mktcap_usd=141586
ConsensRecom=2.42
earning_yield=7.92%
growth=9.21%
dilution=-1.61%
div_ratio=22.11%
sh_payout_ratio=41.68%
margin=18.03%
cfmargin=-49.19%
ratiopaid=95.47%
sratiopaid=36.63%
ratioConsens=1.18
Description
Morgan Stanley is a global financial services company. The Company, through its subsidiaries, provides a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides investment banking, sales and trading, and other services to corporations, governments, financial institutions and high net worth clients. Its Wealth Management segment provides financial services and solutions to individual investors and small-to-medium sized businesses and institutions covering: brokerage and investment advisory services; financial and wealth planning services; workplace services, including stock plan administration; residential real estate loans and other lending products; banking; and retirement plan services. Its Investment Management segment provides a range of investment strategies and products to a diverse group of clients.
Income and Cashflow Statements USD
| EndDate | 2016-12-31 | 2017-12-31 | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | mean | std |
|---|---|---|---|---|---|---|---|---|---|
| sourceDate | 2017-02-27 | 2018-02-27 | 2019-02-26 | 2020-02-27 | 2022-02-24 | 2022-02-24 | 2023-02-24 | NaN | NaN |
| period | 12M | 12M | 12M | 12M | 12M | 12M | 12M | NaN | NaN |
| rev | 37949 | 43642 | 50193 | 53823 | 52606 | 61121 | 65936 | 52181 | 9587 |
| revgrowth | NaN | 13.98% | 13.99% | 6.98% | -2.29% | 15.00% | 7.58% | 9.21% | 6.62% |
| earn | 5979 | 6111 | 8748 | 9042 | 10996 | 15034 | 11029 | 9563 | 3158 |
| earnx | 5978 | 7330 | 8752 | 9042 | 10996 | 15034 | 11029 | 9737 | 2963 |
| margin | 15.76% | 14.00% | 17.43% | 16.80% | 20.90% | 24.60% | 16.73% | 18.03% | 3.57% |
| xmargin | 15.75% | 16.80% | 17.44% | 16.80% | 20.90% | 24.60% | 16.73% | 18.43% | 3.18% |
| earningyld | 7.61% | 6.27% | 12.93% | 10.98% | 10.06% | 8.60% | 7.19% | 9.09% | 2.35% |
| cfop | 5383 | -4505 | 7305 | 40773 | -25231 | 33971 | -6397 | 7328 | 23169 |
| cfinv | -19508 | -12391 | -22881 | -33561 | -37898 | -49897 | -11632 | -26824 | 14193 |
| cffin | 7363 | 16261 | 24205 | -11966 | 83784 | 41547 | 22714 | 26273 | 30215 |
| cfopmargin | 14.18% | -10.32% | 14.55% | 75.75% | -47.96% | 55.58% | -9.70% | 13.16% | 41.89% |
| cfinvmargin | -51.41% | -28.39% | -45.59% | -62.35% | -72.04% | -81.64% | -17.64% | -51.29% | 22.96% |
| cffinmargin | 19.40% | 37.26% | 48.22% | -22.23% | 1.59 | 67.98% | 34.45% | 49.19% | 56.00% |
| shares | 1853 | 1788 | 1706 | 1610 | 1595 | 1781 | 1682 | 1716 | 96.0 |
| fx | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 0 |
| price | 42.4 | 54.5 | 39.6 | 51.1 | 68.5 | 98.2 | 91.2 | 63.6 | 23.2 |
| dilution | NaN | -3.56% | -4.67% | -5.80% | -0.98% | 11.06% | -5.73% | -1.61% | 6.46% |
| dividend | 1746 | 2085 | 2375 | 2627 | 2739 | 4171 | 5401 | 3021 | 1300 |
| sharebb | NaN | 3140 | 3837 | 4367 | 940 | -15548 | 9388 | 1020 | 8581 |
| ltdebtbb | NaN | -27807 | 2920 | 20004 | -43730 | -13975 | -6504 | -11515 | 22522 |
| mgtbb | NaN | -6321 | 33337 | 15032 | 43733 | 16195 | 30999 | 22162 | 17698 |
| divyld | 2.22% | 2.14% | 3.51% | 3.19% | 2.51% | 2.39% | 3.52% | 2.78% | 0.61% |
| sharebbyld | NaN | 3.56% | 4.67% | 5.80% | 0.98% | -11.06% | 5.73% | 1.61% | 6.46% |
| mgtyld | NaN | -6.49% | 49.27% | 18.26% | 40.02% | 9.26% | 20.21% | 21.76% | 20.29% |
Balance Sheet
| EndDate | 2016-12-31 | 2017-12-31 | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | mean | std |
|---|---|---|---|---|---|---|---|---|---|
| sourceDate | 2017-02-27 | 2018-02-27 | 2019-02-26 | 2020-02-27 | 2022-02-24 | 2022-02-24 | 2023-02-24 | NaN | NaN |
| mktcap | 78530 | 97463 | 67662 | 82317 | 109275 | 174834 | 153351 | 109062 | 40380 |
| mktcapgrowth | NaN | 21.60% | -36.49% | 19.60% | 28.33% | 47.00% | -13.11% | 11.15% | 30.40% |
| totAsset | 814949 | 851733 | 853531 | 895429 | 1115862 | 1188140 | 1180231 | 985696 | 167574 |
| assetgrowth | NaN | 4.41% | 0.21% | 4.79% | 22.01% | 6.28% | -0.67% | 6.17% | 8.22% |
| curAsset | None | None | None | None | None | None | None | NaN | NaN |
| curAssetPct | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN |
| totLiab | 738899 | 774342 | 773285 | 813880 | 1014081 | 1082699 | 1080090 | 896754 | 154903 |
| totLiabPct | 90.67% | 90.91% | 90.60% | 90.89% | 90.88% | 91.13% | 91.52% | 90.94% | 0.31% |
| curLiab | None | None | None | None | None | None | None | NaN | NaN |
| curLiabPct | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN | NaN |
| ltDebt | 164775 | 192582 | 189662 | 169658 | 213388 | 227363 | 233867 | 198756 | 27042 |
| ltDebtPct | 20.22% | 22.61% | 22.22% | 18.95% | 19.12% | 19.14% | 19.82% | 20.30% | 1.52% |
| Equity | 76050 | 77391 | 80246 | 81549 | 101781 | 105441 | 100141 | 88943 | 12861 |
| EquityPct | 9.33% | 9.09% | 9.40% | 9.11% | 9.12% | 8.87% | 8.48% | 9.06% | 0.31% |
| PB | 1.03 | 1.26 | 84.32% | 1.01 | 1.07 | 1.66 | 1.53 | 1.20 | 29.74% |
Beta
len=92.0
mean=14.82%
sd=28.25%
alpha=-0.03%
beta=1.29
r_sq=62.13%
lastdate=2023-03-17
firstdate=2016-05-31
logret1y=-3.75%
Financial Snapshot
CompanyName=Morgan Stanley
ID=1
Name=Ordinary Shares
Ticker=MS
ISIN=None
RIC=MS
DisplayRIC=MS.N
InstrumentPI=312728
QuotePI=1094263
InstrumentPermID=8590935312
QuotePermID=55838324226
Exchange=New York Stock Exchange
ExchangeCode=NYSE
ExchangeCountry=USA
CoStatus=Active
CoType=Equity Issue
LastModified=2023-03-06
LatestAvailableAnnual=2022-12-31
LatestAvailableInterim=2022-12-31
Employees=82000
SharesOut=1.682e+09
TotalFloat=1.308e+09
ReportingCurrency=USD
MostRecentExchange=1.0
Industry=Investment Banking & Brokerage Services (NEC)
IndustryCode=5510201010
NPRICE=84.2
NHIG=101
NLOW=72.0
PDATE=2023-03-17
VOL10DAVG=11.7
EV=695126
MKTCAP=141586
AREV=65936
AEBITD=18944
ANIAC=10540
AEPSXCLXOR=6.14
AREVPS=38.5
ABVPS=59.8
ACSHPS=76.5
ACFSHR=8.57
ADIVSHR=2.95
AGROSMGN=76.1
AROEPCT=11.1
APR2REV=2.15
APEEXCLXOR=13.7
APRICE2BK=1.54
ConsRecom=2.42
TargetPrice=99.1
ProjLTGrowthRate=5.71
ProjPE=11.6
ProjSales=56417
ProjSalesQ=14268
ProjEPS=7.24
ProjEPSQ=1.81
ProjProfit=11904
ProjDPS=3.17
quoteccy=USD
quotefx=100.00%
exchgccy=USD
exchgfx=100.00%
tick=None
exchg=None
Valuation
ticker=MS
exchg=AMEX
RIC=MS
CompanyName=Morgan Stanley
ExchangeCode=NYSE
Industry=Investment Banking & Brokerage Services (NEC)
IndustryCode=5510201010
sector=55 Financials
region=us
ccy=USD
fx=100.00%
mktcap_usd=141586
float_usd=110107
ConsensRecom=2.42
earning_yield=7.92%
growth=9.21%
dilution=-1.61%
margin=18.03%
searning_yield=6.47%
sgrowth=3.17%
smargin=14.73%
sdilution=4.29%
projearning_yield=8.25%
earning_excl_yield=7.04%
div_ratio=22.11%
bb_ratio=19.57%
sh_payout_ratio=41.68%
PS=2.19
price=84.2
ratio=95.47%
sratio=36.63%
sratiopaid=36.63%
ratioConsens=1.18
turnover=5.30%
cfmargin=-49.19%
rdmargin=0
scfmargin=-1.01
quoteccy=USD
quotefx=100.00%
ratiopaid=95.47%
dt=2023-03-17
assetgrowth=6.17%
dlnfx=0