Warren Buffett fit · Wonderful businesses at fair prices
Is Morgan Stanley (MS) a Warren Buffett Stock?
Partial Buffett fit - meets 5/9 key criteria, but with reservations.
59/100
DNot a fit
5/9 criteria passed
Capped from C to D. ROIC under 8% on both TTM and 5y average - business doesn't earn enough on capital invested; Net debt is more than 5x EBITDA - balance sheet is stretched What are deal-breaker caps?
Warren Buffett's Criteria, Applied to MS
ROIC ≥ 15%
key1.9%
Gross margin ≥ 40%
key58.0%
Owner earnings yield ≥ 5%
key14.3%
5y profitable
How MS Scores on Other Strategies
Live Financial Snapshot
Market cap
$336.7B
P/E (TTM)
20.1x
ROIC (TTM)
1.94%
Gross margin
57.99%
Other Warren Buffett fit reports
Frequently Asked Questions
What is MS's Warren Buffett fit score?
MS scores 59/100 on our Warren Buffett fit engine - grade D. Partial Buffett fit - meets 5/9 key criteria, but with reservations.
Does Warren Buffett actually own MS?
Our score is computed from financial fundamentals against Warren Buffett's published criteria. We don't claim that Warren Buffett personally owns or recommends MS.
How often is this score updated?
MS's Warren Buffett fit score is recomputed daily from the latest TTM financials. The page below shows when it was last refreshed.
Educational tool, not investment advice. Scores are computed from publicly-available financial data against published investing-strategy criteria. We do not claim that Warren Buffett personally owns or recommends MS.