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Morgan Stanley (MS)

Superavaliada
Financial ServicesCapital MarketsUnited States

Fundamental

61

Preço

$188.01

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

Compare

Generated on 19 de setembro de 2026 with claude-haiku-4-5 — shared with all users

P/E: 13.8Score: 67Market 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: 14.3Score: 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: 12.4Score: 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: 17.9Score: 77Market 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: 18.2Score: 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.

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

BancoSobrevalorizada

Valor Justo

$155.37

Preço Atual

$188.01

Margem de Segurança

-21.0%

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

Preço-alvo dos analistas:$235.81
Fluxo de caixa descontado (DCF):Não aplicável a este tipo de empresa
Multiplicador de lucros (P/E):$183.98
Fórmula de crescimento de Graham:Não aplicável a este tipo de empresa
Valor da capacidade de gerar lucro (EPV):Não aplicável a este tipo de empresa
P/B justificado:$134.16
Desconto de dividendos (Gordon):$59.14
P/FFO, fundos de operações:Não aplicável a este tipo de empresa
Lucros de meio de ciclo:Não aplicável a este tipo de empresa
Multiplicador sobre as receitas:Não aplicável a este tipo de empresa
Consenso dos Analistas:Comprar (20B / 12H / 1S)
Última Surpresa de Resultados:+14.11%

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

3/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-0.77

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-2.0%

A recomprar ações. Favorável ao acionista

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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-

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

  • 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

    Ver documento

via SEC EDGAR

Histórico de Resultados

via SEC EDGAR

Latest News

Recent headlines for MS, sourced from Markets Gazette.

  • 2d 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.

  • 3d 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.

  • 7d 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.

  • 9d 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.

  • 28d 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.

  • 29d 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