MS

— Fundamental Stock Analysis and Report Card

Financial Services : Financial - Capital Markets

Located in New York City, NY, US. 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.

Growth

Revenue, earnings and profitability.

Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.

Revenue History

Earnings History

Margins

Gross Margin TTM
59.72%
EBITDA Margin TTM
23.19%
Net Margin TTM
15.99%
Earnings Per Share TTM
12.87
Statements

Income & Cash Flow analysis.

An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.

Morgan Stanley
Select Period:
Q2 2026
Total ($)
Q2 2026
Margin (%)
Revenue
34.5b
+6.3b
+22.4%
Gross Income
21.3b
+5.8b
+37.9%
62%
+6.9pp
+12.7%
EBITDA
7.3b
+1.4b
+23.9%
21%
+0.3pp
+1.3%
Operating Income
7.4b
+2.8b
+60.1%
21%
+5.0pp
+30.8%
Net Income
5.6b
+2.0b
+57.7%
16%
+3.6pp
+28.8%
Earnings Per Share
3.46
+1.3
+60.9%
Operating Cash Flow
-7.1b
+16.9b
+70.4%
-21%
+64.5pp
+75.8%
Free Cash Flow
-7.9b
+16.8b
+68.2%
-23%
+64.9pp
+74.0%
Research & Development
n/a
n/a
n/a
n/a
n/a
n/a