MSMORGAN STANLEYMega cap · $348.72B · FY ending 2014-12-31
$221.09-0.54% · 2026-07-13 · EOD
47/100 composite
A transparent blend of the four reads below — each opens into the tool it comes from. Not advice.Quality72
margins & F-ScoreValue27
P/E 21.7 · 93% of 12-mo rangeMomentum69
golden · price above 200-daySmart Money20
selling · 1 funds · 0P/4S insidersBullish stackGolden crossAbove 200-day
vs S&P 500+11.1%
6-mo excess Trailing performance1M +7.0%
3M +24.5%
6M +19.7%
YTD +21.5%
1Y +54.5%
P/E vs its last 12 months (our price history): 13.6 low → 22.2 high
Current price sits at the 93th percentile of that window — near the top (richer). We only compare against the price history we own (no paid multi-year multiples — nothing invented).
Piotroski F4/9
fundamental strength ROIC = NOPAT ÷ (debt + equity − cash), using an effective tax rate of 22%. Annual figures from SEC XBRL.
Dividend & capital return
Payout ratio39.1%
comfortable Shareholder yield2.1%
dividends + buybacks Annual figures from SEC cash-flow statements. Shareholder yield = total cash returned ÷ market cap.
Net selling0P / 4S insiders · 1 funds hold · 0 Congress buys
Recent insidersGROSSMAN ERIC F · Chief Legal/Admin OfficerSELL$2.1M
CRAWLEY MANDELL · Chief Client OfficerSELL$3.0M
SAPERSTEIN ANDREW M · Co-PresidentSELL$9.7M
SIMKOWITZ DANIEL A · Co-PresidentSELL$2.8M
Fund holders (13F)Fisher Asset Management (Ken Fisher)$4.21B1.4% of book
Bhealth · 82/100
Self-fundingSelf-funding — profitable · generates cash
No red flags from its filings.
Educational tools — not financial advice. Fundamentals from SEC EDGAR (XBRL); prices are end-of-day (Databento). Scores are a transparent blend of the components shown, computed on our own data — a research aid, not a recommendation.