MS
Morgan Stanley
MS has slightly lower modeled downside risk, despite its lower overall score.
MYFW
First Western Financial, Inc.
MYFW has a slight edge over MS overall, supported by stronger valuation.
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.
MYFW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
MYFW's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MYFW.
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 has the edge over MYFW in the historical PE scenario, which offers more potential upside but is not a forecast.
MYFW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $17.67 | -44% |
| Forward | 12x | $31.48 | — |
| Fair | 14x | $29.42 | -6.6% |
| Current | 15x | $31.48 | — |
| Expensive | 22x | $45.94 | +46% |
Historical ranges are pointers, not guarantees.
MYFW's PE is 15x, but its earnings don't support one, so it isn't a reliable read right now.
MS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for MS, with profitability improving.
MYFW Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for MYFW, with profitability improving.
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.
MYFW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.59 | +21% |
| Q3 2026 | $2.13 | +65% |
| Q2 2026 | $1.85 | +55% |
| Q1 2026 | $1.54 | +48% |
| Q4 2025 | $1.34 | +54% |
| Q3 2025 | $1.29 | +396% |
| Q2 2025 | $1.19 | +231% |
| Q1 2025 | $1.04 | +154% |
| Q4 2024 | $0.87 | +61% |
MYFW has the edge over MS on earnings, with stronger typical year-over-year growth.
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 has the edge over MYFW on sales, with stronger typical year-over-year growth.
| 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 has the edge over MYFW on profitability, with a higher operating margin.
MYFW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $28.8M | +9.4% |
| Q2 2026 | $28.1M | +16% |
| Q1 2026 | $27.5M | +11% |
| Q4 2025 | $26.7M | +14% |
| Q3 2025 | $26.3M | +17% |
| Q2 2025 | $24.2M | +6.3% |
| Q1 2025 | $24.8M | +6.2% |
| Q4 2024 | $23.4M | +4.3% |
MYFW's revenue has grown year over year for eight quarters in a row: $29M last quarter, up 9.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +10 points |
| Q2 2026 | 26% | +13 points |
| Q1 2026 | 29% | +7.8 points |
| Q4 2025 | 17% | -0.1 points |
| Q3 2025 | 15% | +3.2 points |
| Q2 2025 | 14% | +7.5 points |
| Q1 2025 | 22% | +6.3 points |
| Q4 2024 | 17% | +36 points |
MYFW's operating margin was 25% last quarter, up 10 points from the same quarter a year ago.
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.
MYFW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.9M | -12% |
| Q2 2026 | $11.2M | +$20.9M |
| Q1 2026 | $14.6M | +110% |
| Q4 2025 | -$12M | -$7.2M |
| Q3 2025 | $9M | -49% |
| Q2 2025 | -$9.7M | +$2.2M |
| Q1 2025 | $7M | +$9.5M |
| Q4 2024 | -$4.8M | -142% |
MYFW has the edge over MS on cash generation, producing positive trailing cash flow while its opponent burns cash.
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 MYFW on shareholder dilution, with a more favorable share count trend.
MYFW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +32.6K shares |
| 1 year | +1.1% | +113K shares |
| 3 years | +2.4% | +239K shares |
| 5 years | +21% | +1.7M shares |
| Available history | +26% | +2.1M shares |
MYFW has 10M diluted shares, up 1.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $146,000 |
| Q4 2025 | — |
| Q3 2025 | $301,000 |
| Q2 2025 | $481,000 |
| Q1 2025 | $2,000 |
| Q4 2024 | — |
MYFW has spent almost nothing on buybacks in the past year.
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.
MYFW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.5x | Net Cash |
| Q1 2026 | -0.5x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
MYFW has the edge over MS on leverage, with a lower net debt burden relative to earnings.
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).
MYFW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 50.7 | Neutral |
MYFW's weekly RSI is 60 (neutral) and its Stochastic is 51 (neutral).
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.
MYFW PE vs Financial Services Sector
| Metric | MYFW | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 13x | 14% above |
| PE % | 58 | 63 | 5 pts below |
MYFW has the edge over MS on valuation relative to its sector.
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's trend is mixed: it's above three of its five weekly moving averages, and 46% above its 200-week average.
MYFW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.4 | 3.6% above |
| 20 week MA | $31.1 | 1.1% above |
| 50 week MA | $28.5 | 10% above |
| 100 week MA | $24.9 | 26% above |
| 200 week MA | $21.7 | 45% above |
MYFW has the edge over MS on trend strength, trading above more of its moving averages.
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 finished higher in five of the last six years. It's up 4% so far in 2026.
MYFW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.9 | $18.2 | +7.6% |
| 2021 | $18.2 | $30.2 | +66% |
| 2022 | $30.2 | $28.2 | -6.6% |
| 2023 | $28.2 | $19.8 | -30% |
| 2024 | $19.8 | $19.0 | -4% |
| 2025 | $19.0 | $26.3 | +38% |
| 2026 YTD | $26.3 | $31.5 | +20% |
MYFW has the edge over MS on returns for 2026, with the stronger performance.