MS-PF(MS-PF)

$25.33—Stale · unknown old

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MS-PF(MS-PF)

NYSE • Last print unknown ago

$25.33—Stale · unknown old

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MS-PF(MS-PF)

MS-PF

9/17/26

Morgan Stanley (MS-PF)

Thursday

4:28 PM

ThesisRecent strong performance in wealth management and trading revenues is driving positive sentiment among investors, alongside strategic cost management initiatives.

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	$13.69
EPS Growth	+28.6%	+24.7%	+6.1%
P/E (fwd)	2.4×	2.0×	1.8×

★ 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, indicating strong client inflows and retention.
02Institutional trading revenues are projected to rise by 20% in the next quarter due to increased market volatility.
03Cost-cutting initiatives are expected to reduce operating expenses by 10% over the next year, enhancing margins.
04Potential acquisition of a fintech firm could expand Morgan Stanley's digital offerings and client base.
05Digital transformation in financial services
06Increased focus on sustainable investing
07Changes in interest rates impacting net interest margins and trading volumes
08Market volatility affecting trading revenues

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: +6.0%

MS-PF Chart

My Notes

"Our focus on client-centric solutions is yielding strong results."
Moat: Morgan Stanley's strong brand and client relationships provide a durable competitive advantage in the capital markets.
growth - investors are drawn to Morgan Stanley for its strong growth prospects in wealth management and investment banking.
Rising interest rates typically enhance net interest margins, benefiting Morgan Stanley's profitability.
Watch on earnings: Federal Funds Rate, 10-Year Treasury Yield, Wealth Management AUM growth rate.

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, indicating strong client inflows and retention.

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)

2.4×

2.0×

1.8×

What’s Driving the Stock

01Wealth management AUM increased by 15% YoY, indicating strong client inflows and retention.

02Institutional trading revenues are projected to rise by 20% in the next quarter due to increased market volatility.

03Cost-cutting initiatives are expected to reduce operating expenses by 10% over the next year, enhancing margins.

04Potential acquisition of a fintech firm could expand Morgan Stanley's digital offerings and client base.

05Digital transformation in financial services

06Increased focus on sustainable investing

07Changes in interest rates impacting net interest margins and trading volumes

08Market volatility affecting trading revenues

My Notes

"Our focus on client-centric solutions is yielding strong results."

Moat: Morgan Stanley's strong brand and client relationships provide a durable competitive advantage in the capital markets.

growth - investors are drawn to Morgan Stanley for its strong growth prospects in wealth management and investment banking.

Rising interest rates typically enhance net interest margins, benefiting Morgan Stanley's profitability.

Watch on earnings: Federal Funds Rate, 10-Year Treasury Yield, Wealth Management AUM growth rate.