Stocktoria
MORGAN STANLEY MS
MORGAN STANLEY (MS) earns a Piotroski F-score of 3/9 (weak financial health). It pays a dividend yielding 1.97% (safety: safe).
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-08-03 | UBS | Buy (main) |
| 2026-07-21 | HSBC | Hold (main) |
| 2026-07-17 | BMO Capital | Outperform (main) |
| 2026-07-17 | Freedom Broker | Buy (up) |
| 2026-07-17 | Evercore ISI Group | Outperform (main) |
| 2026-07-17 | Citigroup | Neutral (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 3/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| MS | MORGAN STANLEY | 3/9 | — | 19.8 | — |
| NMR | NOMURA HOLDINGS INC | 2/9 | — | — | +0.5% |
| GLXY | Galaxy Digital Inc. | 1/9 | — | — | +41.8% |
| BLK | BlackRock, Inc. | 3/9 | — | 28.3 | +18.7% |
| SCHW | SCHWAB CHARLES CORP | 6/9 | — | 17.8 | +22% |
| GLDI | CREDIT SUISSE AG | 6/9 | — | — | +30.7% |
| RJF | RAYMOND JAMES FINANCIAL INC | 5/9 | — | 13.7 | +6.6% |
All Finance, Insurance & Real Estate companies →
About MORGAN STANLEY
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.
FAQ
Is MS financially healthy?
MORGAN STANLEY's Piotroski F-score is 3/9 (8–9 is excellent, 0–3 weak).
Does MS pay a dividend, and is it safe?
Yes. MORGAN STANLEY pays a dividend yielding about 1.97% with a 39.1% payout ratio, rated “safe” for safety.
How profitable is MS?
In FY2025, MORGAN STANLEY had a return on equity of 15.0%.
Is MS overvalued or undervalued?
MORGAN STANLEY trades at about 21.3× trailing earnings — above its 10-year norm (10-year range 8.9×–18.4×, median 15.8×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for MS?
The average Wall-Street price target for MORGAN STANLEY is $236.62, about 8.7% above the recent price, from 21 analysts (consensus: buy).
Is MS a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on MORGAN STANLEY: a Piotroski F-score of 3/9, a P/E of about 19.8×, a dividend yield of 1.97%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.