Morgan Stanley (MS)
Financials · Investment Banking and Capital Markets
A leading global investment bank and wealth management firm providing capital markets, advisory, and financial services to institutions and high-net-worth clients.
What Morgan Stanley does
Morgan Stanley is a diversified financial services company operating through Investment Banking, Capital Markets, and Wealth Management segments. The firm provides investment banking advisory, trading and underwriting services, and manages assets for institutional and individual clients globally. With strong franchises in equities, fixed income, and client advisory, Morgan Stanley generates revenue from advisory fees, trading gains, underwriting commissions, and asset management fees.
Themes: ["Investment banking","Capital markets","Wealth management","Asset management","Trading and sales","Financial advisory","Institutional services","High-net-worth clients"]
Fundamentals
- Price$222.13 as of 2026-07-09 close
- Market cap$351.9B as of 2026-07-10
- 1-year return+56.9% as of 2026-07-09 close
- P/E19.43 as of 2026-07-10
- Net margin+14.7% as of 2026-07-10
- Gross margin+55.6% as of 2026-07-10
- ROE+16.3% as of 2026-07-10
- Debt / equity8.41 as of 2026-07-10
- Revenue growth (YoY)+12.3% as of 2026-07-10
- Revenue CAGR (3y)+2.1% SEC XBRL
- Beta1.22 as of 2026-07-10
Dividend: yield +1.8%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Market volatility and geopolitical events reduce trading volumes, capital markets activity, and client valuations, directly impacting revenue","Regulatory changes in capital requirements, compensation, and conduct rules increase compliance costs and limit profitability","Competition from other global investment banks and fintech platforms erodes market share and fee compression in advisory and asset management"]
Competitors & peers
- Goldman Sachs (GS)
- JPMorgan Chase (JPM)
- Bank of America (BAC)
- Citigroup (C)
- Deutsche Bank
- UBS
- Barclays (BCS)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.