CHARGED ALPHA
Stock Analysis
MS Financials Latest YouTube: Q1 2026

Morgan Stanley

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q1 2026
Podcast available
Yes
Current price
$214.04
+1.45 (+0.68%)
Trailing / Forward P/E
19.39x
Forward: 16.84x
Market cap / Volume
Volume:
Revenue / Earnings Growth
16.3%
Earnings: 31.9%
Margins
40.6% op
Gross: 87.4% · Net: 24.8%
Balance sheet
1.96x current
Debt / Equity: 502.2
52-week range / Beta
$129.66 - $219.16
Beta: 1.22
Analyst target
$203.67
Upside: -4.8%
Cash / shareholder return
Dividend yield: 1.88%

Company context

Industry: Capital Markets
Country: United States
Employees:
Price to book: 3.23x
Return on equity: 16.4%
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Price chart

Market context for MS

Competitive view

MS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Financial companies often look unusual on debt and liquidity ratios, so compare those rows more carefully than you would for non-financial businesses.

Morgan Stanley latest YouTube video thumbnail YouTube
Morgan Stanley
MS
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
JPMorgan Chase latest YouTube video thumbnail YouTube
JPMorgan Chase
JPM
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Goldman Sachs latest YouTube video thumbnail YouTube
Goldman Sachs
GS
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MS
$337.60B
Morgan Stanley
JPM
$859.37B
JPMorgan Chase
GS
$313.52B
Goldman Sachs
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MS
19.4x
Morgan Stanley
JPM
15.4x
JPMorgan Chase
GS
19.4x
Goldman Sachs
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MS
16.8x
Morgan Stanley
JPM
13.6x
JPMorgan Chase
GS
16.2x
Goldman Sachs
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MS
16.3%
Morgan Stanley
JPM
12.7%
JPMorgan Chase
GS
14.5%
Goldman Sachs
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MS
31.9%
Morgan Stanley
JPM
17.2%
JPMorgan Chase
GS
24.2%
Goldman Sachs
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MS
40.6%
Morgan Stanley
JPM
43.7%
JPMorgan Chase
GS
38.6%
Goldman Sachs
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MS
87.4%
Morgan Stanley
JPM
0.0%
JPMorgan Chase
GS
82.3%
Goldman Sachs
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MS
24.8%
Morgan Stanley
JPM
33.9%
JPMorgan Chase
GS
29.4%
Goldman Sachs
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MS
16.4%
Morgan Stanley
JPM
16.5%
JPMorgan Chase
GS
14.5%
Goldman Sachs
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MS
Morgan Stanley
JPM
JPMorgan Chase
GS
Goldman Sachs
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MS
502.25x
Morgan Stanley
JPM
JPMorgan Chase
GS
678.60x
Goldman Sachs
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MS
1.96x
Morgan Stanley
JPM
JPMorgan Chase
GS
1.50x
Goldman Sachs
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MS
1.22
Morgan Stanley
JPM
1.00
JPMorgan Chase
GS
1.29
Goldman Sachs
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MS
1.9%
Morgan Stanley
JPM
1.9%
JPMorgan Chase
GS
1.5%
Goldman Sachs
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MS
-4.8%
Morgan Stanley
JPM
6.7%
JPMorgan Chase
GS
-10.5%
Goldman Sachs

Episode timeline

Episode archive for MS

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
MS Stock: EPS Beats by 12% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Morgan Stanley. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published youtube complete
MS Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Morgan Stanley. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Morgan Stanley (MS) | S&P 500 Deep Dive — Ep. 157
Quarterly earnings-analysis entry for Morgan Stanley. Use the links on the right to open the video or podcast episode.