Professional
Added to YB: 2026-04-02
Pitch date: 2026-01-31
MS [bullish]
Morgan Stanley
-9%
current return
Author Info
No bio for this author
Company Info
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa.
Market Cap
$261.3B
Pitch Price
$182.61
Price Target
N/A
Dividend
2.43%
EV/EBITDA
N/A
P/E
16.12
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Baron Financials ETF New Position: Morgan Stanley
MS (new position): Leading global investment bank & wealth mgmt w/ $9.3T client assets. Diversified into recurring, capital-light revenue via wealth/investment mgmt (+$350B net new assets in 2025, 7% Q4 net inflow). Top 3 investment bank provides earnings upside in strong capital markets. Unique multi-channel client acquisition model. Expect margin expansion from operating leverage & AI efficiencies. 20%+ ROE target driven by continued compounding in wealth/investment & investment banking market share gains.
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