MS
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.
MS vs Historical averages
| Metric | Current | AverageAverage | Relative |
|---|---|---|---|
| PE | 17x | 13x | 35% higher+35% |
| PE percentile | 89 | 50 | 77% higher+77% |
| EPS | $12.28 | $7.32 | 68% higher+68% |
| FCF | -$15.7B | -$12.6B | -$3B-$3B |
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MS’s earnings are above their historical averages, while its earnings multiple is higher.
MS Forward outlook
| Metric | Outlook |
|---|---|
| Forward valuation | Improving |
| Forward earnings | Growth |
| Forward revenue | Strong decline |
| Forward profitability | Strongly expanding |
| Analyst coverage | Limited |
| Estimate dispersion | Moderate |
MS’s outlook is generally improving, with declining sales expectations a concern.
MS PE Valuation
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
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
This chart tracks MS's quarterly revenue over time and shows how sales are changing from year to year.
MS Free Cash Flow
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
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
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
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
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
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
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.
VRTS
VRTS's valuation appears fair, fundamentals are below averages and the outlook is broadly stable, though analyst coverage is limited.
VRTS vs Historical averages
| Metric | Current | AverageAverage | Relative |
|---|---|---|---|
| PE | 8.4x | 11x | 24% lower-24% |
| PE percentile | 24 | 50 | 52% lower-52% |
| EPS | $17.54 | $17.75 | 1% lower-1% |
| FCF | -$45M | $198.1M | 123% lower-123% |
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VRTS’s earnings and cash flow are below their historical averages, while its earnings multiple is lower.
VRTS Forward outlook
| Metric | Outlook |
|---|---|
| Forward valuation | Stable |
| Forward earnings | Stable |
| Forward revenue | Stable |
| Forward profitability | Expanding |
| Analyst coverage | Limited |
| Estimate dispersion | Tight |
VRTS’s outlook is generally stable, though analyst coverage is limited.
VRTS PE Valuation
This table applies VRTS's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.
VRTS Earnings Per Share
This chart tracks VRTS's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.
VRTS Quarterly Revenue
This chart tracks VRTS's quarterly revenue over time and shows how sales are changing from year to year.
VRTS Free Cash Flow
This chart tracks VRTS's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.
VRTS Total Shares
This chart tracks changes in VRTS's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.
VRTS Net Leverage
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.
VRTS PE vs Financial Services Sector
This chart compares VRTS'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.
VRTS Weekly Price
This chart uses VRTS's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.
VRTS Weekly Moving Averages
This chart compares VRTS'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.
VRTS Yearly ROI
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.