Morgan Stanley(MS-PE)

$25.46—Stale · unknown old

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Morgan Stanley(MS-PE)

NYSE • Last print unknown ago

$25.46—Stale · unknown old

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MS-PE(MS-PE)

MS-PE

9/16/26

Morgan Stanley (MS-PE)

Wednesday

10:17 PM

ThesisThe firm is experiencing strong growth in wealth management and institutional trading, driven by favorable market conditions and client demand.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$115.0B	$81.9B	$86.5B
Rev. Growth	+11.5%	-28.8%	+5.6%
EPS	$10.34	$12.90	$13.70
EPS Growth	+28.6%	+24.8%	+6.2%
P/E (fwd)	2.5×	2.0×	1.9×

★ Analysts see FY2027 revenue reaching $86.5B — +5.6% growth in a single year.

What’s Driving the Stock

01Wealth management AUM increased by 15% YoY, driven by strong inflows and market appreciation.
02Institutional trading revenue is expected to rise due to increased market volatility and client activity.
03Expansion into emerging markets could unlock additional revenue streams, particularly in Asia.
04Digital transformation in financial services
05Increased focus on sustainable investing
06Changes in interest rates impacting net interest margins and wealth management profitability
07Market volatility affecting trading volumes in institutional securities
08M&A activity levels influencing advisory fees

FY2025 Snapshot

Revenue: $115.0B
Rev. Growth: +11.5%
Gross Margin: 57.1%
Op. Margin: 19.1%
Net Margin: 14.7%
Net Income: $16.9B
NI Growth: +25.9%
EPS: $10.34
1Y Return: +6.9%

MS-PE Chart

My Notes

"Our wealth management division is seeing unprecedented growth, positioning us well for the future."
Moat: Morgan Stanley's brand reputation and established client relationships provide a durable competitive advantage.
growth - due to strong revenue growth and expansion in wealth management services.
Rising interest rates typically enhance net interest margins, benefiting profitability in wealth management and lending operations.
Watch on earnings: Net interest margin, Wealth management AUM growth rate, Trading volume in institutional securities.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $81.9B to $86.5B as wealth management aum increased by 15% yoy, driven by strong inflows and market appreciation.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

2.5×

2.0×

1.9×

What’s Driving the Stock

01Wealth management AUM increased by 15% YoY, driven by strong inflows and market appreciation.

02Institutional trading revenue is expected to rise due to increased market volatility and client activity.

03Expansion into emerging markets could unlock additional revenue streams, particularly in Asia.

04Digital transformation in financial services

05Increased focus on sustainable investing

06Changes in interest rates impacting net interest margins and wealth management profitability

07Market volatility affecting trading volumes in institutional securities

08M&A activity levels influencing advisory fees

My Notes

"Our wealth management division is seeing unprecedented growth, positioning us well for the future."

Moat: Morgan Stanley's brand reputation and established client relationships provide a durable competitive advantage.

growth - due to strong revenue growth and expansion in wealth management services.

Rising interest rates typically enhance net interest margins, benefiting profitability in wealth management and lending operations.

Watch on earnings: Net interest margin, Wealth management AUM growth rate, Trading volume in institutional securities.