MS

HOLD

Morgan Stanley

Financials

1.01

PEGY ratio

Rank #331

Why This Matters

This stock appears fairly valued relative to its growth and dividend yield. Moderate projected growth of 14.7% annually. Pays a 2.1% dividend yield.

MS is fairly valued at 17.0x earnings with 14.7% growth + 2.1% yield (PEGY 1.01). The stock is priced close to what its growth and income profile would suggest.

~ Growth estimate uses historical CAGR (forward estimates unavailable)

• Growth rate derived from historical CAGR — limited analyst coverage.

Scan date: 2026-04-24

Valuation

17.0x

P/E Ratio

Growth

14.7%

5yr EPS

Income

2.1%

Div Yield

PEGY Components

PEGY Score1.01

Denominator16.8%

EPS (TTM)$11.04

Market Data

Price$188.07

ExchangeNYSE

S&P 500

What Changed

PEGY Score

1.09→1.01(-0.08)

Rank

#258→#331(73 positions)

vs 7 days ago

Portfolio Context

Founder does not hold this stock.

Not in your portfolio.

Sector: Financials

PEGY History — 90 days

I Want to Invest Not Right Now

Data: Yahoo Finance • Updated nightly 11 PM ET • For informational purposes only