MS
Morgan Stanley Financials Security Brokers, Dealers & Flotation Companies S&P 500Russell 3000
$184.30Close
$291.7BMarket cap
$152.70 – $227.3052-week range
Jan 13, 2027Next report · estimated
Highlights
Strengths
- Earnings growing EPS +60% year on year, faster than the quarter before (+29 pts)
Cautions
- Not in an uptrend 3 of 8 trend conditions
- Lagging the market RS 39 · weaker than 61% of stocks over 12 months
- Distribution down-day volume 1.9× up-day volume over 50 sessions
Price
Filing Results Screen pick 52-week high and low Adjusted prices
Key figures
Off 12-month high
19%
1wk
up 3.3%
price change
1mo
down 1.4%
price change
12-month return
up 14%
market up 11% ·
its own up 4%
F-score
—
— Not assessed
Altman Z
—
Unknown
P/E
17.3×
price / earnings
PEG
0.63
P/E / EPS growth
P/B
2.6×
price / book
Earnings yield
—
EBIT / enterprise value
Cheaper than
—
of the market · not assessed
Revenue growth
up 14%
year on year
EPS growth
up 60%
latest quarter · +29 pts
Sales growth
up 27%
latest quarter · +11 pts
ROE
up 16%
return on equity
Free cash margin
—
D/E
3.06
long-term debt / equity
Net debt / EBITDA
—
Interest cover
—EBIT / interest
Trade setup
ATR%
2.8%
$5.18 a day · 2×ATR $173.94
RS
39 / 99
vs the universe
Trend
3 / 8
trend template
Relative volume
1.5×
vs 50-day average
Up/down volume
0.52
50 sessions
Implied move
—
no scheduled report
Trend template · 3 of 8
- Price above the 150 and 200-day averages: fails
- 150-day average above the 200-day: passes
- 200-day average rising for a month: passes
- 50-day average above the 150 and 200-day: fails
- Price above the 50-day average: fails
- At least 30% above the 52-week low: fails
- Within 25% of the 52-week high: passes
- RS rank 70 or higher: fails
Screen verdict
Did not qualify for any screen.
Warning signs
- No restatement or impairment
- Equity positive
- No material dilution
- Margins and revenue not shrinking
Last reported
Oct 14, 2026
Results reaction
Oct 14, 2026-2% vs market2 sessions after results
Options
$8.8M31.7% IV · activity
Financials
- Net 24%
- Cash
- Long-term debt
| FY2020Dec 31, 2020 | FY2021Dec 31, 2021 | FY2022Dec 31, 2022 | FY2023Dec 31, 2023 | FY2024Dec 31, 2024 | FY2025Dec 31, 2025 | |
|---|---|---|---|---|---|---|
| Revenue | $48.8B | $59.8B | $53.7B | $54.1B | $61.8B | $70.6B |
| Net income | $11.0B | $15.0B | $11.0B | $9.1B | $13.4B | $16.9B |
| Net margin | 23% | 25% | 21% | 17% | 22% | 24% |
| Earnings per share | $6.77 | $8.29 | $6.44 | $5.52 | $8.31 | $10.59 |
| Cash | $105.7B | $127.7B | $128.1B | $89.2B | $105.4B | $111.7B |
| Long-term debt | $213.4B | $227.4B | $233.9B | $260.5B | $284.3B | $341.7B |
| Shareholders' equity | $101.8B | $105.4B | $100.1B | $99.0B | $104.5B | $111.6B |
| Shares outstanding | 1.81bn | 1.77bn | 1.68bn | 1.63bn | 1.61bn | 1.58bn |
What options price now
- Expected 1-month range The at-the-money straddle for the expiry nearest a month out, as a share of the price: the move, either way, the option market is pricing by then. The range is the price plus and minus that move; the stock ends inside it a little more often than not. Methodology
- $172 – $198 ±6.9% by Nov 27, 2026
- Swings expected vs recent The daily swings the options are priced for (implied volatility) against the swings the stock actually had over the last 20 sessions (realised volatility). Bigger means options charge for more movement than the stock has been delivering; smaller, less. On a contract row, that contract's own implied volatility over the stock's realised. Methodology
- Bigger 31.7% priced · 27.5% recent
- Next month vs later At-the-money implied volatility for 8-45 day expiries over 46-90 day ones: whether options price the coming month as choppier or calmer than the two after it. Ahead of a report it usually reads choppier, and the extra comes out once the report is out. Methodology
- Choppier
- Crash protection What options that pay off in a fall cost against options that pay off in a rise (the 25-delta skew), compared with this company's own normal - the median of its stored nightly readings, once there are 20 - and with five sessions ago. Protection costs a little more than upside on most shares. More than usual means readers of the chain are paying up to insure against a drop; it does not say which way the stock will go. Methodology
- past week: costs more
Positioning
- Premium traded
- $8.8M calls $5.4M · puts $3.4M · latest session
- 0.62× -0.91 over the week
- Open interest added The change over five sessions in option positions left open overnight, calls and puts. A rise means positions were added. It cannot say whether they were bought or sold, so more calls is not a vote for a rise: a call is as often sold against shares already held. Methodology
- calls -15.98k · puts -8.57k past week
For options traders: ATM IV 31.7% (+1.0% 1w) · 1m ÷ 3m IV 1.04 · 25Δ skew 5.8 pts · Net GEX -$8.3M
Most traded contracts
No contract passed the liquidity filters this week.
Filings
| Filed | Report | Period to | Lag |
|---|---|---|---|
| Aug 4, 2026 | Quarterly ↗ | Jun 30, 2026 | 35d |
| May 5, 2026 | Quarterly ↗ | Mar 31, 2026 | 35d |
| Feb 19, 2026 | Annual ↗ | Dec 31, 2025 | 50d |
| Nov 3, 2025 | Quarterly ↗ | Sep 30, 2025 | 34d |
| Aug 4, 2025 | Quarterly ↗ | Jun 30, 2025 | 35d |
| May 5, 2025 | Quarterly ↗ | Mar 31, 2025 | 35d |
| Feb 21, 2025 | Annual ↗ | Dec 31, 2024 | 52d |
| Nov 4, 2024 | Quarterly ↗ | Sep 30, 2024 | 35d |
| Aug 5, 2024 | Quarterly ↗ | Jun 30, 2024 | 36d |
| May 3, 2024 | Quarterly ↗ | Mar 31, 2024 | 33d |
| Feb 22, 2024 | Annual ↗ | Dec 31, 2023 | 53d |
| Nov 3, 2023 | Quarterly ↗ | Sep 30, 2023 | 34d |
Current reports
| Filed | Disclosed |
|---|---|
| Oct 14, 2026 | Results ↗ |
| Jul 15, 2026 | Results ↗ |
| Jun 24, 2026 | Other events ↗ |
| May 15, 2026 | Shareholder vote ↗ |
| Apr 15, 2026 | Results ↗ |
| Feb 11, 2026 | Other events ↗ |
| Jan 15, 2026 | Results · Regulation FD ↗ |
| Oct 15, 2025 | Results ↗ |
| Sep 30, 2025 | Other events ↗ |
| Sep 23, 2025 | Other events ↗ |