Financial Services
Live Price
Offline$25.00
-0.40% today
1Y Change
+0.00%
Window
Jun 23, 2025 โ May 29, 2026
Coverage: 236 bars ยท Jun 23, 2025 โ May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Morgan Stanley (MS-PI) is a Financial Services stock with a market cap of $66.67B and listed on NYSE. The stock last traded around $25.00 and up 0.0% across the available one-year price window (Jun 23, 2025 โ May 29, 2026). Baseline metrics include revenue growth of +11.5%, EPS growth of +28.6%, a dividend yield of 2.1%. What stands out right now is revenue +11.5%, EPS +28.6%, free cash flow +2295.2% with operating margin 19.5% and ROIC 1.8%. The dividend is present but secondary, with a yield around 2.1%. Valuation is more restrained than many high-expectation growth names at P/E 16.4 and price/sales 2.5. Stock Foundry combines MS-PI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+11.5% vs +3.4% peer median
Operating Margin
Above sector median
+19.5% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 15, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +11.5% and EPS at +28.6%, with operating margin around 19.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 2 of those reports.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 15, 2026 | โ | -0.1% | -0.2% | -0.4% |
2026 Jan 15, 2026 | +10.3% | -0.2% | +0.2% | +0.1% |
2025 Oct 15, 2025 | +38.1% | +0.2% | +0.3% | +0.4% |
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
MS-PI
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
MS-PI Max Drawdown
-3.50%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Uses the longest available daily history for MS-PI and SPY.

Company Overview
Morgan Stanley
New York Stock Exchange
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.