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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 0.48
MS's Cash to Debt is ranked lower than
55% of the 352 Companies
in the Global Capital Markets industry.

( Industry Median: 12.71 vs. MS: 0.48 )
MS' s 10-Year Cash to Debt Range
Min: 0.05   Max: 0.55
Current: 0.48

0.05
0.55
Equity to Asset 0.09
MS's Equity to Asset is ranked lower than
60% of the 394 Companies
in the Global Capital Markets industry.

( Industry Median: 0.30 vs. MS: 0.09 )
MS' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.14
Current: 0.09

0.03
0.14
F-Score: 6
Z-Score: 0.18
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Revenue Growth (%) -9.60
MS's Revenue Growth (%) is ranked higher than
57% of the 338 Companies
in the Global Capital Markets industry.

( Industry Median: 0.80 vs. MS: -9.60 )
MS' s 10-Year Revenue Growth (%) Range
Min: -11.6   Max: 38.3
Current: -9.6

-11.6
38.3
EBITDA Growth (%) -17.20
MS's EBITDA Growth (%) is ranked higher than
58% of the 283 Companies
in the Global Capital Markets industry.

( Industry Median: -1.60 vs. MS: -17.20 )
MS' s 10-Year EBITDA Growth (%) Range
Min: -17.2   Max: 40.9
Current: -17.2

-17.2
40.9
EPS Growth (%) -17.40
MS's EPS Growth (%) is ranked higher than
57% of the 285 Companies
in the Global Capital Markets industry.

( Industry Median: 0.90 vs. MS: -17.40 )
MS' s 10-Year EPS Growth (%) Range
Min: -17.4   Max: 29.4
Current: -17.4

-17.4
29.4
» MS's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

MS Guru Trades in Q3 2013

John Keeley 66,000 sh (New)
Jim Simons 612,400 sh (New)
Pioneer Investments 5,586,088 sh (+50.17%)
Ken Heebner 13,100,000 sh (+19.63%)
Jeremy Grantham 1,262,609 sh (+14.54%)
Mario Gabelli 1,687,085 sh (+9.37%)
Ronald Muhlenkamp 4,000 sh (unchged)
Ronald Muhlenkamp 11,260 sh (unchged)
Ray Dalio Sold Out
Diamond Hill Capital 8,937,791 sh (-1.4%)
Richard Pzena 12,730,045 sh (-4.08%)
Arnold Schneider 191,994 sh (-9.51%)
HOTCHKIS & WILEY 2,332,900 sh (-10.46%)
John Rogers 188,575 sh (-12.95%)
Caxton Associates 3,526,204 sh (-32.64%)
Ken Fisher 7,741 sh (-36.86%)
Steven Cohen 38,497 sh (-69.64%)
» More
Q4 2013

MS Guru Trades in Q4 2013

Jim Chanos 460,100 sh (New)
Steven Cohen 143,108 sh (+271.74%)
Caxton Associates 4,329,566 sh (+22.78%)
John Keeley 74,500 sh (+12.88%)
Pioneer Investments 6,214,899 sh (+11.26%)
Ronald Muhlenkamp 12,065 sh (+7.15%)
Mario Gabelli 1,701,685 sh (+0.87%)
Jean-Marie Eveillard 1,700 sh (unchged)
Ronald Muhlenkamp 4,320 sh (unchged)
Ken Heebner 13,100,000 sh (unchged)
Jim Simons Sold Out
Ken Fisher 7,724 sh (-0.22%)
HOTCHKIS & WILEY 2,293,700 sh (-1.68%)
Richard Pzena 12,484,310 sh (-1.93%)
Arnold Schneider 180,804 sh (-5.83%)
Diamond Hill Capital 7,892,128 sh (-11.7%)
John Rogers 153,880 sh (-18.4%)
Jeremy Grantham 1,029,377 sh (-18.47%)
» More
Q1 2014

MS Guru Trades in Q1 2014

Ray Dalio 15,755 sh (New)
Louis Moore Bacon 800,000 sh (New)
Ronald Muhlenkamp 319,435 sh (+2547.62%)
Steven Cohen 334,489 sh (+133.73%)
Caxton Associates 7,123,180 sh (+64.52%)
Ken Fisher 9,495 sh (+22.93%)
HOTCHKIS & WILEY 2,763,500 sh (+20.48%)
John Rogers 158,680 sh (+3.12%)
Caxton Associates 2,200,000 sh (unchged)
John Keeley 74,500 sh (unchged)
Pioneer Investments 6,204,438 sh (-0.17%)
Richard Pzena 12,280,237 sh (-1.63%)
Diamond Hill Capital 7,707,516 sh (-2.34%)
Jim Chanos 441,620 sh (-4.02%)
Mario Gabelli 1,546,990 sh (-9.09%)
Jeremy Grantham 698,945 sh (-32.1%)
Ken Heebner 3,320,000 sh (-74.66%)
Arnold Schneider 31,154 sh (-82.77%)
» More
Q2 2014

MS Guru Trades in Q2 2014

Joel Greenblatt 9,827 sh (New)
Ken Heebner 6,580,000 sh (+98.19%)
Diamond Hill Capital 8,661,231 sh (+12.37%)
Mario Gabelli 1,632,335 sh (+5.52%)
Richard Pzena 12,957,017 sh (+5.51%)
John Keeley 74,500 sh (unchged)
John Rogers 158,680 sh (unchged)
Arnold Schneider Sold Out
Ray Dalio Sold Out
HOTCHKIS & WILEY 2,762,500 sh (-0.04%)
Ronald Muhlenkamp 314,970 sh (-1.4%)
Pioneer Investments 5,076,338 sh (-18.18%)
Caxton Associates 5,826,880 sh (-18.2%)
Ken Fisher 7,245 sh (-23.7%)
Jeremy Grantham 458,900 sh (-34.34%)
Jim Chanos 198,760 sh (-54.99%)
Louis Moore Bacon 225,000 sh (-71.88%)
» More
» Details

Insider Trades

Latest Guru Trades with MS

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ray Dalio 2014-06-30 Sold Out $28.47 - $32.66 $ 34.3111%0
Joel Greenblatt 2014-06-30 New Buy$28.47 - $32.66 $ 34.3111%9827
Ronald Muhlenkamp 2014-03-31 Add 2547.62%1.73%$28.95 - $33.4 $ 34.3111%319435
Ray Dalio 2014-03-31 New Buy$28.95 - $33.4 $ 34.3111%15755
John Keeley 2013-09-30 New Buy0.03%$24.04 - $29.02 $ 34.3128%66000
Ray Dalio 2013-09-30 Sold Out 0.02%$24.04 - $29.02 $ 34.3128%0
Ronald Muhlenkamp 2013-06-30 New Buy0.06%$20.31 - $27.15 $ 34.3145%11260
Ray Dalio 2013-06-30 Reduce -72.44%0.05%$20.31 - $27.15 $ 34.3145%95855
Daniel Loeb 2013-03-31 Sold Out 2.7%$19.12 - $24.32 $ 34.3154%0
George Soros 2013-03-31 Sold Out 0.95%$19.12 - $24.32 $ 34.3154%0
Ray Dalio 2013-03-31 Add 44.07%0.02%$19.12 - $24.32 $ 34.3154%347855
Richard Perry 2012-12-31 Sold Out 3.2%$16.09 - $19.27 $ 34.3197%0
Daniel Loeb 2012-12-31 New Buy2.7%$16.09 - $19.27 $ 34.3197%7750000
George Soros 2012-12-31 New Buy0.95%$16.09 - $19.27 $ 34.3197%4144200
Ray Dalio 2012-12-31 New Buy0.05%$16.09 - $19.27 $ 34.3197%241455
John Burbank 2012-09-30 Sold Out 0.01%$12.62 - $18.25 $ 34.31130%0
Joel Greenblatt 2012-09-30 Sold Out 0.01%$12.62 - $18.25 $ 34.31130%0
Richard Perry 2012-06-30 Add 18429.4%3.18%$12.57 - $19.63 $ 34.31124%5355000
John Keeley 2012-06-30 Sold Out 0.03%$12.57 - $19.63 $ 34.31124%0
John Burbank 2012-06-30 New Buy0.01%$12.57 - $19.63 $ 34.31124%11317
Joel Greenblatt 2012-06-30 New Buy0.01%$12.57 - $19.63 $ 34.31124%12026
Richard Perry 2012-03-31 New Buy0.03%$15.9 - $21.17 $ 34.3195%28900
Ray Dalio 2011-12-31 Sold Out 0.1%$12.47 - $19.41 $ 34.31121%0
John Keeley 2011-12-31 New Buy0.02%$12.47 - $19.41 $ 34.31121%58000
Bruce Berkowitz 2011-09-30 Sold Out 2.1321%$13.06 - $24.2 $ 34.3186%0
Ray Dalio 2011-09-30 New Buy0.1%$13.06 - $24.2 $ 34.3187%485868
Bruce Berkowitz 2011-06-30 Reduce -69.24%5.1%$21.93 - $27.76 $ 34.3140%11964700
George Soros 2011-06-30 Sold Out $21.93 - $27.76 $ 34.3140%0
Premium More recent guru trades are included for Premium Members only!!
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Preferred stocks of Morgan Stanley

SymbolPriceYieldDescription
MSPRE25.335.07
MSPRA0.004.95ADR
MSPRF24.853.80Deposit Shs Repr 1/1000th Non-Cum Pfd Shs Series -F-
MSPRG25.001.37Deposit Shs Repr 1/1000th 6 5/8 % Non-Cum Pfd Shs Series -G-

Ratios

vs
industry
vs
history
P/E(ttm) 16.10
MS's P/E(ttm) is ranked higher than
80% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 24.30 vs. MS: 16.10 )
MS' s 10-Year P/E(ttm) Range
Min: 7.08   Max: 402.14
Current: 16.1

7.08
402.14
P/B 1.03
MS's P/B is ranked higher than
74% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 1.56 vs. MS: 1.03 )
MS' s 10-Year P/B Range
Min: 0.3   Max: 2.19
Current: 1.03

0.3
2.19
P/S 2.03
MS's P/S is ranked higher than
73% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 3.71 vs. MS: 2.03 )
MS' s 10-Year P/S Range
Min: 0.44   Max: 2.5
Current: 2.03

0.44
2.5
PFCF 3.04
MS's PFCF is ranked higher than
95% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. MS: 3.04 )
MS' s 10-Year PFCF Range
Min: 0.16   Max: 199.63
Current: 3.04

0.16
199.63
EV-to-EBIT 30.79
MS's EV-to-EBIT is ranked higher than
65% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 24.30 vs. MS: 30.79 )
MS' s 10-Year EV-to-EBIT Range
Min: 18.8   Max: 1883.3
Current: 30.79

18.8
1883.3
Shiller P/E 45.01
MS's Shiller P/E is ranked higher than
65% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 94.31 vs. MS: 45.01 )
MS' s 10-Year Shiller P/E Range
Min: 2   Max: 130.58
Current: 45.01

2
130.58

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.87
MS's Dividend Yield is ranked lower than
83% of the 314 Companies
in the Global Capital Markets industry.

( Industry Median: 2.58 vs. MS: 0.87 )
MS' s 10-Year Dividend Yield Range
Min: 0.6   Max: 11.16
Current: 0.87

0.6
11.16
Dividend Payout 0.12
MS's Dividend Payout is ranked higher than
98% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 0.91 vs. MS: 0.12 )
MS' s 10-Year Dividend Payout Range
Min: 0.04   Max: 2.78
Current: 0.12

0.04
2.78
Yield on cost (5-Year) 0.43
MS's Yield on cost (5-Year) is ranked lower than
92% of the 318 Companies
in the Global Capital Markets industry.

( Industry Median: 2.67 vs. MS: 0.43 )
MS' s 10-Year Yield on cost (5-Year) Range
Min: 0.29   Max: 5.31
Current: 0.43

0.29
5.31
Share Buyback Rate -11.50
MS's Share Buyback Rate is ranked higher than
50% of the 294 Companies
in the Global Capital Markets industry.

( Industry Median: -0.90 vs. MS: -11.50 )
MS' s 10-Year Share Buyback Rate Range
Min: -11.5   Max: -38.4
Current: -11.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.21
MS's Price/Tangible Book is ranked higher than
74% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 2.22 vs. MS: 1.21 )
MS' s 10-Year Price/Tangible Book Range
Min: 0.53   Max: 5.53
Current: 1.21

0.53
5.53
Price/DCF (Projected) 0.24
MS's Price/DCF (Projected) is ranked higher than
97% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 2.08 vs. MS: 0.24 )
MS' s 10-Year Price/DCF (Projected) Range
Min: 0.2   Max: 35.26
Current: 0.24

0.2
35.26
Price/Median PS Value 1.15
MS's Price/Median PS Value is ranked higher than
72% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 1.22 vs. MS: 1.15 )
MS' s 10-Year Price/Median PS Value Range
Min: 0.34   Max: 2.1
Current: 1.15

0.34
2.1
Price/Graham Number 0.85
MS's Price/Graham Number is ranked higher than
82% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 1.98 vs. MS: 0.85 )
MS' s 10-Year Price/Graham Number Range
Min: 0.32   Max: 2.75
Current: 0.85

0.32
2.75
Earnings Yield (Greenblatt) 3.20
MS's Earnings Yield (Greenblatt) is ranked lower than
53% of the 366 Companies
in the Global Capital Markets industry.

( Industry Median: 6.30 vs. MS: 3.20 )
MS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 5.3
Current: 3.2

0.1
5.3
Forward Rate of Return (Yacktman) 28.33
MS's Forward Rate of Return (Yacktman) is ranked higher than
90% of the 329 Companies
in the Global Capital Markets industry.

( Industry Median: 5.26 vs. MS: 28.33 )
MS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -291.4   Max: 64.1
Current: 28.33

-291.4
64.1

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, GS, SF » details
Traded in other countries:DWD.Germany
Morgan Stanley was originally incorporated under the laws of the State of Delaware in 1981. The Company is a financial services firm that, through its subsidiaries and affiliates, provides its products and services to a diversified group of clients and customers, including corporations, governments, financial institutions and individuals. It has three business segments: Institutional Securities, Global Wealth Management Group and Asset Management. The Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations, as well as provides capital raising and corporate lending services. This segment also engages in sales, trading, financing, and market-making activities, including equity trading, fixed income and commodities, research, and investment activities, as well as provides financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. Its Global Wealth Management Group segment offers brokerage and investment advisory services covering various types of investments comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. This segment also provides education savings programs, financial and wealth planning services, annuity and other insurance products, cash management services, trust and fiduciary services, retirement solutions, and credit and other lending products, as well as engages in fixed income principal trading. The Company's Asset Management business segment, consisting of Merchant Banking, Traditional Asset Management and Real Estate Investing activities, is one of the investment management organizations of full-service financial services firm and offers clients an array of equity, fixed income and alternative investments and merchant banking strategies. The Company competes with commercial banks, brokerage firms, insurance companies, electronic trading and clearing platforms, financial data repositories, sponsors of mutual funds, hedge funds, energy companies and other companies offering financial or ancillary services in the U.S., globally and through the internet. As a financial services firm, the Company is subject to extensive regulation by U.S. federal and state regulatory agencies and securities exchanges and by regulators and exchanges in each of the major markets where it conducts its business.
» More Articles for MS

Headlines

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Short Sell Guru Jim Chanos’ Long Positions: Buys IWM, MS, NBL, CTSH, HII Feb 18 2014 
Caxton Associates Cuts WSO, SKS, MS, URI Nov 26 2013 
Since the Financial Crisis, Banks Have Cut Balance-Sheet Risk - What Is Expected for the Future? Nov 22 2013 
John Rogers' Ariel Funds September Commentary Oct 14 2013 
Caxton Associates, Major Cuts to AIG, GM, F and Others Sep 03 2013 
Ken Heebner's CGM Mutual Fund Semi-Annual Letter Aug 26 2013 


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