Morgan Stanley (MS) Beats Stock Market Upswing: What Investors Need to Know

Group 1: Stock Performance - Morgan Stanley (MS) closed at $148.02, marking a +2.76% move from the prior day, outperforming the S&P 500's daily gain of 1.52% [1] - Over the previous month, shares of Morgan Stanley gained 1.08%, trailing the Finance sector's gain of 1.71% and the S&P 500's gain of 1.1% [1] Group 2: Earnings Projections - The upcoming EPS for Morgan Stanley is projected at $2.02, indicating a 7.45% increase compared to the same quarter of the previous year [2] - Revenue is expected to be $16.05 billion, reflecting a 4.33% increase compared to the year-ago quarter [2] - For the full year, earnings are projected at $8.82 per share and revenue at $66.86 billion, representing changes of +10.94% and +8.26% respectively from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent changes in analyst estimates for Morgan Stanley reflect evolving short-term business trends, with positive revisions indicating analysts' confidence in business performance [4] - The Zacks Rank system, which considers estimate changes, currently ranks Morgan Stanley at 3 (Hold) [6] - Over the past month, the Zacks Consensus EPS estimate has shifted 0.41% upward [6] Group 4: Valuation Metrics - Morgan Stanley has a Forward P/E ratio of 16.34, which is a premium compared to the industry average Forward P/E of 16.27 [7] - The company holds a PEG ratio of 1.8, compared to the Financial - Investment Bank industry's average PEG ratio of 1.52 [8] Group 5: Industry Context - The Financial - Investment Bank industry is part of the Finance sector and currently has a Zacks Industry Rank of 7, placing it in the top 3% of all 250+ industries [8] - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [9]