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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

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Home›Stocks›MS-PQ

MS-PQ

MORGAN STANLEY

Last earnings +0.2% on 2026-04-15

Buy
$25.41
▼ -1.44%
$25.41▲ +4.06%
over 1Y
L $24.42H $25.97
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-1.4%
1W-0.9%
1M-0.2%
3M-0.1%
YTD-1.4%
1Y+4.1%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Buy
Quality
A-
Valuation
Undervalued
Filings
Watch
Buy
Conviction
Horizon
Medium (3–12mo)

Revenue grew 5.5% YoY.

Revenue (FY2014) $34.3B · FY2014

The read

Quality fundamentals and an attractive price line up (~1252% below fair value) — the rarer case where both the business and the entry look good.

MORGAN STANLEY shows $34.3B in FY2014 revenue (+5.5% YoY), a 49.2% net margin, and 15.1% ROE.

Supporting the case: revenue grew 5.5% YoY; strong net margin (49.2%).

Is MS-PQ a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bull call spread (wide)~60d expiry
  • Long call 25 @ ~0.70 est
  • Short call 29 @ ~0.00 est
debit $70max +$330max −$70BE 25.70

High-conviction BUY: a wider spread keeps more of the upside while the short call still cuts cost and decay.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue—————
Gross profit—————
Operating income—————
Net income$15.0B$11.0B$9.09B$13.4B$16.9B
Diluted EPS$8.03$6.15$5.18$7.95$10.21
Net margin—————

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)0.10
Earnings yield41.8%
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt$366B
Net cash-$254B
Piotroski F-Score3/7

Capital returns

Buyback yield1.7%
Dividend yield (est.)16.3%
Shareholder yield18.1%
Shares Δ YoY-1.5%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. 8-K Other event2026-06-24
  2. 8-K Shareholder vote2026-05-15
  3. 10-Q Quarterly report2026-05-05
  4. 8-K Earnings results2026-04-15
  5. S-3/A Shelf registration (potential raise)2026-04-08
  6. DEF 14A Proxy statement2026-04-02
  7. S-3 Shelf registration (potential raise)2026-02-23
  8. 10-K Annual report2026-02-19
  9. 8-K Other event2026-02-11

Recent filings

all on EDGAR ↗
FWPFiling2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗424B2Filing2026-07-02open ↗

Quality score

A-
ValueGrowthProfitHealthMom.
ValueA
GrowthB
ProfitabilityA
Financial healthA-
MomentumA-
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✓Net margin above 10%
  • ✓Return on equity above 15%
  • ✓P/E below 25

Fair value est.

$343.64

Undervalued +1252% vs price

cheapfair valueexpensive

Modified Graham: EPS $10.21 × (8.5 + 1.5 × 15.7% growth) × 1.05 quality = 33.7× multiple. An estimate, not a price target.

24.0852-week25.55
Revenue
$34.3B
+5.5% YoY
Net margin
49.2%
ROE
15.1%
P/E
2.5

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$34.3B+5.5%
Net income$16.9B+25.9%
Diluted EPS$10.21+28.4%
Cash & equivalents$112B+6.0%
Total assets$1.42T+16.9%
Total liabilities$1.31T+17.8%
Stockholders' equity$112B+6.8%
L/E: 11.71x

Frequently asked

Is MORGAN STANLEY (MS-PQ) a buy?
MS-PQ currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Revenue grew 5.5% YoY.
What is MS-PQ's fair value?
A Modified-Graham model based on MS-PQ's SEC fundamentals estimates a fair value of about $343.64. It is an estimate from reported earnings, not a price target.
Is MS-PQ overvalued or undervalued?
Against a Modified-Graham fair-value estimate, MS-PQ currently appears undervalued relative to its SEC-grounded earnings power.
What is MORGAN STANLEY's quality score?
MS-PQ scores 82.13030507004974/100 (grade A-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0000895421, latest 10-Q filed 2026-05-05) · EODHD · as of 6/26/2026, 8:16:10 PM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 26, 2026, 4:16 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-06-01
NALLY DENNIS M
Director
Award1.31K
2026-06-01
NALLY DENNIS M
Director
Award345.30 @ $209.96$72.5K
2026-06-01
WILKINS RAYFORD JR
Director
Award1.31K
2026-06-01
BUTLER MEGAN
Director
Award1.31K
2026-06-01
BUTLER MEGAN
Director
Tax190.00 @ $209.96$39.9K
2026-06-01
James Erika H
Director
Award1.31K
2026-06-01
GOOD LYNN J
Director
Award1.31K
2026-06-01
GOOD LYNN J
Director
Award273.86 @ $209.96$57.5K
2026-06-01
TRAQUINA PERRY M
Director
Award1.31K
2026-06-01
TRAQUINA PERRY M
Director
Award369.12 @ $209.96$77.5K
2026-06-01
Peterson Douglas L.
Director
Award1.31K
2026-06-01
Peterson Douglas L.
Director
Award273.86 @ $209.96$57.5K

Earnings history

beat/miss · move
2026-04-15—▼ -0.47%8-K ↗
2026-01-15—▲ +0.11%8-K ↗
2025-10-15—▲ +0.54%8-K ↗
2025-07-16—▼ -0.23%8-K ↗
2025-04-11—▲ +2.12%8-K ↗
2025-01-16—▼ -0.31%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score82 vs 67
Revenue growth5.5% vs 7.5%
Net margin49.2% vs 10.0%
Return on equity15.1% vs 12.0%
P/E2.5 vs 26.2