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Financial Services

Morgan Stanley(MS)

Live Price

Offline

$212.03

-4.08% today

1Y Change

+56.92%

Window

Jun 30, 2025 โ†’ Jun 25, 2026

Market Cap
$301.98B
Revenue Growth
+11.5%
EPS Growth
+28.6%
Dividend Yield
2.1%

Coverage: 248 bars ยท Jun 30, 2025 โ†’ Jun 25, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Morgan Stanley (MS) is a Financial Services stock with a market cap of $301.98B and listed on NYSE. The stock last traded around $212.03 and up 56.9% across the available one-year price window (Jun 30, 2025 โ†’ Jun 25, 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 price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Edge

MS vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

Relative Read

Mixed setup vs SPY

MS is 38.07 pts ahead over the shared 1Y window.

MS had 10.14 pts deeper max drawdown than SPY.

MS beat SPY in 2 of 2 calendar years shown and trailed in 0.

MS

+56.92%

Normalized return

SPY

+18.85%

S&P 500

Excess Return

+38.07 pts

Relative to SPY

MS Max Drawdown

-19.28%

Trailing 1Y

SPY Max Drawdown

-9.13%

Trailing 1Y

MSSPY

Calendar-Year Returns

Uses the longest available daily history for MS and SPY.

YearMSSPYExcessLeader
2026+21.52%+6.71%+14.81 ptsMS
2025+27.13%+11.19%+15.94 ptsMS

Earnings Reports

๐Ÿ“… Last reportedApr 15, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”Report
โ€”
Jan 15, 26
โœ“
2.68
Est 2.43
+10.3%
17.9B
Est 17.7B
+0.8%
Jan 15
โ€”
Oct 15, 25
โœ“
2.80
Est 2.10
+33.3%
17.1B
Est 16.7B
+2.4%
Oct 15
โ€”
Jul 16, 25
โœ“
2.13
Est 1.98
+7.6%
15.6B
Est 16.1B
-2.9%
Jul 16
โ€”
Apr 11, 25
โœ“
2.60
Est 2.21
+17.6%
16.5B
Est 16.5B
-0.1%
Apr 11
โ€”
Jan 16, 25
โœ“
2.22
Est 1.62
+37.0%
15.0B
Est 15.0B
+0.1%
Jan 16
โ€”
Oct 16, 24
โœ“
1.88
Est 1.58
+19.0%
14.3B
Est 14.4B
-0.1%
Oct 16
โ€”
Jul 16, 24
โœ“
1.82
Est 1.65
+10.3%
14.0B
Est 14.3B
-2.1%
Jul 16
โ€”
Apr 16, 24
โœ“
2.02
Est 1.66
+21.7%
14.2B
Est 14.4B
-1.3%
Apr 16
โ€”
Jan 16, 24
โœ—
0.99
Est 1.01
-2.0%
12.0B
Est 12.7B
-5.6%
Jan 16
โ€”
Oct 18, 23
โœ“
1.38
Est 1.28
+7.8%
12.4B
Est 12.6B
-1.3%
Oct 18
โ€”
Jul 18, 23
โœ“
1.24
Est 1.15
+7.8%
12.6B
Est 13.1B
-3.8%
Jul 18
โ€”
Apr 19, 23
โœ“
1.70
Est 1.62
+4.9%
13.6B
Est 13.9B
-2.1%
Apr 19
โ€”
Jan 17, 23
โœ“
1.26
Est 1.19
+5.9%
11.9B
Est 12.5B
-5.1%
Jan 17
โ€”
Oct 14, 22
โœ—
1.47
Est 1.49
-1.3%
12.1B
Est 13.3B
-8.7%
Oct 14
โ€”
Jul 14, 22
โœ—
1.39
Est 1.53
-9.2%
12.3B
Est 13.4B
-8.5%
Jul 14
โ€”
Apr 14, 22
โœ“
2.02
Est 1.68
+20.2%
13.9B
Est 14.2B
-2.3%
Apr 14
โ€”
Jan 19, 22
โœ“
2.01
Est 1.91
+5.2%
13.7B
Est 315.5B
-95.7%
Jan 19
โ€”
Oct 14, 21
โœ“
1.98
Est 1.68
+17.9%
13.6B
Est 13.7B
-0.1%
Oct 14
โ€”
Jul 15, 21
โœ“
1.85
Est 1.65
+12.1%
14.0B
Est 14.1B
-0.9%
Jul 15
No upcoming earnings in the next 90 days

Next Step

Connect reports to catalysts

Earnings pages get much more useful when they are tied back to upcoming dates, expectations, and peer setups.

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