MS · Morgan Stanley
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| AUM | $2,004B | 2Q 2026 | — |
| Fee-based asset flows | $39.1B | 2Q 2026 | — |
| Fee-based client assets | $3,022B | 2Q 2026 | — |
| Loans | $195.7B | 2Q 2026 | — |
| Long-term net flows | $7.5B | 2Q 2026 | — |
| Net new assets | $148.1B | 2Q 2026 | — |
| Pre-tax margin | 30.5% | 2Q 2026 | — |
| Return on tangible common equity non-GAAP | 26.6% | 2Q 2026 | — |
|
|
|||
| Standardized Common Equity Tier 1 capital ratio | 14.8% | 2Q 2026 | — |
|
|
|||
| Pre-tax margin (Wealth Management) non-GAAP | 30.4% | 1Q 2026 | — |
| Expense efficiency ratio non-GAAP | 68% | FY 2025 | — |
| Total client assets in Wealth and Investment Management | 9.3 | FY 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MS
this stock
Morgan Stanley
|
$344.64B | +23.8% | +5.5% | 19.8 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$317.05B | +22.9% | +8.9% | 19.6 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$175.30B | +1.2% | -9.3% | 20.0 | 1.4% |
|
HOOD
Robinhood Markets, Inc.
|
$94.08B | -7.6% | +51.6% | 50.7 | 4.2% |
|
IBKR
Interactive Brokers Group, Inc.
|
$40.88B | +42.8% | +30.6% | 39.4 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MS | -4.4% | -3.3% | +20.5% | +4.5% | +23.8% |
| SPY | -1.0% | +1.9% | +7.5% | +0.1% | +9.6% |
| vs SPY | -3.4% | -5.2% | +13.0% | +4.4% | +14.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.