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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 0.54
MS's Cash to Debt is ranked lower than
57% of the 345 Companies
in the Global Capital Markets industry.

( Industry Median: 16.67 vs. MS: 0.54 )
MS' s 10-Year Cash to Debt Range
Min: 0.03   Max: 0.55
Current: 0.54

0.03
0.55
Equity to Asset 0.08
MS's Equity to Asset is ranked lower than
61% of the 398 Companies
in the Global Capital Markets industry.

( Industry Median: 0.29 vs. MS: 0.08 )
MS' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.14
Current: 0.08

0.03
0.14
F-Score: 6
Z-Score: 0.17
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 (%) -9.20
MS's Revenue Growth (%) is ranked higher than
57% of the 328 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. MS: -9.20 )
MS' s 10-Year Revenue Growth (%) Range
Min: -11.7   Max: 37.7
Current: -9.2

-11.7
37.7
EBITDA Growth (%) -17.20
MS's EBITDA Growth (%) is ranked higher than
56% of the 273 Companies
in the Global Capital Markets industry.

( Industry Median: 0.40 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 281 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

Ken Fisher 7,245 sh (-23.7%)
» 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
Ronald Muhlenkamp 2014-03-31 Add 2547.62%1.73%$28.95 - $33.4 $ 31.62%319435
Ray Dalio 2014-03-31 New Buy$28.95 - $33.4 $ 31.62%15755
John Keeley 2013-09-30 New Buy0.03%$24.04 - $29.02 $ 31.618%66000
Ray Dalio 2013-09-30 Sold Out 0.02%$24.04 - $29.02 $ 31.618%0
Ronald Muhlenkamp 2013-06-30 New Buy0.06%$20.31 - $27.15 $ 31.633%11260
Ray Dalio 2013-06-30 Reduce -72.44%0.05%$20.31 - $27.15 $ 31.633%95855
Daniel Loeb 2013-03-31 Sold Out 2.7%$19.12 - $24.32 $ 31.642%0
George Soros 2013-03-31 Sold Out 0.95%$19.12 - $24.32 $ 31.642%0
Ray Dalio 2013-03-31 Add 44.07%0.02%$19.12 - $24.32 $ 31.642%347855
Richard Perry 2012-12-31 Sold Out 3.2%$16.09 - $19.27 $ 31.682%0
Daniel Loeb 2012-12-31 New Buy2.7%$16.09 - $19.27 $ 31.682%7750000
George Soros 2012-12-31 New Buy0.95%$16.09 - $19.27 $ 31.682%4144200
Ray Dalio 2012-12-31 New Buy0.05%$16.09 - $19.27 $ 31.682%241455
Joel Greenblatt 2012-09-30 Sold Out 0.01%$12.62 - $18.25 $ 31.6112%0
John Burbank 2012-09-30 Sold Out 0.01%$12.62 - $18.25 $ 31.6112%0
Richard Perry 2012-06-30 Add 18429.4%3.18%$12.57 - $19.63 $ 31.6106%5355000
John Keeley 2012-06-30 Sold Out 0.03%$12.57 - $19.63 $ 31.6106%0
Joel Greenblatt 2012-06-30 New Buy0.01%$12.57 - $19.63 $ 31.6106%12026
John Burbank 2012-06-30 New Buy0.01%$12.57 - $19.63 $ 31.6106%11317
Richard Perry 2012-03-31 New Buy0.03%$15.9 - $21.17 $ 31.680%28900
Ray Dalio 2011-12-31 Sold Out 0.1%$12.47 - $19.41 $ 31.6104%0
John Keeley 2011-12-31 New Buy0.02%$12.47 - $19.41 $ 31.6104%58000
Bruce Berkowitz 2011-09-30 Sold Out 2.1321%$13.06 - $24.2 $ 31.672%0
Ray Dalio 2011-09-30 New Buy0.1%$13.06 - $24.2 $ 31.672%485868
Bruce Berkowitz 2011-06-30 Reduce -69.24%5.1%$21.93 - $27.76 $ 31.629%11964700
George Soros 2011-06-30 Sold Out $21.93 - $27.76 $ 31.629%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Morgan Stanley

SymbolPriceYieldDescription
MSPRE25.335.12
MSPRA0.004.98ADR
MSPRF24.853.86Deposit Shs Repr 1/1000th Non-Cum Pfd Shs Series -F-
MSPRG25.001.38Deposit Shs Repr 1/1000th 6 5/8 % Non-Cum Pfd Shs Series -G-

Guru Investment Theses on Morgan Stanley

Diamond Hill Capital Comments on Morgan Stanley - Mar 05, 2014

Investment broker Morgan Stanley (MS) was a strong performer during the quarter as the company reported another period of improving margins and generally stronger profitability. Additionally, its capital levels continue to improve.



From Diamond Hill Capital (Trades, Portfolio)'s Fourth Quarter 2013 Commentary.

Check out Diamond Hill Capital latest stock trades

Daniel Comments on Morgan Stanley - Apr 04, 2013


During the Fourth Quarter, we initiated a position in Morgan Stanley (MS), which we believe is in the early innings of a turnaround. The bank’s investment banking advisory and equity sales and trading businesses – which we know well from our perspectives as both investors and long-time satisfied clients – have consistently won top three market shares and are impressively positioned. Although MS has historically failed to capitalize on its strengths, its leadership currently is focused on growing its good businesses while consolidating and successfully fixing its previously troubled Wealth Management business.In 2013, we expect Morgan Stanley to tackle its other weak business, Fixed Income, Currency, and Commodities (FICC) sales and trading. Morgan Stanley’s stock currently trades at a 20% discount to tangible book (down from a 35% discount when we acquired our stake at an average cost of $16.77 per share), and we view MS at these prices as a chance to buy a free call option on a promising restructuring.

In Wealth Management, Morgan Stanley has approached the turnaround with focus and results have been encouraging. The underlying earnings power of the combined MorganStanley Smith Barney business can be seen in the pre-tax margin line: pre-tax margins in Wealth Management have risen from 6% in 2009 to 13% in Q3 2012, and look on track to meet or exceed management’s mid-teens target for 2013. Morgan Stanley has a tougherroad ahead in dealing with its FICC businesses, which are limping along with a still-bloatedcost structure and anemic returns due to regulatory changes stemming from the GlobalFinancial Crisis. Nearly two thirds of the company’s Risk Weighted Assets on a fully loadedBasel IIIfourth quarter commentary.


Check out Daniel Loeb latest stock trades

Daniel Loeb Comments on Morgan Stanley - Jan 09, 2013

New Equity Position: Morgan Stanley
During the Fourth Quarter, we initiated a position in Morgan Stanley (MS), which we believe is in the early innings of a turnaround. The bank’s investment banking advisory and equity sales and trading businesses – which we know well from our perspectives as both investors and long-time satisfied clients – have consistently won top three market shares and are impressively positioned. Although MS has historically failed to capitalize on its strengths, its leadership currently is focused on growing its good businesses while consolidating and successfully fixing its previously troubled Wealth Management business. In 2013, we expect Morgan Stanley to tackle its other weak business, Fixed Income,Currency, and Commodities (FICC) sales and trading. Morgan Stanley’s stock currently trades at a 20% discount to tangible book (down from a 35% discount when we acquired our stake at an average cost of $16.77 per share), and we view MS at these prices as a chance to buy a free call option on a promising restructuring.

In Wealth Management, Morgan Stanley has approached the turnaround with focus and results have been encouraging. The underlying earnings power of the combined Morgan Stanley Smith Barney business can be seen in the pre-tax margin line: pre-tax margins in Wealth Management have risen from 6% in 2009 to 13% in Q3 2012, and look on track to meet or exceed management’s mid-teens target for 2013. Morgan Stanley has a tougher road ahead in dealing with its FICC businesses, which are limping along with a still-bloated cost structure and anemic returns due to regulatory changes stemming from the Global Financial Crisis. Nearly two thirds of the company’s Risk Weighted Assets on a fully loaded Basel III basis support the FICC businesses, which combined to generate roughly 25% of revenues1 in 2012. In Q4 2012, two of Morgan Stanley’s peers, UBS and Citi, took decisive action to restructure businesses irreparably harmed by regulatory changes. While we appreciate that Morgan Stanley finds itself in somewhat different circumstances, we still expect it to follow its peers’ lead and come up with a bold fix for the struggling FICC businesses early in 2013.

If we did not believe Morgan Stanley’s management was up to these important tasks, we would not own such a significant position. As they look to cut costs, we believe it is critical to set the right tone at the Board level. We were surprised to learn that in 2011, Morgan Stanley paid its average Director $357k, or 26% more than Citigroup’s average Director ($283k) and 42% more than JPMorgan’s average Director ($251k), although Morgan Stanley is a substantially smaller and simpler bank. One of MS’s directors is familiar to us from previous corporate governance battles we have fought against moribund Boards not up to the job of turning around great institutions. We hope Morgan Stanley will show that its reinvention begins at the top, and set an example for the company by quickly revising its board practices and considering an upgrade of the composition of its board of directors to reflect best principles of corporate governance.

Finally, our enthusiasm about MS’s turnaround benefits from our generally constructive macro views. We expect CEO confidence to rise and global corporate activity levels to increase markedly in 2013. Morgan Stanley, with its sterling reputation, talent pool, and record in execution in investment banking advisory and capital markets, is uniquely positioned to benefit from this improvement. Assuming Wealth Management pre-tax margins improve to 20% by 2014, Morgan Stanley’s earnings profile will shift toward a 50/50 split between cyclical, capital intensive capital markets businesses and a stable, capital-light Wealth Management business. This should lead to multiple expansion towards 12-13x P/E on projected earnings of approximately $3 per share driven by the Wealth Management margin improvement, FICC restructuring initiatives, and a stronger corporate activity environment. The combination of these factors suggests Morgan Stanley shares should nearly double from the recent $20 level.

From Daniel Loeb's Third Point Fourth Quarter Letter.

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Top Ranked Articles about Morgan Stanley

Diamond Hill Capital Comments on Morgan Stanley
Investment broker Morgan Stanley (MS) was a strong performer during the quarter as the company reported another period of improving margins and generally stronger profitability. Additionally, its capital levels continue to improve. Read more...
Short Sell Guru Jim Chanos’ Long Positions: Buys IWM, MS, NBL, CTSH, HII
Short Seller Guru Jim Chanos (Trades, Portfolio)’s Long Positions: Buys IWM, MS, NBL, CTSH, HII Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 20.00
MS's P/E(ttm) is ranked higher than
74% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 23.80 vs. MS: 20.00 )
MS' s 10-Year P/E(ttm) Range
Min: 7.06   Max: 402.14
Current: 20

7.06
402.14
P/B 1.00
MS's P/B is ranked higher than
75% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.51 vs. MS: 1.00 )
MS' s 10-Year P/B Range
Min: 0.3   Max: 2.19
Current: 1

0.3
2.19
P/S 1.90
MS's P/S is ranked higher than
80% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 3.83 vs. MS: 1.90 )
MS' s 10-Year P/S Range
Min: 0.44   Max: 2.5
Current: 1.9

0.44
2.5
PFCF 1.80
MS's PFCF is ranked higher than
97% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 141.14 vs. MS: 1.80 )
MS' s 10-Year PFCF Range
Min: 0.16   Max: 199.63
Current: 1.8

0.16
199.63
EV-to-EBIT 29.78
MS's EV-to-EBIT is ranked higher than
65% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 25.93 vs. MS: 29.78 )
MS' s 10-Year EV-to-EBIT Range
Min: 18.4   Max: 1883.3
Current: 29.78

18.4
1883.3
Shiller P/E 40.10
MS's Shiller P/E is ranked higher than
76% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. MS: 40.10 )
MS' s 10-Year Shiller P/E Range
Min: 2   Max: 130.58
Current: 40.1

2
130.58

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.90
MS's Dividend Yield is ranked lower than
90% of the 315 Companies
in the Global Capital Markets industry.

( Industry Median: 2.53 vs. MS: 0.90 )
MS' s 10-Year Dividend Yield Range
Min: 0.6   Max: 11.16
Current: 0.9

0.6
11.16
Dividend Payout 0.12
MS's Dividend Payout is ranked higher than
99% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. MS: 0.12 )
MS' s 10-Year Dividend Payout Range
Min: -0.71   Max: 2.78
Current: 0.12

-0.71
2.78
Yield on cost (5-Year) 0.43
MS's Yield on cost (5-Year) is ranked lower than
95% of the 306 Companies
in the Global Capital Markets industry.

( Industry Median: 2.62 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 296 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 1.20
MS's Price/Tangible Book is ranked higher than
73% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 2.02 vs. MS: 1.20 )
MS' s 10-Year Price/Tangible Book Range
Min: 0.53   Max: 5.53
Current: 1.2

0.53
5.53
Price/DCF (Projected) 0.20
MS's Price/DCF (Projected) is ranked higher than
98% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 19.55 vs. MS: 0.20 )
MS' s 10-Year Price/DCF (Projected) Range
Min: 0.18   Max: 35.26
Current: 0.2

0.18
35.26
Price/Median PS Value 1.00
MS's Price/Median PS Value is ranked higher than
72% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. MS: 1.00 )
MS' s 10-Year Price/Median PS Value Range
Min: 0.35   Max: 2.42
Current: 1

0.35
2.42
Price/Graham Number 0.90
MS's Price/Graham Number is ranked higher than
80% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.69 vs. MS: 0.90 )
MS' s 10-Year Price/Graham Number Range
Min: 0.32   Max: 2.75
Current: 0.9

0.32
2.75
Earnings Yield (Greenblatt) 3.40
MS's Earnings Yield (Greenblatt) is ranked lower than
55% of the 355 Companies
in the Global Capital Markets industry.

( Industry Median: 6.80 vs. MS: 3.40 )
MS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 5.4
Current: 3.4

0.1
5.4
Forward Rate of Return (Yacktman) 40.73
MS's Forward Rate of Return (Yacktman) is ranked higher than
93% of the 308 Companies
in the Global Capital Markets industry.

( Industry Median: 4.48 vs. MS: 40.73 )
MS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -284.3   Max: 58
Current: 40.73

-284.3
58

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

Articles On GuruFocus.com
Diamond Hill Capital Comments on Morgan Stanley Mar 05 2014 
Diamond Hill Large Cap Fund Commentary Q4 2013 Mar 05 2014 
Ken Heebner's CGM Mutual Fund 2013 Annual Commentary Mar 05 2014 
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 
Controversy Stricken Steven Cohen Adds One and Increases One Jun 07 2013 

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