Morgan Stanley
Current price217.98USD
Fair value (est., median)96.29USD
UndervaluedFair valueOvervalued
+126.4% above fair valueWould need to fall ~55.8% to reach fair value.
Health Check
38.7
Overall / 100
Good (66+)Caution (40–65)Risk (<40)
Value0/100
Trades about 126.4% above its estimated fair value.
- Discount to fair value
- -126.4%
- Price to book
- 3.08×
- Fair-value confidence
- —
Future49.1/100
Modest growth of about 8% a year is expected.
- Forecast growth (rev.)
- 8%
- Revenue CAGR (18y)
- 5.2%
- Earnings CAGR (18y)
- 9.5%
Past69.3/100
A steady, profitable operating history.
- Return on equity
- 14.8%
- Net margin
- 25.1%
- Earnings CAGR (18y)
- 9.5%
- Profitable years
- 19/19
Health20/100
Carries meaningful debt relative to equity.
- Debt to equity
- 331.9%
- Net debt to equity
- 245.5%
- Cash covers total debt
- No
- Free cash flow
- Negative
Dividend55/100
Yields 1.92%, paying out 39.8% of earnings.
- Dividend yield
- 1.92%
- Payout ratio
- 39.8%
- Covered by free cash flow
- No
- Years paying
- 19
- Dividend growth
- —
Rewards
—
Risks
- Trades 126.4% above estimated fair value.
- Stretched balance sheet / elevated debt.
Scores are computed automatically from the real financial statements (Value from fair value; the rest from growth, profitability, balance sheet and dividends). A decision aid, not investment advice.
Price, corporate actions & news
Demo series
D — DividendS — Split▲ good · ▼ bad newstap a marker for details
Growth & profitability
Revenue, net income and margin.
RevenueNet incomeNet margin %tap a bar for figures
Key figures
| Metric | FY'21 | FY'22 | FY'23 | FY'24 | FY'25 |
|---|---|---|---|---|---|
| Revenue | 0 | 50.21B | 50.67B | 57.62B | 65.97B |
| Net Income | 15.03B | 10.78B | 8.81B | 13.10B | 16.55B |
| Net Margin | — | 21.5% | 17.4% | 22.7% | 25.1% |
| Operating Cash Flow | 33.97B | -6.40B | -33.54B | 1.36B | -17.89B |
| OCF Margin | — | -12.7% | -66.2% | 2.4% | -27.1% |
| Capital Expenditure | 0 | 3.08B | 3.41B | 3.46B | 2.90B |
| Free Cash Flow | 33.97B | -9.47B | -36.95B | -2.10B | -20.79B |
| FCF Margin | — | -18.9% | -72.9% | -3.6% | -31.5% |
| FCF Conversion | 226.0% | -87.9% | -419.5% | -16.0% | -125.6% |
| EPS (Diluted) | 9.53/sh | 6.84/sh | 5.58/sh | 8.30/sh | 10.50/sh |
| Dividend / Share | 2.64/sh | 3.42/sh | 3.65/sh | 3.89/sh | 4.18/sh |
Dividend return (if you buy today)if you buy today
Dividend yield1.92%
Dividend / share4.18 USD
If you invest
USD
Shares (≈)45
Est. annual income188.10 USD
At this rate, dividends alone return your capital in ~52.1 years.
Dividend history
Dividend / share & historical yield (USD).
Dividend / share yield %tap a bar for figures
Quarterly dividends & yield
Per-share dividends by quarter, full-year total, and yield on the year's average price · USD
| Year | Q1 | Q2 | Q3 | Q4 | Full year | Yield (avg) |
|---|---|---|---|---|---|---|
| 2026 | 1.00 | 1.00 | — | — | 2.00 | 1.0% |
| 2025 | 0.93 | 0.93 | 1.00 | 1.00 | 4.18 | 2.9% |
| 2024 | 0.85 | 0.85 | 0.93 | 0.93 | 3.89 | 3.8% |
| 2023 | 0.78 | 0.78 | 0.85 | 0.85 | 3.65 | 4.2% |
| 2022 | — | — | — | — | 3.42 | 4.0% |
| 2021 | — | — | — | — | 2.64 | 2.9% |
| 2020 | — | — | — | — | 1.74 | 3.5% |
| 2019 | — | — | — | — | 1.67 | 3.7% |
| 2018 | — | — | — | — | 1.51 | 3.1% |
| 2017 | — | — | — | — | 1.32 | 2.9% |
| 2016 | — | — | — | — | 1.11 | 3.6% |
| 2015 | — | — | — | — | 0.92 | 2.6% |
| 2014 | — | — | — | — | 0.57 | 1.7% |
| 2013 | — | — | — | — | 0.30 | 1.2% |
| 2012 | — | — | — | — | 0.30 | 1.8% |
| 2011 | — | — | — | — | 0.53 | 2.4% |
| 2010 | — | — | — | — | 0.73 | 2.8% |
| 2009 | — | — | — | — | 1.10 | 4.0% |
| 2008 | — | — | — | — | 0.78 | 2.2% |
| 2007 | — | — | — | — | 0.77 | 1.1% |
| 2006 | 0.27 | 0.27 | 0.27 | 0.27 | 1.08 | 1.6% |
| 2005 | 0.27 | 0.27 | 0.27 | 0.27 | 1.08 | 2.0% |
| 2004 | 0.25 | 0.25 | 0.25 | 0.25 | 1.00 | 1.9% |
| 2003 | 0.23 | 0.23 | 0.23 | 0.23 | 0.92 | 2.0% |
| 2002 | 0.23 | 0.23 | 0.23 | 0.23 | 0.92 | 2.0% |
| 2001 | 0.23 | 0.23 | 0.23 | 0.23 | 0.92 | 1.5% |
| 2000 | 0.20 | 0.20 | 0.20 | 0.20 | 0.80 | 1.0% |
| 1999 | 0.12 | 0.12 | 0.12 | 0.12 | 0.48 | 0.9% |
| 1998 | 0.10 | 0.10 | 0.10 | 0.10 | 0.40 | 1.1% |
| 1997 | 0.07 | 0.07 | 0.07 | 0.07 | 0.28 | 1.2% |
| 1996 | 0.06 | 0.06 | 0.06 | 0.06 | 0.24 | 1.7% |
| 1995 | 0.04 | 0.04 | 0.04 | 0.04 | 0.16 | 1.4% |
| 1994 | 0.03 | 0.03 | 0.03 | 0.03 | 0.12 | 1.3% |
| 1993 | — | 0.03 | 0.03 | 0.03 | 0.09 | 0.9% |
Corporate actions
DCash Dividend
1.00 USD /sh2026-04-30
DCash Dividend
1.00 USD /sh2026-01-30
DCash Dividend
1.00 USD /sh2025-10-31
DCash Dividend
1.00 USD /sh2025-07-31
DCash Dividend
0.93 USD /sh2025-04-30
DCash Dividend
0.93 USD /sh2025-01-31
DCash Dividend
0.93 USD /sh2024-10-31
DCash Dividend
0.93 USD /sh2024-07-31
DCash Dividend
0.85 USD /sh2024-04-29
DCash Dividend
0.85 USD /sh2024-01-30
Valuation breakdown
Fair value = median of the applicable methods (DDM، Graham).
Discounted Cash Flow
Excluded — non-positive free cash flow
N/A
Dividend Discount Model
Tap to adjust assumptions
69.23 USD
Graham Number
Tap to adjust assumptions
123.35 USD
Residual Income (justified P/B)
Excluded — needs positive book value
N/A
Earnings Power Value
Excluded — non-positive normalized earnings
N/A
Fair Value (median)96.29 USD
▸ Show assumptions▾ Assumptions
- Effective discount rate
- 9.22%
- CAPM cost of equity
- 13.66%
- Risk-free rate
- 4.50%
- Equity risk premium
- 7.50%
- DCF growth (stage 1)
- 8.00%
- DCF terminal growth
- 3.00%
- DCF forecast years
- 10
- DDM dividend growth
- 3.00%
Tune these per company in the Hajras Odoo backend; values recompute automatically.
Wealth simulator
What if you'd invested in Morgan Stanley regularly?
Starting year
- Invested
- 1K/yr · 34K total(1993 → today · 34 yrs)
- your value today is
- 285K USD
- Total return
- +738.3%(+121.6% Dividends · +616.7% Capital gain)
- Annualised (IRR)
- +12.5%
Invested34KUSD
Dividends41.3KUSD
Capital gain209.7KUSD
InvestedCapital gainDividendstap a bar for figures
Community Notes0
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