Morgan Stanley 🇺🇸
MS • Financials • USA
💡 Institutional Quantitative Investment Thesis
High-quality compounder passing 8/9 fundamental checks. Strong balance sheet with Forward PER compression (13.9x vs 14.2x) and robust Free Cash Flow generation.
📊 Frequently Asked Questions & Related Moat Stocks
1. What is Morgan Stanley (MS)'s Economic Moat Score in 2026?
In 2026, Morgan Stanley (MS) holds a proprietary MoatPicks Economic Moat Score™ of 76.0/100 (Wide Economic Moat). This 12-point fundamental audit evaluates MS's 87.3% gross margin, $5.0B free cash flow generation, +10.8% YoY revenue growth, and 1.2x Debt/EBITDA ratio. You can benchmark any stock's competitive durability interactively with our Economic Moat Score™ Checker.
2. Is MS stock undervalued right now based on P/E and PEG ratio?
Yes — MS currently screens as undervalued on a growth-adjusted basis with a Peter Lynch PEG ratio of 0.77x (below the 1.2x GARP threshold) and a Forward P/E of 13.9x. At a share price of $179.49, investors can stress-test MS's fair value using the MoatPicks Economic Moat Score™ Checker and FIRE compounding calculators. Model how compounding MS fits your long-term retirement target in our FIRE Financial Independence Calculator.
3. Which superinvestors and 13F hedge funds own MS stock?
Morgan Stanley (MS) is actively monitored across our 25 tracked 13F superinvestor portfolios and institutional quality screens. Institutional capital focuses on MS's 87.3% gross margin, $5.0B free cash flow, and 1.2x Debt/EBITDA balance sheet.