MS Valuation

Morgan Stanley

Add to Watchlist

Advanced Chart

148.530

-0.32(-0.215%)1D

Overview
Forecast
Valuation
Earnings

MS Relative Valuation

MS's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, MS is overvalued; if below, it's undervalued.

Historical Valuation

Morgan Stanley (MS) is now in the Fair zone, suggesting that its current forward PE ratio of 16.21 is considered Fairly compared with the five-year average of 13.48. The fair price of Morgan Stanley (MS) is between 128.77 to 158.15 according to relative valuation methord.

Relative Value

Fair Zone

128.77-158.15

Current Price：148.85

Fair

16.21

Trailing

Forward

0.00

EV/EBITDA

Morgan Stanley. (MS) has a current EV/EBITDA of 0.00. The 5-year average EV/EBITDA is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBITDA of 0.00 falls within the Strongly Undervalued range.

NaN

EV/EBIT

Morgan Stanley. (MS) has a current EV/EBIT of NaN. The 5-year average EV/EBIT is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBIT of NaN falls within the range.

3.48

Morgan Stanley. (MS) has a current PS of 3.48. The 5-year average PS is 2.75. The thresholds are as follows: Strongly Undervalued below 1.96, Undervalued between 1.96 and 2.36, Fairly Valued between 3.15 and 2.36, Overvalued between 3.15 and 3.54, and Strongly Overvalued above 3.54. The current Forward PS of 3.48 falls within the Overvalued range.

0.00

P/OCF

Morgan Stanley. (MS) has a current P/OCF of 0.00. The 5-year average P/OCF is 9.43. The thresholds are as follows: Strongly Undervalued below -17.93, Undervalued between -17.93 and -4.25, Fairly Valued between 23.11 and -4.25, Overvalued between 23.11 and 36.80, and Strongly Overvalued above 36.80. The current Forward P/OCF of 0.00 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/FCF

Morgan Stanley. (MS) has a current P/FCF of 0.00. The 5-year average P/FCF is 10.88. The thresholds are as follows: Strongly Undervalued below -19.15, Undervalued between -19.15 and -4.14, Fairly Valued between 25.90 and -4.14, Overvalued between 25.90 and 40.92, and Strongly Overvalued above 40.92. The current Forward P/FCF of 0.00 falls within the Historic Trend Line -Fairly Valued range.

Morgan Stanley (MS) has a current Price-to-Book (P/B) ratio of 2.42. Compared to its 3-year average P/B ratio of 1.78 , the current P/B ratio is approximately 35.83% higher. Relative to its 5-year average P/B ratio of 1.69, the current P/B ratio is about 42.63% higher. Morgan Stanley (MS) has a Forward Free Cash Flow (FCF) yield of approximately -8.72%. Compared to its 3-year average FCF yield of -12.11%, the current FCF yield is approximately -28.00% lower. Relative to its 5-year average FCF yield of -7.06% , the current FCF yield is about 23.49% lower.

2.42

P/B

Median3y

1.78

Median5y

1.69

-8.72

FCF Yield

Median3y

-12.11

Median5y

-7.06

Competitors Valuation Multiple

The average P/S ratio for MS's competitors is 10.65, providing a benchmark for relative valuation. Morgan Stanley Corp (MS) exhibits a P/S ratio of 3.48, which is -67.33% above the industry average. Given its robust revenue growth of 10.50%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

BROOKFIELD ASSET MANAGEMENT LTD

Performance Decomposition

Market capitalization of MS increased by 46.04% over the past 1 year. The primary factor behind the change was an increase in P/E Change from 12.77 to 16.83.

The secondary factor is the Revenue Growth, contributed 10.50%to the performance.

Overall, the performance of MS in the past 1 year is driven by P/E Change. Which is more unsustainable.

10.50%

25.43B → 28.10B

Revenue Growth

3.75%

12.26 → 12.72

Margin Expansion

31.79%

12.77 → 16.83

P/E Change

46.04%