Dividend compounder review

MS

Morgan Stanley · NYSE · US

Financial Services · Capital Markets

Score87.00/100
Confidence100.00/100
DecisionReject
RatingExceptional Dividend Compounder
Scoring

Quality breakdown

Dividend Reliability 25.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 7.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 25.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 15.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years33
Dividend Yield1.88%
Payout Ratio35.5%
Dividend Cut 5YNo
Net Income$16.9B
Free Cash Flow$-20.8B
FCF Covers DividendNo
Debt / Equity5.02
P/E19.4
Revenue Growth 5Y18.3%
Net Margin24.8%
ROE16.4%
Price vs Trend19.2%
3Y Return181.8%
5Y Return184.4%
CurrencyUSD
Warnings

Review flags

Free cash flow is negative.
Free cash flow does not cover dividends paid.
Debt to equity is elevated at 5.02.
Dividend diary

Activity record

MS dividend review warning Warning · Warning

Debt to equity is elevated at 5.02.

MS dividend payment 1 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 1 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 1 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

Dividend increased 8.1% Dividend Increase · Positive

Payment changed from 0.925 to 1.

MS dividend payment 1 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.925 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.925 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.925 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

Dividend increased 8.8% Dividend Increase · Positive

Payment changed from 0.85 to 0.925.

MS dividend payment 0.925 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

MS dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

Dividend increased 9.7% Dividend Increase · Positive

Payment changed from 0.775 to 0.85.

MS dividend payment 0.85 USD Dividend Payment · Info

Recorded dividend payment for Morgan Stanley.

Dividend increased 10.7% Dividend Increase · Positive

Payment changed from 0.7 to 0.775.

Dividend increased 100.0% Dividend Increase · Positive

Payment changed from 0.35 to 0.7.

Dividend increased 16.7% Dividend Increase · Positive

Payment changed from 0.3 to 0.35.