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Morgan Stanley Stock Research

MS

83.29USD-1.59(-1.87%)Market Closed
Watchlist

Market Summary

USD83.29-1.59
Market Closed
-1.87%

MS Stock Price

MS RSI Chart

MS Valuation

Market Cap

138.2B

Price/Earnings (Trailing)

13.77

Price/Sales (Trailing)

3.1

EV/EBITDA

1.28

Price/Free Cashflow

-3.36

MS Price/Sales (Trailing)

MS Profitability

EBT Margin

30.19%

Return on Equity

10.26%

Return on Assets

0.86%

Free Cashflow Yield

-29.73%

MS Fundamentals

MS Revenue

Revenue (TTM)

44.5B

Revenue Y/Y

5.5%

Revenue Q/Q

-5.95%

MS Earnings

Earnings (TTM)

10.0B

Earnings Y/Y

-12.55%

Earnings Q/Q

-26.78%

Price Action

52 Week Range

73.95100.99
(Low)(High)

Last 7 days

-5.8%

Last 30 days

-0.1%

Last 90 days

-0.4%

Trailing 12 Months

-0.8%

MS Financial Health

MS Investor Care

Buy Backs (1Y)

2.66%

Diluted EPS (TTM)

5.68

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for MS

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-07-24
GORMAN JAMES P
sold
-11,898,800
95.1905
-125,000
chairman and ceo
2023-07-24
PICK EDWARD N
sold
-9,433,050
94.3305
-100,000
co-president/head of is
2023-07-20
SIMKOWITZ DANIEL A
gifted
-
-
-10,000
head of investment management
2023-07-20
SIMKOWITZ DANIEL A
sold
-3,526,850
93.7793
-37,608
head of investment management
2023-07-19
Smith Charles Aubrey III
sold (taxes)
-546,951
91.94
-5,949
chief risk officer
2023-07-19
Smith Charles Aubrey III
sold
-517,520
92.4142
-5,600
chief risk officer
2023-07-19
AKRAM RAJA
sold
-1,242,000
92.00
-13,500
deputy chief financial officer
2023-07-19
GORMAN JAMES P
sold
-11,543,300
92.3463
-125,000
chairman and ceo
2023-07-19
SAPERSTEIN ANDREW M
sold
-3,654,280
93.0932
-39,254
co-president/head of wm
2023-06-01
TRAQUINA PERRY M
acquired
70,000
17.4099
4,020
-

1–10 of 50

Which funds bought or sold MS recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-21
Baystate Wealth Management LLC
added
4.67
3,190
179,864
0.01%
2023-09-20
BARCLAYS PLC
added
47.63
93,504,000
308,002,000
0.20%
2023-09-18
CAPE ANN SAVINGS BANK
added
5.3
25,664
1,086,290
0.72%
2023-09-13
CGC Financial Services, LLC
new
-
427
427
-%
2023-09-12
DCM Advisors, LLC
reduced
-0.36
-219,115
6,881,450
2.95%
2023-09-12
Farther Finance Advisors, LLC
added
67.65
154,218
398,755
0.09%
2023-09-07
ST GERMAIN D J CO INC
new
-
318,542
318,542
0.02%
2023-09-05
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
unchanged
-
-12,756
453,901
0.42%
2023-09-05
Delos Wealth Advisors, LLC
unchanged
-
-7.00
257
-%
2023-09-01
Portside Wealth Group, LLC
new
-
746,552
746,552
0.14%

1–10 of 47

Latest Funds Activity

Are funds buying MS calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own MS
No. of Funds

Schedule 13G FIlings of Morgan Stanley

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
state street corp
7.16%
120,966,594
SC 13G/A
Feb 09, 2023
vanguard group inc
6.67%
112,674,113
SC 13G/A
Feb 07, 2023
blackrock inc.
5.3%
89,304,670
SC 13G/A
Feb 14, 2022
price t rowe associates inc /md/
1.4%
25,206,452
SC 13G/A
Feb 11, 2022
state street corp
7.28%
130,705,102
SC 13G/A
Feb 09, 2022
vanguard group inc
6.57%
117,937,806
SC 13G/A
Feb 01, 2022
blackrock inc.
6.0%
106,860,261
SC 13G/A
Apr 13, 2021
mitsubishi ufj financial group inc
20.87%
378,479,529
SC 13D/A
Feb 16, 2021
price t rowe associates inc /md/
5.4%
98,407,816
SC 13G
Feb 11, 2021
state street corp
6.67%
120,588,921
SC 13G

Recent SEC filings of Morgan Stanley

View All Filings
Date Filed Form Type Document
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
FWP
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
FWP
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
FWP
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed
Sep 22, 2023
424B2
Prospectus Filed

MS Fair Value

Loading...

Peers (Alternatives to Morgan Stanley)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
2.7T
383.9B
-3.49% 14.63%
28.86
7.12
-0.93% -4.89%
2.4T
211.9B
-3.06% 31.92%
32.56
11.12
6.88% -0.52%
1.7T
289.5B
-1.47% 30.51%
27.19
5.72
4.10% -15.36%
1.3T
538.0B
-4.72% 10.07%
101.87
2.47
10.73% 12.62%
MID-CAP
1.5B
9.9B
-28.14% -36.34%
55.75
0.15
24.14% 106.11%
795.7M
246.5M
-4.07% -6.47%
-5.01
3.23
6.65% -174.04%
SMALL-CAP
1.6B
627.1M
-7.75% -14.29%
-1.08
2.51
-0.20% -204.67%
1.5B
2.2B
-10.06% 7.70%
11.01
0.71
38.20% -10.10%
1.0B
543.3M
-3.23% 5.22%
-715.94
1.91
31.74% 78.13%
961.6M
56.2M
-5.30% -69.36%
-1.14
17.12
40.31% -12.26%
614.9M
356.8M
-16.65% -37.31%
-2.19
1.72
-23.03% 15.53%
507.0M
1.0B
-15.90% -35.94%
-19.18
0.49
-11.34% -107.10%
462.3M
453.3M
100.98% -69.12%
-0.38
1.02
-16.04% 55.90%
104.1M
13.7M
-12.49% -77.75%
-0.62
7.62
413.65% 52.51%

Morgan Stanley News

TipRanks
Bank Stocks: Banking On a Crisis?..com - TipRanks
TipRanks,
10 hours ago
InvestorsObserver
Investing.com Canada
StreetInsider.com
StreetInsider.com
Investing.com Australia
StreetInsider.com
Form 424B2 MORGAN STANLEY.
StreetInsider.com,
2 days ago
Zacks Investment Research
Investing.com Canada
Investing.com UK

Returns for MS

Cumulative Returns on MS

14.2%


10-Year Cumulative Returns

17.4%


7-Year Cumulative Returns

13.8%


5-Year Cumulative Returns

23.1%


3-Year Cumulative Returns

Risks for MS

What is the probability of a big loss on MS?

57.3%


Probability that Morgan Stanley stock will be more than 20% underwater in next one year

27.3%


Probability that Morgan Stanley stock will be more than 30% underwater in next one year.

18.5%


Probability that Morgan Stanley stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does MS drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Morgan Stanley was unfortunately bought at previous high price.

Drawdowns

Financials for Morgan Stanley

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue1.4%44,52443,92744,34146,34648,56050,60451,71051,04448,58947,75542,48740,14238,72135,87636,72534,86034,98235,47136,30111,59911,077
EBITDA-100.0%-26,71427,41429,30430,45031,41631,92931,42629,28028,43324,50021,61520,37118,33718,638------
EBITDA Margin-100.0%-0.61*0.62*0.63*1.81*0.62*0.62*0.62*0.60*0.60*0.58*0.55*0.53*0.52*0.51*------
Interest Expenses-2.9%9,1859,4579,3279,0978,6508,2338,0457,8277,2506,9856,3135,8755,6075,0364,6944,2503,9683,8453,8063,8123,659
Earnings Before Taxes-3.8%12,75413,26114,08916,17917,66518,91219,66819,21417,82717,61614,41812,72111,94410,49211,30110,42510,56610,77211,23711,85111,482
EBT Margin-100.0%-0.30*0.32*0.35*1.05*0.37*0.38*0.38*0.37*0.37*0.34*0.32*0.31*0.29*0.31*------
Net Income-3.0%10,03010,34311,02912,48913,56414,58015,03414,72313,73313,41810,9969,8509,3068,3119,0428,3348,2738,5098,7487,8607,529
Net Income Margin-100.0%-0.24*0.25*0.27*0.81*0.29*0.29*0.29*0.28*0.28*0.26*0.25*0.24*0.23*0.25*------
Free Cashflow100.0%--16,501-6,3977,94817,6297,33133,9718,232-763-22,188-25,23123.0020,22747,56840,773------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-2.9%1,164,9111,199,9041,180,2311,160,0291,173,7761,222,2331,188,1401,190,4761,161,8051,158,7721,115,862955,940975,363947,795895,429902,604889,284875,964853,531865,517875,875
    Cash Equivalents-5.6%104,994111,258128,127111,696131,286136,086127,725123,863126,480118,118105,65494,772106,276131,50982,17179,65679,58080,68287,19692,48181,589
  Goodwill0.0%16,65216,65716,65216,72116,75716,82516,83316,83216,83816,83611,6354,2707,3297,1257,1437,1397,1586,6866,6886,6806,692
Liabilities-3.1%1,063,5501,097,9501,079,0001,057,9401,071,1141,118,1581,081,5421,083,3571,053,6431,051,1841,012,713866,122887,354860,567812,732819,054806,563794,072772,125785,443795,369
Shareholder's Equity-0.4%100,386100,826100,141101,011102,662104,075105,441107,119108,162107,588103,14989,81888,00987,22882,69783,55082,84581,89281,40680,07480,506
  Retained Earnings0.8%97,15196,39294,86294,05592,88991,72289,43287,09984,79182,03478,69476,06174,01571,51870,58969,07167,58866,06164,17563,33061,835
  Additional Paid-In Capital1.3%29,24528,85629,33928,89328,39428,00728,84128,50428,03027,40625,54624,01523,78223,42823,93523,64923,44623,17823,79423,66423,454
Shares Outstanding-0.7%1,6591,6701,6751,6941,7041,7331,7721,7811,8141,7951,8101,5421,5411,5551,5941,6041,6341,6581,7001,6971,720
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-149.0%-41,080-16,501-6,3977,94817,6297,33133,9718,232-763-22,188-25,23123.0020,22747,56840,77333,73034,95811,6987,30518,5289,573
  Share Based Compensation0.2%2,0072,0021,8751,8261,7981,9982,0852,1461,9001,6761,3121,1301,1091,0141,1531,0029868929209941,034
Cashflow From Investing115.1%1,937-12,831-11,632-27,836-38,822-27,178-49,897-35,051-23,724-39,351-37,898-45,278-49,357-47,442-33,561-34,536-31,400-23,186-22,881-17,629-24,389
Cashflow From Financing77.0%12,6277,13522,71416,45432,80441,27441,54756,69142,23445,39483,78458,13956,89451,852-11,966-10,337-4,8827,97824,20512,09020,722
  Dividend Payments1.4%5,5685,4935,4015,3375,2884,7304,1713,5882,9122,8062,7392,5532,5432,6522,6272,6692,6722,4392,3752,3112,246

MS Income Statement

2023-06-30
Consolidated Income Statement - USD ($)
shares in Millions, $ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues    
Investment banking$ 1,155$ 1,150$ 2,485$ 2,908
Trading3,8023,5978,2797,580
Investments952324098
Commissions and fees1,0901,2202,3292,636
Asset management4,8174,9129,54510,031
Other488(52)740182
Total non-interest revenues11,44710,85023,61823,435
Interest income12,0483,61222,9186,262
Interest expense10,0381,33018,5621,764
Net interest2,0102,2824,3564,498
Net revenues13,45713,13227,97427,933
Provision for credit losses161101395158
Non-interest expenses    
Compensation and benefits6,2625,55012,67211,824
Brokerage, clearing and exchange fees8758781,7561,760
Information processing and communications9268571,8411,686
Professional services7677571,4771,462
Occupancy and equipment471430911857
Marketing and business development236220483395
Other9471,0201,8671,884
Total non-interest expenses10,4849,71221,00719,868
Income before provision for income taxes2,8123,3196,5727,907
Provision for income taxes5917831,3181,656
Net income2,2212,5365,2546,251
Net income applicable to noncontrolling interests39419290
Net income applicable to Morgan Stanley2,1822,4955,1626,161
Preferred stock dividends133104277228
Earnings applicable to Morgan Stanley common shareholders$ 2,049$ 2,391$ 4,885$ 5,933
Earnings per common share    
Basic (USD per share)$ 1.25$ 1.40$ 2.98$ 3.45
Diluted (USD per share)$ 1.24$ 1.39$ 2.95$ 3.41
Average common shares outstanding    
Basic (shares)1,6351,7041,6401,718
Diluted (shares)1,6511,7231,6571,739

MS Balance Sheet

2023-06-30
Consolidated Balance Sheet - USD ($)
$ in Millions
Jun. 30, 2023
Dec. 31, 2022
Assets  
Cash and cash equivalents$ 104,994$ 128,127
Trading assets at fair value ($123,705 and $124,411 were pledged to various parties)328,454301,315
Available-for-sale at fair value (amortized cost of $84,401 and $89,772)79,56784,297
Held-to-maturity (fair value of $61,962 and $65,006)72,22575,634
Securities purchased under agreements to resell (includes $9 and $8 at fair value)97,914113,907
Securities borrowed139,126133,374
Customer and other receivables75,96478,540
Loans:  
Held for investment (net of allowance for credit losses of $1,081 and $839)200,528198,997
Held for sale15,28414,788
Goodwill16,65216,652
Intangible assets (net of accumulated amortization of $4,554 and $4,253)7,3227,618
Other assets26,88126,982
Total assets1,164,9111,180,231
Liabilities  
Deposits (includes $5,981 and $4,796 at fair value)348,511356,646
Trading liabilities at fair value147,043154,438
Securities sold under agreements to repurchase (includes $1,129 and $864 at fair value)56,36362,534
Securities loaned13,36915,679
Other secured financings (includes $5,538 and $4,550 at fair value)8,2948,158
Customer and other payables216,820216,134
Other liabilities and accrued expenses25,17727,353
Borrowings (includes $87,825 and $78,720 at fair value)247,973238,058
Total liabilities1,063,5501,079,000
Commitments and contingent liabilities (see Note 13)
Equity  
Preferred stock8,7508,750
Common stock2020
Additional paid-in capital29,24529,339
Retained earnings97,15194,862
Employee stock trusts5,2584,881
Accumulated other comprehensive income (loss)(6,300)(6,253)
Common stock held in treasury at cost, $0.01 par value (380,160,846 and 363,406,570 shares)(28,480)(26,577)
Common stock issued to employee stock trusts(5,258)(4,881)
Total Morgan Stanley shareholders’ equity100,386100,141
Noncontrolling interests9751,090
Total equity101,361101,231
Total liabilities and equity$ 1,164,911$ 1,180,231
James P. Gorman
65535
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.