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Morgan Stanley (MS)

Fair Value
Financial ServicesCapital MarketsUnited States

Fondamentale

61

Prezzo

$184.46

Capitalizzazione

$304.12B

Parte 1 · Quanto vale l'azienda

Panoramica

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Confronta

Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti

P/E: 13.9Punteggio: 62Capitalizzazione: $266.79B

È il concorrente più simile per struttura: entrambe sono banche d'affari americane di primo livello che si contendono gli stessi mandati di fusioni e collocamenti azionari, gli stessi flussi di trading istituzionale e, sempre di più, la stessa clientela privata di grandi patrimoni.

P/E: 14.2Punteggio: 65Capitalizzazione: $894.72B

Guida insieme a Morgan Stanley le classifiche mondiali dell'investment banking e del trading, e con il private banking e la piattaforma di investimento fai-da-te punta agli stessi clienti benestanti americani.

P/E: 12.5Punteggio: 67Capitalizzazione: $387.89B

Con Merrill Lynch possiede l'altra grande rete americana di consulenti finanziari, che si contende cliente per cliente gli stessi conti dei consulenti di Morgan Stanley, mentre BofA Securities concorre per gli stessi collocamenti e le stesse attività di trading.

P/E: 17.8Punteggio: 72Capitalizzazione: $169.99B

Si contende la parte retail e fai-da-te della gestione patrimoniale di Morgan Stanley — i conti E*TRADE, i piani azionari aziendali e la custodia per i consulenti indipendenti — giocando soprattutto sui costi.

P/E: 18.5Punteggio: 67Capitalizzazione: $229.70B

È una delle prime cinque banche d'investimento al mondo e si contende gli stessi mandati di consulenza e di collocamento di azioni e obbligazioni, oltre agli stessi clienti istituzionali del trading, con un private banking rivolto alle stesse famiglie molto facoltose.

UBS Group AGUBS

Dopo l'assorbimento di Credit Suisse è il grande rivale mondiale nella gestione dei patrimoni, cioè l'attività da cui Morgan Stanley ricava la maggior parte dei ricavi, e indica a sua volta Morgan Stanley fra i propri concorrenti nelle Americhe.

Stato Patrimoniale e Liquidità

Ricavi

$78.04B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$20.16B

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

-

Patrimonio Netto Totale

$111.63B

Passività Totali

$1.31T

Rapporto di Liquidità

0.30

Copertura Interessi

2.41

Debito/EBITDA

-

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

BancaCorrettamente Valutato

Fair Value

$155.37

Prezzo Attuale

$184.46

Margine di Sicurezza

-18.7%

Range Fair Value

$100.99 - $209.75

Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.

Metodi di Stima

Target degli analisti:$235.81
Flussi di cassa scontati (DCF):Non applicabile a questo tipo di azienda
Multiplo sugli utili (P/E):$183.98
Formula di Graham:Non applicabile a questo tipo di azienda
Valore della capacità di reddito (EPV):Non applicabile a questo tipo di azienda
P/B giustificato:$134.16
Sconto dei dividendi (Gordon):$59.14
P/FFO, i fondi da operazioni:Non applicabile a questo tipo di azienda
Utili di mezzo ciclo:Non applicabile a questo tipo di azienda
Multiplo sui ricavi:Non applicabile a questo tipo di azienda
Consenso Analisti:Buy (20B / 12H / 1S)
Ultima Sorpresa Utili:+14.11%

Metriche di Valutazione

Rapporto P/E

15.20

ROE

15.1%

Rapporto P/B

2.54

P/FCF

-

Margine Lordo

-

ROIC

-

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

-

WACC

6.1%

ROIC − WACC

-

Criteri di Analisi Fondamentale

Superati (14)

  • EPS shows upward trend
  • EPS CAGR 7.24%
  • Price CAGR 17.64%
  • P/B Ratio 2.54
  • Operating Margin 33.5%
  • Interest Coverage
  • Low reliance on intangibles
  • ROE 17.8%
  • Revenue Growth 5Y 17.9%
  • Analyst Consensus 61% Buy
  • Earnings Surprise avg 15.3%
  • PEG Ratio 1.61
  • Share Dilution -2.0%
  • Net Margin Trend 25.8% vs 22.3%

Non superati (6)

  • Debt/Equity ratio
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Unknown)
  • Earnings Quality (OCF/NI) -0.77
  • Piotroski F-Score 3/9

Non disponibili (8)

  • ROIC NaN%
  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA

Piotroski F-Score

3/9

Preoccupazioni finanziarie serie

score
criteria

Qualità degli Utili

-0.77

Bassa qualità: indagare la contabilità

Diluizione Azionaria

-2.0%

Riacquisto azioni. Favorevole agli azionisti

Partecipazioni istituzionali

Governance

Team Dirigenziale

NomeRuoloEtà
Mr. Edward N. PickCEO & Chairman of the Board56
Mr. Daniel Aaron SimkowitzCo-President59
Mr. Andrew Michael SapersteinCo-President58
Ms. Sharon YeshayaExecutive VP & CFO45
Mr. Eric F. GrossmanExecutive VP and Chief Legal & Administrative Officer58
Mr. Michael A. PizziExecutive VP & Global Head of Technology and Operations50
Mr. Michael John WilsonChief U.S. Equity Strategist & Chief Investment Officer-
Victoria WorsterChief Accounting Officer & Controller-
Ms. Robyn Maslynsky GoldschmidManaging Director-
Mr. Clint G. GartinChairman of Investment Banking-

Rischio Audit

6

Rischio CdA

5

Rischio Compensi

5

Rischio Diritti Azionisti

7

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Documenti

  • Relazione annuale (10-K)

    Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

    Depositato il 2026-02-19

    Vedi documento
  • Relazione trimestrale (10-Q)

    Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

    Depositato il 2026-08-04

    Vedi documento
  • Comunicazione price-sensitive (8-K)

    Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

    Depositato il 2026-07-15

    Vedi documento

via SEC EDGAR

Storico Ricavi

via SEC EDGAR

Ultime Notizie

Ultime notizie per MS, da Markets Gazette.

  • 1d agoNEUTRAL
    Morgan Stanley Launches ‘Digital Asset Lab’ To Test Wall Street Crypto Infrastructure

    Morgan Stanley has launched a 'Digital Asset Lab' to test cryptocurrency infrastructure, signaling a strategic move into the digital asset ecosystem. This initiative aims to enhance compliance, security, and market liquidity as institutional participation in crypto accelerates. While the lab's operational details are still under scrutiny, it represents a significant step for Wall Street in integrating digital asset services. Analysts are closely monitoring liquidity signals and collateral flows following this announcement, which could set a precedent for future institutional involvement in the crypto space.

  • 2d agoNEUTRAL
    Morgan Stanley Builds Crypto Lab to Test Future of Wall Street

    Morgan Stanley has established a Digital Asset Lab to investigate blockchain technologies like stablecoins, tokenization, and decentralized finance (DeFi). This initiative aims to explore potential applications of these systems within the bank's operations. While the move signals an interest in future financial technologies, it does not immediately translate to a direct revenue-generating event or a significant shift in current business performance. Investors will monitor the lab's progress for potential long-term strategic advantages and innovation.

  • 6d agoNEGATIVE
    Email Misfire Leaks Morgan Stanley Deal List

    Morgan Stanley is facing a significant data leak after a banker accidentally distributed an internal list of over 100 deals, including potential IPOs and client information, to external parties. This misstep has forced the financial giant to urgently address the fallout and mitigate damage to its client relationships and competitive standing. The incident raises concerns about internal data security protocols and could lead to reputational damage and potential regulatory scrutiny, impacting investor confidence.

  • 8d agoNEGATIVE
    Morgan Stanley Investigates Misfired Email

    Morgan Stanley is investigating a data leak incident involving a staffer who accidentally disseminated an email containing a confidential list of ongoing investment-banking deals in Asia. This breach of sensitive information raises concerns about internal controls and data security protocols within the financial institution. For investors, such an event could signal operational risks and potentially impact client trust, although the immediate financial implications are yet to be fully assessed. The firm is actively working to understand the scope and origin of the misfired communication.

  • 27d agoNEUTRAL
    Could Bank Research Vanish From X?

    Morgan Stanley is taking action against users on X (formerly Twitter) for sharing its copyrighted research, filing complaints against at least 16 posts and temporarily suspending a key strategist's account. This move sparks debate on fair use and the future of research dissemination on social media platforms. While the immediate impact on Morgan Stanley's stock is unclear, the broader implication for financial research sharing on platforms like X could lead to increased compliance measures and potentially altered information flow for market participants.

  • 28d agoNEUTRAL
    Investors Skeptical on Bessent Put: Morgan Stanley Says (Video)

    Morgan Stanley analysts have expressed skepticism regarding an investment strategy or position referred to as 'Bessent Put'. While the specific details of this strategy are not provided in the available information, the commentary from a major financial institution like Morgan Stanley suggests a cautious or critical view. Investors should monitor any further clarification on the 'Bessent Put' and Morgan Stanley's rationale to understand potential market implications or risks associated with this particular investment approach.

  • 8/14/2026NEUTRAL
    Avoid Being Shaken Out Of The Market: Wilson

    Mike Wilson, chief US equity strategist and chief investment officer at Morgan Stanley, appeared on Bloomberg Money. His commentary, focused on avoiding market shakeouts, suggests a cautious but potentially strategic approach to current market conditions. While the specific advice is not detailed, Wilson's role implies insights relevant to US equity markets and investor sentiment. His presence on a major financial news platform indicates ongoing analysis of market dynamics, though the direct impact on Morgan Stanley's stock is not immediately clear from this announcement alone.

  • 7/22/2026POSITIVE
    Goldman Sachs and Morgan Stanley had a monster quarter. Analysts say these giants could be next.

    Morgan Stanley reported robust first-half earnings, prompting analysts to issue upgrades for both earnings and recommendations. This strong performance from a Wall Street giant suggests a potential positive spillover effect into European markets, with analysts indicating that similar success could be mirrored across the Atlantic. The news implies a favorable environment for financial institutions, potentially leading to increased investor interest and upward price movements for companies within the sector.

  • 7/16/2026POSITIVE
    Morgan Stanley’s E*TRADE launches spot crypto trading through Zero Hash

    Morgan Stanley's E*TRADE platform has introduced spot cryptocurrency trading for eligible retail clients, enabling the buying, selling, and holding of Bitcoin, Ether, and Solana. This new offering is facilitated through a strategic partnership with Zero Hash, a prominent crypto infrastructure provider. The move signifies a significant step for traditional finance in embracing digital assets, potentially attracting new investors to the crypto market and increasing trading volumes for E*TRADE. For Morgan Stanley, this integration could broaden its service offerings and revenue streams.

via Markets Gazette