Morgan Stanley (MS)
Morgan Stanley is a multinational investment bank and financial services company based in New York City. It provides a range of services to clients, including investment banking, wealth management, and asset management. Morgan Stanley has a strong presence in the global financial market and is known for its expertise in areas such as mergers and acquisitions, capital raising, and risk management.
Company Info
Highlights
$203.84B
$8.53
14.90
143.18
$73.37B
$28.72B
$10.46B
$88.92 - $140.90
$124.13
1.21%
1.60
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley (MS) returned 4.40% year-to-date (YTD) and 35.43% over the past 12 months. Over the past 10 years, MS delivered an annualized return of 16.32%, outperforming the S&P 500 benchmark at 10.77%.
MS
4.40%
20.60%
-0.80%
35.43%
32.22%
16.32%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of MS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 10.84% | -3.84% | -12.35% | -0.28% | 12.07% | 4.40% | |||||||
| 2024 | -5.53% | -1.38% | 9.44% | -2.63% | 7.71% | -0.66% | 7.15% | 0.39% | 0.61% | 12.40% | 13.21% | -4.48% | 39.73% |
| 2023 | 15.40% | -0.85% | -9.02% | 3.36% | -9.13% | 4.45% | 8.20% | -7.00% | -4.09% | -12.23% | 12.03% | 17.53% | 13.93% |
| 2022 | 5.19% | -11.51% | -3.68% | -7.00% | 6.89% | -11.70% | 11.88% | 1.09% | -7.29% | 5.01% | 13.27% | -8.65% | -10.34% |
| 2021 | -1.66% | 14.65% | 1.03% | 6.75% | 10.18% | 0.81% | 5.45% | 8.80% | -6.82% | 6.35% | -7.74% | 3.52% | 46.65% |
| 2020 | 2.90% | -13.83% | -24.49% | 16.99% | 12.10% | 9.28% | 1.91% | 6.91% | -7.48% | 0.32% | 28.41% | 10.84% | 38.09% |
| 2019 | 7.44% | -0.76% | 0.52% | 15.06% | -15.67% | 7.67% | 2.51% | -6.89% | 2.84% | 8.73% | 7.45% | 3.31% | 32.67% |
| 2018 | 8.25% | -0.94% | -3.68% | -3.88% | -2.87% | -5.46% | 7.30% | -3.42% | -4.63% | -1.28% | -2.78% | -10.68% | -22.76% |
| 2017 | 1.03% | 7.48% | -6.20% | 1.70% | -3.76% | 6.76% | 5.81% | -2.99% | 5.87% | 4.31% | 3.22% | 1.67% | 26.61% |
| 2016 | -18.16% | -4.56% | 1.26% | 8.79% | 1.15% | -5.08% | 11.35% | 11.59% | 0.00% | 5.34% | 23.21% | 2.15% | 36.07% |
| 2015 | -12.61% | 5.86% | -0.28% | 4.96% | 2.39% | 1.54% | 0.51% | -11.30% | -8.56% | 5.16% | 4.03% | -7.26% | -16.74% |
| 2014 | -5.74% | 4.37% | 1.20% | -0.44% | -0.23% | 4.76% | 0.33% | 6.09% | 0.76% | 1.39% | 0.66% | 10.29% | 25.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, MS is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley (MS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Morgan Stanley provided a 2.86% dividend yield over the last twelve months, with an annual payout of $3.70 per share. The company has been increasing its dividends for 14 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.70 | $3.55 | $3.25 | $2.95 | $2.10 | $1.40 | $1.30 | $1.10 | $0.90 | $0.70 | $0.55 | $0.35 |
Dividend yield | 2.86% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.93 | $0.00 | $0.00 | $0.93 | $0.00 | $1.85 | |||||||
| 2024 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $3.55 |
| 2023 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $3.25 |
| 2022 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $2.95 |
| 2021 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.10 |
| 2020 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $1.40 |
| 2019 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $1.30 |
| 2018 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.10 |
| 2017 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.90 |
| 2016 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.70 |
| 2015 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.35 |
Dividend Yield & Payout
Dividend Yield
Morgan Stanley has a dividend yield of 2.86%, which is quite average when compared to the overall market.
Payout Ratio
Morgan Stanley has a payout ratio of 43.43%, which is quite average when compared to the overall market. This suggests that Morgan Stanley strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley was 88.12%, occurring on Nov 20, 2008. Recovery took 3024 trading sessions.
The current Morgan Stanley drawdown is 7.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.12% | Sep 12, 2000 | 2061 | Nov 20, 2008 | 3024 | Nov 24, 2020 | 5085 |
| -60.32% | Jul 20, 1998 | 57 | Oct 7, 1998 | 93 | Feb 22, 1999 | 150 |
| -33.37% | Mar 27, 2000 | 44 | May 26, 2000 | 31 | Jul 12, 2000 | 75 |
| -32.38% | Feb 10, 2022 | 89 | Jun 17, 2022 | 479 | May 15, 2024 | 568 |
| -29.83% | Oct 6, 1993 | 125 | Apr 4, 1994 | 266 | Apr 24, 1995 | 391 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Morgan Stanley over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Morgan Stanley, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 18.2% positive surprise.
Valuation
The Valuation section provides an overview of how Morgan Stanley is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MS, comparing it with other companies in the Capital Markets industry. Currently, MS has a P/E ratio of 14.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MS compared to other companies in the Capital Markets industry. MS currently has a PEG ratio of 143.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MS relative to other companies in the Capital Markets industry. Currently, MS has a P/S ratio of 3.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MS in comparison with other companies in the Capital Markets industry. Currently, MS has a P/B value of 2.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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