MEDIUM confidence: 100% data completeness, but the composite (58) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
Net insider -$42.9M over 180 days (0 open-market buys, 28 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $57.8B— | $62.5B+8.1% | $88.3B+41.3% | $103.1B+16.8% | $115.0B+11.5% |
| EPS (dil.) | $8.03— | $6.15-23.4% | $5.18-15.8% | $7.95+53.5% | $10.20+28.3% |
| Free Cash Flow | $31.7B— | -$9.5B-129.9% | -$36.9Bn/m | -$2.1Bn/m | $46.1Bn/m |
| Gross Margin | 97.6% | 79.9%-17.7pp | 56.8%-23.1pp | 55.6%-1.2pp | 57.1%+1.5pp |
| Operating Margin | 34.0% | 22.6%-11.5pp | 13.4%-9.2pp | 17.1%+3.7pp | 19.1%+2.0pp |
| Net Margin | 26.0% | 17.7%-8.4pp | 10.3%-7.4pp | 13.0%+2.7pp | 14.7%+1.7pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Avg target $208 (last qtr, 7 analysts) → $187 (last mo, 1) (-10.3%).
Buy-rated share 35% → 40% over ~3 months (+5pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Apr 2026 | $3.02 | $3.43 | +13.6% |
| Jan 2026 | $2.43 | $2.68 | +10.3% |
| Oct 2025 | $2.10 | $2.80 | +33.3% |
| Jul 2025 | $1.98 | $2.13 | +7.6% |
| Apr 2025 | $2.21 | $2.60 | +17.6% |
| Jan 2025 | $1.62 | $2.22 | +37.0% |
| Oct 2024 | $1.58 | $1.88 | +19.0% |
| Jul 2024 | $1.65 | $1.82 | +10.3% |
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
The QScore of 58 for Morgan Stanley indicates a moderately attractive stock, driven upwards by strong growth and momentum factors, with scores of 66 in both categories. The stock's revenue growth of 11.5% and EPS growth of 28.6% contribute to its high growth score, while its 54% return over the past year and bullish moving average trend support its momentum score. However, the stock's value score of 45, due to a P/E of 19.1 and P/B of 2.9, pulls the overall score down, suggesting it trades at a premium. The short-term score is 7 points higher than the long-term score, indicating recent performance is outpacing longer-term trends.