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
72.0 / 100
Data Quality
PARTIAL
Penalty
-1.0
Sector
Financials
Close Price
$217.98
+1.84%
52W Range
$128.81 - $219.16
Market Cap
$328.1B
+1.8%Compared to previous day
2026 Q1 Revenue
-
Changes from last reporting quarter
2026 Q1 EPS
$3.00
Diluted shares
Analyst Rating
32 analysts in latest ratings feed
RSI
66.2
40-70 moderate
2Y Range Position
98%
-1.2% from high / +139.7% from low
Beta
1.22
Relative to market benchmark
MACD
-0.01
MACD line 6.13 / signal line 6.14
Fundamental Trend
Growth 57.1Financial Health
Quality 64.3Data Quality
PARTIALValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH72.0 / 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 Jun 16, 2026
The Finlify signal for Morgan Stanley (MS) on 2026-06-12 is "WATCH", with a Finlify Score of 70.2/100. This signal appears to reflect a combination of strong technical momentum and moderate fundamental scores, though data quality is noted as PARTIAL.
Technical
Technical indicators suggest strong momentum, with a Relative Strength score of 82.0/100 and an Accumulation / Volume score of 73.1/100. The asset has shown significant recent performance, with a 20-day return of 10.0% and a 60-day return of 34.7%, placing it close to its 52-week high, at -1.9% distance. The RSI(14) of 63.3 indicates strong buying interest, though it is approaching levels that might suggest it is becoming overbought.
Fundamentals
Fundamental analysis indicates a moderate Fundamental Trend score of 57.1/100 and a Financial Quality score of 64.3/100. The asset trades at a P/E of 20.1x, a P/B of 2.5x, and a P/S of 2.8x, which may suggest a premium valuation. It offers a dividend yield of 1.88% and has a Beta of 1.2, indicating higher volatility relative to the broader market. It is important to note that the data quality is PARTIAL, with missing revenue quarter-over-quarter and margin trend data, and the profitability quality component is disabled, which may limit the completeness of the fundamental assessment.
Macro Context
The macro environment presents a mixed picture for financial services, with CPI at 4.3% and Core CPI at 3.0% year-over-year, suggesting persistent inflation. The 10-year Treasury yield at 4.5% and a positive yield spread of 0.4% (10Y-2Y) could be generally favorable for net interest margins, but an unemployment rate of 4.3% might warrant monitoring for potential impacts on credit quality.
Key Risks
- The PARTIAL data quality, with missing revenue and margin trend data, may limit the completeness of the fundamental assessment.
- A P/E of 20.1x and a Beta of 1.2 suggest a potentially higher valuation and increased market sensitivity.
- Persistent inflation (CPI at 4.3%) could lead to higher operating costs or impact consumer spending and loan demand.