Morgan Stanley has ridden a powerful three year run that has pulled the share price far ahead of the broader diversified financials group. This puts fresh focus on whether the returns it earns on its capital are strong enough to support where the stock trades today. With the bank now embedded in several high profile AI related deals, investors are increasingly asking if that capital is being deployed at rates of return that line up with the current valuation. Over the past 3 years the stock has returned about 190.2%, so a lot of future value creation is already embedded in the current market story. The question is how that lines up with the returns Morgan Stanley can generate on its capital base.
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