MS:NYE-Morgan Stanley

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 39.94

Change

+0.04 (+0.10)%

Market Cap

USD 75.98B

Volume

9.88M

Analyst Target

USD 53.62
Analyst Rating

Verdict

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: 2019-08-21 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
GS Goldman Sachs Group Inc

-2.99 (-0.71%)

USD 132.43B
SCHW Charles Schwab Corp

-0.30 (-0.40%)

USD 131.15B
GS-PA The Goldman Sachs Group Inc

+0.05 (+0.22%)

USD 85.76B
MS-PA Morgan Stanley

-0.01 (-0.04%)

USD 81.76B
GS-PD The Goldman Sachs Group Inc

+0.16 (+0.71%)

USD 80.94B
MS-PI Morgan Stanley

-0.10 (-0.40%)

USD 67.20B
MS-PK Morgan Stanley

-0.18 (-0.74%)

USD 66.92B
MS-PF Morgan Stanley

-0.06 (-0.24%)

USD 65.66B
GS-PK The Goldman Sachs Group Inc

N/A

USD 65.53B
MS-PE Morgan Stanley

-0.01 (-0.04%)

USD 64.66B

ETFs Containing MS

HUBL-U:CA Harvest US Bank Leaders I.. 6.72 % 0.00 %

N/A

N/A
ICAP InfraCap Equity Income Fu.. 6.07 % 0.00 %

-0.15 (-0.45%)

USD 0.05B
HBF-U:CA Harvest Brand Leaders Plu.. 5.44 % 0.00 %

-0.07 (-0.45%)

N/A
HBF-B:CA Harvest Brand Leaders Plu.. 5.44 % 0.00 %

-0.01 (-0.45%)

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 Fundamental .. 3.57 % 0.00 %

-0.06 (-0.45%)

USD 3.05M
DHS:SW WisdomTree US Equity Inco.. 3.21 % 0.00 %

-0.05 (-0.45%)

N/A
DHSA:SW WisdomTree US Equity Inco.. 3.21 % 0.00 %

N/A

USD 0.04B
TUSB:CA TD Select U.S. Short Term.. 2.42 % 0.28 %

N/A

CAD 8.66M
IYG iShares U.S. Financial Se.. 2.34 % 0.42 %

-0.35 (-0.45%)

USD 1.28B
CC4:PA Amundi Index Solutions - .. 2.32 % 0.00 %

-0.43 (-0.45%)

USD 0.46B
TCC4:F Amundi Index Solutions - .. 2.32 % 0.00 %

N/A

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

-0.35 (-0.45%)

USD 0.55B
WDFE:SW Invesco Markets II plc - .. 2.00 % 0.00 %

-0.13 (-0.45%)

USD 2.40M
AFLE:PA Amundi Index Solutions - .. 1.96 % 0.00 %

-0.07 (-0.45%)

USD 0.24B
AFLT:PA Amundi Index Solutions - .. 1.96 % 0.00 %

+0.10 (+-0.45%)

USD 0.36B
FRNH:F Amundi Index Solutions - .. 1.96 % 0.00 %

N/A

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

N/A

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

+0.09 (+-0.45%)

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

-0.28 (-0.45%)

USD 0.69B
AFLE:SW Amundi Index Solutions - .. 1.96 % 0.00 %

N/A

USD 0.22B
AFLT:SW Amundi Index Solutions - .. 1.96 % 0.00 %

N/A

USD 0.35B
WF1E:XETRA Invesco Markets II plc - .. 1.87 % 0.00 %

-0.05 (-0.45%)

USD 2.40M
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

-1.50 (-0.45%)

USD 0.07B
UC86:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

-0.02 (-0.45%)

USD 0.30B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.00 %

-0.07 (-0.45%)

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

-0.02 (-0.45%)

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

-0.02 (-0.45%)

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

-0.05 (-0.45%)

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

-0.04 (-0.45%)

USD 0.29B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

N/A

USD 0.07B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.02 (-0.45%)

USD 0.18B
CBUS5E:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.01 (-0.45%)

USD 0.66B
UC98:LSE UBS(Lux)Fund Solutions .. 0.85 % 0.00 %

-10.00 (-0.45%)

USD 0.18B
BSUS:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

-3.35 (-0.45%)

USD 0.16M
UC97:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

-0.05 (-0.45%)

USD 0.18B
CORPS:SW UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

-0.04 (-0.45%)

USD 8.74M
DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

-0.88 (-0.45%)

USD 1.08B
FAZZ 0.00 % 0.45 %

N/A

N/A
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

-0.75 (-0.45%)

USD 0.49B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

N/A

USD 2.65B
JHMF 0.00 % 0.47 %

N/A

N/A
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

-0.79 (-0.45%)

USD 0.21B
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

-0.26 (-0.45%)

USD 14.16B
PWV Invesco Dynamic Large Cap.. 0.00 % 0.55 %

-0.19 (-0.45%)

USD 0.88B
PXLV 0.00 % 0.39 %

N/A

N/A
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

+0.03 (+-0.45%)

CAD 0.05B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

+0.13 (+-0.45%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

-0.85 (-0.45%)

USD 0.26B
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

-0.22 (-0.45%)

CAD 0.27B
BUYB:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

-0.26 (-0.45%)

USD 0.05B
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
HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

-0.08 (-0.45%)

CAD 0.42B
DXF:CA Dynamic Active Global Fin.. 0.00 % 0.86 %

N/A

CAD 0.01B
BVAL 0.00 % 0.65 %

N/A

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

-31.85 (-0.45%)

USD 0.03B
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-0.30 (-0.45%)

USD 0.04B
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-0.25 (-0.45%)

USD 0.03B
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-20.75 (-0.45%)

USD 0.75M
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

-34.25 (-0.45%)

USD 0.04B
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

-46.50 (-0.45%)

USD 0.05B
BUYB:PA Invesco Global Buyback Ac.. 0.00 % 0.00 %

-0.44 (-0.45%)

USD 0.05B
BBCK:F Invesco Markets III plc -.. 0.00 % 0.00 %

-0.50 (-0.45%)

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

-0.19 (-0.45%)

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

-0.30 (-0.45%)

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

-0.21 (-0.45%)

USD 0.64M
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

-0.26 (-0.45%)

USD 0.11B
BBCK:XETRA Invesco Global Buyback Ac.. 0.00 % 0.00 %

-0.44 (-0.45%)

USD 0.05B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.00 % 0.00 %

-0.14 (-0.45%)

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

-0.35 (-0.45%)

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

-0.23 (-0.45%)

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

-0.29 (-0.45%)

USD 0.11B
2825:HK W.I.S.E. CSI HK 100 Track.. 0.00 % 0.00 %

+0.08 (+-0.45%)

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

N/A

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

-0.10 (-0.45%)

USD 6.34B
ESNG 0.00 % 0.00 %

N/A

N/A
FUD-A:CA 0.00 % 0.00 %

N/A

N/A
BUYB:SW Invesco Global Buyback Ac.. 0.00 % 0.00 %

N/A

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 0.73% 41% F 27% F
Dividend Return 2.40% 85% B 65% D
Total Return 3.13% 41% F 29% F
Trailing 12 Months  
Capital Gain -17.72% 55% F 26% F
Dividend Return 2.58% 75% C 51% F
Total Return -15.14% 55% F 27% F
Trailing 5 Years  
Capital Gain 20.92% 56% F 69% C-
Dividend Return 13.02% 61% D- 50% F
Total Return 33.94% 50% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.55% 48% F 79% B-
Dividend Return 11.72% 48% F 79% B-
Total Return 2.17% 68% D+ 47% F
Risk Return Profile  
Volatility (Standard Deviation) 34.21% 17% F 14% F
Risk Adjusted Return 34.25% 43% F 49% F
Market Capitalization 75.98B 3% F 1% F

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 57% 85%
Price/Book Ratio 0.91 46% 75%
Price / Cash Flow Ratio 9.13 38% 47%
Price/Free Cash Flow Ratio 11.16 21% 43%
Management Effectiveness  
Return on Equity 10.32% 44% 61%
Return on Invested Capital 4.24% 46% 37%
Return on Assets 0.95% 33% 23%
Debt to Equity Ratio 229.92% 49% 13%

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:
Positive cash flow

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

Positive free cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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.

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

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 market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced on free cash flow basis

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

Low Revenue Growth

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