Morgan Stanley
MS · Financial Services · · USDFahodi Score SELL Mid-term (Position)
42
/ 100
Technical
50
Trend & RS
48
Momentum
40
Fundamental
28
Macro
22
Liquidity
84
| Component | Score | Weight |
|---|---|---|
| Technical | 50.0 | 20% |
| Trend & RS | 47.6 | 30% |
| Momentum | 40.1 | 15% |
| Fundamental | 27.8 | 10% |
| Macro | 22.5 | 20% |
| Liquidity | 83.5 | 5% |
Trade Setup
| Entry | 182.44 |
| Stop Loss | 170.58 (6.5%) |
| Target 1 (1:1) | 194.30 (+6.5%) |
| Target 2 (2:1) | 206.16 (+13.0%) |
| ATR(14) | 5.93 (3.2%) |
| Risk per Share | 11.86 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 77.9 | +1.12 | |
| Momentum | 36.5 | -0.54 | |
| Quality | 71.3 | +0.85 | |
| Composite | 61.9 | ||
Quality Scores
Piotroski F-Score
4
/9 —
Average
✓
✗
✗
✗
✗
✗
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
0.56
—
Distress Zone
Distress <1.81Grey 1.81–2.99>2.99 Safe
Valuation vs Peers Undervalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 14.5 | 18.0 | -20% below |
| P/B Ratio | 2.7 | 2.5 | Inline |
| Dividend Yield | 2.5% | 2.0% | Above avg |
Comparing against Financial Services median multiples.
Trading at a discount to sector peers — potential value opportunity.
Intrinsic Value (DCF) Undervalued
Intrinsic Value
225.65
vs
Market Price
182.44
Upside
+23.7%
| Margin of Safety | +19.1% |
| Stage 1 PV (5yr FCF) | 82,936,500,755 |
| Terminal Value PV | 270,206,776,492 |
| Total Enterprise Value | 353,143,277,247 |
Assumptions
| Base FCF | 15,787,720,000 |
| Growth Rate (5yr) | 10.8% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
26.22%
Full Kelly
13.11%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 42/100. Estimated win rate 53%, avg win 7.5%, avg loss 4.2%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary BUY
2
Bullish Signals
2
Bearish Signals
44.0
RSI(14)
-1.7219
MACD
Relative Strength (RS) WEAKENING
56
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | ↓ FALLING (-10.2% vs SPY 3M) |
| RS vs Sector | UNDERPERFORMING (Financial Services) |
| RS New High | No (56d since high) |
| Sector Outperformance | -20.9% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
WEAKENING:
Losing momentum — the stock was performing well but is now falling behind the market.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 44.0 | NEUTRAL |
| Macd | -1.7219 | BULLISH |
| Ma Cross | 194.78 / 192.17 | GOLDEN CROSS |
| Trend Short | BELOW SMA50 | |
| Trend Long | BELOW SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.6x | HIGH |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 232.25 |
| Bollinger Upper | 192.97 |
| SMA(200) | 192.17 |
| SMA(50) | 194.78 |
| SMA(20) | 184.32 |
| Current Price | 182.44 |
| Bollinger Lower | 175.68 |
| 52-Week Low | 152.80 |
| ATR(14) | 5.93 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
MARKDOWN
Confidence
100%
Acc: 0.0 |
Dist: 0.0 |
Markup: 0.0 |
Markdown: 2.0
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.17x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.77x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.79x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.16x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.6x | Normal bar — no special VSA pattern |
Ichimoku Cloud BEARISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 188.32 | Above Kijun |
| Kijun-sen (26) | 186.17 | Base line |
| Senkou A | 187.25 | Leading span A |
| Senkou B | 196.28 | Leading span B |
| Cloud | 187.25 – 196.28 | Bearish (Red) |
| Price vs Cloud | 182.44 | Below Cloud |
| Chikou Span | 186.87 | Bearish |
| Alignment Score | 1/4 | BEARISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE ON
1 bars
Momentum:
BEARISH
BB: 175.68 – 192.97 | KC: 175.51 – 193.14
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Hidden Bearish | RSI | 12 |
Anchored VWAP
VWAP: 194.84
Anchor: 2026-03-12 (52w Low)
BELOW AVWAP
-6.4%
Heikin-Ashi Trend
WEAKLY BULLISH
Full data via /api/advanced/MS
Valuation
| Metric | Value |
|---|---|
| Market Cap | 285.52B |
| P/E (TTM) | 14.47 |
| Forward P/E | N/A |
| P/B | 2.69 |
| EPS | 12.61 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 10.8% |
| Profit Margin | 25.6% |
| ROE | N/A |
| Debt/Equity | 517.28 |
| Current Ratio | N/A |
| Dividend Yield | 2.5% |
| Payout Ratio | N/A |
| Beta | 1.22 |
Trading Data
182.44
Open
182.44
Day High
182.44
Day Low
10.86M
Volume (2.0x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)