ランキングに戻る

Morgan Stanley (MS)

割高
Financial ServicesCapital MarketsUnited States

ファンダメンタル

61

株価

$188.08

時価総額

$304.12B

パート1 · 企業の価値

概要

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月19日 with claude-haiku-4-5 — shared with all users

P/E: 13.9Score: 64Market cap: $266.79B

The closest peer by business mix: both are US bulge-bracket firms bidding for the same M&A and equity underwriting mandates, the same institutional trading flow, and increasingly the same ultra-high-net-worth wealth clients.

P/E: 14.2Score: 68Market cap: $894.72B

Leads the global league tables in investment banking and markets alongside Morgan Stanley, and its private bank and self-directed brokerage compete for the same affluent US clients.

P/E: 12.5Score: 74Market cap: $387.89B

Through Merrill Lynch it runs the other large US wirehouse adviser network, competing account by account with Morgan Stanley's financial advisers, while BofA Securities bids for the same underwriting and trading business.

P/E: 17.8Score: 75Market cap: $169.99B

Competes for the retail and self-directed side of Morgan Stanley's wealth business — the E*TRADE accounts, workplace stock plans and adviser custody — largely on price.

P/E: 18.5Score: 74Market cap: $229.70B

A top-five global investment bank competing for the same advisory, debt and equity capital markets mandates and the same institutional trading clients, with a private bank aimed at the same very wealthy families.

UBS Group AGUBS

After absorbing Credit Suisse it is the main global rival in wealth management — the segment that supplies most of Morgan Stanley's revenue — and it names Morgan Stanley among its own competitors in the Americas.

貸借対照表と流動性

売上高

$78.04B

直近12か月(2026/6/30まで)

純利益

$20.16B

直近12か月(2026/6/30まで)

フリーキャッシュフロー

-

自己資本合計

$111.63B

負債合計

$1.31T

流動比率

0.30

利払い倍率

2.41

負債/EBITDA

-

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

成長率グリッド

成長率 — 売上高

適正価値の推定

銀行割高

適正価値

$155.37

現在株価

$188.08

安全マージン

-21.1%

適正価値レンジ

$100.99 - $209.75

使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。

推定方法

アナリストの目標株価:$235.81
ディスカウンテッド・キャッシュフロー(DCF):この種の企業には適用されません
利益倍率(P/E):$183.98
グレアムの成長公式:この種の企業には適用されません
収益力価値(EPV):この種の企業には適用されません
正当化されたP/B:$134.16
配当割引モデル(ゴードン):$59.14
P/FFO(運用から生まれる資金):この種の企業には適用されません
中間サイクル利益:この種の企業には適用されません
売上高倍率:この種の企業には適用されません
アナリスト・コンセンサス:買い (20B / 12H / 1S)
直近の決算サプライズ:+14.11%

バリュエーション指標

P/E レシオ

15.20

ROE

15.1%

P/B レシオ

2.54

P/FCF

-

粗利益率

-

ROIC

-

収益性レーダー

価値創造(経済的モート)

ROIC

-

WACC

6.1%

ROIC − WACC

-

ファンダメンタル分析基準

合格(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%

不合格(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

データなし(8)

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

Piotroski F-スコア

3/9

重大な財務上の懸念

score
criteria

利益の質

-0.77

低品質:会計処理を調査してください

株式希薄化

-2.0%

株式を買い戻している。株主に友好的

機関投資家の保有

ガバナンス

経営陣

氏名役職年齢
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-

監査リスク

6

取締役会リスク

5

報酬リスク

5

株主権利リスク

7

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

書類

  • 年次報告書(10-K)

    事業内容、財務実績、リスクをまとめた年次の概要。

    提出日: 2026-02-19

    書類を見る
  • 四半期報告書(10-Q)

    直近3か月間の業績に関する最新情報。

    提出日: 2026-08-04

    書類を見る
  • 臨時報告書(8-K)

    経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

    提出日: 2026-07-15

    書類を見る

via SEC EDGAR

業績推移

via SEC EDGAR

Latest News

Recent headlines for MS, sourced from Markets Gazette.

  • 22h 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