MS Morgan Stanley Common Stock

NYSE · Financial Services · Ver em SEC EDGAR ↗
$191,98
Preço · Mai 20, 2026
Fundamentais a partir de Mai 5, 2026

MS Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$191.98
Capitalização de Mercado
$281.00B
P/E (TTM)
17.4
EPS (TTM)
$10.21
Receita (TTM)
Rendimento div.
2.4%
ROE
15.6%
Dívida/Capital
Intervalo 52 Semanas
$124 – $198

MS Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido
EPS $10.21
10-point trend, +249.7%
2016-12-31 2025-12-31
Fluxo de caixa livre
Margens 23.9%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
MS
Mediana de Pares
P/E (TTM)
5-point trend, +42.2%
17.4
19.2
P/B
5-point trend, +52.6%
2.5
2.4

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
MS
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
5-point trend, -5.1%
23.9%
7.7%
ROA
5-point trend, -2.3%
1.3%
4.0%
ROE
5-point trend, +7.5%
15.6%
16.2%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
MS
Mediana de Pares

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
MS
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
14.4%
Revenue CAGR 3Y (CAGR Receita 3A)
9.6%
Revenue CAGR 5Y (CAGR Receita 5A)
7.7%
EPS YoY
5-point trend, +27.1%
28.4%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, +12.2%
25.9%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
MS
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, +27.1%
$10.21

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
MS
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, +41.0%
39.1%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
2.4%
Índice de Pagamento
39.1%
CAGR Dividendos 5 anos
Data exValor
30 de Abril de 2026$1,0000
30 de Janeiro de 2026$1,0000
31 de Outubro de 2025$1,0000
31 de Julho de 2025$1,0000
30 de Abril de 2025$0,9250
31 de Janeiro de 2025$0,9250
31 de Outubro de 2024$0,9250
31 de Julho de 2024$0,9250
29 de Abril de 2024$0,8500
30 de Janeiro de 2024$0,8500
30 de Outubro de 2023$0,8500
28 de Julho de 2023$0,8500
28 de Abril de 2023$0,7750
30 de Janeiro de 2023$0,7750
28 de Outubro de 2022$0,7750
28 de Julho de 2022$0,7750
28 de Abril de 2022$0,7000
28 de Janeiro de 2022$0,7000
28 de Outubro de 2021$0,7000
29 de Julho de 2021$0,7000

MS Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 33 analistas
  • Compra forte 8 24,2%
  • Compra 10 30,3%
  • Manter 15 45,5%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

21 analistas · 2026-05-15
Alvo mediano $205.00 +6,8%
Alvo médio $203.29 +5,9%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.32%
Período EPS Actual EPS est. Surpresa
31 de Março de 2026 $3.43 $3.09 0.34%
31 de Dezembro de 2025 $2.68 $2.51 0.17%
30 de Setembro de 2025 $2.80 $2.17 0.63%
30 de Junho de 2025 $2.13 $2.01 0.12%
31 de Março de 2025 $2.60 $2.27 0.33%

Comparação com pares Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
MS $281.00B 17.4 14.4% 23.9% 15.6%
GS $260.60B 17.1 8.9% 29.5% 13.9%
SCHW $207.21B 21.5 22.0% 37.0% 17.9%
IBKR 29.0 23.4%
HOOD $101.94B 55.2 51.6% 42.1% 21.9%
RJF $34.20B 16.8 6.6% 13.4% 17.7%
LPLA 32.7 37.2% 5.1% 16.6%
EVR 24.2 29.5% 15.3% 31.7%
SF 14.2 6.7% 10.8% 11.7%
JEF 20.3 2.9% 6.3% 6.6%
HLI 27.7 24.8% 16.7% 18.8% 32.3%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 10
Dados anuais de Demonstração de Resultados para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue · · · · · · · · · · · $34.27B
Interest Expense 10-point trend, +1043.3% · · $42.05B $12.27B $1.37B $3.85B $12.40B $10.09B $5.70B $3.32B $2.74B $3.68B
Interest Income 12-point trend, +991.1% $59.06B $54.13B $45.85B $21.59B $9.41B $10.16B $17.10B $13.89B $9.00B $7.02B $5.83B $5.41B
Pretax Income 12-point trend, +511.4% $21.95B $17.60B $11.81B $14.09B $19.67B $14.42B $11.30B $11.24B $10.40B $8.85B $8.49B $3.59B
Income Tax 12-point trend, +5576.7% $4.93B $4.07B $2.58B $2.91B $4.55B $3.24B $2.06B $2.35B $4.17B $2.73B $2.20B $-90M
Net Income 12-point trend, +386.3% $16.86B $13.39B $9.09B $11.03B $15.03B $11.00B $9.04B $8.75B $6.11B $5.98B $6.13B $3.47B
EPS (Basic) 12-point trend, +529.3% $10.32 $8.04 $5.24 $6.23 $8.16 $6.55 $5.26 $4.81 $3.14 $2.98 $2.97 $1.64
EPS (Diluted) 12-point trend, +538.1% $10.21 $7.95 $5.18 $6.15 $8.03 $6.46 $5.19 $4.73 $3.07 $2.92 $2.90 $1.60
Shares (Basic) 12-point trend, -18.2% 1,574,000,000 1,591,000,000 1,628,000,000 1,691,000,000 1,785,000,000 1,603,000,000 1,617,000,000 1,708,000,000 1,780,000,000 1,849,000,000 1,909,000,000 1,924,000,000
Shares (Diluted) 12-point trend, -19.2% 1,592,000,000 1,611,000,000 1,646,000,000 1,713,000,000 1,814,000,000 1,624,000,000 1,640,000,000 1,738,000,000 1,821,000,000 1,887,000,000 1,953,000,000 1,971,000,000
Balanço Patrimonial 18
Dados anuais de Balanço Patrimonial para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.5% $111.69B $105.39B $89.23B $128.13B $127.72B $105.65B $82.17B $87.20B $80.39B $77.36B $85.55B $87.59B
PP&E (Net) 2-point trend, +4.3% · · · · · · · · · · $6.37B $6.11B
Accum. Depreciation 2-point trend, +14.8% · · · · · · · · · · $7.14B $6.22B
Goodwill 12-point trend, +153.9% $16.73B $16.71B $16.71B $16.65B $16.83B $11.63B $7.14B $6.69B $6.60B $6.58B $6.58B $6.59B
Intangibles 12-point trend, +90.3% $6.01B $6.45B $7.05B $7.62B $8.36B $4.98B $2.11B $2.16B $2.45B $2.72B $2.98B $3.16B
Total Assets 12-point trend, +77.2% $1.42T $1.22T $1.19T $1.18T $1.19T $1.12T $895.43B $853.53B $851.73B $814.95B $787.47B $801.51B
Short-term Debt 4-point trend, -32.8% · · · · · · · · $1.52B $941M $2.17B $2.26B
Total Liabilities 12-point trend, +79.3% $1.31T $1.11T $1.09T $1.08T $1.08T $1.01T $812.73B $772.12B $773.27B $737.77B $711.28B $729.41B
Long-term Debt 12-point trend, +123.7% $341.68B $284.31B $260.54B $233.87B $227.36B $213.39B $190.06B $188.12B $191.06B $164.78B $153.77B $152.77B
Total Debt 7-point trend, -100.0% · · · · · $0 $0 $0 $0 $941M $2.17B $2.26B
Common Stock Flat — no change across 12 periods $20M $20M $20M $20M $20M $20M $20M $20M $20M $20M $20M $20M
Paid-in Capital 12-point trend, +28.5% $31.15B $30.18B $29.83B $29.34B $28.84B $25.55B $23.93B $23.79B $23.55B $23.27B $24.15B $24.25B
Retained Earnings 12-point trend, +157.9% $115.09B $104.99B $98.00B $94.86B $89.43B $78.69B $70.59B $64.17B $57.58B $53.68B $49.20B $44.62B
Treasury Stock 12-point trend, +1277.3% $38.10B $33.61B $31.14B $26.58B $17.50B $9.77B $18.73B $13.97B $9.21B $5.80B $4.06B $2.77B
AOCI 12-point trend, -403.6% $-6.29B $-6.81B $-6.42B $-6.25B $-3.10B $-1.96B $-2.79B $-2.29B $-3.06B $-2.64B $-1.66B $-1.25B
Stockholders' Equity 12-point trend, +57.4% $111.63B $104.51B $99.04B $100.14B $105.44B $101.78B $81.55B $80.25B $77.39B $76.05B $75.18B $70.90B
Liabilities + Equity 12-point trend, +77.2% $1.42T $1.22T $1.19T $1.18T $1.19T $1.12T $895.43B $853.53B $851.73B $814.95B $787.47B $801.51B
Shares Outstanding 12-point trend, -18.9% 1,582,834,137 1,606,653,706 1,627,000,000 1,675,000,000 1,772,000,000 1,810,000,000 1,594,000,000 1,700,000,000 1,788,000,000 1,852,000,000 1,920,000,000 1,951,000,000
Fluxo de Caixa 12
Dados anuais de Fluxo de Caixa para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
D&A 12-point trend, +301.2% $4.66B $5.16B $4.26B $4.00B $4.22B $3.77B $2.64B $1.84B $1.75B $1.74B $1.43B $1.16B
Stock-based Comp 12-point trend, +52.9% $1.93B $1.62B $1.71B $1.88B $2.08B $1.31B $1.15B $920M $1.03B $1.14B $1.10B $1.26B
Deferred Tax 12-point trend, +333.8% $561M $152M $-463M $-849M $4M $-250M $165M $449M $2.75B $1.58B $1.19B $-240M
Amort. of Intangibles 12-point trend, +52.9% $454M $602M $601M $610M $612M $373M $314M $344M $309M $291M $306M $297M
Operating Cash Flow 12-point trend, -1747.2% $-17.89B $1.36B $-33.54B $-6.40B $33.97B $-25.23B $40.77B $7.30B $-4.50B $5.38B $-4.46B $1.09B
Investing Cash Flow 11-point trend, -134.0% $-46.78B $-29.46B $-3.08B $-11.63B $-49.90B $-37.90B $-33.56B $-22.88B $-12.39B $-19.51B $-20.00B ·
Debt Issued 3-point trend, +18.7% · · · · · · · · · $43.63B $34.18B $36.74B
Net Debt Issued 3-point trend, +263.9% · · · · · · · · · $13.24B $6.89B $3.64B
Dividends Paid 12-point trend, +629.3% $6.59B $6.14B $5.76B $5.40B $4.17B $2.74B $2.63B $2.38B $2.08B $1.75B $1.46B $904M
Financing Cash Flow 11-point trend, +180.5% $67.76B $46.76B $-2.73B $22.71B $41.55B $83.78B $-11.97B $24.20B $16.26B $7.36B $24.15B ·
Net Change in Cash 12-point trend, +148.9% $6.31B $16.15B $-38.90B $402M $22.07B $23.48B $-5.03B $6.80B $3.04B $-8.19B $-2.04B $-12.90B
Taxes Paid 12-point trend, +295.5% $3.50B $1.89B $2.04B $4.15B $4.23B $2.59B $1.91B $1.38B $1.39B $831M $677M $886M
Lucratividade 4
Dados anuais de Lucratividade para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +135.9% 23.9% 21.7% 16.8% 20.5% 25.2% 22.8% 21.8% 21.8% 16.1% 17.3% 17.4% 10.1%
Pretax Margin 12-point trend, +196.6% 31.1% 28.5% 21.8% 26.2% 32.9% 29.9% 27.3% 28.0% 27.4% 25.6% 24.2% 10.5%
ROA 12-point trend, +204.8% 1.3% 1.1% 0.77% 0.93% 1.3% 1.1% 1.0% 1.0% 0.73% 0.75% 0.77% 0.42%
ROE 12-point trend, +207.7% 15.6% 13.2% 9.1% 10.7% 14.5% 12.0% 11.2% 11.1% 8.0% 7.9% 8.4% 5.1%
Liquidez e Solvência 1
Dados anuais de Liquidez e Solvência para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Debt / Equity 7-point trend, -100.0% · · · · · 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Eficiência 1
Dados anuais de Eficiência para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +27.9% 0.1 0.1 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Por Ação 6
Dados anuais de Por Ação para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +94.1% $70.53 $65.05 $60.88 $59.77 $59.50 $56.24 $51.16 $47.21 $43.28 $41.05 $39.16 $36.34
Revenue / Share 12-point trend, +155.1% $44.38 $38.34 $32.89 $31.33 $32.94 $29.68 $25.26 $23.08 $20.84 $18.35 $18.00 $17.39
Cash Flow / Share 12-point trend, -2057.6% $-11.24 $0.85 $-20.37 $-3.73 $18.73 $-15.54 $24.86 $4.20 $-2.47 $1.30 $1.88 $0.57
Cash / Share 11-point trend, +193.0% $70.57 $65.59 $54.85 $76.47 $72.07 $58.38 · $51.30 $44.96 $23.42 $28.17 $24.08
Dividend / Share 12-point trend, +1000.0% $4 $4 $3 $3 $2 $1 $1 $1 $1 $1 $1 $0
EPS (TTM) 12-point trend, +538.1% $10.21 $7.95 $5.18 $6.15 $8.03 $6.46 $5.19 $4.73 $3.07 $2.92 $2.90 $1.60
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -36.3% 14.4% 14.1% 0.89% -10.2% 22.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +170.1% 9.6% 1.1% 3.5% · · · · · · · · ·
Revenue CAGR 5Y 7.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +17.0% 28.4% 53.5% -15.8% -23.4% 24.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, +359.3% 18.4% -0.33% -7.1% · · · · · · · · ·
EPS CAGR 5Y 9.6% · · · · · · · · · · ·
Net Income YoY 5-point trend, -29.4% 25.9% 47.3% -17.6% -26.6% 36.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +346.8% 15.2% -3.8% -6.2% · · · · · · · · ·
Net Income CAGR 5Y 8.9% · · · · · · · · · · ·
Dividend CAGR 5Y 19.2% · · · · · · · · · · ·
Avaliação (TTM) 14
Dados anuais de Avaliação (TTM) para MS
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM 4-point trend, +6.0% · · · · · · · · $36.32B $36.32B $36.32B $34.27B
Net Income TTM 12-point trend, +386.3% $16.86B $13.39B $9.09B $11.03B $15.03B $11.00B $9.04B $8.75B $6.11B $5.98B $6.13B $3.47B
Market Cap 12-point trend, +271.2% $281.00B $201.99B $151.70B $142.45B $173.96B $124.01B $81.48B $67.40B $93.82B $78.27B $61.08B $75.70B
Enterprise Value 6-point trend, -40.7% · · · · · $18.36B · $-19.80B $13.43B $35.83B $9.17B $30.98B
P/E 12-point trend, -28.3% 17.4 15.8 18.0 13.8 12.2 10.6 9.8 8.4 17.1 14.5 11.0 24.2
P/S 4-point trend, +17.0% · · · · · · · · 2.6 2.2 1.7 2.2
P/B 12-point trend, +135.8% 2.5 1.9 1.5 1.4 1.6 1.2 1.0 0.8 1.2 1.0 0.8 1.1
P / Tangible Book 6-point trend, +117.1% 3.2 2.5 2.0 1.9 2.2 1.5 · · · · · ·
P / Cash Flow 12-point trend, -123.5% -15.7 148.3 -4.5 -22.3 5.1 -4.9 2.0 9.2 -20.8 32.0 16.6 66.9
EV / Revenue 4-point trend, -59.1% · · · · · · · · 0.4 1.0 0.3 0.9
Dividend Yield 12-point trend, +97.5% 2.4% 3.0% 3.8% 3.8% 2.4% 2.2% 3.2% 3.5% 2.2% 2.2% 2.4% 1.2%
Earnings Yield 12-point trend, +39.6% 5.8% 6.3% 5.5% 7.2% 8.2% 9.4% 10.2% 11.9% 5.9% 6.9% 9.1% 4.1%
Payout Ratio 12-point trend, +50.0% 39.1% 45.8% 63.4% 49.0% 27.7% 24.9% 29.0% 27.2% 34.1% 29.2% 23.8% 26.1%
Annual Payout 12-point trend, +629.3% $6.59B $6.14B $5.76B $5.40B $4.17B $2.74B $2.63B $2.38B $2.08B $1.75B $1.46B $904M

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Lucro líquido $16.86B$13.39B$9.09B$11.03B$15.03B
EPS Diluído $10.21$7.95$5.18$6.15$8.03

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