MS-PK:NYE-Morgan Stanley (USD)

PREFERRED STOCK | Capital Markets |

Last Closing

USD 24.48

Change

0.00 (0.00)%

Market Cap

USD 66.54B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Neutral

About

Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It 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, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it 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. The company was founded in 1924 and is headquartered in New York, New York.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-16 )

Largest Industry Peers for Capital Markets

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

N/A

USD 135.35B
GS-PA The Goldman Sachs Group Inc

N/A

USD 86.15B
MS-PA Morgan Stanley

N/A

USD 81.81B
GS-PD The Goldman Sachs Group Inc

N/A

USD 80.66B
MS-PI Morgan Stanley

N/A

USD 67.58B
MS-PF Morgan Stanley

N/A

USD 65.68B
MS-PE Morgan Stanley

N/A

USD 65.02B
SCHW-PD The Charles Schwab Corporation

N/A

USD 50.91B
NMR Nomura Holdings Inc ADR

N/A

USD 18.86B
JEF Jefferies Financial Group Inc

N/A

USD 11.60B

ETFs Containing MS-PK

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 0.58% 76% C+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.58% 74% C 57% F
Trailing 12 Months  
Capital Gain -0.57% 24% F 39% F
Dividend Return 7.43% 79% B- 87% B+
Total Return 6.86% 39% F 55% F
Trailing 5 Years  
Capital Gain 9.53% 23% F 32% F
Dividend Return 34.35% 52% F 74% C
Total Return 43.88% 23% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -1.91% 21% F 23% F
Dividend Return 3.56% 27% F 38% F
Total Return 5.46% 77% C+ 85% B
Risk Return Profile  
Volatility (Standard Deviation) 9.92% 79% B- 79% B-
Risk Adjusted Return 35.89% 33% F 49% F
Market Capitalization 66.54B 76% C+ 97% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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 capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it 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.

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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

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.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector