MS:NYE-Morgan Stanley (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 100.74

Change

-0.79 (-0.78)%

Market Cap

USD 75.98B

Volume

5.19M

Analyst Target

USD 59.51
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Morgan Stanley through its subsidiaries and affiliates, provides financial products and services to a diversified group of clients and customers, including corporations, governments, financial institutions and individuals.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
GS Goldman Sachs Group Inc

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USD 143.26B
SCHW Charles Schwab Corp

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USD 134.17B
GS-PA The Goldman Sachs Group Inc

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USD 85.50B
MS-PA Morgan Stanley

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USD 81.38B
GS-PD The Goldman Sachs Group Inc

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USD 81.02B
MS-PI Morgan Stanley

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USD 67.15B
MS-PK Morgan Stanley

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USD 67.01B
MS-PF Morgan Stanley

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USD 65.84B
MS-PE Morgan Stanley

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USD 64.86B
SCHW-PD The Charles Schwab Corporation

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USD 50.99B

ETFs Containing MS

IAI iShares U.S. Broker-Deale.. 11.81 % 0.42 %

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USD 1.12B
DXF:CA Dynamic Active Global Fin.. 9.84 % 0.86 %

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CAD 0.01B
KBWB Invesco KBW Bank ETF 8.46 % 0.35 %

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USD 1.55B
HUBL:CA Harvest US Bank Leaders I.. 6.74 % 1.57 %

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CAD 0.11B
BFIN:CA Brompton North American F.. 5.52 % 0.96 %

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CAD 0.05B
EBNK:CA Evolve European Banks Enh.. 5.10 % 0.00 %

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CAD 2.33M
ICAP InfraCap Equity Income Fu.. 4.85 % 0.00 %

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USD 0.05B
CBBB:PA 3.98 % 0.00 %

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CAB3:F 3.98 % 0.00 %

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CAB3:XETRA 3.98 % 0.00 %

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JHAC John Hancock Fundamental .. 3.85 % 0.00 %

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USD 3.05M
DHS:SW WisdomTree US Equity Inco.. 3.57 % 0.00 %

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DHSA:SW WisdomTree US Equity Inco.. 3.39 % 0.00 %

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USD 0.04B
UINC:LSE First Trust US Equity Inc.. 3.20 % 0.00 %

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USD 0.31B
UNCU:LSE First Trust US Equity Inc.. 3.20 % 0.00 %

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USD 0.03B
CCOR Core Alternative ETF 2.93 % 1.23 %

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USD 0.17B
FDV First Trust Capital Stren.. 2.54 % 0.00 %

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USD 0.09B
TUSB:CA TD Select U.S. Short Term.. 2.42 % 0.28 %

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CAD 7.64M
TUSB-U:CA TD Select U.S. Short Term.. 2.42 % 0.00 %

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CAD 8.25M
CC4:PA Amundi Index Solutions - .. 2.32 % 0.00 %

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USD 0.44B
TCC4:F Amundi Index Solutions - .. 2.32 % 0.00 %

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USD 0.55B
TCC4:XETRA Amundi Index Solutions - .. 2.32 % 0.00 %

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USD 0.55B
IUFS:LSE iShares S&P 500 Financial.. 2.13 % 0.00 %

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USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 2.13 % 0.00 %

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USD 1.18B
XLF Financial Select Sector S.. 2.13 % 0.13 %

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USD 38.02B
QUVU 2.03 % 0.00 %

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WDFE:SW Invesco Markets II plc - .. 2.00 % 0.00 %

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USD 2.43M
AFLE:PA Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.18B
AFLT:PA Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.37B
FRNH:F Amundi Index Solutions - .. 1.96 % 0.00 %

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FRNU:F Amundi Index Solutions - .. 1.96 % 0.00 %

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FRNH:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.83B
FRNU:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.69B
AFLE:SW Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.18B
AFLT:SW Amundi Index Solutions - .. 1.96 % 0.00 %

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USD 0.39B
WF1E:XETRA Invesco Markets II plc - .. 1.95 % 0.00 %

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USD 2.43M
PFF iShares Preferred and Inc.. 1.83 % 0.46 %

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USD 14.31B
RSPF Invesco S&P 500 Equal Wei.. 1.57 % 0.00 %

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USD 0.28B
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

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USD 0.06B
UC86:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

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USD 0.28B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.00 %

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USD 0.29B
UEF8:F UBS Barclays US Liquid Co.. 1.01 % 0.00 %

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UEF8:XETRA UBS Barclays US Liquid Co.. 1.01 % 0.00 %

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USD 0.28B
UEF7:XETRA UBS Barclays US Liquid Co.. 1.01 % 0.00 %

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USD 0.25B
CBUS5:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

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USD 0.28B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

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USD 0.06B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

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USD 0.12B
CBUS5E:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

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USD 0.57B
UC98:LSE UBS(Lux)Fund Solutions .. 0.85 % 0.00 %

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USD 0.19B
BSUS:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

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USD 0.05B
UC97:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

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USD 0.19B
4UBP:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

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USD 0.04B
4UBR:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

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USD 0.03B
CORPS:SW UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

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USD 9.43M
DEW WisdomTree Global High Di.. 0.00 % 0.58 %

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USD 0.10B
DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

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USD 1.06B
FAZZ 0.00 % 0.45 %

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IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

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USD 2.60B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

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USD 2.63B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

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USD 1.32B
JHMF 0.00 % 0.47 %

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KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

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USD 0.23B
PXLV 0.00 % 0.39 %

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BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

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USD 0.01B
BNKO 0.00 % 0.00 %

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BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

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USD 0.30B
BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

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CAD 0.27B
HUBL-U:CA Harvest US Bank Leaders I.. 0.00 % 0.00 %

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BUYB:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

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USD 0.05B
RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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BVAL 0.00 % 0.65 %

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DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.03B
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.05B
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.03B
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.74M
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.05B
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

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USD 0.05B
BUYB:PA Invesco Global Buyback Ac.. 0.00 % 0.00 %

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USD 0.05B
BBCK:F Invesco Markets III plc -.. 0.00 % 0.00 %

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USD 0.05B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.00 % 0.00 %

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USD 0.19B
WTD9:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.06B
WTDY:F WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.64M
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.11B
BBCK:XETRA Invesco Global Buyback Ac.. 0.00 % 0.00 %

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USD 0.05B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.00 % 0.00 %

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USD 0.19B
WTD9:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.05B
WTDY:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.85M
WTEU:XETRA WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.11B
2825:HK W.I.S.E. CSI HK 100 Track.. 0.00 % 0.00 %

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BFIN-U:CA 0.00 % 0.00 %

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SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

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USD 6.58B
ESNG 0.00 % 0.00 %

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FUD-A:CA 0.00 % 0.00 %

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BUYB:SW Invesco Global Buyback Ac.. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.03% 55% F 68% D+
Dividend Return 1.82% 70% C- 66% D+
Total Return 9.86% 55% F 70% C-
Trailing 12 Months  
Capital Gain 24.03% 58% F 73% C
Dividend Return 4.19% 37% F 60% D-
Total Return 28.22% 55% F 74% C
Trailing 5 Years  
Capital Gain 134.50% 60% D- 89% A-
Dividend Return 28.17% 83% B 83% B
Total Return 162.66% 73% C 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 24.72% 82% B 87% B+
Dividend Return 28.01% 85% B 88% B+
Total Return 3.29% 42% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 43.49% 30% F 23% F
Risk Adjusted Return 64.40% 82% B 85% B
Market Capitalization 75.98B 100% F 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.20 33% 47%
Price/Book Ratio 1.55 65% 52%
Price / Cash Flow Ratio -4.86 85% 91%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 9.56% 38% 56%
Return on Invested Capital 2.53% 34% 33%
Return on Assets 0.80% 31% 30%
Debt to Equity Ratio 270.07% 11% 11%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.