MS:NYE-Morgan Stanley (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 106.22

Change

+0.96 (+0.91)%

Market Cap

USD 75.98B

Volume

0.02B

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: 2024-07-16 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

-0.57 (-0.88%)

USD 117.79B
GS-PA The Goldman Sachs Group Inc

-0.22 (-0.94%)

USD 86.53B
GS-PD The Goldman Sachs Group Inc

-0.06 (-0.26%)

USD 82.29B
MS-PA Morgan Stanley

-0.06 (-0.27%)

USD 79.86B
MS-PK Morgan Stanley

-0.01 (-0.04%)

USD 67.36B
MS-PI Morgan Stanley

+0.01 (+0.04%)

USD 66.91B
MS-PF Morgan Stanley

-0.01 (-0.04%)

USD 65.32B
MS-PE Morgan Stanley

-0.03 (-0.12%)

USD 64.20B
SCHW-PD The Charles Schwab Corporation

+0.01 (+0.04%)

USD 50.74B
NMR Nomura Holdings Inc ADR

+0.03 (+0.52%)

USD 17.31B

ETFs Containing MS

DXF:CA Dynamic Active Global Fin.. 9.84 % 0.86 %

N/A

CAD 0.01B
KBWB Invesco KBW Bank ETF 7.78 % 0.35 %

-0.09 (-0.08%)

USD 1.68B
BFIN:CA Brompton North American F.. 5.69 % 0.96 %

+0.04 (+-0.08%)

CAD 0.05B
SAMM The Advisors’ Inner .. 4.03 % 0.00 %

-0.02 (-0.08%)

N/A
CBBB:PA 3.98 % 0.00 %

N/A

N/A
CAB3:F 3.98 % 0.00 %

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CAB3:XETRA 3.98 % 0.00 %

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JHAC John Hancock Exchange-Tra.. 3.78 % 0.00 %

N/A

USD 3.05M
DHS:SW WisdomTree US Equity Inco.. 3.59 % 0.00 %

N/A

N/A
DHSA:SW WisdomTree US Equity Inco.. 3.59 % 0.00 %

N/A

N/A
WTD9:F WisdomTree US Equity Inco.. 3.57 % 0.00 %

+0.03 (+-0.08%)

USD 0.06B
WTDY:F WisdomTree Issuer ICAV - .. 3.57 % 0.00 %

+0.01 (+-0.08%)

USD 1.79M
WTEU:F WisdomTree US Equity Inco.. 3.57 % 0.00 %

+0.02 (+-0.08%)

USD 0.11B
WTD9:XETRA WisdomTree Issuer ICAV - .. 3.57 % 0.00 %

-0.03 (-0.08%)

USD 0.05B
WTDY:XETRA WisdomTree Issuer ICAV - .. 3.57 % 0.00 %

-0.03 (-0.08%)

USD 0.85M
WTEU:XETRA WisdomTree US Equity Inco.. 3.57 % 0.00 %

-0.02 (-0.08%)

USD 0.11B
PWV Invesco Dynamic Large Cap.. 3.28 % 0.55 %

-0.10 (-0.08%)

USD 0.99B
UINC:LSE First Trust US Equity Inc.. 3.14 % 0.00 %

-17.00 (-0.08%)

USD 0.31B
UNCU:LSE First Trust US Equity Inc.. 3.14 % 0.00 %

-0.24 (-0.08%)

USD 0.04B
CCOR Core Alternative ETF 2.93 % 1.23 %

-0.02 (-0.08%)

USD 0.13B
FDV First Trust Capital Stren.. 2.80 % 0.00 %

-0.10 (-0.08%)

N/A
TUSB:CA TD Select U.S. Short Term.. 2.42 % 0.28 %

N/A

CAD 8.45M
TUSB-U:CA TD Select U.S. Short Term.. 2.42 % 0.00 %

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CAD 8.25M
QUVU 2.40 % 0.00 %

N/A

N/A
CC4:PA Amundi Index Solutions - .. 2.32 % 0.00 %

-0.08 (-0.08%)

USD 0.42B
TCC4:F Amundi Index Solutions - .. 2.32 % 0.00 %

N/A

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

-0.10 (-0.08%)

USD 0.55B
ZPDF:F SPDR S&P U.S. Financials .. 2.13 % 0.00 %

+0.18 (+-0.08%)

USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 2.13 % 0.00 %

+0.13 (+-0.08%)

USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 2.13 % 0.00 %

+0.03 (+-0.08%)

N/A
IUFS:SW iShares S&P 500 Financial.. 2.13 % 0.00 %

+0.04 (+-0.08%)

USD 1.23B
2825:HK W.I.S.E. CSI HK 100 Track.. 2.12 % 0.00 %

+0.09 (+-0.08%)

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

N/A

USD 2.58M
AFLE:PA Amundi Index Solutions - .. 1.96 % 0.00 %

-0.01 (-0.08%)

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

+0.09 (+-0.08%)

USD 0.41B
FRNH:F Amundi Index Solutions - .. 1.96 % 0.00 %

-0.02 (-0.08%)

N/A
FRNU:F Amundi Index Solutions - .. 1.96 % 0.00 %

N/A

N/A
FRNH:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

+0.03 (+-0.08%)

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

+0.05 (+-0.08%)

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

N/A

N/A
AFLT:SW Amundi Index Solutions - .. 1.96 % 0.00 %

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N/A
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

+0.50 (+-0.08%)

USD 0.08B
UC86:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

+0.01 (+-0.08%)

USD 0.27B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.00 %

-0.01 (-0.08%)

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

-0.01 (-0.08%)

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

-0.01 (-0.08%)

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

+0.01 (+-0.08%)

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

N/A

USD 0.27B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

N/A

USD 0.08B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.01 (-0.08%)

N/A
CBUS5E:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

N/A

N/A
UC98:LSE UBS(Lux)Fund Solutions .. 0.85 % 0.00 %

-3.50 (-0.08%)

USD 0.21B
BSUS:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

-2.20 (-0.08%)

N/A
UC97:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

-0.04 (-0.08%)

USD 0.21B
4UBP:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

-0.01 (-0.08%)

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

-0.02 (-0.08%)

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

N/A

N/A
DEW WisdomTree Global High Di.. 0.00 % 0.58 %

+0.04 (+-0.08%)

N/A
DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

-0.73 (-0.08%)

N/A
FAZZ 0.00 % 0.45 %

N/A

N/A
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+0.38 (+-0.08%)

N/A
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

-0.01 (-0.08%)

N/A
IOO iShares Global 100 ETF 0.00 % 0.40 %

+0.24 (+-0.08%)

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+0.24 (+-0.08%)

N/A
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

+0.28 (+-0.08%)

N/A
JHMF 0.00 % 0.47 %

N/A

N/A
PXLV Invesco S&P 500 Value wit.. 0.00 % 0.39 %

-0.02 (-0.08%)

N/A
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

N/A

USD 9.27M
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

N/A

N/A
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

+0.08 (+-0.08%)

CAD 0.27B
BUYB:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

-0.06 (-0.08%)

N/A
RWW 0.00 % 0.46 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.69 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.46 %

N/A

N/A
HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

+0.02 (+-0.08%)

N/A
BVAL 0.00 % 0.65 %

N/A

N/A
DGRA:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

-0.01 (-0.08%)

N/A
DGRG:LSE WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

-8.00 (-0.08%)

N/A
DGRP:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

-1.50 (-0.08%)

N/A
DGRW:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

-0.01 (-0.08%)

N/A
DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-6.20 (-0.08%)

N/A
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-0.07 (-0.08%)

N/A
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-0.06 (-0.08%)

N/A
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-5.00 (-0.08%)

N/A
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-6.50 (-0.08%)

N/A
GGRA:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

+0.06 (+-0.08%)

N/A
GGRG:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

N/A

N/A
GGRP:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

-3.50 (-0.08%)

N/A
GGRW:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

-0.05 (-0.08%)

N/A
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

-10.00 (-0.08%)

N/A
BUYB:PA Invesco Global Buyback Ac.. 0.00 % 0.00 %

-0.06 (-0.08%)

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

-0.03 (-0.08%)

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

-0.02 (-0.08%)

USD 0.19B
BBCK:XETRA Invesco Global Buyback Ac.. 0.00 % 0.00 %

N/A

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

+0.03 (+-0.08%)

USD 0.19B
BFIN-U:CA 0.00 % 0.00 %

N/A

N/A
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

-0.02 (-0.08%)

USD 7.30B
ESNG 0.00 % 0.00 %

N/A

N/A
FUD-A:CA 0.00 % 0.00 %

N/A

N/A
EBNK:CA Evolve European Banks Enh.. 0.00 % 0.00 %

+0.04 (+-0.08%)

CAD 3.35M
BUYB:SW Invesco Global Buyback Ac.. 0.00 % 0.00 %

N/A

N/A

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 13.91% 61% D- 74% C
Dividend Return 1.82% 37% F 47% F
Total Return 15.73% 61% D- 74% C
Trailing 12 Months  
Capital Gain 15.53% 61% D- 71% C-
Dividend Return 3.70% 37% F 54% F
Total Return 19.23% 58% F 72% C
Trailing 5 Years  
Capital Gain 139.07% 84% B 90% A-
Dividend Return 27.23% 92% A 83% B
Total Return 166.31% 84% B 92% A
Average Annual (5 Year Horizon)  
Capital Gain 25.00% 85% B 87% B+
Dividend Return 28.32% 88% B+ 88% B+
Total Return 3.32% 44% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 43.39% 29% F 22% F
Risk Adjusted Return 65.27% 79% B- 84% 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 30% 44%
Price/Book Ratio 1.55 59% 52%
Price / Cash Flow Ratio -5.04 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% 38% 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.