Values as of: 2024-09-18
PREFERRED STOCK | Capital Markets |
Last Closing
USD 25.48Change
-0.01 (-0.04)%Market Cap
USD 67.98BVolume
0.06MAnalyst Target
N/AVerdict
Verdict
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. The company was founded in 1924 and is headquartered in New York, New York.
Company Website : https://www.morganstanley.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHW | Charles Schwab Corp |
-0.28 (-0.44%) |
USD 116.51B |
| GS-PA | The Goldman Sachs Group Inc |
-0.11 (-0.46%) |
USD 86.08B |
| GS-PD | The Goldman Sachs Group Inc |
-0.19 (-0.82%) |
USD 81.18B |
| MS-PA | Morgan Stanley |
+0.02 (+0.09%) |
USD 81.16B |
| MS-PK | Morgan Stanley |
-0.14 (-0.54%) |
USD 70.19B |
| MS-PF | Morgan Stanley |
-0.07 (-0.27%) |
USD 65.97B |
| MS-PE | Morgan Stanley |
-0.01 (-0.04%) |
USD 64.92B |
| SCHW-PD | The Charles Schwab Corporation |
-0.05 (-0.20%) |
USD 51.63B |
| NMR | Nomura Holdings Inc ADR |
+0.04 (+0.75%) |
USD 16.06B |
| JEF | Jefferies Financial Group Inc |
-0.05 (-0.08%) |
USD 12.03B |
N/A
| Market Performance vs. Industry/Classification (Capital Markets) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 2.91% | 28% | F | 37% | F | ||
| Dividend Return | 3.22% | 55% | F | 63% | D | ||
| Total Return | 6.13% | 28% | F | 38% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 2.37% | 16% | F | 26% | F | ||
| Dividend Return | 6.40% | 66% | D+ | 78% | C+ | ||
| Total Return | 8.77% | 16% | F | 32% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -10.57% | 13% | F | 32% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -10.57% | 13% | F | 19% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -2.15% | 29% | F | 27% | F | ||
| Dividend Return | 2.02% | 23% | F | 36% | F | ||
| Total Return | 4.17% | 55% | F | 73% | C | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 5.45% | 91% | A- | 89% | A- | ||
| Risk Adjusted Return | 37.06% | 34% | F | 55% | F | ||
| Market Capitalization | 67.98B | 75% | C | 97% | N/A | ||
| 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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
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.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company had negative total cash flow in the most recent four quarters.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
