MS - Morgan Stanley Stock Price, Fair Value and News

91.29USD+0.63 (+0.69%)Delayed as of 22 Apr 2024, 11:23 am ET

Market Summary

USD91.29+0.63

Delayedas of 22 Apr 2024, 11:23 am

0.69%

MS Alerts

2 major insider sales recently.

MS Stock Price

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MS RSI Chart

MS Valuation

Market Cap

148.3B

Price/Earnings (Trailing)

16.32

Price/Sales (Trailing)

2.74

EV/EBITDA

2.43

Price/Free Cashflow

-4.42

MS Price/Sales (Trailing)

MS Profitability

EBT Margin

21.82%

Return on Equity

9.18%

Return on Assets

0.76%

Free Cashflow Yield

-22.62%

MS Fundamentals

MS Revenue

Revenue (TTM)

54.1B

Rev. Growth (Yr)

1.15%

Rev. Growth (Qtr)

-2.84%

MS Earnings

Earnings (TTM)

9.1B

Earnings Growth (Yr)

-32.16%

Earnings Growth (Qtr)

-37%

Breaking Down MS Revenue

52 Week Range

78.0295.57

(Low)(High)

Last 7 days

5.2%

Last 30 days

-0.7%

Last 90 days

6.3%

Trailing 12 Months

0.3%

How does MS drawdown profile look like?

MS Financial Health

Debt/Equity

1.92

Debt/Cashflow

-0.17

MS Investor Care

Dividend Yield

1.34%

Dividend/Share (TTM)

1.15

Buy Backs (1Y)

2.77%

Diluted EPS (TTM)

5.18

Historical Charts for Stock Metrics

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

Net sales

Year	Q1	Q2	Q3	Q4
2023	53.4B	53.7B	54.0B	54.1B
2022	58.8B	57.2B	55.4B	53.7B
2021	54.7B	55.8B	58.9B	59.8B
2020	40.9B	44.3B	46.0B	48.8B
2019	39.3B	39.0B	39.1B	41.4B
2018	39.3B	40.4B	41.1B	40.1B
2017	36.6B	37.2B	37.5B	37.9B
2016	33.0B	32.2B	33.3B	34.6B
2015	35.2B	36.3B	35.2B	35.2B
2014	33.3B	33.4B	34.4B	34.3B
2013	27.4B	28.9B	31.6B	32.5B
2012	31.6B	29.3B	24.8B	26.1B
2011	30.0B	31.2B	34.3B	32.2B
2010	29.2B	32.0B	30.0B	31.4B
2009	32.6B	29.5B	26.3B	23.1B
2008	0	53.0B	46.0B	38.9B
2007	0	0	0	60.1B

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

GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index

Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.

Returns of $10,000 invested in:

Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022

Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.

S&P 500 Index

Very Expensive Stocks

Very Cheap Stocks

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Tracking the Latest Insider Buys and Sells of Morgan Stanley

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Apr 18, 2024	gorman james p	sold	-9,020,530	90.2053	-100,000	executive chairman
Apr 17, 2024	smith charles aubrey iii	sold	-1,009,020	90.091	-11,200	chief risk officer
Feb 22, 2024	simkowitz daniel a	sold (taxes)	-3,547,700	85.46	-41,513	co-president
Feb 22, 2024	saperstein andrew m	acquired	-	-	75,067	co-president
Feb 22, 2024	pick edward n	acquired	-	-	152,037	chief executive officer
Feb 22, 2024	pick edward n	sold (taxes)	-7,185,310	85.46	-84,078	chief executive officer
Feb 22, 2024	grossman eric f	sold (taxes)	-1,907,040	85.46	-22,315	chief legal/admin officer
Feb 22, 2024	simkowitz daniel a	acquired	-	-	75,067	co-president
Feb 22, 2024	saperstein andrew m	sold (taxes)	-3,275,080	85.46	-38,323	co-president
Feb 22, 2024	gorman james p	acquired	-	-	299,323	executive chairman

Which funds bought or sold MS recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Apr 18, 2024	AEGON ASSET MANAGEMENT UK Plc	added	3.35	2,340,000	56,766,000	0.85%
Apr 18, 2024	Mayfair Advisory Group, LLC	added	2.59	6,564	234,741	0.17%
Apr 18, 2024	Buffington Mohr McNeal	added	100	541,876	1,071,070	0.19%
Apr 18, 2024	Oliver Luxxe Assets LLC	reduced	-0.14	57,660	6,931,730	1.45%
Apr 18, 2024	WOODMONT INVESTMENT COUNSEL LLC	added	32.86	201,418	791,038	0.07%
Apr 18, 2024	Mirador Capital Partners LP	added	11.99	167,236	1,444,930	0.28%
Apr 18, 2024	Measured Wealth Private Client Group, LLC	added	13.36	43,526	344,406	0.12%
Apr 18, 2024	Diversified Trust Co	reduced	-29.44	-340,052	842,637	0.03%
Apr 18, 2024	Hexagon Capital Partners LLC	added	11.61	56,703	502,484	0.11%
Apr 18, 2024	IBEX WEALTH ADVISORS	new	-	570,000	570,000	0.16%

Are Funds Buying or Selling MS?

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

MS Alerts

2 major insider sales recently.

Unveiling Morgan Stanley's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	6.64%	109,040,040	SC 13G/A
Jan 31, 2024	blackrock inc.	5.5%	90,496,803	SC 13G/A
Jan 30, 2024	state street corp	6.95%	114,005,198	SC 13G/A
Oct 16, 2023	mitsubishi ufj financial group inc	22.87%	378,962,810	SC 13D/A
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

Recent SEC filings of Morgan Stanley

View All Filings

Date Filed	Form Type	Document
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed
Apr 19, 2024	424B2	Prospectus Filed

Peers (Alternatives to Morgan Stanley)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
GS	131.5B	68.5B	1.90%	19.28%	15.45	1.92	136.06%	-24.38%
CME	76.5B	5.6B	-0.27%	11.92%	23.71	13.61	-0.62%	19.89%
ICE	75.1B	9.9B	-3.59%	21.76%	31.73	7.59	2.77%	63.76%
COIN	49.7B	3.1B	-17.89%	248.64%	524.25	16	-2.69%	103.61%
FDS	16.6B	2.2B	-10.99%	4.21%	33.83	7.69	7.26%	9.28%
IBKR	11.7B	6.2B	2.57%	36.31%	4.17	1.88	131.94%	52.66%
MID-CAP
JEF	8.9B	8.2B	-5.91%	34.53%	34.08	1.09	17.04%	-76.58%
HLI	8.0B	1.8B	-0.30%	32.14%	30.72	4.33	0.16%	-0.33%
EVR	7.1B	2.4B	-2.96%	51.37%	27.79	2.91	-12.10%	-46.39%
FRHC	3.9B	1.4B	-9.70%	-10.04%	11.64	2.79	96.15%	398.80%
CLSK	3.4B	214.4M	-15.06%	341.03%	-41.72	15.89	75.40%	19.03%
SMALL-CAP
DFIN	1.8B	797.2M	-0.03%	38.82%	22.02	2.27	-4.37%	-19.80%
AMRK	868.0M	10.0B	31.93%	6.84%	7.86	0.09	24.24%	-27.96%
COHN	12.1M	83.0M	-16.84%	-5.22%	-2.06	0.15	15.07%	81.87%
AAMC	7.7M	3.2M	-15.69%	-96.37%	-0.24	2.43	-44.67%	-104.26%

Morgan Stanley News

Latest updates

Morgan Stanley Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Revenue	-2.8%	12,896	13,273	13,457	14,517	12,749	12,986	13,132	14,801	14,524	14,753	14,759	15,719	13,640	11,721	13,660	9,779	10,857	10,032	10,244	10,286	8,548
EBITDA Margin	-3.9%	0.45*	0.47*	0.48*	0.50*	0.51*	0.53*	0.53*	0.53*	0.53*	0.53*	0.52*	0.52*	-	-	-	-	-	-	-	-	-
Interest Expenses	-4.0%	1,897	1,977	2,010	2,346	2,319	2,510	2,282	2,216	2,089	2,063	1,865	2,028	1,871	1,486	1,600	1,356	1,433	1,218	1,029	1,014	989
Income Taxes	-21.8%	555	710	591	727	528	726	783	873	1,168	1,150	1,054	1,176	1,018	736	1,119	366	428	492	657	487	300
Earnings Before Taxes	-33.4%	2,096	3,145	2,812	3,760	2,794	3,388	3,319	4,588	4,884	4,874	4,566	5,344	4,430	3,487	4,355	2,146	2,733	2,710	2,903	2,955	1,857
EBT Margin	-5.8%	0.22*	0.23*	0.24*	0.25*	0.26*	0.29*	0.31*	0.32*	0.33*	0.33*	0.32*	0.32*	-	-	-	-	-	-	-	-	-
Net Income	-37.0%	1,517	2,408	2,182	2,980	2,236	2,632	2,495	3,666	3,696	3,707	3,511	4,120	3,385	2,717	3,196	1,698	2,239	2,173	2,201	2,429	1,531
Net Income Margin	-7.6%	0.17*	0.18*	0.19*	0.19*	0.21*	0.23*	0.24*	0.25*	0.25*	0.25*	0.25*	0.25*	-	-	-	-	-	-	-	-	-
Free Cashflow	-573.8%	-17,752	3,747	-9,666	-9,865	-13,996	-7,553	14,913	239	349	2,128	4,615	26,879	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Assets	2.1%	1,193,693	1,169,013	1,164,911	1,199,904	1,180,231	1,160,029	1,173,776	1,222,233	1,188,140	1,190,476	1,161,805	1,158,772	1,115,862	955,940	975,363	947,795	895,429	902,604	889,284	875,964	853,531
Cash Equivalents	-17.7%	89,232	108,401	104,994	111,258	128,127	111,696	131,286	136,086	127,725	123,863	126,480	118,118	105,654	94,772	106,276	131,509	82,171	79,656	79,580	80,682	87,196
Goodwill	0.0%	16,707	16,699	16,652	16,657	16,652	16,721	16,757	16,825	16,833	16,832	16,838	16,836	11,635	4,270	7,329	7,125	7,143	7,139	7,158	6,686	6,688
Liabilities	2.3%	1,093,711	1,068,855	1,063,550	1,097,950	1,079,000	1,057,940	1,071,114	1,118,158	1,081,542	1,083,357	1,053,643	1,051,184	1,012,713	866,122	887,354	860,567	812,732	819,054	806,563	794,072	772,125
Shareholder's Equity	-0.2%	99,038	99,211	100,386	100,826	100,141	102,089	102,662	4,975	106,598	107,119	108,162	3,861	103,149	89,818	8,520	23,428	1,148	83,550	82,845	81,892	8,520
Retained Earnings	0.0%	97,996	98,007	97,151	96,392	94,862	94,055	92,889	91,722	89,432	87,099	84,791	82,034	78,694	76,061	74,015	71,518	70,589	69,071	67,588	66,061	64,175
Additional Paid-In Capital	0.8%	29,832	29,595	29,245	28,856	29,339	28,893	28,394	28,007	28,841	28,504	28,030	27,406	25,546	24,015	23,782	23,428	23,935	23,649	23,446	23,178	23,794
Shares Outstanding	-0.9%	1,627	1,642	1,659	1,670	1,675	1,674	1,704	1,733	1,772	1,781	1,814	1,795	-	-	-	-	-	-	-	-	-
Float	-	-	-	136,317	-	-	-	125,980	-	-	-	162,041	-	-	-	73,070	-	-	-	69,734	-	-

Cashflow (Last 12 Months)

(In Millions)

Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Cashflow From Operations	-573.8%	-17,752	3,747	-9,666	-9,865	-13,996	-7,553	14,913	239	349	2,128	4,615	26,879	-25,390	-6,867	-16,810	23,836	-136	13,337	10,531	17,041	-7,179
Share Based Compensation	-1.6%	361	367	423	558	498	528	418	431	449	500	618	518	510	254	394	154	328	233	299	293	177
Cashflow From Investing	-1802.3%	-8,801	517	6,241	-1,041	898	-4,161	-8,527	158	-15,306	-15,147	3,117	-22,561	-460	-3,820	-12,510	-21,108	-7,840	-7,899	-10,595	-7,227	-8,815
Cashflow From Financing	1477.3%	5,694	361	-2,493	-6,288	25,975	-4,567	-7,985	9,291	19,715	11,783	485	9,564	34,859	-2,674	3,645	47,954	9,214	-3,919	-1,397	-15,864	10,843
Dividend Payments	-1.6%	1,477	1,501	1,379	1,406	1,378	1,405	1,304	1,314	1,314	1,356	746	755	731	680	640	688	545	670	749	663	587

MS Income Statement

2023-12-31

Consolidated Income Statements - USD ($) shares in Millions, $ in Millions	12 Months Ended
	Dec. 31, 2023	Dec. 31, 2022	Dec. 31, 2021
Revenues
Investment banking	$ 4,948	$ 5,599	$ 10,994
Trading	15,263	13,928	12,810
Investments	573	15	1,376
Commissions and fees	4,537	4,938	5,521
Asset management	19,617	19,578	19,967
Other	975	283	1,042
Total non-interest revenues	45,913	44,341	51,710
Interest income	50,281	21,595	9,411
Interest expense	42,051	12,268	1,366
Net interest	8,230	9,327	8,045
Net revenues	54,143	53,668	59,755
Provision for credit losses	532	280	4
Non-interest expenses
Compensation and benefits	24,558	23,053	24,628
Brokerage, clearing and exchange fees	3,476	3,458	3,341
Information processing and communications	3,775	3,493	3,119
Professional services	3,058	3,070	2,933
Occupancy and equipment	1,895	1,729	1,725
Marketing and business development	898	905	643
Other	4,138	3,591	3,694
Total non-interest expenses	41,798	39,299	40,083
Income before provision for income taxes	11,813	14,089	19,668
Provision for income taxes	2,583	2,910	4,548
Net income	9,230	11,179	15,120
Net income applicable to noncontrolling interests	143	150	86
Net income applicable to Morgan Stanley	9,087	11,029	15,034
Preferred stock dividends	557	489	468
Earnings applicable to Morgan Stanley common shareholders	$ 8,530	$ 10,540	$ 14,566
Earnings per common share
Earnings per common share - basic (in dollars per share)	$ 5.24	$ 6.23	$ 8.16
Earnings per common share - diluted (in dollars per share)	$ 5.18	$ 6.15	$ 8.03
Average common shares outstanding
Basic (in shares)	1,628	1,691	1,785
Diluted (in shares)	1,646	1,713	1,814

MS Balance Sheet

2023-12-31

Consolidated Balance Sheet - USD ($) $ in Millions	Dec. 31, 2023	Dec. 31, 2022
Assets
Cash and cash equivalents	$ 89,232	$ 128,127
Trading assets at fair value ($162,698 and $124,411 were pledged to various parties)	367,074	301,315
Investment securities:
Available-for-sale at fair value (amortized cost of $92,149 and $89,772)	88,113	84,297
Held-to-maturity (fair value of $57,453 and $65,006)	66,694	75,634
Securities purchased under agreements to resell (includes $7 and $8 at fair value)	110,740	113,907
Securities borrowed	121,091	133,374
Customer and other receivables	80,105	78,540
Loans:
Held for investment (net of allowance for credit losses of $1,169 and $839)	203,385	198,997
Held for sale	15,255	14,788
Goodwill	16,707	16,652
Intangible assets (net of accumulated amortization of $4,847 and $4,253)	7,055	7,618
Other assets	28,242	26,982
Total assets	1,193,693	1,180,231
Liabilities
Deposits (includes $6,472 and $4,796 at fair value)	351,804	356,646
Trading liabilities at fair value	151,513	154,438
Securities sold under agreements to repurchase (includes $1,020 and $864 at fair value)	62,651	62,534
Securities loaned	15,057	15,679
Other secured financings (includes $9,899 and $4,550 at fair value)	12,655	8,158
Customer and other payables	208,148	216,134
Other liabilities and accrued expenses	28,151	27,353
Borrowings (includes $93,900 and $78,720 at fair value)	263,732	238,058
Total liabilities	1,093,711	1,079,000
Commitments and contingent liabilities (see Note 14)
Equity
Preferred stock	8,750	8,750
Common stock	20	20
Additional paid-in capital	29,832	29,339
Retained earnings	97,996	94,862
Employee stock trusts	5,314	4,881
Accumulated other comprehensive income (loss)	(6,421)	(6,253)
Common stock held in treasury at cost, $0.01 par value (412,065,542 and 363,406,570 shares)	(31,139)	(26,577)
Common stock issued to employee stock trusts	(5,314)	(4,881)
Total Morgan Stanley shareholders’ equity	99,038	100,141
Noncontrolling interests	944	1,090
Total equity	99,982	101,231
Total liabilities and equity	$ 1,193,693	$ 1,180,231

About Morgan Stanley

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 equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and 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, custody, administrative, 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, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

CEO	Mr. James Patrick Gorman
WEBSITE	morganstanley.com
INDUSTRY	Mortgage Finance
EMPLOYEES	65535

Morgan Stanley Frequently Asked Questions

What is the ticker symbol for Morgan Stanley? What does MS stand for in stocks?

MS is the stock ticker symbol of Morgan Stanley. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Morgan Stanley (MS)?

As of Fri Apr 19 2024, market cap of Morgan Stanley is 148.27 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of MS stock?

You can check MS's fair value in chart for subscribers.

What is the fair value of MS stock?

You can check MS's fair value in chart for subscribers. The fair value of Morgan Stanley is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Morgan Stanley is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for MS so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Morgan Stanley a good stock to buy?

The fair value guage provides a quick view whether MS is over valued or under valued. Whether Morgan Stanley is cheap or expensive depends on the assumptions which impact Morgan Stanley's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for MS.

What is Morgan Stanley's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Apr 19 2024, MS's PE ratio (Price to Earnings) is 16.32 and Price to Sales (PS) ratio is 2.74. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. MS PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Morgan Stanley's stock?

In the past 10 years, Morgan Stanley has provided 0.136 (multiply by 100 for percentage) rate of return.