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MS Morgan Stanley

NYSE, CIK 0000895421, fiscal year ends 12/31. Last price 179.49 on 2026-10-23, market value 281.9 billion dollars.

Machine-readable: MS.json, MS.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 47
partial, missing 1, 2
partial: 1, 2 2026-06-30 2013–2025 2026-10-23 14 verified, 18 unverified method
Magic Formula n/a insufficient data (no operating income in XBRL) — — — — method
Momentum 66 ok 2026-10-23 — 2026-10-23 — method
Insider 0 ok 2026-10-23 — — — method
Buffett Quality 38
partial, missing 5, 6, 7
partial: 5, 6, 7 2026-06-30 2016–2025 2026-10-23 0 verified, 27 unverified method
Lynch GARP 40 ok 2026-06-30 2020–2025 2026-10-23 0 verified, 5 unverified method
Graham Enterprising 35
partial, missing 1, 2, 7
partial: 1, 2, 7 2026-06-30 2020–2025 2026-10-23 0 verified, 8 unverified method
Piotroski F-Score 33
partial, missing 5, 6, 8, 9
partial: 5, 6, 8, 9 — 2024–2026 — 0 verified, 11 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price179.49USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding1,570,566,292underlying shares2026-07-31SEC cover page 10-Q 0000895421-26-000212 (1,570,566,292 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/ms-20260630.htm 0000895421-26-000212
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares281,900,943,751USD2026-10-23
shares at 2026-07-31
179.49 (price 2026-10-23) / 1 x 1,570,566,292 (shares at 2026-07-31) = 281,900,943,751

Graham Defensive

47 of 100. partial: 1, 2. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size no recent revenue fact—>= 1None / 5
2 Debt <= equity (unclassified balance sheet fallback) LongTermDebt including current maturities (upper bound for the noncurrent portion); bound does not settle the test; no AssetsCurrent/LiabilitiesCurrent in any filing3.29<= 1.0None / 30
3 Positive earnings each of 10 years10 of 1010 of 1015.0 / 15
4 Dividends every year for 20 years20 of 20 XBRL check: 13 years agree, 7 unverified20 of 2015.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago2.47 -> 7.78 (+215%)>= +33%10.0 / 10
6 P/E on 3-year average EPS23.1<= 152.9 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5P/B 2.42, product 55.9<= 1.5 or <= 22.53.8 / 10
Inputs, 34 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)179.492026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
debt_incl_current383156000000.02026-06-30SEC XBRL LongTermDebt (companyfacts) 0000895421-26-000212unverified
equity116329000000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000895421-26-000212unverified
Net income FY20165979000000.02016-12-31 historySEC XBRL NetIncomeLoss 0001193125-19-051943unverified
Net income FY20176111000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000895421-20-000265unverified
Net income FY20188748000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000895421-21-000286unverified
Net income FY20199042000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000895421-22-000400unverified
Net income FY202010996000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000895421-23-000284unverified
Net income FY202115034000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000895421-24-000300unverified
Net income FY202211029000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000895421-25-000304unverified
Net income FY20239087000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202413390000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202516861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Dividend years (Yahoo)[2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyverified (partly: XBRL covers 13 of 20 years)
Dividends per share FY2013 (XBRL)0.22013-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0001193125-16-473553verified
Dividends per share FY2014 (XBRL)0.352014-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0001193125-17-059212verified
Dividends per share FY2015 (XBRL)0.552015-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0001193125-18-060831verified
Dividends per share FY2016 (XBRL)0.72016-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0001193125-19-051943verified
Dividends per share FY2017 (XBRL)0.92017-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-20-000265verified
Dividends per share FY2018 (XBRL)1.12018-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-21-000286verified
Dividends per share FY2019 (XBRL)1.32019-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-22-000400verified
Dividends per share FY2020 (XBRL)1.42020-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-23-000284verified
Dividends per share FY2021 (XBRL)2.12021-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-24-000300verified
Dividends per share FY2022 (XBRL)2.952022-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-25-000304verified
Dividends per share FY2023 (XBRL)3.252023-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-26-000086verified
Dividends per share FY2024 (XBRL)3.552024-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-26-000086verified
Dividends per share FY2025 (XBRL)3.852025-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000895421-26-000086verified
EPS diluted FY20141.62014-12-31 historySEC XBRL EarningsPerShareDiluted 0001193125-17-059212unverified
EPS diluted FY20152.92015-12-31 historySEC XBRL EarningsPerShareDiluted 0001193125-18-060831unverified
EPS diluted FY20162.922016-12-31 historySEC XBRL EarningsPerShareDiluted 0001193125-19-051943unverified
EPS diluted FY20235.182023-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-26-000086unverified
EPS diluted FY20247.952024-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-26-000086unverified
EPS diluted FY202510.212025-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-26-000086unverified
Shares outstanding1570566292.02026-07-31SEC cover page 10-Q 0000895421-26-000212 (1,570,566,292 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/ms-20260630.htm 0000895421-26-000212not cross-checked

Magic Formula

insufficient data (no operating income in XBRL). How this is scored.

insufficient data (no operating income in XBRL).

Momentum

66 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return27.4 % (percentile 75.2)37.6 / 50
6 month return-3.8 % (percentile 32.9)6.6 / 20
Price / 52-week high0.7911.8 / 15
Volatility penalty (60d annualised)23.6 %10.0 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)179.492026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)0.01 bp-0.3 / 0
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Form 4 S SCHAPIRO MARY L 2026-07-28212060.02026-07-28SEC Form 4 (insider transactions data set)not cross-checked

Buffett Quality

38 of 100. partial: 5, 6, 7. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity)11.9% over 8 yrs>= 15%13.9 / 25
2 Profitable every year10 of 10all years15.0 / 15
3 Net income growth, 3-yr average now vs start of window+9.5% a year>= +10%9.5 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)29.2 years<= 40.0 / 15
5 Operating margin, 5-yr average needs at least 4 of the last 5 years0 years with operating income and revenue>= 20%None / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex) needs operating cash flow and capex for at least 4 of the last 5 years0 years>= 1.0None / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap) needs three years of free cash flow—>= 7%None / 15
Inputs, 28 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)179.492026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20188748000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000895421-21-000286unverified
Equity at FY2018 end80246000000.02018-12-31 historySEC XBRL StockholdersEquity 0000895421-20-000265unverified
Net income FY20199042000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000895421-22-000400unverified
Equity at FY2019 end81549000000.02019-12-31 historySEC XBRL StockholdersEquity 0000895421-21-000286unverified
Net income FY202010996000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000895421-23-000284unverified
Equity at FY2020 end101781000000.02020-12-31 historySEC XBRL StockholdersEquity 0000895421-22-000400unverified
Net income FY202115034000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000895421-24-000300unverified
Equity at FY2021 end105441000000.02021-12-31 historySEC XBRL StockholdersEquity 0000895421-23-000284unverified
Net income FY202211029000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000895421-25-000304unverified
Equity at FY2022 end100141000000.02022-12-31 historySEC XBRL StockholdersEquity 0000895421-24-000300unverified
Net income FY20239087000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Equity at FY2023 end99038000000.02023-12-31 historySEC XBRL StockholdersEquity 0000895421-25-000304unverified
Net income FY202413390000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Equity at FY2024 end104511000000.02024-12-31 historySEC XBRL StockholdersEquity 0000895421-26-000086unverified
Net income FY202516861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Equity at FY2025 end111632000000.02025-12-31 historySEC XBRL StockholdersEquity 0000895421-26-000212unverified
Net income FY20165979000000.02016-12-31 historySEC XBRL NetIncomeLoss 0001193125-19-051943unverified
Net income FY20176111000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000895421-20-000265unverified
Net income FY20188748000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000895421-21-000286unverified
Net income FY20199042000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000895421-22-000400unverified
Net income FY202010996000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000895421-23-000284unverified
Net income FY202115034000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000895421-24-000300unverified
Net income FY202211029000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000895421-25-000304unverified
Net income FY20239087000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202413390000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202516861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
debt_incl_current383156000000.02026-06-30SEC XBRL LongTermDebt (companyfacts) 0000895421-26-000212unverified

Lynch GARP

40 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points)1.83<= 1.05.0 / 30
2 EPS growth, 5-yr compound rate+9.6% a year12% to 35% a year16.0 / 20
3 P/E on latest annual EPS17.6<= 2510.0 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)3.29<= 0.50.0 / 15
5 Years of the last 5 in which EPS rose3 of 55 of 59.0 / 15
6 Net cash (cash minus borrowings) / market cap-79.1%>= +10%0.0 / 10
Inputs, 6 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)179.492026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
EPS diluted FY202510.212025-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-26-000086unverified
EPS diluted FY20206.462020-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-23-000284unverified
debt_incl_current383156000000.02026-06-30SEC XBRL LongTermDebt (companyfacts) 0000895421-26-000212unverified
equity116329000000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000895421-26-000212unverified
cash160135000000.02026-06-30SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) 0000895421-26-000212unverified

Graham Enterprising

35 of 100. partial: 1, 2, 7. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)—>= 1.5None / 15
2 Borrowings vs working capital no fresh current assets/liabilities—<= 1.1xNone / 15
3 No earnings deficit in the last 5 years5 of 5 profitable5 of 515.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier6.46 -> 10.21higher10.0 / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)2.42<= 1.20.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count—<= 0.67None / 15
Inputs, 11 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)179.492026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY202115034000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000895421-24-000300unverified
Net income FY202211029000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000895421-25-000304unverified
Net income FY20239087000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202413390000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Net income FY202516861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
Dividend years (Yahoo)[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked
EPS diluted FY202510.212025-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-26-000086unverified
EPS diluted FY20206.462020-12-31 historySEC XBRL EarningsPerShareDiluted 0000895421-23-000284unverified
equity116329000000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000895421-26-000212unverified
Shares outstanding1570566292.02026-07-31SEC cover page 10-Q 0000895421-26-000212 (1,570,566,292 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/ms-20260630.htm 0000895421-26-000212not cross-checked

Piotroski F-Score

33 of 100. partial: 5, 6, 8, 9. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive1.2%pass = 111.11111111111111 / 11.11111111111111
2 Operating cash flow is positive-17,889Mpass = 10.0 / 11.11111111111111
3 Return on assets improved on the prior year1.1% -> 1.2%pass = 111.11111111111111 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)-17,889M vs 16,861Mpass = 10.0 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years—pass = 1None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years—pass = 1None / 11.11111111111111
7 No new shares issued (share count did not rise)1,596M -> 1,571Mpass = 111.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) an input is not reported for one of the two years—pass = 1None / 11.11111111111111
9 Asset turnover (revenue / assets) improved an input is not reported for one of the two years—pass = 1None / 11.11111111111111
Inputs, 11 numbers with their sources
InputValuePeriodSourceCheck
net_income 2025-12-3116861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
total_assets 2025-12-311420270000000.02025-12-31 historySEC XBRL Assets 0000895421-26-000212unverified
cfo 2025-12-31-17889000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000895421-26-000086unverified
net_income 2025-12-3116861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
net_income 2024-12-3113390000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
total_assets 2025-12-311420270000000.02025-12-31 historySEC XBRL Assets 0000895421-26-000212unverified
total_assets 2024-12-311215071000000.02024-12-31 historySEC XBRL Assets 0000895421-26-000086unverified
cfo 2025-12-31-17889000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000895421-26-000086unverified
net_income 2025-12-3116861000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000895421-26-000086unverified
shares_out 2026-07-311570566292.02026-07-31 historySEC XBRL EntityCommonStockSharesOutstanding (companyfacts) 0000895421-26-000212unverified
shares_out 2025-07-311596335756.02025-07-31 historySEC XBRL EntityCommonStockSharesOutstanding 0000895421-25-000440unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-3132,4932,9321.36paid0001193125-16-473553
20142014-12-3134,2753,4671.6paid0001193125-17-059212
20152015-12-316,1272.9paid0001193125-18-060831
20162016-12-315,9792.92paid0001193125-19-051943
20172017-12-316,1113.07paid0000895421-20-000265
20182018-12-318,7484.73paid0000895421-21-000286
20192019-12-319,0425.19paid0000895421-22-000400
20202020-12-3110,9966.46paid0000895421-23-000284
20212021-12-3115,0348.03paid0000895421-24-000300
20222022-12-3111,0296.15paid0000895421-25-000304
20232023-12-319,0875.18paid0000895421-26-000086
20242024-12-3113,3907.95paid0000895421-26-000086
20252025-12-3116,86110.21paid0000895421-26-000086

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-07-28Schapiro Mary Ldirectorsale1,000212.06212,060
2026-07-17Pizzi Michael A.officersale7,101216.881,540,065
2026-07-17Pizzi Michael A.officersale17,064215.003,668,760
2026-07-16Yeshaya SharonCFOsale9,172222.512,040,862
2026-07-16Yeshaya SharonCFOsale6,382222.511,420,059
2026-04-20Grossman Eric Fofficersale5,559191.501,064,548
2026-04-20Grossman Eric Fofficersale5,559190.001,056,210
2026-04-17Simkowitz Daniel APressale14,690189.242,779,936
2026-04-16Crawley Mandellofficersale2,546187.25476,738
2026-04-16Crawley Mandellofficersale300189.0556,715
2026-04-16Crawley Mandellofficersale13,283188.382,502,252
2026-04-16Saperstein Andrew MPressale600192.12115,272
2026-04-16Saperstein Andrew MPressale1,400190.44266,616
2026-04-16Saperstein Andrew MPressale6,353189.151,201,670
2026-04-16Saperstein Andrew MPressale33,541188.376,318,118
2026-04-16Saperstein Andrew MPressale6,584187.201,232,525
2026-04-16Saperstein Andrew MPressale3,190191.30610,247