MS

Morgan Stanley ·NYSE·Financial Services
217.69 live · 2026-08-12 15:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Structural Score: displayed 0, underlying value -7.0
19.2%
Brown Bear Score
4.2%
Business Conviction Score
40.2%
Position Health Score
25.5%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +47.8% · range 144.04–228.55

The Businesswhat the company reports

Business & cash flow

OCF / assets -1.3%
FCF / revenue -27.1%
Gross margin 87.6%
ROIC 1.2%
Forward P/E 16.0

This company does not report capital expenditure in the standard filing tag, so free cash flow cannot be derived and FCF/assets is not shown — common for asset managers, REITs, insurers and utilities. OCF/assets is shown instead, and it is the other measure Brown Bear's testing found to survive. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Price has run ahead of forward EPS growth by 37.7pp

Confidence 95.0/100

Takeaway Price has moved further than forward earnings growth currently justifies — worth weighing against the rest of the entry case.

Reported earnings

Next report 2026-10-14 before the open · consensus EPS 3.23

Q4 12 revenue: 6.93bnQ4 12 net income: 594.00mQ4 12 EPS: 0.31Q1 13 revenue: 8.16bnQ1 13 net income: 962.00mQ1 13 EPS: 0.50Q1 13Q2 13 revenue: 8.50bnQ2 13 net income: 980.00mQ2 13 EPS: 0.50Q3 13 revenue: 7.93bnQ3 13 net income: 906.00mQ3 13 EPS: 0.46Q3 13Q4 13 revenue: 7.82bnQ4 13 net income: 84.00mQ4 13 EPS: 0.04Q1 14 revenue: 8.93bnQ1 14 net income: 1.50bnQ1 14 EPS: 0.76Q1 14Q2 14 revenue: 8.61bnQ2 14 net income: 1.90bnQ2 14 EPS: 0.96Q3 14 revenue: 8.91bnQ3 14 net income: 1.69bnQ3 14 EPS: 0.86Q3 14Q4 14 revenue: 7.83bnQ4 14 net income: -1.63bnQ4 14 EPS: -0.83Q1 15 revenue: 9.91bnQ1 15 net income: 2.39bnQ1 15 EPS: 1.22Q1 15Q2 15 revenue: 9.74bnQ2 15 net income: 1.81bnQ2 15 EPS: 0.92Q1 18 revenue: 5.91bnQ1 18 net income: 2.67bnQ1 18 EPS: 1.51Q1 18

Revenue Net incomeEPS (GAAP) (-0.83–1.51, own scale) Derived Q4

12 quarters to Q1 18. Revenue and net income share one scale, so the gap between them is the margin. The baseline is zero — bars below it are losses. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) Filed
2018-03-31 5.91bn 2.67bn 1.51 2018-05-04
2015-06-30 9.74bn +13.2% 1.81bn 0.92 2015-08-04
2015-03-31 9.91bn +11.0% 2.39bn 1.22 2015-05-04
2014-12-31 (derived) 7.83bn +0.1% -1.63bn -0.83 2015-03-02

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Shrinking — shares retired
Diluted shares 1,576.0M as at 2026-03-31
Change over 1 year -2.5%
Change over 3 years +0.2%
Public float $217.97bn as at 2025-06-30 (10-K)

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyCurrent Price Reasonable
Reference band 214.38 — 219.82
Protective stop 203.62 (Atr, 6.2% risk)
Support 217.43 (2 touches, 0.1% away)
Resistance 219.56 (0.9% away)

Takeaway The shares are nearer the floor than the ceiling: about 0.1% above 217.43, a price buyers have stepped in at before, and 0.9% below 219.56, where sellers have turned up before. That floor has held 2 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 6.2% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 8/23/45 (87% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BEAR
Cloud eventFresh up breakout 0d ago
Cloud thickness15% percentile (thin — little structure to fight through)
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 215.83 to 217.59. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages agree with that.

Trailing returns

21 days -4.4%
63 days +13.4%
126 days +22.3%
252 days +51.3%
Below 252d high4.8%

Trend context

PositionFar above trend
ExtensionExtremely extended
Trend slopeRising
Direction of travelDiverging from trend

Takeaway Extreme upside extension is still moving away from fair trend; chase risk is elevated.

Volatility

State In a squeeze
Current band width7.0% of price
Recent tightest7.0% (0 sessions ago, narrower than 91.0% of its history)
Expansion since1.00×
Band 206.69 — 221.69

Takeaway Lately this share price has been swinging around inside a range roughly 7% wide, and it recently went unusually quiet — calmer than it has been 91% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Historical trends

0255075100Share price 208.91–227.302026-07-062026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger Positive 20-day momentum acceleration repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  2. Trigger 2 Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure · Broadly stable
  3. Trigger 3 Relative strength stabilisation state change relative momentum rank supports RS stabilisation · Broadly stable
  4. Trigger 4 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway · Broadly stable
  5. Trigger 5 EMA20 continuation hold already above Track 2 pathway: price is above a rising EMA20; sustained hold would support momentum continuation · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

MS: no binary-event flag. Near IV 29%, far IV 32% (ratio 0.90), implied move 3.6%.

Implied volatility 29% near (9d) · 32% far (65d)
Term structure 0.90× near/far
Historical volatility 33%
Implied vs historical 0.88×
Implied move ±3.6% by 2026-08-21
Implied move vs ATR 0.48×
Skew Put Skew (1.21×)
Call wall 230.00 (+5.7% away)
Put wall 200.00 (-8.1% away)
Gamma pin 200.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 3.6% in either direction by 2026-08-21.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Early Stock Rotation

Rotation health 58.6/100; Mixed Rotation.

Rotation health 58.6
Rotation strength 68.3
LegQuadrantRS-RatioRS-Mom
Stock vs sector Improving 96.1 111.2
Stock vs SPY Improving 87.5 113.4
Sector vs SPY Lagging 76.4 91.0

Direction of travel: North-East / strengthening leadership

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Insider conviction score (+5.0)
  • Gross margin quality: 87.6% (+6.0)
  • FCF margin improving by -29.5 pts (+-1.0)
  • High earnings quality (accrual ratio 0.024) (+1.0)
  • Track 2: MACD histogram state (0.33) (+5.0)
  • Track 2: MACD line/signal trend quality (+18.0)
  • Track 2: MACD slope expanding (+5.0)
  • Track 2: bullish DI spread 1.1 (+3.0)
  • Track 2: relative momentum rank 0.84 (+11.4)
  • Track 2: price above EMA20 by 1.2% (+1.0)
  • Track 2: EMA20 slope expanding 0.2% (+0.5)
  • Track 2: MACD histogram acceleration 0.47 (+4.0)
  • Track 2: RSI trend quality 53.2, 5-day change +3.3 (+2.7)
  • Track 2: VPT strength 0.02 (+0.4)
  • Track 2: price above EMA50 by 2.5% (+2.0)
  • Track 2: EMA50 slope improving 0.6% (+1.4)
  • Track 2: constructive pullback within uptrend (+10)
  • Track 2: Bollinger position 0.73 (+5.8)

Negative signals

  • Track 2: weak volume for momentum setup (0.53x average)
  • Track 2: negative 20-day momentum acceleration (-0.10)
  • Track 2: weak/falling ADX (18.8, flat)
  • Below-average Altman Z-score (1.41)
  • Gross margin improving by -12.4 pts (+-1.0)
  • ROIC improving by -0.2 pts (+-2.0)
  • Track 2 structural exemption: Z-Score 1.41 below the 1.8 insolvency-risk floor and structural score 0.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.