$227.67
+6.58 (+2.98%)
Last updated: Jul 15, 2026 04:24
Fundamentals Overview
Morgan Stanley is near the high of its 52-week range with attractive valuation, trending upward today.
Valuation attractive
Intrinsic value (DCF)
-93.4% downside vs price
Profitability
Risk (Beta)
1.22 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Sentiment improving (2 upgrades) · 3M vs S&P 500: +16.1% · 3M vs Financial Services sector: +16.9%
Pressures (Sell):
DCF 93.4% downside vs price
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: C+. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 4, Equal Weight: 3, Hold: 2, Market Perform: 1, Neutral: 8, Outperform: 6, Overweight: 3, Sector Perform: 2, Underperform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $14.99; current price is $227.67. That’s a -93.4% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 19.94 |
| DCF value (model) | $14.99 (-93.4% vs price) |
| PEG (TTM) | 0.73 |
| P/B (TTM) | 3.13 |
| P/S (TTM) | 2.99 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 1.61 |
| Quick Ratio (TTM) | 1.61 |
| Cash Ratio (TTM) | 0.2 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 15.13% |
| Gross margin (TTM) | 57.99% |
| Operating margin (TTM) | 19.48% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for MS.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| UBS | maintain | Buy | Buy | 2026-07-07 |
| B of A Securities | maintain | Buy | Buy | 2026-07-07 |
| Goldman Sachs | maintain | Neutral | Neutral | 2026-07-06 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-07-06 |
| Oppenheimer | downgrade | Perform | Underperform | 2026-06-30 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-06-24 |
| Citigroup | maintain | Neutral | Neutral | 2026-06-23 |
| JP Morgan | maintain | Neutral | Neutral | 2026-06-12 |
| Citigroup | maintain | Neutral | Neutral | 2026-05-08 |
| Barclays | maintain | Overweight | Overweight | 2026-04-16 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2026-04-16 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-04-16 |
| Citizens | maintain | Market Perform | Market Perform | 2026-04-16 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-04-16 |
| B of A Securities | maintain | Buy | Buy | 2026-04-16 |
| Goldman Sachs | maintain | Neutral | Neutral | 2026-04-16 |
| UBS | upgrade | Neutral | Buy | 2026-04-07 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-04-06 |
| JP Morgan | maintain | Neutral | Neutral | 2026-03-10 |
| Freedom Broker | maintain | Hold | Hold | 2026-01-27 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-01-16 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2026-01-16 |
| JP Morgan | maintain | Neutral | Neutral | 2026-01-08 |
| Barclays | maintain | Overweight | Overweight | 2026-01-05 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-12-17 |
| Wolfe Research | upgrade | Peer Perform | Outperform | 2025-11-24 |
| Freedom Broker | maintain | Hold | Hold | 2025-10-22 |
| JP Morgan | maintain | Neutral | Neutral | 2025-10-21 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-10-16 |
| Barclays | maintain | Overweight | Overweight | 2025-10-16 |