Weekly company factor report
MS Valuation, Quality and Momentum
Morgan Stanley
Current comparison
Latest company comparison
The scores rank this company against other measured companies in the selected market. Open each section to check the figures behind them.
Revenue growth with a moderate P/E
Revenue growth is 17% and the P/E ratio is 17 times earnings. Both figures should be checked against the company’s sector and reporting history.
Borrowing contributes to the return on equity
Return on equity is 18% while debt to equity is 14.2. The return measure comes with greater balance-sheet risk.
Four main ranks
Company profile
Completed weekly snapshots
How the ranks have changed
Ready-made approaches
Which screens include this company
Passing a screen means the latest completed snapshot meets that screen’s published rules. It is not a recommendation.
Continue the research
Check the supporting evidence
Open the price record, technical position, market group or other company research that is available for MS.
Price against company results
Value
A higher value rank means the shares are cheaper on the combined definitions relative to this market. Negative earnings or cash flow need separate attention.
Current reading
Free-cash-flow yield is negative at -2.8%.
Value measures compared
Raw multiples and yields
P/E history
P/E is shown only when trailing earnings are positive.
Research path
How to test this valuation
A low valuation is a starting point. These checks show whether the earnings base, cash flow and completed price record support it.
Profitability, cash and balance sheet
Financial strength
The rank combines several company measures. The chart and figures below keep profitability, leverage and cash conversion visible separately.
Current reading
Debt to equity is 14.16; leverage contributes to both returns and balance-sheet risk.
Financial measures compared
Profitability and leverage
Completed returns and variability
Price performance and risk
Returns show direction; volatility and drawdown show how uneven the path has been. Both are based on completed prices.
Current reading
The 12-month return excluding the latest month is 41%. Risk-adjusted price performance is 1.79, showing a high return relative to measured volatility. Near-term vol (51%) is expanding vs long-term (23%) — risk is increasing.
Returns over several periods
Recent and one-year volatility
How long the current readings have persisted
| Measure | Current | Current run | Direction |
|---|---|---|---|
| OS Composite | 0.270 | Unchanged for 6 snapshots | deteriorating |
| Value %ile | 0.200 | Unchanged for 15 snapshots | deteriorating |
| Quality %ile | 0.290 | Unchanged for 1 snapshots | deteriorating |
| Momentum %ile | 0.840 | Unchanged for 15 snapshots | stable |
| F-Score | 7.000 | Unchanged for 15 snapshots | stable |
| Confidence | 0.939 | Unchanged for 15 snapshots | deteriorating |
| Volatility | 0.231 | Unchanged for 0 snapshots | deteriorating |
Like-for-like context
Sector comparison
The company is compared with measured companies in Financial Services for the same completed factor week.
Company against sector
Valuation distance from sector
| Company | Combined | Value | Financial strength | Price performance |
|---|---|---|---|---|
| BAP Credicorp Ltd | 99.0 | 98.0 | 93.0 | 87.0 |
| AII American Integrity Insurance Group, Inc. | 99.0 | 97.0 | 98.0 | 80.0 |
| SLDE Slide Insurance Holdings, Inc. Common Stock | 99.0 | 97.0 | 98.0 | 91.0 |
| RNR Renaissancere Holdings Ltd | 99.0 | 98.0 | 96.0 | 80.0 |
| MCY Mercury General Corporation | 99.0 | 98.0 | 94.0 | 79.0 |
| UVE Universal Insurance Holdings Inc | 99.0 | 96.0 | 95.0 | 92.0 |
| MRX Marex Group plc Ordinary Shares | 99.0 | 92.0 | 89.0 | 96.0 |
| HG Hamilton Insurance Group, Ltd. | 99.0 | 98.0 | 85.0 | 89.0 |
Reported company accounts
Company figures
Quarterly and annual figures are kept separate. The dates below show the latest accepted reporting periods.
Quarterly figures
Revenue
Net income
Free cash flow
Net margin
Operating income
Operating cash flow
Capital expenditure
Equity and liabilities
Annual figures
Revenue
Net income
Free cash flow
Net margin
Operating income
Operating cash flow
Capital expenditure
Equity and liabilities
Definitions and source checks
Measures and data
Each figure is shown with its plain definition. Percentile ranks compare the company with the selected market for the same completed week.
Value measures · Price compared with earnings, sales, assets and cash flow
Financial strength · Profitability, cash conversion and balance-sheet measures
Price performance · Completed price returns over several periods
Growth and stability · Revenue, earnings history and capital returned to shareholders
Combined value measures · Several valuation measures ranked together; 1 is cheapest
Capital use and company classification · Funding, distributions and company-size classifications
Company research path · week ending 11 Sep 2026
Price strength is running ahead of the valuation test
The company record needs stronger support before the valuation is relied upon.
The path reads company results, valuation, completed price evidence and risk in that order. A later strength does not cancel an earlier weakness.
- ✓ Data readyPassed · 100/100 Published factors, company figures and completed prices are available.
- 2 Company recordNeeds more evidence · 54/100 Checks profitability, cash support, balance-sheet measures and their direction.
- 3 Relative valueNot reached · 20/100 Checks whether the current valuation compares well with the selected market.
- 4 Market supportNot reached · 82/100 Checks completed price performance, relative strength, trend and buying pressure.
- 5 Setup and riskNot reached · 70/100 Checks whether the price structure is usable without ignoring volatility or drawdown.
- 6 Full reviewNot reached Open the supporting company, market and risk research before making a decision.
Evidence used now
What moves the research path
Each block opens the report section containing the figures behind the score.
- Financial-strength rank 29/100
- F-Score 7/9
- 5 usable annual periods
- Value rank 20/100
- P/E 16.6×
- Free-cash-flow yield -2.8%
- Price-performance rank 84/100
- Six-month return +39.2%
- Relative strength +0.4
- Stage 2 · Advancing
- Stage 2 · Advancing
- Price at -3.9% of its 52-week high
- Completed price structure and risk combined
- One-year volatility 23.1%
- Recent volatility 51.4%
- 12-month drawdown -17.6%
Completed factor weeks
How the evidence has moved
All four lines are higher-is-better market ranks on the same 0–100 scale.
What the current evidence supports
- Market support scores 82/100.
- Setup scores 70/100.
- Risk check scores 85/100.
What still needs attention
- Company record scores 54/100.
- Relative value scores 20/100.
Next check
Check the accepted company figures, cash conversion and balance-sheet measures.
This path uses completed records and is recalculated with each published factor week. It is a research sequence, not a trade instruction.
Supporting Sharemaestro research
Continue with the available evidence
Only research pages with data for MS are shown.