8-K Announcements
2Material company update
Jul 15, 2026·SEC
Material company update
Apr 15, 2026·SEC
Morgan Stanley has successfully transitioned from a 2023Q4 low of $24.2 billion in revenue to a peak of $33.1 billion in 2026Q1, supported by a robust wealth management and institutional securities ecosystem. While the firm has demonstrated significant operati...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth reached a peak of $33.1 billion in 2026Q1, while gross margins recovered to 61.8% from a 49.7% low in 2023Q4, suggesting successful execution of the firm's high-margin wealth management strategy.
Morgan Stanley's business model increasingly emphasizes recurring fee income, with wealth management generating over 40% of its revenue from $9.3 trillion in client assets.
The company maintains strong capital ratios, with a CET1 capital ratio of 15.0%, Tier 1 leverage of 6.7%, and supplementary leverage of 5.4%, all well above regulatory requirements.
Morgan Stanley has demonstrated strong profitability, with a Return on Tangible Common Equity (ROTCE) reaching 21.6% and Return on Equity (ROE) at 16.6%, aligning with or exceeding management's targets.
Trailing total returns as of 10/25/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Benchmark MS-PQ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Morgan Stanley (MS-PQ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.37 | $37.23B | 2.29 | 14.48% | 14.66% | 15.46% | 17.71% | |
| $875.68 | $269.71B | 17.06 | 8.92% | 16.31% | 14.33% | — | |
| $331.58 | $888.47B | 16.54 | 7.32% | 30.8% | 16.23% | — | |
| $50.56 | $358.8B | 13.24 | 11% | 18.13% | 10.5% | — | |
| $120.62 | $206.85B | 17.26 | 5.11% | 9.34% | 7.49% | — | |
| $82.39 | $252.13B | 13.04 | 1.7% | 17.29% | 11.92% | — |
Morgan Stanley (MS-PQ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Morgan Stanley (MS-PQ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 15, 2026·SEC
Apr 15, 2026·SEC
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Morgan Stanley (MS-PQ) stock FAQ — growth, dividends, profitability & financials explained
Morgan Stanley (MS-PQ) grew revenue by 14.5% over the past year. This is steady growth.
Yes, Morgan Stanley (MS-PQ) is profitable, generating $18.18B in net income for fiscal year 2025 (14.7% net margin).
Yes, Morgan Stanley (MS-PQ) pays a dividend with a yield of 17.71%. This makes it attractive for income-focused investors.
Morgan Stanley (MS-PQ) has a return on equity (ROE) of 15.5%. This is reasonable for most industries.
Morgan Stanley (MS-PQ) has a net interest margin (NIM) of 0.7%. NIM has been under pressure due to interest rate environment.
Morgan Stanley (MS-PQ) has an efficiency ratio of 38.0%. This is excellent, indicating strong cost control.