Oversold

MS

Valuation33/ 100
Cash flow & growth72/ 100
Upside potential46/ 100
Risk potential29/ 100

MS's valuation is somewhat elevated while fundamentals provide solid support and forward estimates point to earnings growth and improving margins, though analyst coverage is limited.

Score change since last week

The score fell 7 points, mainly due to valuation and price changes. Price rose 1.4%, from $214.77 to $217.72. Reported EPS was unchanged, so the higher price reduced valuation support.

Valuation and price changes subtracted 7.0 points. The comparison uses the same available inputs on both dates. Displayed changes are rounded to whole points.

Valuation

Historical cheapness: current PE is 17.5× versus the full-history median of 12.9× shown in the valuation table, producing 30.2/100. Positive weekly observations receive equal weight; lower past EPS alone does not disqualify them.

Outlook-adjusted valuation: 32.5/100. The model applies a 18.1% earnings-growth assumption and a 10% annual return hurdle, with positive credit limited by evidence coverage and confidence.

Forward price scenarios use recent PE history separately. Recent history has a separately weighted median of 16.4× (18-month half-life). The favorable scenario uses 17.3× PE and $15.7 projected EPS, informed by growth, margins and earnings-quality checks. This is a model scenario, not an analyst target. A return to the full-history median is not assumed.

Cash flow & growth

Business trends are strong. Over the past year: revenue +16.7%, earnings +39.1%, operating margin +2.9 percentage points. The business score is 72.1/100. Growth, margins and cash generation drive the score. Missing or older data receives less weight.

Favorable scenario

Stronger earnings and valuation could support a higher share price.

Our favorable case uses $15.65 of EPS and a 17.3× PE, suggesting a share price of about $270.55 — 26% above today’s price. Valuation history and outlook inform the PE.

This is a scenario based on our model, not a forecast or probability.

Downside scenario

Weaker than expected earnings could put pressure on the share price.

Our downside case uses $10.50 of EPS and a 14.5× PE, suggesting a share price of about $152.73 — 29% below today’s price. Valuation history and outlook inform the PE.

This is a scenario based on our model, not a forecast or probability.

MS vs Historical averages

MetricCurrentAverageRelative
PE17x13x35% higher
PE percentile895077% higher
EPS$12.28$7.3268% higher
FCF-$15.7B-$12.6B-$3B
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MS’s earnings are above their historical averages, while its earnings multiple is higher.

MS Forward outlook

MetricOutlook
Forward valuationImproving
Forward earningsGrowth
Forward revenueStrong decline
Forward profitabilityStrongly expanding
Analyst coverageLimited
Estimate dispersionModerate

MS’s outlook is generally improving, with declining sales expectations a concern.

MS PE Valuation

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This table applies MS's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.

MS Earnings Per Share

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This chart tracks MS's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.

MS Quarterly Revenue

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This chart tracks MS's quarterly revenue over time and shows how sales are changing from year to year.

MS Free Cash Flow

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This chart tracks MS's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.

MS Total Shares

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This chart tracks changes in MS's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.

MS Net Leverage

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Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.

MS PE vs Financial Services Sector

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This chart compares MS's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.

MS Weekly Price

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This chart uses MS's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.

MS Weekly Moving Averages

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This chart compares MS's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.

MS Yearly ROI

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Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.

OTF

Same as last week
Valuation39/ 100
Cash flow & growth44/ 100
Upside potential37/ 100
Risk potential26/ 100

OTF's valuation is somewhat elevated, fundamentals are below averages, while forward estimates point to earnings and revenue growth despite pressure on margins, though analyst coverage is limited.

Valuation

Historical cheapness: current PE is 8.2× versus the full-history median of 5.7× shown in the valuation table, producing 40.5/100. Positive weekly observations receive equal weight; lower past EPS alone does not disqualify them.

Outlook-adjusted valuation: 38.9/100. The model applies a 1.2% earnings-growth assumption and a 10% annual return hurdle, with positive credit limited by evidence coverage and confidence.

Forward price scenarios use recent PE history separately. Recent history has a separately weighted median of 5.7× (18-month half-life). A reliable earnings-based price target is unavailable. A return to the full-history median is not assumed.

Cash flow & growth

Business trends are mixed. Over the past year: revenue +81.1%, earnings -41.2%, operating margin -18.7 percentage points. The business score is 44.1/100. Growth, margins and cash generation drive the score. Missing or older data receives less weight.

Favorable scenario

Weaker business results limit upside support. Price history provides the reference because earnings are difficult to compare.

The calculation starts with the stock’s typical weekly price movements, adjusted for business performance and outlook. Unusually large jumps have less influence. The result is 15.2% upside, or about $12.34.

This is a scenario based on our model, not a forecast or probability.

Downside scenario

Historical price swings are the main risk driver, even without a sharp profit decline.

The stock’s historical price swings drive this figure. Price history and operating stress provide the reference because comparable earnings do not support a future PE target. Operating stress reflects revenue, earnings, margins, outlook and relevant debt exposure. The larger stress gives 26.4% downside, or about $7.88, with a 15% minimum.

This is a scenario based on our model, not a forecast or probability.

OTF vs Historical averages

MetricCurrentAverageRelative
PE8.2x6.1x35% higher
PE percentile885076% higher
EPS$1.30$1.9634% lower
FCF-$302.6M$177.9M270% lower
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OTF’s earnings and cash flow are below their historical averages, while its earnings multiple is higher.

OTF Forward outlook

MetricOutlook
Forward valuationImproving
Forward earningsGrowth
Forward revenueGrowth
Forward profitabilityStrongly contracting
Analyst coverageLimited
Estimate dispersionTight

OTF’s outlook is generally improving, with narrowing profit margins the main concern.

OTF PE Valuation

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This table applies OTF's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.

OTF Earnings Per Share

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This chart tracks OTF's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.

OTF Quarterly Revenue

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This chart tracks OTF's quarterly revenue over time and shows how sales are changing from year to year.

OTF Free Cash Flow

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This chart tracks OTF's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.

OTF Total Shares

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This chart tracks changes in OTF's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.

OTF Net Leverage

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Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.

OTF PE vs Financial Services Sector

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This chart compares OTF's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.

OTF Weekly Price

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This chart uses OTF's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.

OTF Weekly Moving Averages

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This chart compares OTF's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.

OTF Yearly ROI

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Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.