VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
MinerviniVCP SetupsTrend Template
O'NeilCup with HandleFlat BaseDouble BottomCANSLIM Leaders
QullamaggieHigh Tight FlagsFlag BreakoutsEpisodic PivotsMomentum Leaders
KellWedge PopEMA Crossback
LivermorePivotal Points
PatternsFalling Wedge & ChannelBase Breakouts
View All Playbooks...
BreakoutsScanner
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
BreakoutsScanner
WatchlistPricing
Ctrl K
Pricing
MS
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Scanner
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsScannerWatchlist
MSMorgan Stanley
$181.44$286.2B
Overview & Tools
OverviewChart Terminal ↗AnalysisVisualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
MS logo

Morgan Stanley

MS
NYSE · Investment Banks & Brokerages
$181.44
At close - USD
Market Cap$286.18B
P/E17.8x
52W High$232.25
Volume5.91M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q1

Wealth Management Pivot Drives Structural Margin Gains

Morgan Stanley is successfully transitioning toward a more stable, fee-based wealth management model, as evidenced by the expansion of operating margins from 8.7% in 2023Q4 to 21.1% in 2026Q1.

GrowthAccelerating
ProfitabilityStrong
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

MS price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

-12% Peers

P/E is 12% below peer median

03

Market leadership

RS 48 · Lag

Laggard (Underperforming 52% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Jan 14
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue scaling reached $33.1 billion in 2026Q1, supported by a significant improvement in gross margins to 61.8% from 49.7% in 2023Q4.

Analyst Consensus+16.8% target
Buy(53 analysts)
29 Buy23 Hold1 Sell

The Bull Case

Upside Catalysts

Strong Financials and Growth

Microsoft has demonstrated impressive financial performance, with strong operating margins and a significant contracted backlog that has more than doubled in the past year. Analysts project continued double-digit revenue and operating income growth.

AI Investments Driving Growth

Microsoft's AI business has surpassed an annual revenue run rate of $37 billion, with significant year-over-year growth. New AI capacity in late 2026 is expected to reaccelerate Azure cloud growth.

Analyst Optimism

The consensus among financial analysts is overwhelmingly bullish, with most rating MSFT as a 'Strong Buy' or 'Buy.' The average price target suggests significant upside potential.

The Bear Case

Key Downside Risks

High CapEx and Margin Pressure

Planned AI infrastructure investments of $80 billion to $146 billion for FY2026 could compress free cash flow margins in the near term, growing faster than revenue.

Execution Risks and Competition

Potential execution risks include slower-than-expected enterprise adoption of Microsoft 365 Copilot and intensifying competition in the technology sector.

Valuation Concerns

Microsoft's price-to-earnings (P/E) ratio may suggest the stock is overvalued compared to peers, with some analysts reducing price targets.

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
MS+2.11%
S&P 500 (^GSPC)+7.63%
1-Year Return
MS+13.66%
S&P 500 (^GSPC)+9.69%
3-Year Return
MS+154.40%
S&P 500 (^GSPC)+67.77%
5-Year Return
MS+99.20%
S&P 500 (^GSPC)+55.98%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
13.8x
Forward P/E
14.1x
EV/EBITDA60th %ile
21.9x
FCF YieldCash Flow
N/A

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
13.8x
15.8x
40th· Fair
EV/EBITDA
21.9x
21.4x
60th· Fair
Price/FCF
N/A
6.1x
N/A
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$130.54-28.1%
Base (Fair)$171.70-5.4%
Bull$173.59-4.3%
$130.54 Bear$171.70 Base$173.59 Bull
Current Market Price: $181.44
Trades at a 5.7% premium to Base DCF ($171.70)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$65.97B+14.5% YoY
Net income FY25
$16.86B+25.9% YoY
Free cash flow FY25
$46.1B+2295.2% YoY
Operating margin FY25
33.3%+2.7 pts YoY
ROIC (FY25)3.1%
Avg ROIC 5Y-
ROE (FY25)15.5%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate6/12 (50%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 14, 2026
$3.03+3.4%
vs $2.93
$20.3B+2.1%
vs $19.9B
Q3 2026
Jul 15, 2026
$3.46+18.1%
vs $2.93
$21.3B+8.5%
vs $19.7B
Q2 2026
Apr 15, 2026
$3.43+13.6%
vs $3.02
$20.6B+4.3%
vs $19.7B
Q1 2026
Jan 15, 2026
$2.68+10.3%
vs $2.43
$17.9B+0.8%
vs $17.7B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·9h ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (November 2026)

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.7%, we present two other groups of five DGI stocks, each with moderate to high yields of up to 8%.

Benzinga·1d ago
Morgan Stanley, Chubb and CF Industries: CNBC's ‘Final Trades'

On CNBC's “Halftime Report Final Trades,” DCLA managing partner Sarat Sethi picked Morgan Stanley (NYSE:MS).

Defense World·1d ago
37,623 Morgan Stanley $MS Shares Sold by Boston Trust Walden Corp

Boston Trust Walden Corp decreased its holdings in shares of Morgan Stanley (NYSE: MS) by 17.5% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 177,702 shares of the financial services provider's stock after selling 37,623 shares during the quarter. Boston

247 Wallst·2d ago
Treasury Yields Are Falling. These 3 Dividend Stocks Could Be Big Winners

A post-midterm risk-off move is pushing Treasury yields lower, and regulated utilities stand to gain twice. One pays the most income, one owns a 52-year raise streak, and one has OpenAI as a customer. Each also hides a risk.

Filtered for Morgan StanleyMore Headlines
04

Compare before deciding

Benchmark MS against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Morgan Stanley (MS)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
MS logoMSMorgan StanleyCurrent
$181.44$286.18B17.7914.48%25.56%15.46%2.28%
GS logoGSThe Goldman Sachs Group, Inc.
$865.82$260.7B16.878.92%41.38%15.55%1.92%
JPM logoJPMJPMorgan Chase & Co.
$334.49$896.27B16.687.32%30.8%16.23%1.78%
BAC logoBACBank of America Corporation
$49.42$350.71B12.9411%30.93%10.46%2.56%
C logoCCitigroup Inc.
$119.08$204.21B17.045.11%19.09%8.08%2.42%
WFC logoWFCWells Fargo & Company
$83.94$256.87B13.281.7%25.71%12.26%2.01%

Compare MS vs Peers

Morgan Stanley (MS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs GS

Most directly comparable listed peer for MS.

Scale Benchmark

vs JPM

Larger-name benchmark to compare MS against a more recognizable public peer.

Peer Set

Compare Top 5

vs GS, JPM, BAC, C

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

MS SEC Filings & Documents

Morgan Stanley (MS) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

2
Material company update

Jul 15, 2026·SEC

Material company update

Apr 15, 2026·SEC

Get notified when MS posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

MS Frequently Asked Questions

Morgan Stanley (MS) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
How fast is Morgan Stanley growing?

Morgan Stanley (MS) grew revenue by 14.5% in fiscal year 2025, compared with the prior fiscal year.

Is MS profitable?

Yes. Morgan Stanley (MS) earned $19.55B in net income over the trailing twelve months (a 26.2% net margin).

Dividend & Returns
Does MS pay dividends?

Yes. Morgan Stanley (MS) pays a dividend that yields 2.28% at the current price, a moderate yield.

What is MS's return on equity?

Morgan Stanley (MS) had a return on equity (ROE) of 15.5% in fiscal year 2025. That is above the market's typical 10-15%.

Industry Metrics
What is Morgan Stanley's net interest margin?

Morgan Stanley (MS) has a net interest margin (NIM) of 0.7%. NIM has been under pressure due to interest rate environment.

What is Morgan Stanley's efficiency ratio?

Morgan Stanley (MS) has an efficiency ratio of 66.2%. This is higher than peers, suggesting room for cost optimization.

What if you invested $1,000 in MS back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →