MS - Morgan Stanley
A leading global investment bank and wealth management firm, whose Merrill Lynch and E*TRADE acquisitions deepened its mass-market financial advisory presence.
Finlify Score
57.5 / 100
Data Quality
PARTIAL
Penalty
-1.0
Sector
Financials
Close Price
$214.38
+0.81%
52W Range
$151.42 - $232.25
Market Cap
$335.0B
+0.8%Compared to previous day
2026 Q1 Revenue
-
Changes from last reporting quarter
2026 Q1 EPS
$3.00
Diluted shares
Analyst Rating
33 analysts in latest ratings feed
RSI
50.4
40-70 moderate
2Y Range Position
87%
-7.7% from high / +127.3% from low
Beta
1.23
Relative to market benchmark
MACD
0.01
MACD line -0.08 / signal line -0.09
Fundamental Trend
Growth 57.1Financial Health
Quality 64.3Data Quality
PARTIALValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
HOLD57.5 / 100
Score History
Finlify Score and component trend
Financial Statements
Calendar year view. Figures are estimates only. For official figures, refer to the company website.
| 2026 Q1 | 2025 Q4 | 2025 Q3 | 2025 Q2 | |
|---|---|---|---|---|
| Revenue | - | - | - | - |
| Gross Profit | - | - | - | - |
| Operating Income | - | - | - | - |
| Net Income | $5.6B+26.6% | $4.4B-4.6% | $4.6B+30.3% | $3.5B-18.0% |
Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.
AI Signal
Generated Aug 1, 2026
Finlify's signal for Morgan Stanley (MS) is currently 'WATCH', supported by a Finlify Score of 70.7 out of 100. This assessment is made with a recognition of PARTIAL data quality, which includes a deduction.
Technical
The asset displays strong technical momentum, with both Relative Strength and Accumulation / Volume scores at 79.8/100. However, the 20-day return indicates a recent slight decline of -0.8%, despite a more robust 11.7% gain over 60 days. The RSI of 45.3 suggests a neutral momentum, and the stock appears to be approximately -8.1% from its 52-week high.
Fundamentals
The Fundamental Trend score is 57.1/100, and Financial Quality is 64.3/100, suggesting moderate underlying financial health. The asset trades at a P/E of 19.7x, P/B of 2.5x, and P/S of 2.8x. With a Beta of 1.2, it may exhibit higher volatility than the broader market, and it offers a dividend yield of 2.19%. It is important to note that data quality is PARTIAL, with a -1.0 deduction due to missing revenue quarter-over-quarter and margin trend data, which may limit the completeness of the fundamental assessment.
Macro Context
The current macro environment, characterized by a 0.5% positive yield spread (10Y-2Y), may present a generally favorable backdrop for financial institutions like Morgan Stanley. However, elevated inflation metrics, with CPI YoY at 3.7% and Core PCE YoY at 3.3%, could suggest ongoing interest rate considerations that might influence the financial sector.
Key Risks
- Partial data quality, indicated by a -1.0 deduction and missing revenue and margin trend data, may limit the completeness of the fundamental assessment.
- The recent 20-day return of -0.8% suggests some short-term downward pressure, despite stronger longer-term performance.
- Moderate Fundamental Trend (57.1/100) and Financial Quality (64.3/100) scores indicate that underlying financial health may not be exceptionally strong.