MS
Morgan StanleyPrice & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
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 |
|---|---|---|---|
| Pre-tax margin (Wealth Management) non-GAAP | 30.4% | 1Q 2026 | — |
| Standardized Common Equity Tier 1 capital ratio | 15.1% | 1Q 2026 | — |
| bank lending balances | $186B | Q1 2026 call | — |
| capital accreted over last 9 quarters | $15B | last 9 quarters call | — |
| CET1 ratio | 15.1% | Q1 2026 call | — |
| efficiency ratio | 65% | Q1 2026 call | — |
| equity revenues | $5.1B | Q1 2026 call | — |
| fee-based flows | $54B | Q1 2026 call | — |
| fixed income revenues | $3.4B | Q1 2026 call | — |
| household penetration of lending products | 18% | Q1 2026 call | — |
| Institutional Securities revenues | $10.7B | Q1 2026 call | — |
| net interest income | $2.2B | Q1 2026 call | — |
| net new assets | $118B | Q1 2026 call | — |
| return on tangible common equity | 27% | Q1 2026 call | — |
| ROTCE | 27.1% | Q1 2026 call | — |
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| total period-end deposits | $419B | Q1 2026 call | — |
| transactional revenues | $1.1B | Q1 2026 call | — |
| Wealth Management PBT margin | 30.4% | Q1 2026 call | — |
| Wealth Management revenues | $8.5B | Q1 2026 call | — |
| 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
|
$348.72B | +25.2% | +5.5% | 20.0 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$308.55B | +19.6% | — | 19.1 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$179.34B | +3.6% | -9.3% | 20.5 | 1.4% |
|
HOOD
Robinhood Markets, Inc.
|
$100.83B | -1.0% | +51.6% | 54.4 | 4.2% |
|
IBKR
Interactive Brokers Group, Inc.
|
$41.68B | +45.6% | +30.6% | 40.2 | 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 | -0.5% | +4.0% | +17.6% | +5.8% | +25.2% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | -0.2% | +2.4% | +9.3% | +5.4% | +15.4% |
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.