Morgan Stanley (MS)$201.03
Market Cap: 192.20 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Morgan Stanley (MS).
FINANCIAL
CAPITAL MARKETS
DCF ready
Valuation
-23.6x
EV/FCF, N/A FCF yield
Quality
3.7%
ROIC, N/A FCF margin
Growth
N/A
5Y sales (revenue) CAGR
Balance sheet
3.1x
Debt/equity, N/A current ratio
Superinvestors
3
Top: David Katz (3.6%)
Strengths to research
- 3 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Debt/equity is high at 3.1x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for MS.
Grade D
27
/ 100
Peer Comparison
Target stock against 5 market-cap comparable peers.
Heat map: red worst to green best
| MS Target | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| SCHW | Charles Schwab Corp. | $151.4B | 19.4x | 12.0x | 0.0% | 15.4% | 36.6% | N/A | N/A | N/A |
| IBKR | Interactive Brokers Group Inc. | $75.9B | 36.6x | 4.5x | 81.2% | 13.6% | 648.0% | N/A | N/A | N/A |
| TW | Tradeweb Markets Inc. | $31.5B | 28.1x | 26.1x | 12.5% | 18.1% | 54.9% | N/A | -2.5x | N/A |
| LPLA | LPL Financial Holdings Inc. | $26.7B | 26.2x | -33.5x | 6.8% | 23.7% | -5.8% | N/A | N/A | N/A |
Financial Charts
No financial data available for MS (annual).
3 superinvestors own MS
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Richard Pzena Hancock Classic Value | 476,365 | $78M | 0.25% | 0.0% |
| David Katz Matrix Asset Advisors | 238,060 | $39M | 3.59% | 0.0% |
| Torray Funds Torray Funds | 30,832 | $5M | 0.80% | 0.0% |