Morgan Stanley

Financial - Capital Markets · Financial Services

Also trades as: 0QYU.L

Price

$214.20

+6.75 (+3.25%)

Market Cap

$337.85B

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Good

Growth

Exceptional

Cash Flow

Weak

Stability

Weak

Valuation

Good

Dividends

Mixed

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Share count falling — buybacks

−12.2% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 1.81B (2021) → 1.59B (2025)

Winston Score History

The full picture

Morgan Stanley is a large American bank that helps wealthy people, big companies, and governments manage money and make financial deals. Its main services include investment banking (helping companies raise money or merge with other companies), wealth management (helping rich individuals invest and plan finances), and trading stocks and bonds. It is one of the largest investment banks in the world.

Morgan Stanley makes money through fees, commissions, and interest — charging clients for advice, trades, and managing their assets. It operates globally, with major offices across the United States, Europe, and Asia, and manages trillions of dollars in client assets. Its large, loyal base of wealthy clients and deep relationships with major corporations give it a strong competitive position. The key growth driver is continued expansion of its wealth and asset management business, which provides steadier fee income compared to its more unpredictable trading and investment banking revenues.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+22.4% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+60.9% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$0/ year

0.0% of revenue

Below sector average (7%)

Research and development spending

Insider Activity

24.1%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Runway

5+ years

Quarterly Free Cash Flow

↓ Burn rate worsening

$1.1T cash & investments at current burn rate

Growth context

Morgan Stanley is growing revenue at 22% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

61.6%

Premium pricing power — 61.6% gross margin

Profit after running costs

Operating Margin

21.5%

Excellent — 21.5% operating margin

Return on the money invested

ROCE

5.2%

Weak — 5.2% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth

Sales YoY

+16.7%

Fast-growing sales (+16.7% YoY)

Profit growth

EPS YoY

+39.3%

Earnings growing fast (+39.3% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is

EPS Consistency

8/8 quarters

Every recent quarter grew earnings vs last year

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Cash Flow

Profit that turns into cash

Cash Conversion

-5%

Weak — only -5% of profit becomes cash

Spare cash per sale

FCF Margin

-4.3%

Burning cash (-4.3%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

What it owes vs what it owns

Debt / Equity

3.45

Heavy debt load (3.45)

Covers its interest

Interest Cover

0.52x

Dangerous — barely covers interest (0.5x)

Interest coverage below 1. Their profits don't cover the interest bill.

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Valuation

Price vs profit

P/E Ratio (TTM)

17.2x

Fair value — P/E 17.2

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year

P/E vs Forward

+1.4

GROWING

Earnings expected to grow — slightly cheaper on forward P/E

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Dividends

Dividend

Dividend Yield

1.92%

Small dividend — 1.92% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend record

Dividend Growth

+9.9%

Dividend growing modestly (9.9% YoY)

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