SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Morgan Stanley (MS) trades at a trailing P/E of 16.3, forward P/E of 16.1. Trailing earnings yield is 6.13%, forward earnings yield 6.22%. PEG 0.58 (Peter Lynch undervalued ≤1.0). Graham Number is $131.59.
Criteria proven by this page:
- VALUE (53/100, Partial) — mixed signals — some valuation metrics are favorable while others are stretched.
- Forward P/E 16.1 (down from trailing 16.3) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.58 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 6.13% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 6.22% as earnings recover.
- Analyst consensus target $203.75 (+11.1% upside) — modest upside expected.
Overall SharesGrow Score: 64/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
~
VALUE
53/100
Price-to-Earnings & upside
Proven by this page
✗
HEALTH
17/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — MS
Valuation Multiples
P/E (TTM)16.3
Forward P/E16.1
PEG Ratio0.58
Forward PEG1.36
P/B Ratio2.47
P/S Ratio2.42
EV/EBITDA24.1
Per Share Data
EPS (TTM)$10.73
Forward EPS (Est.)$11.40
Book Value / Share$71.71
Revenue / Share$73.19
FCF / Share$-11.39
Yields & Fair Value
Earnings Yield6.13%
Forward Earnings Yield6.22%
Dividend Yield2.24%
Graham Number$131.59
SharesGrow IV$144.57 (-21.2%)
Analyst Target$203.75 (+11.1%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
13.1 |
0.00 |
1.03 |
2.17 |
2.24% |
| 2017 |
17.0 |
2.99 |
1.35 |
2.51 |
2.00% |
| 2018 |
7.7 |
0.15 |
0.84 |
1.42 |
3.51% |
| 2019 |
9.1 |
1.00 |
1.01 |
1.61 |
3.18% |
| 2020 |
10.0 |
0.41 |
1.08 |
2.21 |
2.49% |
| 2021 |
11.7 |
0.47 |
1.66 |
3.03 |
2.38% |
| 2022 |
13.0 |
-0.55 |
1.44 |
2.30 |
3.76% |
| 2023 |
16.7 |
-1.05 |
1.53 |
1.72 |
3.80% |
| 2024 |
14.9 |
0.28 |
1.91 |
1.94 |
3.07% |
| 2025 |
16.5 |
0.58 |
2.50 |
2.43 |
2.36% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$2.92 |
$36.03B |
$5.98B |
16.6% |
| 2017 |
$3.08 |
$41.55B |
$6.11B |
14.7% |
| 2018 |
$4.73 |
$37.71B |
$8.75B |
23.2% |
| 2019 |
$5.19 |
$51.45B |
$9.04B |
17.6% |
| 2020 |
$6.46 |
$49.68B |
$11B |
22.1% |
| 2021 |
$8.03 |
$57.78B |
$15.03B |
26% |
| 2022 |
$6.15 |
$62.48B |
$11.03B |
17.7% |
| 2023 |
$5.18 |
$53.61B |
$9.09B |
16.9% |
| 2024 |
$7.95 |
$103.15B |
$13.39B |
13% |
| 2025 |
$10.20 |
$114.98B |
$16.86B |
14.7% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$11.40 |
$10.49 – $12.29 |
$76.54B |
$74.62B – $79.6B |
17 |
| 2027 |
$12.37 |
$11.83 – $12.87 |
$80.74B |
$72.33B – $86.13B |
16 |
| 2028 |
$13.33 |
$12.25 – $15.00 |
$84.91B |
$84.05B – $85.77B |
10 |
| 2029 |
$15.06 |
$14.09 – $15.92 |
$95.56B |
$90.83B – $99.79B |
4 |
