{ "ticker": "MS", "name": "Morgan Stanley", "legal_name": "MORGAN STANLEY", "cik": "0000895421", "exchange": "NYSE", "sic": "6211", "industry": "Security Brokers, Dealers & Flotation Companies", "state": "DE", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false, "snapshot_date": "2026-10-26", "price": { "value": 179.49, "as_of": "2026-10-23", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 281900943751.08, "as_of": "2026-10-23", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 179.49, "as_of": "2026-10-23", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 1570566292.0, "unit": "underlying shares", "concept": "SEC 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", "period_end": "2026-07-31", "accession": "0000895421-26-000212", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "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", "split_adjustment": null, "share_count_as_of": "2026-07-31", "share_count_age_days_at_price_date": 84, "warning": null, "computed": "179.49 (price 2026-10-23) / 1 x 1,570,566,292 (shares at 2026-07-31) = 281,900,943,751" } }, "share_basis": { "ratio": 1.0, "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence": null, "meaning": "SEC share counts and per-share figures are per underlying share; ratio = underlying shares per traded unit (1 for domestic common stock; N for an ADS representing N shares)." }, "scores": { "graham": { "score": 46.7, "status": "partial: 1, 2", "complete": false, "missing_tests": [ "1", "2" ], "passes_all": false, "data_as_of": "2026-06-30", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": "2013", "history_through": "2025", "price_as_of": "2026-10-23", "price_stale": false, "verification": { "verified": 14, "mismatch": 0, "unverified": 18, "not_cross_checked": 2 }, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/graham", "components": [ { "test": "1", "name": "Adequate size", "value": null, "threshold": ">= 1", "points": null, "max": 5, "note": "no recent revenue fact" }, { "test": "2", "name": "Debt <= equity (unclassified balance sheet fallback)", "value": 3.29, "unit": null, "threshold": "<= 1.0", "points": null, "max": 30, "note": "LongTermDebt including current maturities (upper bound for the noncurrent portion); bound does not settle the test; no AssetsCurrent/LiabilitiesCurrent in any filing" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "20 of 20", "threshold": "20 of 20", "points": 15.0, "max": 15, "missing_years": [], "cross_check": { "verified_years": [ 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "2.47 -> 7.78 (+215%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 23.1, "threshold": "<= 15", "points": 2.9, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 2.42, product 55.9", "threshold": "<= 1.5 or <= 22.5", "points": 3.8, "max": 10 } ], "inputs": [ { "name": "Price (close, per traded unit)", "value": 179.49, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "debt_incl_current", "value": 383156000000.0, "kind": "current", "source": "SEC XBRL LongTermDebt (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 3839805, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "equity", "value": 116329000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 23975339, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "Net income FY2016", "value": 5979000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "period": "2016-12-31", "accession": "0001193125-19-051943", "fact_id": 20687485, "verified": "unverified", "age_days": 3586 }, { "name": "Net income FY2017", "value": 6111000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "period": "2017-12-31", "accession": "0000895421-20-000265", "fact_id": 20694182, "verified": "unverified", "age_days": 3221 }, { "name": "Net income FY2018", "value": 8748000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "period": "2018-12-31", "accession": "0000895421-21-000286", "fact_id": 20700685, "verified": "unverified", "age_days": 2856 }, { "name": "Net income FY2019", "value": 9042000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "period": "2019-12-31", "accession": "0000895421-22-000400", "fact_id": 20707064, "verified": "unverified", "age_days": 2491 }, { "name": "Net income FY2020", "value": 10996000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20713531, "verified": "unverified", "age_days": 2125 }, { "name": "Net income FY2021", "value": 15034000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2021-12-31", "accession": "0000895421-24-000300", "fact_id": 20720193, "verified": "unverified", "age_days": 1760 }, { "name": "Net income FY2022", "value": 11029000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2022-12-31", "accession": "0000895421-25-000304", "fact_id": 20727328, "verified": "unverified", "age_days": 1395 }, { "name": "Net income FY2023", "value": 9087000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20734334, "verified": "unverified", "age_days": 1030 }, { "name": "Net income FY2024", "value": 13390000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20740895, "verified": "unverified", "age_days": 664 }, { "name": "Net income FY2025", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "Dividend years (Yahoo)", "value": [ 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 ], "kind": "history", "source": "Yahoo Finance dividend history", "url": "https://finance.yahoo.com/quote/MS/history?filter=div", "period": null, "verified": "verified (partly: XBRL covers 13 of 20 years)", "note": "XBRL dividends-per-share facts cover 13 of the 20 years" }, { "name": "Dividends per share FY2013 (XBRL)", "value": 0.2, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312516473553/", "period": "2013-12-31", "accession": "0001193125-16-473553", "fact_id": 20886406, "verified": "verified", "age_days": 4682 }, { "name": "Dividends per share FY2014 (XBRL)", "value": 0.35, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312517059212/", "period": "2014-12-31", "accession": "0001193125-17-059212", "fact_id": 20888244, "verified": "verified", "age_days": 4317 }, { "name": "Dividends per share FY2015 (XBRL)", "value": 0.55, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312518060831/", "period": "2015-12-31", "accession": "0001193125-18-060831", "fact_id": 20890083, "verified": "verified", "age_days": 3952 }, { "name": "Dividends per share FY2016 (XBRL)", "value": 0.7, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "period": "2016-12-31", "accession": "0001193125-19-051943", "fact_id": 20891901, "verified": "verified", "age_days": 3586 }, { "name": "Dividends per share FY2017 (XBRL)", "value": 0.9, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "period": "2017-12-31", "accession": "0000895421-20-000265", "fact_id": 20893677, "verified": "verified", "age_days": 3221 }, { "name": "Dividends per share FY2018 (XBRL)", "value": 1.1, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "period": "2018-12-31", "accession": "0000895421-21-000286", "fact_id": 20895421, "verified": "verified", "age_days": 2856 }, { "name": "Dividends per share FY2019 (XBRL)", "value": 1.3, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "period": "2019-12-31", "accession": "0000895421-22-000400", "fact_id": 20897111, "verified": "verified", "age_days": 2491 }, { "name": "Dividends per share FY2020 (XBRL)", "value": 1.4, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20898754, "verified": "verified", "age_days": 2125 }, { "name": "Dividends per share FY2021 (XBRL)", "value": 2.1, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2021-12-31", "accession": "0000895421-24-000300", "fact_id": 20900342, "verified": "verified", "age_days": 1760 }, { "name": "Dividends per share FY2022 (XBRL)", "value": 2.95, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2022-12-31", "accession": "0000895421-25-000304", "fact_id": 20901945, "verified": "verified", "age_days": 1395 }, { "name": "Dividends per share FY2023 (XBRL)", "value": 3.25, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20903585, "verified": "verified", "age_days": 1030 }, { "name": "Dividends per share FY2024 (XBRL)", "value": 3.55, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20905222, "verified": "verified", "age_days": 664 }, { "name": "Dividends per share FY2025 (XBRL)", "value": 3.85, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24309389, "verified": "verified", "age_days": 299 }, { "name": "EPS diluted FY2014", "value": 1.6, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312517059212/", "period": "2014-12-31", "accession": "0001193125-17-059212", "fact_id": 20758287, "verified": "unverified", "age_days": 4317 }, { "name": "EPS diluted FY2015", "value": 2.9, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312518060831/", "period": "2015-12-31", "accession": "0001193125-18-060831", "fact_id": 20762643, "verified": "unverified", "age_days": 3952 }, { "name": "EPS diluted FY2016", "value": 2.92, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "period": "2016-12-31", "accession": "0001193125-19-051943", "fact_id": 20766769, "verified": "unverified", "age_days": 3586 }, { "name": "EPS diluted FY2023", "value": 5.18, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20799169, "verified": "unverified", "age_days": 1030 }, { "name": "EPS diluted FY2024", "value": 7.95, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20805046, "verified": "unverified", "age_days": 664 }, { "name": "EPS diluted FY2025", "value": 10.21, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24299627, "verified": "unverified", "age_days": 299 }, { "name": "Shares outstanding", "value": 1570566292.0, "kind": "current", "source": "SEC 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", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/R1.htm", "period": "2026-07-31", "accession": "0000895421-26-000212", "fact_id": 24599526, "age_days": 87, "stale": false } ] }, "magic_formula": { "score": null, "status": "insufficient data (no operating income in XBRL)", "complete": null, "missing_tests": [], "passes_all": null, "data_as_of": null, "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": null, "history_through": null, "price_as_of": null, "price_stale": null, "verification": null, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/magic_formula", "components": [], "inputs": [] }, "momentum": { "score": 66.1, "status": "ok", "complete": true, "missing_tests": [], "passes_all": null, "data_as_of": "2026-10-23", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": null, "history_through": null, "price_as_of": "2026-10-23", "price_stale": null, "verification": null, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/momentum", "components": [ { "name": "12-1 month return", "value": 27.4, "unit": "%", "percentile": 75.2, "points": 37.6, "max": 50 }, { "name": "6 month return", "value": -3.8, "unit": "%", "percentile": 32.9, "points": 6.6, "max": 20 }, { "name": "Price / 52-week high", "value": 0.79, "points": 11.8, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 23.6, "unit": "%", "points": 10.0, "max": 15 } ], "inputs": [ { "name": "Adjusted close series (14 months)", "value": 179.49, "kind": "price", "source": "Yahoo Finance / Alpaca Market Data daily history", "url": null, "period": "2026-10-23", "age_days": 3, "stale": false } ] }, "insider": { "score": 0.0, "status": "ok", "complete": true, "missing_tests": [], "passes_all": null, "data_as_of": "2026-10-23", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": null, "history_through": null, "price_as_of": null, "price_stale": null, "verification": null, "coverage": { "window_start": "2026-07-28", "through": "2026-10-23", "missing_days": 3, "note": "Form 4 data loaded through 2026-10-23" }, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/insider", "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 0.01, "unit": "bp", "points": -0.3, "max": 0 } ], "inputs": [ { "name": "Form 4 S SCHAPIRO MARY L 2026-07-28", "value": 212060.0, "shares": 1000.0, "price": 212.06, "role": "director", "period": "2026-07-28", "source": "SEC Form 4 (insider transactions data set)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026050605/" } ] }, "buffett": { "score": 38.4, "status": "partial: 5, 6, 7", "complete": false, "missing_tests": [ "5", "6", "7" ], "passes_all": false, "data_as_of": "2026-06-30", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": "2016", "history_through": "2025", "price_as_of": "2026-10-23", "price_stale": false, "verification": { "verified": 0, "mismatch": 0, "unverified": 27, "not_cross_checked": 1 }, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/buffett", "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "11.9% over 8 yrs", "threshold": ">= 15%", "points": 13.9, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+9.5% a year", "threshold": ">= +10%", "points": 9.5, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": 29.2, "threshold": "<= 4", "points": 0.0, "max": 15, "unit": "years", "note": "LongTermDebt (incl. current maturities)" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "0 years", "threshold": ">= 1.0", "points": null, "max": 10, "note": "needs operating cash flow and capex for at least 4 of the last 5 years" }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": null, "threshold": ">= 7%", "points": null, "max": 15, "note": "needs three years of free cash flow" } ], "inputs": [ { "name": "Price (close, per traded unit)", "value": 179.49, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "Net income FY2018", "value": 8748000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "period": "2018-12-31", "accession": "0000895421-21-000286", "fact_id": 20700685, "verified": "unverified", "age_days": 2856 }, { "name": "Equity at FY2018 end", "value": 80246000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "period": "2018-12-31", "accession": "0000895421-20-000265", "fact_id": 22761778, "verified": "unverified", "age_days": 2856 }, { "name": "Net income FY2019", "value": 9042000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "period": "2019-12-31", "accession": "0000895421-22-000400", "fact_id": 20707064, "verified": "unverified", "age_days": 2491 }, { "name": "Equity at FY2019 end", "value": 81549000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "period": "2019-12-31", "accession": "0000895421-21-000286", "fact_id": 22786803, "verified": "unverified", "age_days": 2491 }, { "name": "Net income FY2020", "value": 10996000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20713531, "verified": "unverified", "age_days": 2125 }, { "name": "Equity at FY2020 end", "value": 101781000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "period": "2020-12-31", "accession": "0000895421-22-000400", "fact_id": 22811525, "verified": "unverified", "age_days": 2125 }, { "name": "Net income FY2021", "value": 15034000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2021-12-31", "accession": "0000895421-24-000300", "fact_id": 20720193, "verified": "unverified", "age_days": 1760 }, { "name": "Equity at FY2021 end", "value": 105441000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2021-12-31", "accession": "0000895421-23-000284", "fact_id": 22837506, "verified": "unverified", "age_days": 1760 }, { "name": "Net income FY2022", "value": 11029000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2022-12-31", "accession": "0000895421-25-000304", "fact_id": 20727328, "verified": "unverified", "age_days": 1395 }, { "name": "Equity at FY2022 end", "value": 100141000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2022-12-31", "accession": "0000895421-24-000300", "fact_id": 22865679, "verified": "unverified", "age_days": 1395 }, { "name": "Net income FY2023", "value": 9087000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20734334, "verified": "unverified", "age_days": 1030 }, { "name": "Equity at FY2023 end", "value": 99038000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2023-12-31", "accession": "0000895421-25-000304", "fact_id": 22893365, "verified": "unverified", "age_days": 1030 }, { "name": "Net income FY2024", "value": 13390000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20740895, "verified": "unverified", "age_days": 664 }, { "name": "Equity at FY2024 end", "value": 104511000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 22918993, "verified": "unverified", "age_days": 664 }, { "name": "Net income FY2025", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "Equity at FY2025 end", "value": 111632000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2025-12-31", "accession": "0000895421-26-000212", "fact_id": 24476752, "verified": "unverified", "age_days": 299 }, { "name": "Net income FY2016", "value": 5979000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "period": "2016-12-31", "accession": "0001193125-19-051943", "fact_id": 20687485, "verified": "unverified", "age_days": 3586 }, { "name": "Net income FY2017", "value": 6111000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "period": "2017-12-31", "accession": "0000895421-20-000265", "fact_id": 20694182, "verified": "unverified", "age_days": 3221 }, { "name": "Net income FY2018", "value": 8748000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "period": "2018-12-31", "accession": "0000895421-21-000286", "fact_id": 20700685, "verified": "unverified", "age_days": 2856 }, { "name": "Net income FY2019", "value": 9042000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "period": "2019-12-31", "accession": "0000895421-22-000400", "fact_id": 20707064, "verified": "unverified", "age_days": 2491 }, { "name": "Net income FY2020", "value": 10996000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20713531, "verified": "unverified", "age_days": 2125 }, { "name": "Net income FY2021", "value": 15034000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2021-12-31", "accession": "0000895421-24-000300", "fact_id": 20720193, "verified": "unverified", "age_days": 1760 }, { "name": "Net income FY2022", "value": 11029000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2022-12-31", "accession": "0000895421-25-000304", "fact_id": 20727328, "verified": "unverified", "age_days": 1395 }, { "name": "Net income FY2023", "value": 9087000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20734334, "verified": "unverified", "age_days": 1030 }, { "name": "Net income FY2024", "value": 13390000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20740895, "verified": "unverified", "age_days": 664 }, { "name": "Net income FY2025", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "debt_incl_current", "value": 383156000000.0, "kind": "current", "source": "SEC XBRL LongTermDebt (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 3839805, "verified": "unverified", "age_days": 118, "stale": false } ] }, "lynch": { "score": 40.0, "status": "ok", "complete": true, "missing_tests": [], "passes_all": false, "data_as_of": "2026-06-30", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": "2020", "history_through": "2025", "price_as_of": "2026-10-23", "price_stale": false, "verification": { "verified": 0, "mismatch": 0, "unverified": 5, "not_cross_checked": 1 }, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/lynch", "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": 1.83, "threshold": "<= 1.0", "points": 5.0, "max": 30 }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": "+9.6% a year", "threshold": "12% to 35% a year", "points": 16.0, "max": 20 }, { "test": "3", "name": "P/E on latest annual EPS", "value": 17.6, "threshold": "<= 25", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 3.29, "threshold": "<= 0.5", "points": 0.0, "max": 15, "note": "LongTermDebt (incl. current maturities)" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "3 of 5", "threshold": "5 of 5", "points": 9.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "-79.1%", "threshold": ">= +10%", "points": 0.0, "max": 10 } ], "inputs": [ { "name": "Price (close, per traded unit)", "value": 179.49, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "EPS diluted FY2025", "value": 10.21, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24299627, "verified": "unverified", "age_days": 299 }, { "name": "EPS diluted FY2020", "value": 6.46, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20782398, "verified": "unverified", "age_days": 2125 }, { "name": "debt_incl_current", "value": 383156000000.0, "kind": "current", "source": "SEC XBRL LongTermDebt (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 3839805, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "equity", "value": 116329000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 23975339, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "cash", "value": 160135000000.0, "kind": "current", "source": "SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 23975341, "verified": "unverified", "age_days": 118, "stale": false } ] }, "graham_enterprising": { "score": 35.0, "status": "partial: 1, 2, 7", "complete": false, "missing_tests": [ "1", "2", "7" ], "passes_all": false, "data_as_of": "2026-06-30", "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": "2020", "history_through": "2025", "price_as_of": "2026-10-23", "price_stale": false, "verification": { "verified": 0, "mismatch": 0, "unverified": 8, "not_cross_checked": 3 }, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/graham_enterprising", "components": [ { "test": "1", "name": "Current ratio", "value": null, "threshold": ">= 1.5", "points": null, "max": 15, "note": "no fresh current assets/liabilities (unclassified balance sheet)" }, { "test": "2", "name": "Borrowings vs working capital", "value": null, "threshold": "<= 1.1x", "points": null, "max": 15, "note": "no fresh current assets/liabilities" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "6.46 -> 10.21", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 2.42, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": null, "max": 15, "note": "needs fresh current assets, total liabilities (or assets and equity of the same date) and share count" } ], "inputs": [ { "name": "Price (close, per traded unit)", "value": 179.49, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "Net income FY2021", "value": 15034000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "period": "2021-12-31", "accession": "0000895421-24-000300", "fact_id": 20720193, "verified": "unverified", "age_days": 1760 }, { "name": "Net income FY2022", "value": 11029000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "period": "2022-12-31", "accession": "0000895421-25-000304", "fact_id": 20727328, "verified": "unverified", "age_days": 1395 }, { "name": "Net income FY2023", "value": 9087000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2023-12-31", "accession": "0000895421-26-000086", "fact_id": 20734334, "verified": "unverified", "age_days": 1030 }, { "name": "Net income FY2024", "value": 13390000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20740895, "verified": "unverified", "age_days": 664 }, { "name": "Net income FY2025", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "Dividend years (Yahoo)", "value": [ 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ], "kind": "history", "source": "Yahoo Finance dividend history", "url": "https://finance.yahoo.com/quote/MS/history?filter=div", "period": null }, { "name": "EPS diluted FY2025", "value": 10.21, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24299627, "verified": "unverified", "age_days": 299 }, { "name": "EPS diluted FY2020", "value": 6.46, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "period": "2020-12-31", "accession": "0000895421-23-000284", "fact_id": 20782398, "verified": "unverified", "age_days": 2125 }, { "name": "equity", "value": 116329000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-06-30", "accession": "0000895421-26-000212", "fact_id": 23975339, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "Shares outstanding", "value": 1570566292.0, "kind": "current", "source": "SEC 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", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/R1.htm", "period": "2026-07-31", "accession": "0000895421-26-000212", "fact_id": 24599526, "age_days": 87, "stale": false } ] }, "piotroski": { "score": 33.3, "status": "partial: 5, 6, 8, 9", "complete": false, "missing_tests": [ "5", "6", "8", "9" ], "passes_all": false, "data_as_of": null, "data_as_of_meaning": "oldest current-period input the score depends on", "stale_inputs": [], "history_from": "2024", "history_through": "2026", "price_as_of": null, "price_stale": false, "verification": { "verified": 0, "mismatch": 0, "unverified": 11, "not_cross_checked": 0 }, "coverage": null, "computed_on": "2026-10-26", "rules_url": "https://theclaudetrader.com/p/piotroski", "components": [ { "test": "1", "name": "Return on assets is positive", "value": "1.2%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "-17,889M", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "1.1% -> 1.2%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "-17,889M vs 16,861M", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "6", "name": "Current ratio improved", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "1,596M -> 1,571M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" } ], "inputs": [ { "name": "net_income 2025-12-31", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "total_assets 2025-12-31", "value": 1420270000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2025-12-31", "accession": "0000895421-26-000212", "fact_id": 24376369, "verified": "unverified", "age_days": 299 }, { "name": "cfo 2025-12-31", "value": -17889000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24311604, "verified": "unverified", "age_days": 299 }, { "name": "net_income 2025-12-31", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "net_income 2024-12-31", "value": 13390000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 20740895, "verified": "unverified", "age_days": 664 }, { "name": "total_assets 2025-12-31", "value": 1420270000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2025-12-31", "accession": "0000895421-26-000212", "fact_id": 24376369, "verified": "unverified", "age_days": 299 }, { "name": "total_assets 2024-12-31", "value": 1215071000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2024-12-31", "accession": "0000895421-26-000086", "fact_id": 21929013, "verified": "unverified", "age_days": 664 }, { "name": "cfo 2025-12-31", "value": -17889000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24311604, "verified": "unverified", "age_days": 299 }, { "name": "net_income 2025-12-31", "value": 16861000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "period": "2025-12-31", "accession": "0000895421-26-000086", "fact_id": 24293539, "verified": "unverified", "age_days": 299 }, { "name": "shares_out 2026-07-31", "value": 1570566292.0, "kind": "history", "source": "SEC XBRL EntityCommonStockSharesOutstanding (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/", "period": "2026-07-31", "accession": "0000895421-26-000212", "fact_id": 23975340, "verified": "unverified", "age_days": 87 }, { "name": "shares_out 2025-07-31", "value": 1596335756.0, "kind": "history", "source": "SEC XBRL EntityCommonStockSharesOutstanding", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000440/", "period": "2025-07-31", "accession": "0000895421-25-000440", "fact_id": 24578015, "verified": "unverified", "age_days": 452 } ] } }, "net_income_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 2932000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312516473553/", "accession": "0001193125-16-473553" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 3467000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312517059212/", "accession": "0001193125-17-059212" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 6127000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312518060831/", "accession": "0001193125-18-060831" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 5979000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "accession": "0001193125-19-051943" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 6111000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "accession": "0000895421-20-000265" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 8748000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "accession": "0000895421-21-000286" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 9042000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "accession": "0000895421-22-000400" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 10996000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "accession": "0000895421-23-000284" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 15034000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "accession": "0000895421-24-000300" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 11029000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "accession": "0000895421-25-000304" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 9087000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 13390000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 16861000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086" } ], "eps_diluted_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 1.36, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312516473553/", "accession": "0001193125-16-473553", "value_reported": 1.36, "split_factor": 1.0, "split_basis": "filed 2016-02-23" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 1.6, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312517059212/", "accession": "0001193125-17-059212", "value_reported": 1.6, "split_factor": 1.0, "split_basis": "filed between 2017-01-31 and 2017-05-31" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 2.9, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312518060831/", "accession": "0001193125-18-060831", "value_reported": 2.9, "split_factor": 1.0, "split_basis": "filed between 2018-01-31 and 2018-05-31" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 2.92, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312519051943/", "accession": "0001193125-19-051943", "value_reported": 2.92, "split_factor": 1.0, "split_basis": "filed between 2019-01-31 and 2019-05-31" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 3.07, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542120000265/", "accession": "0000895421-20-000265", "value_reported": 3.07, "split_factor": 1.0, "split_basis": "filed between 2020-01-31 and 2020-05-30" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 4.73, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542121000286/", "accession": "0000895421-21-000286", "value_reported": 4.73, "split_factor": 1.0, "split_basis": "filed between 2021-01-29 and 2021-05-29" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 5.19, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542122000400/", "accession": "0000895421-22-000400", "value_reported": 5.19, "split_factor": 1.0, "split_basis": "filed between 2022-01-31 and 2022-05-31" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 6.46, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542123000284/", "accession": "0000895421-23-000284", "value_reported": 6.46, "split_factor": 1.0, "split_basis": "filed between 2023-01-31 and 2023-05-31" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 8.03, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542124000300/", "accession": "0000895421-24-000300", "value_reported": 8.03, "split_factor": 1.0, "split_basis": "filed between 2024-01-31 and 2024-05-30" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 6.15, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542125000304/", "accession": "0000895421-25-000304", "value_reported": 6.15, "split_factor": 1.0, "split_basis": "filed between 2025-01-31 and 2025-05-31" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 5.18, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086", "value_reported": 5.18, "split_factor": 1.0, "split_basis": "filed 2026-02-19" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 7.95, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086", "value_reported": 7.95, "split_factor": 1.0, "split_basis": "filed 2026-02-19" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 10.21, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "accession": "0000895421-26-000086", "value_reported": 10.21, "split_factor": 1.0, "split_basis": "filed 2026-02-19" } ], "revenue_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 32493000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312515071980/", "accession": "0001193125-15-071980" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 34275000000.0, "url": "https://www.sec.gov/Archives/edgar/data/895421/000119312515071980/", "accession": "0001193125-15-071980" } ], "dividend_years": [ 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 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 ], "insider_transactions_recent": [ { "txn_date": "2026-07-28", "insider_name": "SCHAPIRO MARY L", "role": "director", "code": "S", "shares": 1000.0, "price": 212.06, "value": 212060.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026050605/" }, { "txn_date": "2026-07-17", "insider_name": "Pizzi Michael A.", "role": "officer", "code": "S", "shares": 7101.0, "price": 216.88, "value": 1540064.88, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026048651/" }, { "txn_date": "2026-07-17", "insider_name": "Pizzi Michael A.", "role": "officer", "code": "S", "shares": 17064.0, "price": 215.0, "value": 3668760.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026048651/" }, { "txn_date": "2026-07-16", "insider_name": "YESHAYA SHARON", "role": "CFO", "code": "S", "shares": 9172.0, "price": 222.51, "value": 2040861.72, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026048656/" }, { "txn_date": "2026-07-16", "insider_name": "YESHAYA SHARON", "role": "CFO", "code": "S", "shares": 6382.0, "price": 222.51, "value": 1420058.8199999998, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026048656/" }, { "txn_date": "2026-04-20", "insider_name": "GROSSMAN ERIC F", "role": "officer", "code": "S", "shares": 5559.0, "price": 191.5, "value": 1064548.5, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026026008/" }, { "txn_date": "2026-04-20", "insider_name": "GROSSMAN ERIC F", "role": "officer", "code": "S", "shares": 5559.0, "price": 190.0, "value": 1056210.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026026008/" }, { "txn_date": "2026-04-17", "insider_name": "SIMKOWITZ DANIEL A", "role": "Pres", "code": "S", "shares": 14690.0, "price": 189.24, "value": 2779935.6, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025796/" }, { "txn_date": "2026-04-16", "insider_name": "CRAWLEY MANDELL", "role": "officer", "code": "S", "shares": 2546.0, "price": 187.25, "value": 476738.5, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025789/" }, { "txn_date": "2026-04-16", "insider_name": "CRAWLEY MANDELL", "role": "officer", "code": "S", "shares": 300.0, "price": 189.05, "value": 56715.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025789/" }, { "txn_date": "2026-04-16", "insider_name": "CRAWLEY MANDELL", "role": "officer", "code": "S", "shares": 13283.0, "price": 188.38, "value": 2502251.54, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025789/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 600.0, "price": 192.12, "value": 115272.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 1400.0, "price": 190.44, "value": 266616.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 6353.0, "price": 189.15, "value": 1201669.95, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 33541.0, "price": 188.37, "value": 6318118.17, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 6584.0, "price": 187.2, "value": 1232524.7999999998, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" }, { "txn_date": "2026-04-16", "insider_name": "SAPERSTEIN ANDREW M", "role": "Pres", "code": "S", "shares": 3190.0, "price": 191.3, "value": 610247.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000162828026025791/" } ], "links": { "sec_filings": "https://www.sec.gov/edgar/browse/?CIK=0000895421", "sec_xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000895421.json", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000895421&type=4", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000895421&type=8-K", "yahoo": "https://finance.yahoo.com/quote/MS", "stooq": "https://stooq.com/q/d/?s=ms.us", "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=MS", "finviz": "https://finviz.com/quote.ashx?t=MS", "stockanalysis": "https://stockanalysis.com/stocks/ms/", "seeking_alpha": "https://seekingalpha.com/symbol/MS", "openinsider": "http://openinsider.com/search?q=MS", "google_news": "https://news.google.com/rss/search?q=MS+stock" } }, "machine_readable": { "json": "https://theclaudetrader.com/s/MS.json", "markdown": "https://theclaudetrader.com/s/MS.md", "research_packet": "https://theclaudetrader.com/r/MS.json", "index": "https://theclaudetrader.com/llms.txt" }, "dossier": null, "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/MS; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.", "fair_value_model": { "fair_value": 207.13, "fv_low": 130.44, "fv_high": 283.83, "fv_gap_pct": 15.4, "fv_verdict": "green", "fv_methods": 2, "fv_as_of": "2026-10-23", "fv_calculated_on": "2026-10-26", "fv_inputs_through": "2026-08-04", "fv_skipped": null, "unit": "per traded unit (share or ADS), same currency as the price", "methods": { "earnings": { "value": 283.8271531077816, "pe_used": 27.798937620742564, "pe_raw": 27.798937620742564, "pe_basis": "SIC 62 peer median excluding itself (14 peers)", "inputs": { "eps": { "fy": 2025, "value": 10.21, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-12-31", "accession": "0000895421-26-000086", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "value_reported": 10.21, "split_factor": 1.0 } } }, "graham": { "value": 130.4427636116605, "inputs": { "eps": { "fy": 2025, "value": 10.21, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-12-31", "accession": "0000895421-26-000086", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000086/", "value_reported": 10.21, "split_factor": 1.0 }, "bvps": { "value": 74.0681883932856, "equity": { "value": 116329000000.0, "tag": "SEC XBRL StockholdersEquity (companyfacts)", "period_end": "2026-06-30", "accession": "0000895421-26-000212", "filed": "2026-08-04", "url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000212/" }, "shares": 1570566292.0 } } } }, "method_note": "Median of up to three methods from SEC filings: owner-earnings DCF (3-yr avg FCF, 10-yr two-stage, growth = min(5-yr revenue CAGR, 10%) fading to 2.5%, 9% discount), trailing EPS x SIC-peer median P/E (8-35), Graham number. Model estimate, not advice.", "discount_rate": 0.09, "terminal_growth": 0.025, "verdict_rule": "green: fair value more than 10% above price; red: more than 10% below; amber: within 10%", "page": "https://theclaudetrader.com/fair-value" } }