Morgan Stanley (MS) fair value analysis

S&P 500 · Updated 2026-09-07

Morgan Stanley is a global financial services firm that provides investment banking, wealth management, and trading services to institutional and individual clients. The company operates across North America, Europe, Asia, and other international markets.

Forward Fair Value verdict

Overvalued

Based on TickrTrends' weekly Forward Fair Value model, MS is trading at a 10–25% premium to estimated fair value.

MS currently ranks #103 of 165 Financial Services stocks by discount to Forward Fair Value. It has screened as Overvalued for 2 consecutive weekly runs.

Last price: $217.72
Sector: Financial Services
12-month range: $163.65–$211.23

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: D
Leverage: Low
Margin trend: Contracting
Revenue growth: High
RSI zone: Neutral
52-week position: The top quarter of its range

What our data shows for MS

Our model validated 17 trailing price-to-earnings windows for MS, built from quarterly earnings records.
Shares are trading in the upper third of their 12-month price range of $163.65–$211.23.
The 14-day relative strength index sits at a neutral 52.

The exact numbers are one step away

The precise Forward Fair Value dollar figure for MS
Exact discount / premium to today's price
The normalized historical P/E behind the estimate, and how many quarters support it
Forward EPS input and fiscal-year basis
Screeners and rankings across the full S&P 500 and Nasdaq universes

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent MS news

TickrTrends' derived news-sentiment signal for MS is currently mixed, computed from recent coverage.

Anthropic IPO odds still favour October despite roadshow slippage, Polymarket data shows (finance.yahoo.com, 2026-09-08)
TickrTrends take: Microsoft's enterprise AI positioning makes it a beneficiary of broader AI infrastructure demand, which could support future revenue growth across its cloud and productivity divisions. However, given TickrTrends' current overvalued assessment, investors focused on valuation metrics should monitor whether Microsoft's AI-related business expansion translates into earnings growth sufficient to justify current pricing. The timing and success of major AI company IPOs like Anthropic may influence market sentiment around AI infrastructure plays, potentially affecting how the market reprices technology and cloud service providers already valued at elevated levels.
MS Looks 24.4% Overvalued on GF Value™ as Price-to-Sales Signals Caution (gurufocus.com, 2026-09-04)
TickrTrends take: Microsoft's recent valuation assessment aligns with TickrTrends' overvalued designation, as the price-to-sales metric suggests the market is pricing in expectations that may not be fully supported by current financials. Investors focused on valuation multiples should monitor whether MS's revenue growth justifies its premium positioning relative to sector peers in Financial Services. The divergence between current price levels and fundamental measures represents a key metric for determining potential entry points as market conditions evolve.
MS Looks 23.7% Overvalued on GF Value™ (gurufocus.com, 2026-09-01)
TickrTrends take: TickrTrends currently assesses Microsoft as overvalued based on its GF Value analysis, which aligns with the stock research platform's broader derived verdict for the company. For investors focused on valuation metrics, this assessment suggests the current market price exceeds what fundamental analysis would support, indicating potential downside risk from present levels. Valuation-conscious readers monitoring Microsoft should track whether the stock moves toward its calculated intrinsic value or whether the company's financial performance justifies the premium the market is currently assigning to it.

What people are saying

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TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — TickrTrends' derived indicators for MS have shifted this week, with the sector discount rank declining from #96 to #103, indicating a weaker relative valuation position within the Financial Services sector. The valuation verdict has changed from Fairly valued to Overvalued, reflecting a reassessment of the company's current pricing relative to its fundamentals.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is MS stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), MS is trading at a 10–25% premium to estimated fair value and screens as overvalued. The exact fair value and discount are available to subscribers.

What is MS's TickrTrends verdict?

MS's current verdict is Overvalued, refreshed with every weekly Forward Fair Value run.

How does MS compare to other Financial Services stocks?

MS ranks #103 of 165 Financial Services stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is MS overbought or oversold?

MS's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Financial Services fair-value coverage →

Head-to-head comparisons

MS vs BCAL · MS vs BFST · MS vs BPOP · MS vs DCOM · MS vs FCNCA