Morgan Stanley · Financials
MS
$215.50
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients include corporations, governments, institutions, and...摩根士丹利是一家美国跨国投资银行及金融服务公司，总部位于纽约市曼哈顿中城百老汇1585号，在42个国家设有办事处，员工超过8万人，客户涵盖企业、政府、机构及个人。
Financial金融股
Mega cap超大盘
$341B
Engine stance引擎立场2026-07-20
Leader · weak fundamentals — higher-risk领先 · 基本面偏弱 — 风险偏高
A normal mid-cycle dip below the 10-day average — the real cycle low isn't due for ~11+ trading days. Wait for support t这是跌破 10 日均线的正常周期中段回调——真正的周期低点要到约 11+ 个交易日后才会到来。等待支撑站稳，或等下一个低点构筑成形。
Price Chart价格图表
Key Statistics关键统计
Price价格
$215.50
5.7% below 52-week high低于52周高点 5.7%
Market Cap市值
$341B
Normal volume正常成交量
P/E Ratio市盈率
20.2x
15.0x sector median
Forward P/E预测市盈率
16.0x
EPS每股收益 $10.65
Beta贝塔
1.36
Moves about 1.4x the market波动幅度约为市场的 1.4 倍
Dividend Yield股息收益率
2.13%
RSI (14)RSI（14）
48
Neutral zone中性区域
Next Earnings下次财报
2026-07-15 (-4d)
Volatility Rank波动率分位
90th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
1.1% of float
Performance价格表现
| Period周期 | MS | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -3.1% | -1.5% | Lagged the index by 1.6 points落后指数 1.6 个百分点 |
| 1 Month近1月 | -4.2% | +0.6% | Lagged the index by 4.8 points落后指数 4.8 个百分点 |
| 3 Months近3月 | +14.7% | +4.7% | Beat the index by 10.0 points跑赢指数 10.0 个百分点 |
| 6 Months近6月 | +15.2% | +7.8% | Beat the index by 7.4 points跑赢指数 7.4 个百分点 |
| Year to date年初至今 | +19.8% | +9.1% | Beat the index by 10.7 points跑赢指数 10.7 个百分点 |
| 1 Year近1年 | +56.6% | +19.4% | Beat the index by 37.2 points跑赢指数 37.2 个百分点 |
| 3 Years近3年 | +157.9% | +69.4% | Beat the index by 88.5 points跑赢指数 88.5 个百分点 |
| 5 Years近5年 | +177.4% | +83.9% | Beat the index by 93.5 points跑赢指数 93.5 个百分点 |
Technicals技术面
Active signals活跃信号
MA Sell (35)Short-term Rising TrendLong-term Rising Trend1-Day Return (cross-sectional rank → top/bottom gainers)Valuation cheapness percentile (0–1, higher = cheaper vs peers)
RSI (14)RSI（14）
48
Neutral zone中性区域
vs 50-day相对50日均线
+2.5% vs 50-day avg
vs 200-day相对200日均线
+19.4% vs 200-day avg
Trend strength (ADX)趋势强度（ADX）
24
Trending趋势中
Volatility rank波动率分位
90th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$210.65
Don't chase above不追高于
$215.50
Stop止损
$209.00
Wait for the pullback等待回撤
Earnings财务业绩
Estimates being raised — 5 analysts预期上调 — 5 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | MS | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 20.23x | 14.99 | 24% |
| P/E (forward)市盈率（预测） | 16.0x | — | — |
| P/B市净率 | 3.06x | 1.52 | 17% |
| Earnings yield盈利收益率 | 4.94% | 6.58 | 27% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Earnings Per Share每股收益
5yr CAGR5年复合增速: 9.6%
Margins利润率
15.1%Return on Equity股本回报率
1.2%Return on Assets资产回报率
Capital Allocation资本配置
| Stock-based comp股权薪酬 | $1.9B |
| Share count change (1y)股数变化（1年） | -1.5% |
Piotroski皮奥特罗斯基 3/6
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 20% of its sector on blended multiples综合估值倍数低于行业内 20% 的公司
Beta市场敏感度
1.36×
0.21×3×
Moves about 1.4× the market波动幅度约为市场的 1.4 倍
Financial Health财务健康
3/6
Weak financial health财务健康状况偏弱
Dividend分红
2.13%
Pays a dividend (2.13% yield)有分红（收益率 2.13%）
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
MS daily MACD crossed downMS 日线MACD下穿
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.05%
Expected weekly move预期周波动
±4.59%
Call wall看涨密集区
$230
Put wall看跌密集区
$210
Gamma flip伽玛翻转
$212
25d risk reversal25d风险逆转
-2.2%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$41.6M net (0 buyers, 8 sellers)-$41.6M 净值（0 买家，8 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Basswood Capital Management | B | Holding持有 | 2.9% | 2026-03-31 |
Signal History信号历史
BOTTOM WATCH
NEARING A LOW
Jul 16, 2026
MS daily MACD crossed downMS 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $218.37.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$218.37。
Jul 14, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 14, 2026
MS made a new 52-week highMS 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $227.67.价格创出52周新高 — 全市场关注的动量/趋势极值。$227.67。
Jul 14, 2026
MS daily MACD crossed upMS 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $227.67.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$227.67。
Jul 13, 2026
MS took relative-strength leadershipMS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $221.09.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$221.09。
Jul 6, 2026
MS took relative-strength leadershipMS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $222.10.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$222.10。
Jul 6, 2026
MS StochRSI turned up from oversoldMS StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $222.10.StochRSI重回20上方 — 下行动量趋缓的最早预警。$222.10。
Jun 30, 2026
MS printed a daily-cycle lowMS 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $209.04.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$209.04。
Jun 26, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jun 25, 2026
MS daily MACD crossed downMS 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $221.04.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$221.04。
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Factor Profile因子特征
Composite factor score综合因子得分: -0.28
Value价值
-0.3
Quality质量
-1.1
Investment资本投入
-0.5
Low volatility低波动
+0.8
Low market beta低市场敏感度
-0.7
Earnings quality盈利质量
-1.3
Short interest空头兴趣
+1.0
Company Profile公司档案
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients include corporations, governments, institutions, and...摩根士丹利是一家美国跨国投资银行及金融服务公司，总部位于纽约市曼哈顿中城百老汇1585号，在42个国家设有办事处，员工超过8万人，客户涵盖企业、政府、机构及个人。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。