MS · Morgan Stanley
Price & Indicators
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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 Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| AUM | $2T | 2Q 2026 | — |
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| Fee-based asset flows | $39.1B | 2Q 2026 | — |
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| Fee-based client assets | $3.02T | 2Q 2026 | — |
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| Loans | $195.7B | 2Q 2026 | — |
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| Long-term net flows | $7.5B | 2Q 2026 | — |
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| Net new assets | $148.1B | 2Q 2026 | — |
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| Pre-tax margin | 30.5% | 2Q 2026 | — |
| Return on tangible common equity non-GAAP | 26.6% | 2Q 2026 | — |
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| Standardized Common Equity Tier 1 capital ratio | 14.8% | 2Q 2026 | — |
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| Expense efficiency ratio | 65% | 1Q 2026 | — |
| Wealth Management pre-tax margin | 30.4% | 1Q 2026 | — |
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| Total client assets in Wealth and Investment Management | 9.3T | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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MS
this stock
Morgan Stanley
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$341.38B | +22.4% | +5.5% | 17.6 | 0.8% |
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GS
Goldman Sachs Group Inc
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$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
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SCHW
Schwab Charles Corp
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$192.11B | +11.2% | +22.0% | 20.2 | 1.2% |
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HOOD
Robinhood Markets, Inc.
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$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
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IBKR
Interactive Brokers Group, Inc.
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$41.71B | +43.2% | +9.0% | 36.7 | 2.0% |
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% | +0.9% | +30.3% | +3.3% | +22.4% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.1% | -3.6% | +16.5% | -0.6% | +8.6% |
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.