Morgan Stanley

MS-PA • Financial - Capital Markets

$217.70

▲ +0.55 (+0.25%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$346.80B

Crecimiento

—

Flujo de caja

2/5

Tendencia

Volatile

Evidencia

Márgenes estables o en mejora · 14.7%Crecimiento positivo de ingresos · 22.6%Flujo de caja libre positivo · 29.34Múltiplo de ganancias razonable · 16.54Nivel de deuda alto · 4.26

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 6 ago 2026, 12:13 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$217.70

Change0.25%

Shares Out1.59B

Market Cap$346.80B

Enterprise Value$186.66B

52W Range18.73 - 22.65

Beta1.21

P/E17.15

P/S2.74

P/B2.98

P/FCF-23.33

EV/Sales1.48

Price$217.70

Change0.25%

Shares Out1.59B

Market Cap$346.80B

Enterprise Value$186.66B

52W Range18.73 - 22.65

Beta1.21

P/E17.15

P/S2.74

P/B2.98

P/FCF-23.33

EV/Sales1.48

EV/EBITDA6.52

EV/FCF-12.56

Earnings Yield5.83%

FCF Yield-4.29%

Dividend Yield1.49%

Gross Margin57.07%

Oper. Margin19.09%

Profit Margin14.66%

Debt/Eq4.26

Current Ratio1.17

Quick Ratio1.17

Target$239.50

Target Upside10.01%

Target Median$241.50

Target Range215.00 - 260.00

Volume107.94K

Avg Volume76.39K

EPS Surprise0.41

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

77/100

Fortaleza financiera

Deuda, caja, estabilidad

44/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

74/100

Por qué este puntaje▼

Márgenes estables o en mejora · 14.7%Crecimiento positivo de ingresos · 22.6%Flujo de caja libre positivo · 29.34Múltiplo de ganancias razonable · 16.54Nivel de deuda alto · 4.26

Analyst view

Analyst sentiment and price target

Analyst sentiment

Based on 52 analyst votes · 2026-09-05

77/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-06

Bajo

$215.00

Promedio

$239.50

Mediana

$241.50

Alto

$260.00

Resumen de la compañía

IPO: 7/10/2006

Industria: Financial - Capital Markets

P/B i: 2.98

Deuda / Patrimonio i: 4.26

Margen operativo: 19.09%

Margen neto: 14.66%

ROE i: -

ROIC: -

Salud financiera

Puntaje9 / 20

Deuda / Patrimonio: 4.26

Ratio corriente: 1.17

Ratio rápido: 1.17

Estado: Moderate

Advertencias

High debt level

Transacciones internas

Actividad reciente de ejecutivos e insiders

⚠ 1 venta interna de alto volumen detectada

MITSUBISHI UFJ FINANCIAL GROUP INC

Transacción: 07/30/2026

VENTA

Cambio

-414,396

Precio

$213.28

Presentación

08/03/2026

Tipo

VENTA

SCHAPIRO MARY L

Transacción: 07/28/2026

VENTA

Cambio

-2,325

Precio

Not reported

Presentación

07/29/2026

Tipo

VENTA

Pizzi Michael A.

Transacción: 07/17/2026

VENTA

Cambio

-7,101

Precio

$216.88

Presentación

07/17/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
MITSUBISHI UFJ FINANCIAL GROUP INC	VENTA	-414,396	$213.28	07/30/2026	08/03/2026
SCHAPIRO MARY L	VENTA	-2,325	Not reported	07/28/2026	07/29/2026
Pizzi Michael A.	VENTA	-7,101	$216.88	07/17/2026	07/17/2026
YESHAYA SHARON	VENTA	-9,172	$222.51	07/16/2026	07/17/2026
SCHAPIRO MARY L	COMPRA	—	Not reported	06/01/2026	06/02/2026
GLOCER THOMAS H	COMPRA	—	Not reported	06/01/2026	06/02/2026
Leibowitz Shelley B	COMPRA	—	Not reported	06/01/2026	06/02/2026
Herz Robert H	COMPRA	—	Not reported	06/01/2026	06/02/2026
Miscik Judith A	COMPRA	—	Not reported	06/01/2026	06/02/2026
Peterson Douglas L.	COMPRA	—	Not reported	06/01/2026	06/02/2026
TRAQUINA PERRY M	COMPRA	—	Not reported	06/01/2026	06/02/2026
GOOD LYNN J	COMPRA	—	Not reported	06/01/2026	06/02/2026
James Erika H	COMPRA	—	Not reported	06/01/2026	06/02/2026
BUTLER MEGAN	VENTA	-190	$209.96	06/01/2026	06/02/2026
WILKINS RAYFORD JR	COMPRA	—	Not reported	06/01/2026	06/02/2026
NALLY DENNIS M	COMPRA	—	Not reported	06/01/2026	06/02/2026
Itagaki Yasushi	OTRO	0	Not reported	05/14/2026	05/15/2026
GROSSMAN ERIC F	VENTA	-5,559	$191.50	04/20/2026	04/20/2026
SIMKOWITZ DANIEL A	VENTA	-14,690	$189.24	04/17/2026	04/17/2026
CRAWLEY MANDELL	VENTA	-1,053	Not reported	04/16/2026	04/17/2026

Sobre la compañía

Morgan Stanley

Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.

Fuente - Link

Competidores

APLD BITF BTBT CLSK EVR GS HUT LAZ MARA MC MEGL NCPL PJT RIOT SF TOP

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

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Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-15	3.02	3.43	0.41
2026-01-15	2.43	2.68	0.25
2025-10-15	2.1	2.8	0.7
2025-07-16	1.98	2.13	0.15
2025-04-11	2.21	2.6	0.39
2025-01-16	1.62	2.22	0.6
2024-10-16	1.58	1.88	0.3
2024-07-16	1.65	1.82	0.17
2024-04-16	1.66	2.02	0.36
2024-01-16	1.01	0.99	-0.02
2023-10-18	1.28	1.38	0.1
2023-07-18	1.15	1.24	0.09