Fundamental analysis · SEC EDGAR · TTM through 30/06/2026
MS · NYSE · Financial
Fundamental quality
77
out of 100
Morgan Stanley earns a fundamental-quality score of 77 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its profitability (net margin 25.8%). Its weakest area is its growth (revenue +8.9%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.
Morgan Stanley is a large investment bank that, unlike others, has bet heavily on wealth management: advising and investing the money of wealthy clients. That side gives it steadier, more recurring revenue than trading or deal advisory.
EPS growth: 12.6% · Revenue growth: 8.9%
Net margin: 25.8% · ROE: 17.3%
Source: SEC EDGAR · TTM through 30/06/2026
The score includes +3 for dividend strength: 12 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.
The score combines growth, profitability and financial strength. Here its profitability weighs in its favor, while its growth drags it down the most.
Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).
Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.
Key concepts
What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow
| Year | Revenue | Net income | Free cash flow | Net debt |
|---|---|---|---|---|
| 2020 | 48,757 | 10,996 | — | 131,975 |
| 2021 | 59,755 | 15,034 | — | 105,402 |
| 2022 | 53,668 | 11,029 | — | 109,931 |
| 2023 | 54,143 | 9,087 | — | 174,500 |
| 2024 | 61,761 | 13,390 | — | 183,433 |
| 2025 | 70,645 | 16,861 | — | 237,240 |
Between 2020 and 2025, revenue went from $48,757M to $70,645M (+45%) and net income went from $10,996M to $16,861M (+53%).
Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.
Latest results
Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):
Compared with the previous close (March 31, 2026), this is what moved in its accounts:
Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.
$3.85
per share, yearly
39.1% of earnings
Payout
12 straight years raising it
Growth
The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →
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Is Morgan Stanley cheap or expensive?
That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).
Compute the valuation →Is Morgan Stanley a good company to invest in?
In terms of business quality, Morgan Stanley scores 77 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.
Is Morgan Stanley a profitable company?
Very. Morgan Stanley shows a net margin of 25.8% and an ROE of 17.3%, typical of a highly profitable business.
Is Morgan Stanley growing?
Its revenue has grown 8.9% annualized in recent years and its earnings per share 12.6%.
The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.
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Who's behind the methodology and model · how the score is computed
Data: see Morgan Stanley's filings on EDGAR
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