Company Analysis Morgan Stanley
1. Summary
Advantages
- Dividends (2.72%) are higher than the sector average (2.71%).
- The stock's return over the last year (46.14%) is higher than the sector average (-3.71%).
Disadvantages
- Price (163.86 $) is higher than fair price (111.88 $)
- Current debt level 29.67% has increased over 5 years from 23.15%.
- The company's current efficiency (ROE=13.16%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Morgan Stanley | Financials | Index | |
|---|---|---|---|
| 7 days | 0.1% | -4.1% | -1.8% |
| 90 days | 17.9% | -5.3% | 6.7% |
| 1 year | 46.1% | -3.7% | 13% |
MS vs Sector: Morgan Stanley has outperformed the "Financials" sector by 49.85% over the past year.
MS vs Market: Morgan Stanley has outperformed the market by 33.18% over the past year.
Stable price: MS is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: MS with weekly volatility of 0.8873% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (163.86 $) is higher than the fair price (111.88 $).
Price is higher than fair: The current price (163.86 $) is 31.7% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (15.13) is lower than that of the sector as a whole (53.3).
P/E vs Market: The company's P/E (15.13) is lower than that of the market as a whole (56.15).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (1.92) is lower than that of the sector as a whole (2.65).
P/BV vs Market: The company's P/BV (1.92) is lower than that of the market as a whole (17.65).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.96) is lower than that of the sector as a whole (6.31).
P/S vs Market: The company's P/S indicator (1.96) is lower than that of the market as a whole (27.91).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (21.41) is higher than that of the sector as a whole (15.48).
EV/Ebitda vs Market: The company's EV/Ebitda (21.41) is lower than that of the market as a whole (32.28).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 4.35% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (4.35%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.49%).
6.4. ROE
ROE vs Sector: The company's ROE (13.16%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (13.16%) is lower than that of the market as a whole (39.03%).
6.6. ROA
ROA vs Sector: The company's ROA (1.11%) is lower than that of the sector as a whole (24.7%).
ROA vs Market: The company's ROA (1.11%) is lower than that of the market as a whole (11.36%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.1%).
8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 2.72% is higher than the average for the sector '2.71%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.72% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 2.72% has been growing over the last 5 years. Growth over 11 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (45.84%) are at a comfortable level.
9. Insider trades
9.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 18.07.2025 | MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i |
Purchase | 140.76 | 474 361 | 3 370 |
| 17.07.2025 | SIMKOWITZ DANIEL A Co-President |
Sale | 141.13 | 4 092 770 | 29 000 |
| 17.07.2025 | GROSSMAN ERIC F Chief Legal/Admin Officer |
Sale | 141.12 | 1 693 440 | 12 000 |
| 17.07.2025 | Pizzi Michael A. Head Technology & Operations |
Sale | 140.62 | 2 531 160 | 18 000 |
| 17.07.2025 | SAPERSTEIN ANDREW M Co-President |
Sale | 140.97 | 6 141 500 | 43 566 |
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Based on sources: porti.ru
