MS · Morgan Stanley
Price
Snapshot
50 fields · last close| Market Cap | $293.1B |
| P/E | 14.69 |
| Float | 1.19B |
| Beta | 1.23 |
| Volatility | 30.8% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Mega cap |
| Macro sensitivity | High |
| Clavix score | 75.6 |
| Price | 180.50 |
| Change | −3.29% |
| Prev Close | 186.64 |
| Open | 192.22 |
| Day Low | 186.35 |
| Day High | 193.30 |
| Avg Vol | 6 |
| Avg $ Vol | $1.05B |
| 52W High | 232.25 |
| 52W Low | 151.84 |
| 52W Pos | 35.6% |
| From High | −22.28% |
| From Low | +18.88% |
| Max DD 1Y | −19.28% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −7.05% |
| SMA 50 | −12.56% |
| SMA 200 | −7.10% |
| RSI (14) | 30.2 |
| Vol 30D | 21.4% |
| Vol 90D | 27.0% |
| 1Y Range | 152–232 |
| Daily bars | 533 |
| Perf Week | −2.29% |
| Perf Month | −9.65% |
| Perf Quarter | −18.34% |
| Perf Half Y | +1.80% |
| Perf Year | +22.90% |
| Perf YTD | −0.77% |
| Prev Day | −3.29% |
| Clavix | B |
| Debt / Eq | 3.06 |
| Curr Ratio | — |
| Int Cover | 1.2× |
| FCF Margin | — |
| Rev Growth | +14.4% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 35 / 69 |
What MS does
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.
Clavix risk grade
regraded every trading dayMS grades B, 75.6 of 100. Steadiest on Price Stability (66), most exposed on News Sentiment (52, mixed). 1 of the 4 weighted dimensions sit above the Financial Services median. Ranks 35 of 69 in Financial Services by Clavix score.
How rough the ride is
| MS | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.23 | 1.21 |
| Volatilityannualized | 30.8% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −19.3% | — |
| Typical daily movemedian absolute daily change | 1.06% | — |
| Days beyond ±3%of the last 252 sessions | 21 (8%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| MS | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.23 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| MS | |
|---|---|
| 1 week | −2.3% |
| 1 month | −9.7% |
| Year to date | −0.8% |
| 1 year | +22.9% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| MS | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 4 Sep |
| Average score0 most bearish, 100 most bullish | 56 |
| Bullish · bearisharticles above 60 · below 40 | 19 · 9 |
| Directionarticles whose tone is improving vs worsening | 19 ↑ 9 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| MS | |
|---|---|
| Revenue growthyear over year | +14.4% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openMorgan Stanley reported quarterly earnings of $3.03 per share, beating the consensus estimate of $2.83. That compares to $2.80 per share in the same quarter a year earlier.
Morgan Stanley's shares edged slightly lower in premarket trading on October 14 even though the bank posted third-quarter results that beat analyst estimates on both profit and revenue.
Morgan Stanley's Series E and F preferred shares were originally designed to pay a fixed rate and then switch to a floating rate tied to LIBOR (a benchmark interest rate banks used globally). After LIBOR was discontinued, these preferreds now behave like perpetual bonds paying a fixed rate forever. The article notes they offer about 7% yields but trade near their $25 face value, leaving little room for price gains.
Morgan Stanley is back in the news because of reported merger discussions involving UBS AG, with MS named as one of several foreign banks said to be exploring a potential combination. Separately, the share price is down about 11.8% over the past 30 days and 14.5% over the past 90 days, even though the one-year total shareholder return is near 28%.
Morgan Stanley was named lead underwriter for Solidigm's planned US IPO that could raise about $10 billion, is involved in merger discussions around UBS, is preparing to report earnings on 14 October 2026, is planning a Dallas expansion, and will present on digital assets and tokenization.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | B | $259.7B | 12.56 | 1.29 | Compare |
| AXP | American Express Co | B+ | $209.2B | 18.32 | 1.10 | Compare |
| BLK | BlackRock Inc | B+ | $173.2B | 26.34 | 1.41 | Compare |
| SCHW | Charles Schwab Corp | A- | $165.9B | 16.60 | 0.75 | Compare |
| MA | Mastercard Inc | B+ | $529.8B | 32.34 | 0.81 | Compare |
| IBKR | Interactive Brokers Group Inc | C+ | $148.4B | 131.46 | 1.38 | Compare |
| BX | Blackstone Inc | B | $136.6B | 38.95 | 1.57 | Compare |
| COF | Capital One Financial Corp | B | $121.5B | 11.60 | 1.12 | Compare |
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