MS:NYE-Morgan Stanley (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 138.54

Change

+1.89 (+1.38)%

Market Cap

USD 75.98B

Volume

5.89M

Analyst Target

USD 59.51
Analyst Rating

N/A

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: 2025-01-28 )

Largest Industry Peers for Capital Markets

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

+0.36 (+0.44%)

USD 133.21B
GS-PA The Goldman Sachs Group Inc

-0.01 (-0.04%)

USD 85.98B
MS-PA Morgan Stanley

-0.03 (-0.13%)

USD 83.81B
GS-PD The Goldman Sachs Group Inc

-0.08 (-0.35%)

USD 82.51B
MS-PI Morgan Stanley

-0.02 (-0.08%)

USD 67.55B
MS-PK Morgan Stanley

-0.14 (-0.57%)

USD 66.24B
MS-PF Morgan Stanley

-0.05 (-0.20%)

USD 65.66B
MS-PE Morgan Stanley

-0.06 (-0.23%)

USD 64.86B
SCHW-PD The Charles Schwab Corporation

-0.05 (-0.20%)

USD 51.09B
NMR Nomura Holdings Inc ADR

+0.04 (+0.63%)

USD 17.67B

ETFs Containing MS

KBWB Invesco KBW Bank ETF 8.43 % 0.35 %

+0.03 (+1.28%)

USD 3.40B
EBNK:CA Evolve European Banks Enh.. 5.31 % 0.00 %

+0.06 (+1.28%)

CAD 5.02M
EBNK-B:CA Evolve European Banks Enh.. 5.31 % 0.00 %

+0.15 (+1.28%)

N/A
ICAP InfraCap Equity Income Fu.. 4.48 % 0.00 %

-0.25 (1.28%)

USD 0.06B
SAMM The Advisors’ Inner .. 4.47 % 0.00 %

-0.01 (1.28%)

USD 0.02B
XY7D:XETRA Global X S&P 500® Covere.. 4.06 % 0.00 %

+0.17 (+1.28%)

N/A
CBBB:PA 3.98 % 0.00 %

N/A

N/A
CAB3:F 3.98 % 0.00 %

N/A

N/A
CAB3:XETRA 3.98 % 0.00 %

N/A

N/A
JHAC John Hancock Exchange-Tra.. 3.78 % 0.00 %

-0.14 (1.28%)

USD 4.31M
DHS:SW 3.59 % 0.00 %

N/A

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

N/A

N/A
BDIV ETF Series Solutions 2.95 % 0.00 %

+0.03 (+1.28%)

USD 2.18M
IPKW Invesco International Buy.. 2.81 % 0.55 %

+0.30 (+1.28%)

USD 0.09B
FDV First Trust Capital Stren.. 2.80 % 0.00 %

-0.07 (1.28%)

N/A
C1U:PA Amundi FTSE 100 UCITS 2.67 % 0.00 %

+6.10 (+1.28%)

USD 0.04B
UNCU:LSE First Trust US Equity Inc.. 2.62 % 0.00 %

+0.14 (+1.28%)

USD 0.04B
CUIK:XETRA 2.58 % 0.00 %

N/A

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

+0.02 (+1.28%)

CAD 0.01B
TUSB-U:CA TD Select U.S. Short Term.. 2.42 % 0.00 %

N/A

CAD 8.25M
FKU First Trust United Kingdo.. 2.34 % 0.80 %

+0.07 (+1.28%)

USD 0.06B
CC4:PA Amundi Index Solutions - .. 2.32 % 0.00 %

+0.05 (+1.28%)

USD 0.43B
TCC4:F Amundi Index Solutions - .. 2.32 % 0.00 %

N/A

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

+0.06 (+1.28%)

USD 0.55B
SXLF:SW SPDR S&P U.S. Financials .. 2.30 % 0.00 %

+0.39 (+1.28%)

N/A
IUFS:SW iShares S&P 500 Financial.. 2.29 % 0.00 %

+0.04 (+1.28%)

USD 2.46B
XUFN:SW Xtrackers MSCI USA Financ.. 2.19 % 0.00 %

+0.15 (+1.28%)

USD 1.54B
CBUH:XETRA iShares MSCI World Moment.. 2.15 % 0.00 %

+0.04 (+1.28%)

USD 0.31B
WDFE:SW Invesco Markets II plc - .. 2.00 % 0.00 %

N/A

USD 2.86M
AFLE:PA Amundi Index Solutions - .. 1.96 % 0.00 %

-0.07 (1.28%)

USD 0.16B
AFLT:PA Amundi Index Solutions - .. 1.96 % 0.00 %

-0.06 (1.28%)

USD 0.58B
FRNH:F Amundi Index Solutions - .. 1.96 % 0.00 %

-0.01 (1.28%)

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

N/A

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

-0.01 (1.28%)

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

+0.04 (+1.28%)

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 %

N/A

N/A
VFH Vanguard Financials Index.. 1.95 % 0.10 %

+0.04 (+1.28%)

USD 11.46B
SPYD SPDR® Portfolio S&P 500 .. 1.59 % 0.08 %

-0.24 (1.28%)

USD 6.63B
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

N/A

USD 0.04B
UC86:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

+0.01 (+1.28%)

USD 0.25B
PY Principal Value ETF 1.31 % 0.29 %

-0.17 (1.28%)

USD 0.09B
GGUE:F UBS (Irl) ETF Public Limi.. 1.29 % 0.00 %

-0.10 (1.28%)

N/A
GENDER:SW UBS (Irl) ETF plc - Globa.. 1.29 % 0.00 %

-0.08 (1.28%)

USD 0.29B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.29 % 0.00 %

+0.05 (+1.28%)

USD 0.04B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.29 % 0.00 %

+0.06 (+1.28%)

USD 5.47M
WTV WisdomTree Trust - Wisdom.. 1.15 % 0.00 %

+0.08 (+1.28%)

USD 0.53B
SEIE SEI Select International .. 1.01 % 0.00 %

-0.02 (1.28%)

USD 0.51B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.00 %

+0.03 (+1.28%)

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

+0.04 (+1.28%)

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

+0.01 (+1.28%)

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

N/A

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

+0.01 (+1.28%)

USD 0.25B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

+0.03 (+1.28%)

USD 0.04B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

+0.02 (+1.28%)

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

+0.02 (+1.28%)

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

+1.50 (+1.28%)

USD 0.15B
BSUS:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

-0.05 (1.28%)

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

+0.01 (+1.28%)

USD 0.15B
4UBP:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

+0.02 (+1.28%)

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

+0.01 (+1.28%)

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

+0.04 (+1.28%)

N/A
FVD:LSE First Trust Value Line® .. 0.49 % 0.00 %

-0.04 (1.28%)

USD 7.28M
XEWE:XETRA Xtrackers S&P 500 Equal W.. 0.45 % 0.00 %

+0.05 (+1.28%)

USD 3.53B
DEW WisdomTree Global High Di.. 0.00 % 0.58 %

-0.07 (1.28%)

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

-0.07 (1.28%)

N/A
FAZZ 0.00 % 0.45 %

N/A

N/A
FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

+0.02 (+1.28%)

USD 2.07B
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.20 (1.28%)

USD 2.01B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

-0.19 (1.28%)

N/A
IBDP 0.00 % 0.10 %

N/A

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

-0.43 (1.28%)

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

-0.14 (1.28%)

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

-0.02 (1.28%)

N/A
JHMF 0.00 % 0.47 %

N/A

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

-0.01 (1.28%)

N/A
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.57 %

N/A

CAD 0.12B
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

+0.24 (+1.28%)

CAD 0.06B
DRFD:CA Desjardins RI Developed e.. 0.00 % 0.68 %

N/A

CAD 0.16B
BNKD 0.00 % 0.00 %

N/A

N/A
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU 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
DGR-B:CA CI WisdomTree U.S. Qualit.. 0.00 % 0.00 %

-0.06 (1.28%)

CAD 0.33B
BUYB:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.32 (+1.28%)

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
XLF Financial Select Sector S.. 0.00 % 0.13 %

-0.04 (1.28%)

USD 46.80B
HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

-0.01 (1.28%)

N/A
DXF:CA Dynamic Active Global Fin.. 0.00 % 0.86 %

+0.16 (+1.28%)

CAD 0.01B
BVAL 0.00 % 0.65 %

N/A

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

+0.39 (+1.28%)

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

+14.00 (+1.28%)

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

+7.00 (+1.28%)

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

+0.14 (+1.28%)

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

+2.85 (+1.28%)

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

+0.05 (+1.28%)

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

+0.04 (+1.28%)

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

+2.50 (+1.28%)

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

+6.00 (+1.28%)

N/A
FKU:LSE First Trust United Kingdo.. 0.00 % 0.00 %

+19.25 (+1.28%)

USD 6.61M
GGRA:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

+0.11 (+1.28%)

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

+10.00 (+1.28%)

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

+8.00 (+1.28%)

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

+0.09 (+1.28%)

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

+0.09 (+1.28%)

USD 1.12B
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

+40.50 (+1.28%)

N/A
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

+6.25 (+1.28%)

USD 2.22B
UINC:LSE First Trust US Equity Inc.. 0.00 % 0.00 %

+8.00 (+1.28%)

USD 0.31B
XSFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+14.00 (+1.28%)

USD 1.54B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+0.19 (+1.28%)

USD 1.54B
BUYB:PA Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.51 (+1.28%)

USD 0.06B
BBCK:F Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.04 (+1.28%)

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

+0.07 (+1.28%)

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

N/A

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

-0.20 (1.28%)

USD 2.13M
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.37 (+1.28%)

USD 0.11B
XUFN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

N/A

USD 1.16B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.10 (+1.28%)

USD 0.36B
BBCK:XETRA Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.54 (+1.28%)

USD 0.05B
OPEN:XETRA iShares VI Public Limited.. 0.00 % 0.00 %

+0.04 (+1.28%)

USD 0.06B
QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.11 (+1.28%)

USD 1.12B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.00 % 0.00 %

+0.02 (+1.28%)

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

+0.09 (+1.28%)

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

+0.04 (+1.28%)

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

+0.07 (+1.28%)

USD 0.11B
XUFN:XETRA db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+0.28 (+1.28%)

USD 1.16B
ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.42 (+1.28%)

USD 0.36B
2825:HK W.I.S.E. CSI HK 100 Track.. 0.00 % 0.00 %

N/A

N/A
BFIN-U:CA 0.00 % 0.00 %

N/A

N/A
HFG:CA Hamilton Global Financial.. 0.00 % 0.00 %

+0.03 (+1.28%)

CAD 0.05B
FT1K:LSE Amundi MSCI UK IMI SRI PA.. 0.00 % 0.00 %

+6.20 (+1.28%)

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

-0.01 (1.28%)

USD 7.74B
ESNG 0.00 % 0.00 %

N/A

N/A
GGUE:XETRA UBS Global Gender Equalit.. 0.00 % 0.00 %

+0.03 (+1.28%)

USD 0.23B
FUD-A:CA 0.00 % 0.00 %

N/A

N/A
MBOX Freedom Day Dividend ETF 0.00 % 0.00 %

N/A

USD 0.12B
BUYB:SW Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.35 (+1.28%)

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 10.20% 91% A- 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.20% 91% A- 91% A-
Trailing 12 Months  
Capital Gain 58.11% 79% B- 94% A
Dividend Return 3.08% 31% F 46% F
Total Return 61.20% 79% B- 94% A
Trailing 5 Years  
Capital Gain 157.41% 65% D 92% A
Dividend Return 23.97% 45% F 72% C
Total Return 181.38% 77% C+ 93% A
Average Annual (5 Year Horizon)  
Capital Gain 35.84% 88% B+ 90% A-
Dividend Return 39.16% 88% B+ 90% A-
Total Return 3.32% 30% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 70.55% 9% A- 13% F
Risk Adjusted Return 55.51% 61% D- 69% C-
Market Capitalization 75.98B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A 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:
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.

What to not like:
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.

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.