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Morgan Stanley (MS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Morgan Stanley

MSMarket cap $300BPrice $191.0

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Provides investment banking, wealth management, and trading services to corporations, governments, and wealthy individuals. Manages over $4 trillion in client assets and underwrites some of Wall Street's biggest deals.

In Bastion Portfolios?

52W Return+22%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+17%8

Rev CAGR (3y)+9%6

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+25%8

EPS Growth Y+2+5%5

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin0%8

Net Income Margin26%8

Free Cash Flow Margin-24%2

Debt

Net Debt/EBITDAna–

Efficiency

ROE19%8

ROA1%3

Earnings Stability55

GEAR+AVERAGE43

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV2.85

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%7

Dividend Yield2.4%6

Momentum

Short term

1 month return-12%2

3 month return-13%3

YTD return+9%6

Mid term

Price vs 52wHigh83%6

1 year return+25%7

Long term

3 year return+161%9

5 year return+127%8

Risk Shield

Price Risk

Beta1.52

Volatility29%7

Free Cash Flow

Free Cash Flow Margin-24%2

Free Cash Flow Yield0.0%7

Quality

ROCE4%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

MSMorgan Stanley

Revenue FY25$66.0B

GROWTH RATING↗

AVERAGE61 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+17%8

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 9%/yr over the next 3 years, ahead of most of the market.7/10

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 61% of companies worldwide.

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 9%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-13%3

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+25%7

3-year return+161%9

5-year return+127%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +161% over three years and +127% over five, ahead of 80% of the market.

It's up 25% over the past year, but 17% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-12%) and over three months (-13%).

BOTTOM LINE

Long-Term Winner, Cooling Off

Multi-year returns are elite even though the latest weeks are quieter. Often a quality compounder taking a breather rather than breaking down. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Morgan Stanley. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MSMorgan Stanley

Revenue FY25$66.0B

GROWTH RATING↗

AVERAGE61 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+17%8

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 9%/yr over the next 3 years, ahead of most of the market.7/10

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 61% of companies worldwide.

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 9%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-13%3

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+25%7

3-year return+161%9

5-year return+127%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +161% over three years and +127% over five, ahead of 80% of the market.

It's up 25% over the past year, but 17% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-12%) and over three months (-13%).

BOTTOM LINE

Long-Term Winner, Cooling Off

04Value

Are you paying a fair price for it?

Stop guessing on Morgan Stanley. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community