MS-PE:NYE-Morgan Stanley (USD)

PREFERRED STOCK | Capital Markets |

Last Closing

USD 25.3

Change

-0.50 (-1.94)%

Market Cap

USD 64.89B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Capital Markets

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

+0.39 (+0.61%)

USD 118.14B
GS-PA The Goldman Sachs Group Inc

-0.43 (-1.84%)

USD 87.71B
MS-PA Morgan Stanley

-0.70 (-2.97%)

USD 82.47B
GS-PD The Goldman Sachs Group Inc

-0.42 (-1.84%)

USD 81.62B
MS-PK Morgan Stanley

-0.59 (-2.31%)

USD 69.97B
MS-PI Morgan Stanley

-0.46 (-1.79%)

USD 68.54B
MS-PF Morgan Stanley

-0.38 (-1.48%)

USD 66.25B
SCHW-PD The Charles Schwab Corporation

-0.16 (-0.63%)

USD 51.65B
NMR Nomura Holdings Inc ADR

-0.26 (-4.74%)

USD 16.49B
JEF Jefferies Financial Group Inc

+0.47 (+0.77%)

USD 12.75B

ETFs Containing MS-PE

N/A

Market Performance

  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 0.84% 11% F 27% F
Dividend Return 5.38% 84% B 82% B
Total Return 6.22% 14% F 36% F
Trailing 12 Months  
Capital Gain -0.63% 5% F 18% F
Dividend Return 7.09% 82% B 80% B-
Total Return 6.47% 8% B- 24% F
Trailing 5 Years  
Capital Gain -11.54% 10% F 28% F
Dividend Return 21.88% 45% F 72% C
Total Return 10.35% 14% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain -2.38% N/A N/A 25% F
Dividend Return 2.24% N/A N/A 36% F
Total Return 4.62% N/A N/A 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 5.52% N/A N/A 90% A-
Risk Adjusted Return 40.50% N/A N/A 57% F
Market Capitalization 64.89B 63% D 96% N/A

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:

There is nothing we particularly like

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.

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.