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
70.7 / 100
Data Quality
PARTIAL
Penalty
-1.0
Sector
Financials
Close Price
$210.06
+3.41%
52W Range
$136.17 - $232.25
Market Cap
$329.7B
+3.4%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
39.1
<40 oversold
2Y Range Position
84%
-9.6% from high / +131.0% from low
Beta
1.22
Relative to market benchmark
MACD
-1.75
MACD line -1.26 / signal line 0.49
Fundamental Trend
Growth 57.1Financial Health
Quality 64.3Data Quality
PARTIALValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH70.7 / 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 Jul 25, 2026
Finlify's signal for Morgan Stanley (MS) is 'WATCH' with a Finlify Score of 69.4/100, suggesting a neutral to moderately positive outlook. This assessment is based on PARTIAL data quality, which has resulted in a deduction and disabled components.
Technical
The asset displays strong Relative Strength at 80.5/100 and solid Accumulation / Volume at 72.4/100, which may indicate positive market interest. While the 60-day return shows a gain of 13.1%, the more recent 20-day return is -2.1%, suggesting some short-term consolidation. The RSI(14) of 48.5 appears neutral, and the stock is 5.8% below its 52-week high.
Fundamentals
The Fundamental Trend score of 57.1/100 and Financial Quality score of 64.3/100 suggest moderate underlying health. Valuation metrics include a P/E of 20.1x, P/B of 2.5x, and P/S of 2.8x. The asset has a Beta of 1.2, indicating it may exhibit higher volatility than the broader market, and offers a dividend yield of 2.14%. It is important to note that PARTIAL data quality, with flags for missing revenue and margin trend, has led to a -1.0 deduction and the disabling of the profitability_quality component, potentially limiting the completeness of the fundamental assessment.
Macro Context
The macro environment, with a positive yield spread of 0.4% (10Y-2Y) and a 10Y Treasury Yield of 4.7%, may present a generally favorable backdrop for financial services companies like Morgan Stanley. However, elevated inflation metrics, such as CPI YoY at 3.7% and Core PCE YoY at 3.4%, could influence monetary policy and economic growth, potentially affecting the financial sector.
Key Risks
- PARTIAL data quality, including missing revenue and margin trend data, may limit the completeness and confidence in the fundamental assessment.
- The asset's Beta of 1.2 suggests higher volatility, which could lead to more significant price swings during periods of market uncertainty.
- Despite a strong 60-day return, the recent 20-day return of -2.1% indicates some short-term selling pressure or consolidation.