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.
OCCI
OFS Credit Company, Inc.
There isn't enough reported data to score OCCI yet.
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.
OCCI Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OCCI's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for financial services companies like OCCI.
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.
OCCI PE Valuation
OCCI has no meaningful PE right now: it lost money over the past year.
MS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
MS has the edge over OCCI on the outlook, with more favorable earnings and revenue expectations.
OCCI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Strong decline | |
| Improving | |
| Limited | |
| High |
Analysts expect OCCI's earnings and revenue to decline, though 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 has the stronger earnings trend. Trailing diluted EPS is up 29% for MS versus OCCI down 863%.
OCCI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.85 | — |
| Q2 2026 | -$1.22 | -863% |
| Q1 2026 | -$1.31 | -311% |
| Q4 2025 | -$0.37 | -142% |
| Q3 2025 | $0.24 | -68% |
| Q2 2025 | $0.16 | -72% |
| Q1 2025 | $0.62 | +$1.08 |
| Q4 2024 | $0.89 | +$1.07 |
| Q3 2024 | $0.74 | +$1.04 |
OCCI has swung to a loss: it lost $1.22 per share over the past year, after a profit the year before.
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 stronger quarterly revenue trend. Revenue is up 12% for MS versus down 83% for OCCI.
| 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.
OCCI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.7M | -83% |
| Q1 2026 | $10.4M | +3.1% |
| Q4 2025 | $11.1M | +30% |
| Q3 2025 | $11.9M | +59% |
| Q2 2025 | $10.2M | +27% |
| Q1 2025 | $10.1M | +53% |
| Q4 2024 | $8.6M | -5.4% |
| Q3 2024 | $7.5M | +3.1% |
OCCI's revenue has held roughly level: $2M last quarter, down 83% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -584% | -652 points |
| Q1 2026 | -188% | -256 points |
| Q4 2025 | -62% | -137 points |
| Q3 2025 | 71% | +12 points |
| Q2 2025 | 68% | -0.2 points |
| Q1 2025 | 67% | -53 points |
| Q4 2024 | 75% | +42 points |
| Q3 2024 | 59% | +38 points |
OCCI's operating margin was −584% last quarter, down 652 points from the same quarter a year ago, near the bottom of its range since 2019.
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 |
OCCI has the stronger cash trend. Its trailing FCF is up 22,168% versus its history, compared with MS at down 492%.
OCCI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2025 | $34.5M | +$34.5M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
| Q2 2024 | $0 | -100% |
| Q1 2024 | $0 | -100% |
OCCI's free cash flow was $35M over the past year, against $0 the year before. Free cash flow isn't a meaningful measure for financial services companies like OCCI.
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 OCCI on shareholder dilution, with a more favorable share count trend.
OCCI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.5% | +974K shares |
| 1 year | +16% | +4.1M shares |
| 3 years | +170% | +18.4M shares |
| 5 years | +432% | +23.7M shares |
| Available history | +854% | +26.1M shares |
OCCI has 29M diluted shares, up 16% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
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.
OCCI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | 3.9x | Elevated |
| Q2 2025 | 3.7x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | -1.0x | Net Cash |
| Q3 2024 | 1.8x | Healthy |
| Q2 2024 | -0.9x | Net Cash |
| Q1 2024 | 27.3x | High |
OCCI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like OCCI.
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).
OCCI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 22.0 | Oversold |
| Stochastic | 5.5 | Oversold |
OCCI's weekly RSI is 22 (oversold) and its Stochastic is 5 (oversold).
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.
OCCI PE vs Financial Services Sector
| Metric | OCCI | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 13x | — |
OCCI has no meaningful PE right now: it lost money over the past year.
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 OCCI on trend strength, trading above more of its moving averages.
OCCI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.77 | 25% below |
| 20 week MA | $2.22 | 40% below |
| 50 week MA | $3.07 | 57% below |
| 100 week MA | $4.62 | 71% below |
| 200 week MA | $6.16 | 78% below |
OCCI is in a downtrend: it's below all five of its weekly moving averages, and 78% below its 200-week average.
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 OCCI on returns for 2026, with the stronger performance.
OCCI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $15.7 | $12.3 | -22% |
| 2021 | $12.3 | $12.5 | +1.5% |
| 2022 | $12.5 | $8.36 | -33% |
| 2023 | $8.36 | $6.46 | -23% |
| 2024 | $6.46 | $7.07 | +9.4% |
| 2025 | $7.07 | $4.82 | -32% |
| 2026 YTD | $4.82 | $1.33 | -72% |
OCCI has finished lower in four of the last six years. It's down 72% so far in 2026.