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.
PUK
Prudential plc
There isn't enough reported data to score PUK 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.
PUK Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| N/A | |
| N/A |
PUK'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 PUK.
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 PUK in the historical PE scenario, which offers more potential upside but is not a forecast.
PUK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 8.9x | $25.37 | — |
| Cheap | 9.3x | $3.36 | -87% |
| Fair | 13x | $4.83 | -81% |
| Expensive | 28x | $10.16 | -60% |
Historical ranges are pointers, not guarantees.
PUK's PE is 8.9x, 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.
PUK Forward outlook
There aren't enough analyst estimates for PUK to show an outlook.
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.
PUK Earnings Per Share
PUK and MS do not have enough comparable growth data to identify a winner.
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 has the edge over PUK on profitability, with a higher operating margin.
PUK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $14.9B | +19% |
| Q4 2025 | $15.3B | +289% |
| Q2 2025 | $12.5B | +63% |
| Q4 2024 | $3.9B | -48% |
| Q2 2024 | $7.7B | -36% |
| Q4 2023 | $7.6B | -27% |
| Q2 2023 | $12B | +3.8% |
| Q4 2022 | $10.4B | -30% |
PUK has the edge over MS in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 7.9% | -62 points |
| Q4 2025 | 21% | -50 points |
| Q2 2025 | 14% | +3.3 points |
| Q4 2024 | 172% | +155 points |
| Q2 2024 | 70% | +55 points |
| Q4 2023 | 71% | -18 points |
| Q2 2023 | 10% | -3.9 points |
| Q4 2022 | 17% | +2.4 points |
PUK's operating margin was 7.9% last quarter, down 62 points from the same quarter a year ago, near the bottom of its range since 2018.
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.
PUK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$78M | -112% |
| Q4 2025 | $1.5B | +22% |
| Q2 2025 | $650.5M | -69% |
| Q4 2024 | $1.2B | +$1.6B |
| Q2 2024 | $2.1B | +111% |
PUK's free cash flow was $3.3B over the past year, up 67% from the year before. Free cash flow isn't a meaningful measure for financial services companies like PUK.
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 1.6B diluted shares, down 1.5% from a year ago.
PUK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.1% | -26.8M shares |
| 1 year | -7.9% | -109M shares |
| 3 years | -2.7% | -35M shares |
PUK has the edge over MS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $636.9M |
| Q4 2025 | $525.4M |
| Q2 2025 | $721.1M |
| Q4 2024 | $791.3M |
| Q2 2024 | $47.5M |
| Q4 2023 | — |
| Q2 2023 | — |
| Q4 2021 | — |
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.
PUK Net Leverage
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).
PUK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.9 | Neutral |
| Stochastic | 26.1 | Neutral |
PUK's weekly RSI is 43 (neutral) and its Stochastic is 26 (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.
PUK PE vs Financial Services Sector
| Metric | PUK | Sector median | Relative |
|---|---|---|---|
| PE | 8.9x | 13x | 31% below |
| PE % | 10 | 63 | 53 pts below |
PUK 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 has the edge over PUK on trend strength, trading above more of its moving averages.
PUK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $24.6 | 3.3% above |
| 20 week MA | $26.6 | 4.7% below |
| 50 week MA | $28.6 | 11% below |
| 100 week MA | $25.7 | 1.4% below |
| 200 week MA | $24.1 | 5.4% above |
PUK's trend is mixed: it's above two of its five weekly moving averages, and 5.4% above 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 PUK on returns for 2026, with the stronger performance.
PUK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.4 | $35.5 | -2.5% |
| 2021 | $35.5 | $34.0 | -4.4% |
| 2022 | $34.0 | $26.7 | -21% |
| 2023 | $26.7 | $22.5 | -16% |
| 2024 | $22.5 | $16.0 | -29% |
| 2025 | $16.0 | $31.6 | +98% |
| 2026 YTD | $31.6 | $25.4 | -20% |
PUK has finished lower in five of the last six years. It's down 20% so far in 2026.