Business Description
Morgan Stanley
NAICS : 523120
SIC : 6211
ISIN : US61762V2007
Share Class Description:
MSpE.PFD: DRCompare
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Traded in other countries / regions
MS.USA0QYU.UKMSBR34.BrazilMS.MexicoDWD.Germany1MS.ItalyMS.ChileMWD.AustriaMS.Peru IPO Date
2013-09-26Description
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
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.24 | |||||
| Equity-to-Asset | 0.09 | |||||
| Debt-to-Equity | 2.97 | |||||
| Debt-to-EBITDA | N/A |
N/A
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N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.37 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 4.8 | |||||
| 3-Year EPS without NRI Growth Rate | -1.1 | |||||
| 3-Year Book Growth Rate | 2.3 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 10.07 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 7.78 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 22.77 | |||||
| 9-Day RSI | 37.17 | |||||
| 14-Day RSI | 44.69 | |||||
| 3-1 Month Momentum % | 0.75 | |||||
| 6-1 Month Momentum % | 0.83 | |||||
| 12-1 Month Momentum % | 0.39 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 7.08 | |||||
| 3-Year Dividend Growth Rate | 19.1 | |||||
| Forward Dividend Yield % | 6.99 | |||||
| 5-Year Yield-on-Cost % | 21.87 | |||||
| 3-Year Average Share Buyback Ratio | 3.2 | |||||
| Shareholder Yield % | -13.62 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 23.24 | |||||
| ROE % | 13.2 | |||||
| ROA % | 1.1 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 16.76 | |||||
| Forward PE Ratio | 14.44 | |||||
| PE Ratio without NRI | 16.63 | |||||
| Shiller PE Ratio | 21.8 | |||||
| PEG Ratio | 3.78 | |||||
| PS Ratio | 3.72 | |||||
| PB Ratio | 2.26 | |||||
| Price-to-Operating-Cash-Flow | 159.03 | |||||
| EV-to-Revenue | 7.98 | |||||
| EV-to-FCF | -219.06 | |||||
| FCF Yield % | -0.98 | |||||
| Forward Rate of Return (Yacktman) % | -0.44 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Morgan Stanley Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | |||
| EPS (TTM) ($) | - | ||
| Beta | 0.05 | ||
| 3-Year Sharpe Ratio | -1.42 | ||
| 3-Year Sortino Ratio | -1.48 | ||
| Volatility % | 2.29 | ||
| 14-Day RSI | 44.69 | ||
| 14-Day ATR ($) | 0.095517 | ||
| 20-Day SMA ($) | 25.585885 | ||
| 12-1 Month Momentum % | 0.39 | ||
| 52-Week Range ($) | 25.12 - 25.84 | ||
| Shares Outstanding (Mil) |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Morgan Stanley Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morgan Stanley Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Morgan Stanley Frequently Asked Questions
What is Morgan Stanley(MSpE.PFD)'s stock price today?
The current price of MSpE.PFD is $25.50. The 52 week high of MSpE.PFD is $25.84 and 52 week low is $25.12.
When is next earnings date of Morgan Stanley(MSpE.PFD)?
The next earnings date of Morgan Stanley(MSpE.PFD) is 2025-04-11.
Does Morgan Stanley(MSpE.PFD) pay dividends? If so, how much?
The Dividend Yield %  of Morgan Stanley(MSpE.PFD) is 7.08% (As of Today), Highest Dividend Payout Ratio of Morgan Stanley(MSpE.PFD) was 0.57. The lowest was 0.19. And the median was 0.25. The  Forward Dividend Yield % of Morgan Stanley(MSpE.PFD) is 6.99%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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