MS

HOLD

Morgan Stanley

Financials

1.13

PEGY ratio

Rank #217

Why This Matters

This stock appears fairly valued relative to its growth and dividend yield. Strong projected growth of 15.0% annually over 5 years. Pays a 1.9% dividend yield.

MS is fairly valued at 19.1x earnings with 15.0% growth + 1.9% yield (PEGY 1.13). 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: 2026-06-02

Valuation

19.1x

P/E Ratio

Growth

15.0%

5yr EPS

Income

1.9%

Div Yield

PEGY Components

PEGY Score1.13

Denominator16.9%

EPS (TTM)$11.04

Market Data

Price$211.01

ExchangeNYSE

S&P 500

What Changed

PEGY Score

1.07→1.13(+0.06)

Rank

#198→#217(19 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