Qualtix Stock Brief
Morgan Stanley (MS) stock analysis: business quality, valuation, and entry timing
Morgan Stanley combines investment banking and trading with one of the largest wealth and asset management businesses in the US. The steadier fee-based wealth business sits alongside more cyclical markets revenue, a mix the model weighs when assessing quality. Public Qualtix model snapshot from 2026-10-26 for MS: business quality 60/100, a mixed model reading and valuation Cheap. Today's verdict and Entry Timing are shown after a free sign-in.
Qualtix evaluates MS with a rules-based model that separates business quality, valuation, entry timing, red flags, and data confidence. The model scores first; AI explanations and the full Clean Brief help explain the result afterward.
Coverage note: Qualtix can analyze supported US stocks when SEC/FMP filing data is available. The 1,000+ stock universe refers to the daily screener used for discovery, not the full analysis limit.
MS public evidence metrics from the latest validated Qualtix snapshot
| Metric | Value | Why it matters | Source |
|---|---|---|---|
| Revenue growth | 15.5% | 3-year revenue CAGR | FMP, computed |
| FCF margin | -14.7% | Free cash flow divided by revenue | Qualtix model data |
| Operating margin | 20.5% | Profitability margin | FMP, computed |
| Gross margin | 60.6% | Revenue retained after direct costs | FMP, computed |
| Return on capital (pre-tax) | 22.7% | Operating profit before tax, divided by equity plus debt | FMP, computed |
| ROE | 17.5% | Return on equity | FMP, computed |
| TTM P/E | 14.0x | Price to trailing earnings | FMP, computed |
| Market cap | $289.4B | Company size context | FMP, reported |
Qualtix view
- Business quality: 60/100, a mixed model reading.
- Valuation is currently labeled Cheap, so price is a supporting part of the model view.
Today's verdict
- Today's model verdict and Entry Timing for MS update every market day and are shown after a free sign-in.
Data and snapshot dates
- Model snapshot date: 2026-10-26.
- Financial data through: 2026-09-30.
- Scored by the current Qualtix model.
- Data-confidence status: high.
What supports the current view
- Valuation is labeled Cheap by the current model view.
What weakens the current view
- Business quality remains below the model's stronger-company threshold (60/100).
What changed
- Business Quality was unchanged from the previous snapshot.
What to research next
- Start with the weaker Business Quality signal (60/100): review revenue durability, margins, cash generation, and balance-sheet pressure.
- Check whether the Cheap valuation label reflects a real mismatch or a business concern that deserves more research.
- Compare MS with GS and SCHW to see whether the model edge is company-specific or sector-wide.
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Qualtix is for research and education only. It is not financial advice.