Stanley subject to Rule 16b-3 | 04/29/2025 |
2 | Southeast Asia Picks Gas Over Green Hype as Power Demand Surges | 05/07/2025 |
| Morgan Stanley dividend paid on 15th of May 2025 | 05/15/2025 |
3 | Forget term deposits, these ASX dividend shares offer 5 percent to 11 percent yields | 05/27/2025 |
4 | Tesla s Strength in AI and Robotics Drives Morgan Stanleys Bullish Outlook | 06/16/2025 |
5 | Why MP Materials Stock Powered Almost 53 percent Higher in June | 07/02/2025 |
6 | Big Oil Braces for Hit | 07/08/2025 |
7 | Trumps big beautiful bill to boost economy, but tariffs pack bigger punch MS | 07/11/2025 |
8 | Morgan Stanley Raises Amazon PT to 300 Manageable Tariffs, Strong AI Outlook | 07/14/2025 |
9 | Disposition of 12000 shares by Eric Grossman of Morgan Stanley at 141.1167 subject to Rule 16b-3 | 07/17/2025 |
| Begin Period Cash Flow | 89.2 B | |
| Total Cashflows From Investing Activities | -29.5 B |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 10,950 in Morgan Stanley on April 22, 2025 and sell it today you would earn a total of 3,133 from holding Morgan Stanley or generate 28.61% return on investment over 90 days. Morgan Stanley is generating 0.4146% of daily returns and assumes 1.2752% volatility on return distribution over the 90 days horizon. Put differently, 11% of stocks are less risky than Morgan on the basis of their historical return distribution, and some 92% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morgan Stanley, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3252
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.41 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0114 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 137.15 B | ||||
| Shares Outstanding | 1.6 B | ||||
| Price To Earning | 13.51 X | ||||
| Price To Book | 2.32 X | ||||
| Price To Sales | 3.52 X | ||||
| Revenue | 103.14 B | ||||
| Gross Profit | 55.36 B | ||||
| EBITDA | 22.76 B | ||||
| Net Income | 13.53 B | ||||
| Cash And Equivalents | 100.95 B | ||||
| Cash Per Share | 325.70 X | ||||
| Total Debt | 360.49 B | ||||
| Debt To Equity | 3.42 % | ||||
| Current Ratio | 2.00 X | ||||
| Book Value Per Share | 60.41 X | ||||
| Cash Flow From Operations | 1.36 B | ||||
| Earnings Per Share | 8.83 X | ||||
| Market Capitalization | 225.94 B | ||||
| Total Asset | 1.22 T | ||||
| Retained Earnings | 104.99 B | ||||
About Morgan Stanley Performance
Assessing Morgan Stanley's fundamental ratios provides investors with valuable insights into Morgan Stanley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Morgan Stanley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.13 | 0.17 |
Things to note about Morgan Stanley performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morgan Stanley has a poor financial position based on the latest SEC disclosures | |
| About 63.0% of the company shares are owned by institutional investors | |
| Latest headline from benzinga.com: Disposition of 12000 shares by Eric Grossman of Morgan Stanley at 141.1167 subject to Rule 16b-3 |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Morgan Stock Analysis
When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.