Morgan Stanley (MS)
SuperavaliadaFundamental
61
Preço
$189.83
Capitalização de Mercado
$304.12B
Parte 1 · Quanto vale a empresa
Visão Geral
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
Generated on 19 de setembro de 2026 with claude-haiku-4-5 — shared with all users
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.
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.
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.
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.
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.
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.
Balanço & Liquidez
Receita
$78.04B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$20.16B
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
-
Capital Próprio Total
$111.63B
Passivo Total
$1.31T
Rácio de Liquidez
0.30
Cobertura de Juros
2.41
Dívida/EBITDA
-
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$155.37
Preço Atual
$189.83
Margem de Segurança
-22.2%
Intervalo de Valor Justo
$100.99 - $209.75
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
15.20
ROE
15.1%
Rácio P/B
2.54
P/FCF
-
Margem Bruta
-
ROIC
-
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
-
WACC
6.1%
ROIC − WACC
-
Critérios de Análise Fundamental
Aprovado (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%
Reprovado (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
Indisponível (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
Preocupações financeiras graves
Qualidade dos Resultados
Baixa qualidade: investigar a contabilidade
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| Mr. Edward N. Pick | CEO & Chairman of the Board | 56 |
| Mr. Daniel Aaron Simkowitz | Co-President | 59 |
| Mr. Andrew Michael Saperstein | Co-President | 58 |
| Ms. Sharon Yeshaya | Executive VP & CFO | 45 |
| Mr. Eric F. Grossman | Executive VP and Chief Legal & Administrative Officer | 58 |
| Mr. Michael A. Pizzi | Executive VP & Global Head of Technology and Operations | 50 |
| Mr. Michael John Wilson | Chief U.S. Equity Strategist & Chief Investment Officer | - |
| Victoria Worster | Chief Accounting Officer & Controller | - |
| Ms. Robyn Maslynsky Goldschmid | Managing Director | - |
| Mr. Clint G. Gartin | Chairman of Investment Banking | - |
Risco de Auditoria
6
Risco do Conselho
5
Risco de Remuneração
5
Risco dos Direitos dos Acionistas
7
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2026-02-19
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-08-04
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-07-15
via SEC EDGAR
Histórico de Resultados
via SEC EDGAR
Latest News
Recent headlines for MS, sourced from Markets Gazette.
- 2d agoNEUTRALMorgan 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.
- 3d agoNEUTRALMorgan 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.
- 7d agoNEGATIVEEmail 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.
- 9d agoNEGATIVEMorgan 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.
- 28d agoNEUTRALCould 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.
- 29d agoNEUTRALInvestors 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.
- 8/14/2026NEUTRALAvoid 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.
- 7/22/2026POSITIVEGoldman 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.
- 7/16/2026POSITIVEMorgan 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