Values as of: 2024-04-19
PREFERRED STOCK | Capital Markets |
Last Closing
USD 24.05Change
+0.04 (+0.17)%Market Cap
USD 66.92BVolume
0.04MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| MS | Morgan Stanley |
+1.11 (+1.21%) |
USD 151.21B |
| GS | Goldman Sachs Group Inc |
+5.62 (+1.32%) |
USD 132.43B |
| SCHW | Charles Schwab Corp |
+0.76 (+1.02%) |
USD 131.15B |
| GS-PA | The Goldman Sachs Group Inc |
+0.27 (+1.19%) |
USD 82.59B |
| GS-PD | The Goldman Sachs Group Inc |
-0.03 (-0.13%) |
USD 79.60B |
| MS-PA | Morgan Stanley |
+0.14 (+0.63%) |
USD 78.52B |
| MS-PI | Morgan Stanley |
+0.09 (+0.36%) |
USD 66.83B |
| MS-PF | Morgan Stanley |
+0.04 (+0.16%) |
USD 65.27B |
| GS-PK | The Goldman Sachs Group Inc |
N/A |
USD 64.60B |
| MS-PE | Morgan Stanley |
+0.03 (+0.12%) |
USD 64.13B |
N/A
| 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 | -0.70% | 33% | F | 47% | F | ||
| Dividend Return | 1.51% | 57% | F | 68% | D+ | ||
| Total Return | 0.81% | 36% | F | 50% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -4.41% | 9% | A- | 28% | F | ||
| Dividend Return | 5.81% | 55% | F | 75% | C | ||
| Total Return | 1.40% | 12% | F | 33% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -2.57% | 15% | F | 29% | F | ||
| Dividend Return | 2.15% | 27% | F | 39% | F | ||
| Total Return | 4.72% | 84% | B | 80% | B- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 9.26% | 76% | C+ | 83% | B | ||
| Risk Adjusted Return | 23.19% | 21% | F | 47% | F | ||
| Market Capitalization | 66.92B | 74% | C | 96% | N/A | ||
| 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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
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.
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.
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.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
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.
The company had negative total cash flow in the most recent four quarters.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
