ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Morgan Stanley ?
1
The Bank has a high Capital Adequacy Ratio of 17.32% signifying high buffers against its risk based assets
2
The company has declared Positive results for the last 3 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 23,299 MM
- ROCE(HY) Highest at 1.15%
- DIVIDEND PER SHARE(HY) Highest at USD 0
3
With ROA of 0.79%, it has a expensive valuation with a 2.28 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 33.18%, its profits have risen by 50.2% ; the PEG ratio of the company is 0.3
4
Market Beating performance in long term as well as near term
- Along with generating 33.18% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Morgan Stanley should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Morgan Stanley for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Morgan Stanley
34.54%
2.58
31.07%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
31.80%
EBIT Growth (5y)
6.19%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
44.68%
Pledged Shares
0
Institutional Holding
87.11%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
2.28
EV to EBIT
48.12
EV to EBITDA
37.04
EV to Capital Employed
1.33
EV to Sales
9.97
PEG Ratio
0.33
Dividend Yield
189.74%
ROCE (Latest)
2.77%
ROE (Latest)
13.38%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
Bullish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend12What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 23,299 MM
ROCE(HY)
Highest at 1.15%
DIVIDEND PER SHARE(HY)
Highest at USD 0
NET PROFIT(9M)
Higher at USD 11,568 MM
CREDIT DEPOSIT RATIO(HY)
Highest at 63.42%
NET SALES(Q)
Highest at USD 14,905 MM
-4What is not working for the Company
ROCE(HY)
Lowest at 1.15%
GROSS NPA (%)
(Q
Here's what is working for Morgan Stanley
Operating Cash Flow
Highest at USD 23,299 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Profit
At USD 11,568 MM has Grown at 44.51%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Sales
Highest at USD 14,905 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Credit Deposit Ratio
Highest at 63.42%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Net Profit
Higher at USD 11,568 MM
than preceding 12 month period ended Jun 2025MOJO Watch
In the nine month period the company has already crossed sales of the previous twelve months
Net Profit (USD MM)
Depreciation
Highest at USD 1,307 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Depreciation
At USD 1,307 MM has Grown at 51.1%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (USD MM)
Here's what is not working for Morgan Stanley
Non Performing Loans (%)
Highest at 0.49%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are increasing
Non Performing Loans (%)
Capital Adequacy Ratio
Lowest at 16.9%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is deteriorating.
CAR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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