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NYSE:MS

Morgan Stanley (MS)

214.08
-0.12 (0.06%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
73 watching
0
Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Morgan Stanley (MS) has garnered a generally positive outlook from experts, with key themes emerging around strong performance and growth prospects. The bank is benefiting from increased activity in IPOs, mergers, and a recovering capital markets environment, backed by rising interest rates which bode well for profitability. Analysts highlight the impressive return on equity (ROE) and strong wealth management capabilities, fostering confidence in future performance. Despite some profit-taking following a strong year, there is a sense of reassurance in maintaining core holdings. Overall, the sentiment suggests that MS is well-positioned to capitalize on macroeconomic trends and evolving market dynamics, making it an attractive option for investors looking for stability and growth in the financial sector.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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BUY

To him this is the cheapest U.S. Bank. Trading for about half of its tangible book value. Just got some fantastic news. Their largest growing business is their wealth management business. On a valuation battle, Citigroup wanted a much higher price but they wanted to pay a much lower price. They won and are getting a phenomenal deal on a multi-billion-dollar purchase. This will propel this company forward.

HOLD

This is not the style of bank that he likes. He prefers banks that are deposited based as opposed to the commercial paper market.

DON'T BUY
He would go with Goldman Sachs (GS-N) over this company. They have a stronger financial condition. Basic fundamentals are not as strong as Goldman.
COMMENT
BV is around $30. If you strip out the goodwill, that knocks about $27. A double within 2-3 years seems very realistic. On his watch list.
TOP PICK
4.9% due Feb 23/17. Recently downgraded by 2 notches to BBB but people thought it would have been to 3 notches. Prices narrowed and this bond started to rise. Basically you have a 5 year piece of paper that yields a little over 5% and is one of the few investment grade bonds in Canada that trades at a discount to its maturity value.
HOLD
(Market Call Minute)
SELL
Stock broke down after the earnings were reported. They have a big part of Facebook and this may help.
TOP PICK
4.9% bond maturing February 23/17. This is senior debt and the company is rated A. Basically you are getting a five-year piece of paper, which trades at a discount to par (good from a tax perspective). Yields over 5.5%.
BUY ON WEAKNESS
Like a lot of the financials, the stock has run up a lot from its low in Nov/11. Trading at about 0.7X Book, which is very cheap. Small yield of about 1.2%. Trades at about 9X earnings. Very strong retail franchise.
DON'T BUY
Trading at levels he considers risky. Would become a better stock if it went above $26.
TOP PICK
Got punished for past sins but survived. This is a company that radically transformed its business model and completely de-risked the company but investors don’t realize it. Great Asian operations. Selling for less than 1x tangible book value and should be at 2.5x. Will get massive earnings rebound.
DON'T BUY
US financials are still under a lot of pressure. Currently it is back at the bottom where it was in 2008. This shows the sickness of the US financial situation. If anybody should know how to make money, it is these guys. The earnings are bad. Doesn't like them
DON'T BUY
Has very little idea what their exposure is to the sovereign bonds, to the CDS’s on those bonds or European bank bonds. Because of this, he would not be a buyer.
STRONG BUY
One of the 2 independent pure investment banks left in the world. (The other is Goldman Sachs (GS-N).) A lot of things that drive their business, like M&A, new stock issues, trading, etc. has slowed down a lot. At these levels, it is probably a very strong buy.
DON'T BUY
After the first rally in 2009, he has been very cautious and negative on financials, specifically investment banks. All the major parts of these businesses are challenged. Concerns around credits continue to be an issue.
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