Business Description
Morgan Stanley
NAICS : 523120
SIC : 6211
Description
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. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.31 | |||||
| Equity-to-Asset | 0.09 | |||||
| Debt-to-Equity | 2.26 | |||||
| Debt-to-EBITDA | 4.54 | |||||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| Beneish M-Score | -2.51 | |||||
| WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 12.7 | |||||
| 3-Year EPS without NRI Growth Rate | 19.3 | |||||
| 3-Year FCF Growth Rate | 77.3 | |||||
| 3-Year Book Growth Rate | 9.3 | |||||
| Future 3-5Y EPS without NRI Growth Rate | -2.8 | |||||
| Future 3-5Y Total Revenue Growth Rate | 3.05 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History |
|---|
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Dividend Growth Rate | 24.1 | |||||
| 3-Year Average Share Buyback Ratio | -1.4 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 21.97 | |||||
| ROE % | 10.67 | |||||
| ROA % | 0.93 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 16.11 | |||||
| PE Ratio without NRI | 16.11 | |||||
| Shiller PE Ratio | 20 | |||||
| Price-to-Owner-Earnings | 51.97 | |||||
| PEG Ratio | 1.85 | |||||
| PS Ratio | 3.38 | |||||
| PB Ratio | 1.82 | |||||
| Price-to-Tangible-Book | 2.48 | |||||
| Price-to-Free-Cash-Flow | 34.92 | |||||
| Price-to-Operating-Cash-Flow | 21.8 | |||||
| EV-to-Revenue | 6.62 | |||||
| EV-to-FCF | 66.6 | |||||
| Price-to-Projected-FCF | 1.06 | |||||
| Price-to-DCF (Earnings Based) | 0.49 | |||||
| Price-to-DCF (FCF Based) | 2.95 | |||||
| Price-to-Median-PS-Value | 1.52 | |||||
| Price-to-Peter-Lynch-Fair-Value | 1.67 | |||||
| Price-to-Graham-Number | 1.26 | |||||
| Forward Rate of Return (Yacktman) % | 15.65 |
How Morgan Stanley (LTS:0QYU) Makes Its Money
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Annualized Return %
Total Annual Return %
Executives
Details
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 50,210 | ||
| EPS (TTM) ($) | 6.14 | ||
| Beta | 1.76 | ||
| Volatility % | 1.24 | ||
| 14-Day RSI | 0 | ||
| 14-Day ATR ($) | 0 | ||
| 20-Day SMA ($) | 104.285 | ||
| 12-1 Month Momentum % | 0 | ||
| 52-Week Range ($) | 104.285 - 104.285 | ||
| Shares Outstanding (Mil) | 1,675 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Morgan Stanley Filings
| Document | Form | Filing Date | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morgan Stanley Stock Events
| Event | Date | Price($) | Daily Change % | ||
|---|---|---|---|---|---|
| No Event Data | |||||
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||