The average U.S. stock is quietly getting crushed. Morgan Stanley says these ones are worth buying now.

Impact · against what's priced in

Morgan Stanley's recommendation of undervalued industrials is not a catalyst for its own stock price. The firm is performing its standard role as a strategic advisor, which does not shift the fundamental growth or margin assumptions currently baked into its valuation.

MS+0.00

Doesn't touch the price's assumptions

In context

Providing investment guidance on undervalued sectors is a core business function and does not impact the assumed 2.0% revenue CAGR or FCF margins.