BRW
Saba Capital Income & Opportunities Fund
There isn't enough reported data to score BRW yet.
MS
Morgan Stanley
MS's fundamentals are strong: revenue grew 16% and earnings per share grew 29%. At 15x earnings, it's trading in line with its usual 14x. Analysts expect earnings growth.
BRW Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| N/A | |
| N/A |
BRW's profitability is currently healthy. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like BRW.
MS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
MS's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MS.
BRW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.4x | $5.71 | — |
| Cheap | 8x | $6.15 | +7.8% |
| Fair | 19x | $14.66 | +157% |
| Expensive | 64x | $49.43 | +766% |
Historical ranges are pointers, not guarantees.
BRW has the edge over MS in the historical PE scenario, which offers more potential upside but is not a forecast.
MS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $134 | -29% |
| Fair | 14x | $178 | -5.7% |
| Forward | 14x | $189 | — |
| Current | 15x | $189 | — |
| Expensive | 18x | $223 | +18% |
Historical ranges are pointers, not guarantees.
MS's PE is in its fair range at 15x. If earnings grow as analysts expect, today's price would be 14x next year's earnings.
BRW Forward outlook
There aren't enough analyst estimates for BRW to show an outlook.
MS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for MS, with profitability improving.
BRW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2021 | -$0.31 | -321% |
| Q4 2020 | -$0.60 | -314% |
| Q3 2020 | -$0.82 | -686% |
| Q2 2020 | -$1.22 | -521% |
| Q1 2020 | $0.14 | -52% |
| Q4 2019 | $0.28 | -15% |
| Q3 2019 | $0.14 | -75% |
MS has the stronger earnings trend. Trailing diluted EPS is up 28% for BRW versus MS up 29%.
MS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.39 | +6.3% |
| Q3 2026 | $12.60 | +29% |
| Q2 2026 | $12.37 | +40% |
| Q1 2026 | $11.04 | +29% |
| Q4 2025 | $10.21 | +28% |
| Q3 2025 | $9.76 | +48% |
| Q2 2025 | $8.84 | +45% |
| Q1 2025 | $8.53 | +55% |
| Q4 2024 | $7.95 | +53% |
MS's earnings per share have climbed steadily: $12.60 over the past year, up 29% from the year before, and higher year over year for 10 quarters in a row.
BRW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $6.7M | -31% |
| Q1 2026 | $6.7M | -31% |
| Q4 2023 | $20.8M | +79% |
| Q3 2023 | $7.7M | +318% |
| Q2 2023 | $24.4M | +192% |
| Q1 2023 | $4.6M | +22% |
| Q4 2022 | $11.6M | +208% |
| Q2 2022 | $8.4M | +153% |
MS has the stronger quarterly revenue trend. Revenue is down 31% for BRW versus up 12% for MS.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 95% | +17 points |
| Q1 2026 | 95% | +17 points |
| Q4 2025 | -83% | N/A |
| Q3 2025 | -83% | -127 points |
| Q2 2025 | 78% | -109 points |
| Q1 2025 | 78% | -39 points |
| Q4 2023 | 44% | +31 points |
| Q3 2023 | 187% | +207 points |
BRW's operating margin was 95% last quarter, up 17 points from the same quarter a year ago.
MS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $20.3B | +12% |
| Q2 2026 | $21.3B | +27% |
| Q1 2026 | $20.6B | +16% |
| Q4 2025 | $17.9B | +10% |
| Q3 2025 | $18.2B | +18% |
| Q2 2025 | $16.8B | +12% |
| Q1 2025 | $17.7B | +17% |
| Q4 2024 | $16.2B | +26% |
MS's revenue has grown year over year for 14 quarters in a row: $20.3B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | -1.2 points |
| Q2 2026 | 34% | +6.9 points |
| Q1 2026 | 34% | +2.8 points |
| Q4 2025 | 32% | +2 points |
| Q3 2025 | 33% | +5.6 points |
| Q2 2025 | 28% | +0.4 points |
| Q1 2025 | 31% | +2.2 points |
| Q4 2024 | 30% | +14 points |
MS's operating margin was 32% last quarter, down 1.2 points from the same quarter a year ago.
BRW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$110.7M | -351% |
| Q1 2026 | -$110.7M | -351% |
| Q2 2025 | $44.1M | +$75.6M |
| Q2 2024 | -$31.6M | +$27M |
| Q4 2023 | -$283.8M | -6601% |
| Q3 2023 | -$56.1M | -$38.7M |
| Q2 2023 | -$58.6M | -$46.5M |
| Q1 2023 | $139M | +$159.1M |
MS has the stronger cash trend. Its trailing FCF is down 492% versus its history, compared with BRW at down 5,494%.
MS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$46B | -$42.7B |
| Q2 2026 | -$2.7B | -123% |
| Q1 2026 | -$7.1B | +$16.9B |
| Q4 2025 | -$2.4B | -120% |
| Q3 2025 | -$3.3B | +$14B |
| Q2 2025 | $11.8B | +368% |
| Q1 2025 | -$24B | -650% |
| Q4 2024 | $11.8B | +$29.6B |
MS's free cash flow was −$58.3B over the past year, against −$3.7B the year before. Free cash flow isn't a meaningful measure for financial services companies like MS.
BRW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +22% | +9.4M shares |
| 3 years | -29% | -21.1M shares |
| 5 years | -30% | -22M shares |
| Available history | -30% | -22M shares |
BRW has 52M diluted shares, up 22% from a year ago, despite $10M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q2 2026 | $4.8M |
| Q1 2026 | $4.8M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q2 2024 | — |
| Q4 2023 | — |
BRW spent $10M buying back its own shares over the past year.
MS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -3M shares |
| 1 year | -1.5% | -24M shares |
| 3 years | -4.7% | -77M shares |
| 5 years | -14% | -246M shares |
| Available history | -4.5% | -74M shares |
MS has the edge over BRW on shareholder dilution, with a more favorable share count trend.
BRW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | 4.3x | High |
| Q4 2025 | 3.5x | Elevated |
BRW's net debt is about 4.3 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like BRW.
MS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 7.8x | High |
| Q2 2026 | 7.3x | High |
| Q1 2026 | 8.2x | High |
| Q4 2025 | 8.6x | High |
| Q3 2025 | 8.4x | High |
| Q2 2025 | 8.7x | High |
| Q1 2025 | 8.7x | High |
| Q4 2024 | 7.9x | High |
MS's net debt is about 7.8 years of its operating earnings (EBITDA), down from 8.4 years a year ago. Net leverage isn't a meaningful measure for financial services companies like MS.
BRW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 15.7 | Oversold |
BRW's weekly RSI is 29 (oversold) and its Stochastic is 16 (oversold).
MS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.0 | Neutral |
| Stochastic | 18.7 | Oversold |
MS's weekly RSI is 45 (neutral) and its Stochastic is 19 (oversold).
BRW PE vs Financial Services Sector
| Metric | BRW | Sector median | Relative |
|---|---|---|---|
| PE | 7.4x | 13x | 43% below |
| PE % | 10 | 63 | 53 pts below |
BRW has the edge over MS on valuation relative to its sector.
MS PE vs Financial Services Sector
| Metric | MS | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 13x | 15% above |
| PE % | 59 | 63 | 4 pts below |
MS is trading at 15x earnings, a 15% premium to the Financial Services sector's median of 13x.
BRW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.95 | 4% below |
| 20 week MA | $6.30 | 9.4% below |
| 50 week MA | $6.57 | 13% below |
| 100 week MA | $7.17 | 20% below |
| 200 week MA | $7.39 | 23% below |
BRW is in a downtrend: it's below all five of its weekly moving averages, and 23% below its 200-week average.
MS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $186.5 | 1.5% above |
| 20 week MA | $203.3 | 6.9% below |
| 50 week MA | $191.9 | 1.4% below |
| 100 week MA | $164.9 | 15% above |
| 200 week MA | $129.3 | 46% above |
MS has the edge over BRW on trend strength, trading above more of its moving averages.
BRW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.0 | $9.00 | -10% |
| 2021 | $9.00 | $9.14 | +1.6% |
| 2022 | $9.14 | $7.48 | -18% |
| 2023 | $7.48 | $7.71 | +3.1% |
| 2024 | $7.71 | $7.54 | -2.2% |
| 2025 | $7.54 | $6.95 | -7.8% |
| 2026 YTD | $6.95 | $5.71 | -18% |
BRW has finished lower in four of the last six years. It's down 18% so far in 2026.
MS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $51.1 | $68.1 | +33% |
| 2021 | $68.1 | $99.3 | +46% |
| 2022 | $99.3 | $86.1 | -13% |
| 2023 | $86.1 | $93.3 | +8.3% |
| 2024 | $93.3 | $126.8 | +36% |
| 2025 | $126.8 | $181.9 | +43% |
| 2026 YTD | $181.9 | $189.2 | +4% |
MS has the edge over BRW on returns for 2026, with the stronger performance.