Morgan Stanley (MS) is a investment banking & brokerage company in the Financials sector. Listed on the NASDAQ, Morgan Stanley is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $206.66.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $206.66 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 23.62% |
| Risk / Std Dev (Annualized) | 28.75% |
| Sharpe Ratio (rf=4.5%) | 0.67 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Investment Banking & Brokerage
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 23.62% with an annualized volatility of 28.75%. The Sharpe ratio of 0.67 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 325.96B |
| Enterprise Value | 253.02B |
| Trailing P/E | 18.72 |
| Forward P/E | 16.27 |
| Price to Book | 3.12 |
| Price to Sales | 4.45 |
| EV/Revenue | 3.46 |
| Profitability | | | Profit Margin | 24.75% | | Operating Margin | 40.62% | | ROE | 16.39% | | ROA | 1.27% |
| Growth | | | Revenue Growth | 16.3% | | Earnings Growth | 31.9% |
| Dividend | | | Dividend Yield | 194.0% | | Payout Ratio | 35.55% | | 5Y Avg Yield | 298.0% |
| Financial Health | | | Total Revenue | 73.17B | | Total Debt | 579.51B | | Total Cash | 663.3B | | Operating Cash Flow | -1.01B |
| Price & Technical | | | 52W High | $219.16$ | | 52W Low | $128.81$ | | 50-Day Avg | $191.07$ | | 200-Day Avg | $173.16$ | | Beta | 1.22 | | Shares Outstanding | 1.58B | | Float Shares | 1.2B | | Insider Holdings | 24.31% | | Institutional Holdings | 62.76% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $230.0$ | | Target Low | $165.0$ | | Target Mean | $203.29$ | | Target Median | $205.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.