NYSE:MS

Morgan Stanley (MS)

228.55
+0.88 (0.39%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Morgan Stanley appears to be well positioned for continued success, propelled by a strong wealth management segment and a resurgence in capital markets activity. Experts highlight its impressive return on equity and favorable financial results from various divisions. Positive trends in mergers, advisory fees, and a projected rise in interest rates are expected to further bolster the firm's performance in the coming quarters. With a favorable macroeconomic environment and a strong showing in IPOs and loan growth, Morgan Stanley is considered a valuable addition to investment portfolios, especially as banks generally show healthy signs of growth. Overall, the stock is seen as a leader in its field, making it an attractive option for investors.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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TOP PICK
It is not a pure bank and has changed itself over the last few years. More than 50% of business is from wealth management and M&A. They are below 10 times earnings. This is a good time to own this one. (Analysts’ price target is $51.98)
TOP PICK
They had a tough fourth quarter bond trading. They are a class act. The managed wealth business is going to continue to grow them. (Analysts’ price target is $51.83)
BUY
45% of their business comes from their wealth management division which is where you want to be because active investment is big.
DON'T BUY
Sometimes you have to go back to the basics. It is showing lower highs. On a down trend.
COMMENT
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
BUY
It is really a business of trading and asset management. They have over $2.5 trillion under management. He sees this as being less volatile than competitors as a result. He likes it.
BUY
He's still bullish on American banks and their economy. That said, the flattening yield curve contributes to a challenging environment. He prefers Morgan-Stanley for its wealth management...
BUY
US banks are on sale right now. Has morphed from global investments to largest wealth manager in US, a very stable business. Trading at 9x earnings. Incredibly well capitalized, stock buybacks, and increasing dividend. Going to be a dividend grower over the next few years. At this valuation, comfortable stepping in.
BUY
Morgan Stanley vs. Goldman Sachs They're similar--they're in investment banking, but he prefers MS with its cheaper valuation with steadier earnings growth and less earnings volatility. Goldman is more into investment banking which is vulnerable to a market downturn, thus a little more volatile. Overall, he is light U.S. banks: there's slower loan growth and the cost of loaning money has risen along with interest rates. Analysts have been too optimistic about American banks' earnings growth going forward.
DON'T BUY

The earnings they reported were quite strong. The US financials have been weak this year. There is still concern about the US economy a year or 2 out. He favours Bank of America.

WEAK BUY

It lagged the US market this year. They still have a lot of decent transactional business but their future is in asset management, which is a slow business. They are doing a very good job on that side. He thinks it has a long way to go.

BUY

The U.S. market is outperforming Canada, so he prefers financials there than here. MS had a recent pullback, but feels it will do well going forward. The U.S. financials will move in a pack. You should get a decent return in MS in the next 12 months.

COMMENT

US Banks are very successful and are trading at reasonable valuations. He prefers Morgan Stanley to Bank of America.

PAST TOP PICK

(Past Top Pick, June 25, 2018, Up 5%) Disappointed it didn't reach the $50's by now, given how the U.S. economy is doing. It should be moving up.

PAST TOP PICK

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.

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