NYSE:MS

Morgan Stanley (MS)

217.04
+5.81 (2.75%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
73 watching
0
Investor Insights
star iconAug 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Morgan Stanley (MS) has garnered positive reviews from various experts, highlighting its strong position in the market following a year of significant activity. Analysts note the impact of rising interest rates and increasing mergers which contribute to the bank's advisory fees and overall revenue. The solid performance in wealth management, aided by recent acquisitions and anticipated IPO activity, points towards a favorable trajectory. While past turmoil has led to some profit-taking, the long-term outlook remains optimistic, with the potential for substantial growth driven by macroeconomic trends. Overall, confidence in US banks is high, and MS is recognized as a leader in this space.

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Consensus
Positive
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Valuation
Fair Value
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Similar
JPM,GS
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.
COMMENT
A good franchise. Prefers Goldman Sachs (GS-N) because of better valuations.
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