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Morgan Stanley

MSNYSE

83.74

USD
-0.61
(-0.72%)
After Hours Market
13.35P/E
11Forward P/E
0.55P/E to S&P500
139.855BMarket CAP
3.68%Div Yield

Morgan Stanley

NYSE:MS

RECENT
PRICE

83.74

P/E
RATIO

13.35

(PEG:-0.56)

P/E RATIO
RELATIVE
TO S&P

0.55

DIV
YLD

3.75%

High:
Low:

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0

0
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0
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0
0

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0

0
0

0
0

0
0

0
0

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0

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Legends

Stock price

1.33 Beta (1.0 Market)

0

0

0

0

0

0

0

0

0

-

% total return 06/23:

Stock

S&P

1y.

0

0

3y.

0

0

5y.

0

0

0

Percent shares traded:

0

0

0

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

TTM

Fiscal year

27.97

3.20

(23.52)

1.22

19.53

1.66

70.04

1.19

19.57

1.13

(40.91)

1.45

23.23

3.45

28.73

0.85

19.58

2.48

3.25

0.50

13.03

0.04

12.32

0.25

16.11

1.54

17.96

0.25

16.88

1.80

0.07

0.47

17.42

3.21

1.21

0.76

17.69

3.23

0.63

0.94

20.14

3.43

(3.45)

1.17

22.08

5.12

3.19

1.39

24.07

5.59

24.09

1.62

28.24

6.86

(16.64)

1.71

31.60

8.42

17.74

2.34

28.13

6.18

(3.58)

3.03

29.92

5.89

(11.34)

3.29

Revenue per share

Earnings per share

Free Cash Flow per sh

Dividends per share

1.47

31.21

1.36

49.44

2.41

39.12

0.88

42.02

0.79

37.49

0.70

32.93

0.69

34.59

0.52

36.85

0.72

39.38

0.69

41.13

0.92

43.48

1.09

46.98

1.13

50.43

0.90

63.49

1.29

59.07

- -

56.10

1.45

45.36

CAPEX per share

Book Value per share

1,002

1,028

1,193

1,361

1,655

1,886

1,906

1,924

1,909

1,849

1,780

1,708

1,617

1,603

1,785

1,785

1,669

Comm.Shares outs.(m)

22.3

1.3

1.7%

21.0

1.0

3.4%

23.9

0.3

5.4%

7.8

0.4

3.1%

8.9

0.5

2.3%

462.6

31.1

1.5%

16.7

1.0

1.0%

18.1

1.0

1.4%

11.1

0.6

2.1%

9.2

0.4

3.2%

13.4

0.6

2.6%

9.7

0.4

2.8%

7.9

0.3

3.7%

7.2

0.2

3.5%

10.6

0.4

2.6%

14.1

0.7

3.5%

13.4

0.5

3.7%

Avg. annual P/E ratio

P/E relative to S&P500

Avg. annual div. yield

Capital Structure (31/3/23 | Q1)

Total liabilities
- -

Total assets
$718 m.

Long-term debt
- -

Cash and equiv.
$141 m.

Goodwill - -

Retained earnings - -

Common stock 1,645 m. shares

Market Capitalisation
$140,231 m. (as of 5/6/23)

24,576

- -

30,706

- -

32,469

- -

33,263

- -

32,711

- -

35,852

- -

37,714

- -

38,926

- -

45,269

- -

56,414

- -

50,210

34.5%

49,927

65.6%

Revenue (m)

Operating margin

1,581

68

1,511

2,932

1,161

3,467

1,433

6,127

1,736

5,979

1,753

6,111

1,844

8,748

2,643

9,042

3,769

10,996

4,216

15,034

3,998

11,029

3,056

10,343

Depreciation (m)

Net profit (m)

(46.4)%

0.3%

18.4%

9.5%

(2.5)%

10.7%

25.9%

18.4%

30.8%

18.3%

40.1%

17.0%

20.9%

23.2%

18.3%

23.2%

22.5%

24.3%

23.1%

26.6%

20.7%

22.0%

20.8%

20.7%

Income tax rate

Net profit margin

(436,024)

169,571

62,109

(463,361)

153,575

65,921

(404,419)

152,772

70,900

(359,890)

153,768

75,182

(368,947)

164,775

76,050

(329,610)

191,063

77,391

(335,551)

188,117

80,246

(553,596)

190,060

81,549

(241,581)

218,798

101,781

550,116

232,831

105,441

128,843

- -

100,141

718

- -

- -

Working capital (m)

Long-term debt (m)

Equity (m)

3.9%

0.8%

0.1%

3.5%

1.1%

4.4%

4.0%

1.1%

4.9%

4.4%

1.7%

8.1%

4.0%

1.7%

7.9%

3.6%

1.9%

7.9%

6.2%

2.5%

10.9%

7.0%

2.6%

11.1%

1.7%

1.8%

10.8%

1.7%

1.8%

14.3%

1.5%

1.9%

11.0%

3,636.6%

4,592.5%

Infinity%

ROIC

Return on capital

Return on equity

Working Capital

2020

2021

2022

Cash assets

177,835

197,221

198,745

Receivables

97,737

96,018

- -

Inventory

- -

- -

- -

Other

(275,572)

503,452

- -

Current assets

- -

789,138

128,843

Acc. Payable

227,437

228,685

- -

Debt due

14,144

10,337

- -

Other

- -

- -

- -

Current liab.

241,581

239,022

- -

(589.7)%

3.0%

83.8%

3.4%

73.9%

1,699.3%

76.3%

183.7%

70.8%

485.0%

65.9%

(104.0)%

72.9%

146.0%

70.9%

22.0%

75.1%

(17.4)%

72.3%

51.3%

51.7%

(238.8)%

47.7%

(73.4)%

Plowback ratio

Div.&Repurch. to FCF

Morgan Stanley (US) started trading on March 5, 1986 (cik: 0000895421), operates in the Financial Services sector (Capital Markets industry), has 82,000 full-time employees, and is led by Mr. James Patrick Gorman. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Annual rates

(avg rate of change)

Past
5 y.

Past
10 y.

Revenues

8.28%

6.05%

Cash flow

27.14%

78.08%

Earnings

8.76%

19.22%

Dividends

24.16%

33.47%

Book value

6.25%

5.02%

Insider trading

Type

Shares

Date

Wilkins Rayford Jr

Award

3,168

06/01/23

Traquina Perry M

Award

3,168

06/01/23

Traquina Perry M

Award

853

06/01/23

Schapiro Mary L

Award

3,168

06/01/23

Schapiro Mary L

Award

609

06/01/23

Fiscal Year Ends

Quarterly Revenue (m)

Full fiscal year

I

II

III

IV

2021

14,809

13,964

13,928

13,713

56,414

2022

13,919

12,254

12,139

11,898

50,210

2023

13,636

- -

- -

- -

- -

Fiscal Year Ends

Earnings per share

Full fiscal year

I

II

III

IV

2021

2.31

1.97

2.08

2.08

8.43

2022

2.05

1.40

1.47

1.25

6.18

2023

1.81

- -

- -

- -

- -

Fiscal Year Ends

Quarterly dividends paid

Full fiscal year

I

II

III

IV

2021

0.42

0.42

0.76

0.74

2.34

2022

0.74

0.73

0.79

0.77

3.03

2023

0.85

- -

- -

- -

- -

05/21/2023

Gorman’s Tenure at Morgan Stanley a Tough Act to Follow

The Wall Street Journal - Read more...

05/19/2023

Morgan Stanley’s James Gorman to Step Down as CEO

The Wall Street Journal - Read more...

04/19/2023

Deal-Making Lull Crimps Earnings at Morgan Stanley, Goldman

The Wall Street Journal - Read more...

04/19/2023

Managing Rich People’s Money Isn’t Always Easy

The Wall Street Journal - Read more...

02/05/2023

Some Investors Are Missing Out on Higher Yields—and Don’t Know It

The Wall Street Journal - Read more...

01/20/2023

Morgan Stanley CEO James Gorman Gets $31.5 Million for 2022

The Wall Street Journal - Read more...

01/17/2023

Deal Slump Dents Profits at Goldman Sachs, Morgan Stanley

The Wall Street Journal - Read more...

01/10/2023

Morgan Stanley CEO Contender Jonathan Pruzan to Retire

The Wall Street Journal - Read more...

10/14/2022

Morgan Stanley Profit Falls for Third Consecutive Quarter

The Wall Street Journal - Read more...

08/19/2022

Biggest Banks Nearing $1 Billion Settlement Over Traders’ Use of WhatsApp

The Wall Street Journal - Read more...

07/17/2022

Earnings Season Off to Slow Start, Clouding the Outlook for Stocks

The Wall Street Journal - Read more...

07/14/2022

Morgan Stanley Profit Falls 29%

The Wall Street Journal - Read more...

06/27/2022

Goldman Sachs, Wells Fargo Boost Shareholder Payouts

The Wall Street Journal - Read more...

05/09/2022

Fed Rate Hikes Are Good for Banks—Unless They End in a Recession

The Wall Street Journal - Read more...

05/03/2022

Morgan Stanley’s Frankfurt Offices Searched Over Tax Case

The Wall Street Journal - Read more...

04/27/2022

Robo Advisers Target Young Adults Interested in ESG Investing

The Wall Street Journal - Read more...

04/14/2022

Wall Street’s Deal-Making Boom Starts to Sputter Out

The Wall Street Journal - Read more...

04/14/2022

Morgan Stanley’s Profit Falls 11% as Deals Slow

The Wall Street Journal - Read more...

04/04/2022

Investment Firm Files Finra Arbitration Demand Against Morgan Stanley

The Wall Street Journal - Read more...

03/30/2022

Big Stock Sales Are Supposed to Be Secret. The Numbers Indicate They Aren’t.

The Wall Street Journal - Read more...

02/25/2022

Morgan Stanley’s China Plans Hit by Block-Trading Probe

The Wall Street Journal - Read more...

02/08/2022

Peloton, Pfizer, Meta, General Motors: What to Watch in the Stock Market Today

The Wall Street Journal - Read more...

01/21/2022

Morgan Stanley’s Gorman Gets $35 Million for 2021

The Wall Street Journal - Read more...

01/19/2022

Morgan Stanley Profit Rises 9%

The Wall Street Journal - Read more...

01/19/2022

SoFi, Bakkt, Bank of America, Cisco: What to Watch When the Stock Market Opens Today

The Wall Street Journal - Read more...

12/21/2021

Wall Street Had a Red-Hot Year, But Can It Last?

The Wall Street Journal - Read more...

10/14/2021

Morgan Stanley Profit Rises, Powered by Deal Making, Trading

The Wall Street Journal - Read more...

10/14/2021

Morgan Stanley, Citigroup, Plug Power: What to Watch in the Stock Market Today

The Wall Street Journal - Read more...

10/13/2021

Koss, JPMorgan, Plug Power, Delta: What to Watch in the Stock Market Today

The Wall Street Journal - Read more...

09/28/2021

Morgan Stanley’s Top Female Executive in Asia to Retire

The Wall Street Journal - Read more...

08/12/2021

Clover Health, Palantir, Coupang: What to Watch When the Stock Market Opens Today

The Wall Street Journal - Read more...

08/06/2021

Space Race, Nvidia and IBM: What to Watch When the Market Opens

The Wall Street Journal - Read more...

07/20/2021

Nasdaq to Spin Out Market for Pre-IPO Shares

The Wall Street Journal - Read more...

07/19/2021

Zoom Video, Five9, Exxon, IBM: What to Watch When the Stock Market Opens Today

The Wall Street Journal - Read more...

07/15/2021

Morgan Stanley Profit Rises Amid Wall Street Deal Boom

The Wall Street Journal - Read more...

07/15/2021

Blackstone, AIG, NortonLifeLock, Morgan Stanley: What to Watch When the Stock Market Opens Today

The Wall Street Journal - Read more...

07/12/2021

Banks Struggled Last Year, but Now They Are Set for Big Profits

The Wall Street Journal - Read more...

06/29/2021

Morgan Stanley, Carnival, Marin Software, SoFi: What to Watch When the Stock Market Opens Today

The Wall Street Journal - Read more...

06/16/2021

Morgan Stanley Hires Greg Weinberger Away From Credit Suisse

The Wall Street Journal - Read more...