Business Description
Morgan Stanley
NAICS : 523120
SIC : 6211
ISIN : US6174464486
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Traded in other countries / regions
MS.USA0QYU.UKMS.PeruMSBR34.BrazilDWD.GermanyMS.MexicoMWD.Austria1MS.ItalyMS.Chile IPO Date
2014-11-05Description
Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 30% of its total revenue is from outside the Americas. The company had over $5 trillion of client assets as well as around 80,000 employees at the end of 2023.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.2 | |||||
| Equity-to-Asset | 0.08 | |||||
| Debt-to-Equity | 3.05 | |||||
| Debt-to-EBITDA | N/A |
N/A
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N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 5/9 | |||||
| Beneish M-Score | -2.19 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 2.9 | |||||
| 3-Year EPS without NRI Growth Rate | -4.5 | |||||
| 3-Year FCF Growth Rate | -11 | |||||
| 3-Year Book Growth Rate | 2.8 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 14.77 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 9.07 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 20.23 | |||||
| 9-Day RSI | 35.35 | |||||
| 14-Day RSI | 45.65 | |||||
| 3-1 Month Momentum % | 37.78 | |||||
| 6-1 Month Momentum % | 38.78 | |||||
| 12-1 Month Momentum % | 60.48 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 2.8 | |||||
| Dividend Payout Ratio | 0.52 | |||||
| 3-Year Dividend Growth Rate | 32.4 | |||||
| Forward Dividend Yield % | 2.92 | |||||
| 5-Year Yield-on-Cost % | 9.14 | |||||
| 3-Year Average Share Buyback Ratio | 3.5 | |||||
| Shareholder Yield % | -13.61 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 20.5 | |||||
| FCF Margin % | -58.05 | |||||
| ROE % | 11.15 | |||||
| ROA % | 0.92 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 19.42 | |||||
| Forward PE Ratio | 15.89 | |||||
| PE Ratio without NRI | 19.24 | |||||
| Shiller PE Ratio | 21.47 | |||||
| PEG Ratio | 3.32 | |||||
| PS Ratio | 3.77 | |||||
| PB Ratio | 2.19 | |||||
| Price-to-Tangible-Book | 2.92 | |||||
| EV-to-Revenue | 8.62 | |||||
| EV-to-Forward-Revenue | 4.16 | |||||
| EV-to-FCF | -14.85 | |||||
| Price-to-GF-Value | 1.18 | |||||
| Price-to-Projected-FCF | 3.1 | |||||
| Price-to-DCF (Earnings Based) | 0.72 | |||||
| Price-to-Median-PS-Value | 1.52 | |||||
| Price-to-Graham-Number | 1.58 | |||||
| FCF Yield % | -15.42 | |||||
| Forward Rate of Return (Yacktman) % | -0.09 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Morgan Stanley Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 54,609 | ||
| EPS (TTM) ($) | 6.57 | ||
| Beta | 2 | ||
| 3-Year Sharpe Ratio | 0.4 | ||
| 3-Year Sortino Ratio | 0.65 | ||
| Volatility % | 26.55 | ||
| 14-Day RSI | 45.65 | ||
| 14-Day ATR ($) | 2.340156 | ||
| 20-Day SMA ($) | 131.487371 | ||
| 12-1 Month Momentum % | 60.48 | ||
| 52-Week Range ($) | 83.26 - 136.21 | ||
| Shares Outstanding (Mil) | 1,611.04 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Morgan Stanley Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morgan Stanley Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Morgan Stanley Frequently Asked Questions
What is Morgan Stanley(LTS:0QYU)'s stock price today?
The current price of LTS:0QYU is $127.97. The 52 week high of LTS:0QYU is $136.21 and 52 week low is $83.26.
When is next earnings date of Morgan Stanley(LTS:0QYU)?
The next earnings date of Morgan Stanley(LTS:0QYU) is 2025-01-16.
Does Morgan Stanley(LTS:0QYU) pay dividends? If so, how much?
The Dividend Yield %  of Morgan Stanley(LTS:0QYU) is 2.8% (As of Today), Highest Dividend Payout Ratio of Morgan Stanley(LTS:0QYU) was 0.57. The lowest was 0.19. And the median was 0.25. The  Forward Dividend Yield % of Morgan Stanley(LTS:0QYU) is 2.92%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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