MS-PF:NYE-Morgan Stanley (USD)

PREFERRED STOCK | Capital Markets |

Last Closing

USD 25.42

Change

0.00 (0.00)%

Market Cap

USD 65.81B

Volume

0.05M

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: 2025-02-19 )

Largest Industry Peers for Capital Markets

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

-0.18 (-0.22%)

USD 152.27B
GS-PA The Goldman Sachs Group Inc

+0.26 (+1.10%)

USD 86.65B
MS-PA Morgan Stanley

+0.03 (+0.12%)

USD 85.04B
GS-PD The Goldman Sachs Group Inc

+0.19 (+0.81%)

USD 82.19B
MS-PK Morgan Stanley

+0.09 (+0.36%)

USD 67.74B
MS-PI Morgan Stanley

+0.01 (+0.04%)

USD 67.36B
MS-PE Morgan Stanley

-0.03 (-0.12%)

USD 65.07B
SCHW-PD The Charles Schwab Corporation

+0.04 (+0.16%)

USD 50.84B
NMR Nomura Holdings Inc ADR

-0.07 (-1.05%)

USD 20.01B
JEF Jefferies Financial Group Inc

-2.74 (-3.94%)

USD 15.38B

ETFs Containing MS-PF

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 0.91% 39% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.91% 36% F 36% F
Trailing 12 Months  
Capital Gain 0.32% 29% F 33% F
Dividend Return 8.63% 90% A- 90% A-
Total Return 8.94% 43% F 47% F
Trailing 5 Years  
Capital Gain -11.43% 21% F 36% F
Dividend Return 31.57% 88% B+ 84% B
Total Return 20.15% 29% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -1.90% 21% F 23% F
Dividend Return 4.37% 36% F 41% F
Total Return 6.27% 93% A 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 5.53% 94% A 91% A-
Risk Adjusted Return 79.08% 76% C+ 86% B+
Market Capitalization 65.81B 74% C 97% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

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.

What to not like:
Poor return on assets

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

Below median dividend returns

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.