MS · Morgan Stanley
Price
Snapshot
50 fields · last close| Market Cap | $341.0B |
| P/E | 16.93 |
| Float | 1.19B |
| Beta | 1.23 |
| Volatility | 30.7% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Mega cap |
| Macro sensitivity | High |
| Clavix score | 75 |
| Price | 217.03 |
| Change | −0.06% |
| Prev Close | 217.15 |
| Open | 213.20 |
| Day Low | 213.20 |
| Day High | 217.81 |
| Avg Vol | 4 |
| Avg $ Vol | $853.5M |
| 52W High | 232.25 |
| 52W Low | 146.29 |
| 52W Pos | 82.3% |
| From High | −6.55% |
| From Low | +48.36% |
| Max DD 1Y | −19.28% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | +0.95% |
| SMA 50 | +0.64% |
| SMA 200 | +13.85% |
| RSI (14) | 54.0 |
| Vol 30D | 26.4% |
| Vol 90D | 28.3% |
| 1Y Range | 146–232 |
| Daily bars | 506 |
| Perf Week | +1.07% |
| Perf Month | −0.51% |
| Perf Quarter | −0.51% |
| Perf Half Y | +33.59% |
| Perf Year | +46.20% |
| Perf YTD | +19.31% |
| Prev Day | −0.06% |
| Clavix | B |
| Debt / Eq | 7.90 |
| Curr Ratio | 0.30 |
| Int Cover | 1.2× |
| FCF Margin | 16.7% |
| Rev Growth | +17.4% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 34 / 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 of 100. Steadiest on Price Stability (65), most exposed on Sector Resilience (54, mixed). 1 of the 4 weighted dimensions sit above the Financial Services median. Ranks 34 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 | 1.20 |
| Volatilityannualized | 30.7% | 30.0% |
| Max drawdown, past yearworst peak-to-trough fall | −19.3% | — |
| Typical daily movemedian absolute daily change | 1.07% | — |
| Days beyond ±3%of the last 252 sessions | 208% | — |
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 | 1.20 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate40% 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 | +1.1% |
| 1 month | −0.5% |
| Year to date | +19.3% |
| 1 year | +46.2% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| MS | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 22 Jul |
| Average score0 most bearish, 100 most bullish | 58 |
| Bullish · bearisharticles above 60 · below 40 | 19 · 7 |
| Directionarticles whose tone is improving vs worsening | 19 ↑ 7 ↓ |
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 | +17.4% |
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.
Against Financial Services
70 companies| Metric | MS | Sector spread | Median |
|---|---|---|---|
| Beta | 1.23 | 1.20 | |
| Volatility | 30.7% | 30.0% | |
| P/E | 16.93 | 20.95 | |
| Debt / equity | 7.90 | 0.83 | |
| Current ratio | 0.30 | 1.03 | |
| FCF margin | 16.7% | 27.9% | |
| Interest coverage | 1.2× | 7.6× |
Recent news
most recent scored articles · the chip is the article’s score · click to openMorgan Stanley Investment Management's real estate arm (MSREI) acquired a Class A seniors housing portfolio in Central Florida consisting of two communities with 300 independent living, assisted living and memory care units across the Orlando and Tampa metro areas, with existing operator AgeWell Senior Living continuing to run the properties.
The article discusses Morgan Stanley's strong first-half 2026 results, pointing to growth, improving business diversification, an investment banking recovery, and a solid capital position as reasons the long-term outlook is supported.
The law firm Shepherd Smith Edwards and Kantas is investigating investor loss claims against former Morgan Stanley broker Theodore Byrer, who was suspended by FINRA for unauthorized trading and recommending unsuitable options strategies. Morgan Stanley fired Byrer in 2023 over the allegations, and he later worked at International Assets Advisory until 2024.
Morgan Stanley's stock rose more than 3% on Friday after reports that the company picked Dallas for its next major expansion, where it will be the main tenant of a newly built 709,000-square-foot skyscraper.
Morgan Stanley announced a program called the U.S. Innovation Infrastructure Initiative, pledging to help arrange roughly $1.5 trillion in fundraising, financing, advisory work and related investments over the next 10 years, focused on AI, defense and energy projects.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | B- | $302.2B | 14.31 | 1.29 | Compare |
| MA | Mastercard Inc | B+ | $513.1B | 31.70 | 0.81 | Compare |
| AXP | American Express Co | B+ | $222.7B | 19.51 | 1.11 | Compare |
| SCHW | Charles Schwab Corp | A- | $190.9B | 18.85 | 0.75 | Compare |
| BLK | BlackRock Inc | B+ | $183.0B | 29.23 | 1.41 | Compare |
| BX | Blackstone Inc | B | $171.0B | 48.58 | 1.54 | Compare |
| V | Visa Inc | B+ | $692.7B | 30.34 | 0.83 | Compare |
| IBKR | Interactive Brokers Group Inc | C+ | $157.7B | 139.25 | 1.37 | Compare |
You just read one holding. Clavix reads the whole portfolio.
Every position you own, graded on the same five dimensions, with an alert when a grade moves. Three months free on iPhone.