MS:NYE-Morgan Stanley (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 94.16

Change

+0.66 (+0.71)%

Market Cap

USD 75.98B

Volume

6.71M

Analyst Target

USD 59.51
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: 2024-03-28 )

Largest Industry Peers for Capital Markets

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

N/A

USD 132.43B
SCHW Charles Schwab Corp

N/A

USD 131.15B
GS-PA The Goldman Sachs Group Inc

N/A

USD 82.59B
GS-PD The Goldman Sachs Group Inc

N/A

USD 79.60B
MS-PA Morgan Stanley

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USD 78.52B
MS-PI Morgan Stanley

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USD 66.83B
MS-PK Morgan Stanley

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USD 65.89B
MS-PF Morgan Stanley

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USD 65.27B
GS-PK The Goldman Sachs Group Inc

N/A

USD 64.60B
MS-PE Morgan Stanley

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USD 64.13B

ETFs Containing MS

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 0.01B
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 0.30B
DXF:CA Dynamic Active Global Fin.. 9.84 % 0.86 %

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CAD 0.01B
KBWB Invesco KBW Bank ETF 8.13 % 0.35 %

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USD 1.55B
HUBL:CA Harvest US Bank Leaders I.. 6.72 % 1.57 %

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CAD 0.11B
HUBL-U:CA Harvest US Bank Leaders I.. 6.72 % 0.00 %

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ICAP InfraCap Equity Income Fu.. 6.07 % 0.00 %

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

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

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CBBB:PA 3.98 % 0.00 %

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CAB3:F 3.98 % 0.00 %

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CAB3:XETRA 3.98 % 0.00 %

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JHAC John Hancock Fundamental .. 3.57 % 0.00 %

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

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DHSA:SW WisdomTree US Equity Inco.. 3.21 % 0.00 %

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USD 0.04B
CCOR Core Alternative ETF 2.75 % 1.23 %

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USD 0.20B
TUSB:CA TD Select U.S. Short Term.. 2.42 % 0.28 %

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

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

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

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

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

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

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

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

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FRNU:F Amundi Index Solutions - .. 1.96 % 0.00 %

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FRNH:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

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

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

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

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

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USD 2.40M
RSPF Invesco S&P 500 Equal Wei.. 1.46 % 0.00 %

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USD 0.28B
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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USD 1.08B
FAZZ 0.00 % 0.45 %

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IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

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

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USD 2.65B
JHMF 0.00 % 0.47 %

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

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

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

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USD 0.88B
PXLV 0.00 % 0.39 %

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BFIN:CA Brompton North American F.. 0.00 % 0.96 %

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CAD 0.05B
BNKO 0.00 % 0.00 %

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BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

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

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USD 0.05B
RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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HBF:CA Harvest Brand Leaders Plu.. 0.00 % 1.16 %

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CAD 0.42B
BVAL 0.00 % 0.65 %

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DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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BFIN-U:CA 0.00 % 0.00 %

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SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

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USD 6.34B
ESNG 0.00 % 0.00 %

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FUD-A:CA 0.00 % 0.00 %

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BUYB:SW Invesco Global Buyback Ac.. 0.00 % 0.00 %

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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 0.98% 38% F 37% F
Dividend Return 0.91% 32% F 50% F
Total Return 1.89% 18% F 38% F
Trailing 12 Months  
Capital Gain 9.35% 47% F 52% F
Dividend Return 3.86% 34% F 58% F
Total Return 13.21% 32% F 51% F
Trailing 5 Years  
Capital Gain 123.13% 73% C 89% A-
Dividend Return 27.37% 92% A 83% B
Total Return 150.50% 80% B- 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 23.73% 85% B 88% B+
Dividend Return 26.99% 88% B+ 88% B+
Total Return 3.26% 45% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 44.14% 30% F 23% F
Risk Adjusted Return 61.14% 85% B 87% B+
Market Capitalization 75.98B 100% F 99% 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 42% 51%
Price/Book Ratio 1.57 67% 51%
Price / Cash Flow Ratio -4.22 82% 90%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 9.17% 36% 54%
Return on Invested Capital 2.53% 30% 34%
Return on Assets 0.78% 30% 29%
Debt to Equity Ratio 270.07% 14% 10%

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.

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.

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.

Superior Dividend Growth

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

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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