Morgan Stock Analysis

MS
 Stock
  

USD 88.37  0.86  0.98%   

The latest indifference towards the small price fluctuations of Morgan Stanley may encourage retail investors to take a closer look at the firm as it is trading at a share price of 88.37 on 1,474,515 in trading volume. The company management teams did not add any value to Morgan Stanley investors in November. However, most investors can still diversify their portfolios with Morgan Stanley to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.07. The current volatility is consistent with the ongoing market swings in November 2022 as well as with Morgan Stanley unsystematic, company-specific events.
Additionally, see Correlation Analysis.
  
The Morgan Stanley stock analysis report makes it easy to digest most publicly released information about Morgan Stanley and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Morgan Stock analysis module also helps to analyze the Morgan Stanley price relationship with some important fundamental indicators such as market cap and management efficiency.

Morgan Stock Analysis Notes

About 23.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.69. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Morgan Stanley recorded earning per share (EPS) of 6.89. The entity last dividend was issued on the 28th of October 2022. The firm had 2:1 split on the 27th of January 2000. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Morgan Stanley operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 82000 people. To find out more about Morgan Stanley contact James Gorman at 212 761 4000 or learn more at https://www.morganstanley.com.

Morgan Stanley Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Morgan Stanley's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Morgan Stanley or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Morgan Stanley has a poor financial position based on the latest SEC disclosures
About 64.0% of the company shares are owned by institutional investors
On 15th of November 2022 Morgan Stanley paid $ 0.775 per share dividend to its current shareholders

Morgan Stanley Upcoming and Recent Events

Earnings reports are used by Morgan Stanley to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Morgan Stanley previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report19th of January 2022
Next Financial Report15th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End19th of January 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Morgan Largest EPS Surprises

Earnings surprises can significantly impact Morgan Stanley's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2012-10-18
2012-09-300.240.280.0416 
2014-01-17
2013-12-310.450.50.0511 
2010-01-20
2009-12-310.360.29-0.0719 
View All Earnings Estimates

Morgan Stanley SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Morgan Stanley prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Morgan Stanley investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Morgan Stanley specific information freely available to individual and institutional investors to make a timely investment decision.
12th of September 2022
Unclassified Corporate Event
View
31st of August 2022
Unclassified Corporate Event
View
23rd of August 2022
Unclassified Corporate Event
View
10th of August 2022
Unclassified Corporate Event
View
9th of August 2022
Unclassified Corporate Event
View
8th of August 2022
Unclassified Corporate Event
View
2nd of August 2022
Financial Statements and Exhibits. Other Events. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year. Material Modifications to Rights of Security Holders
View
14th of July 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View

Morgan Stanley Thematic Classifications

In addition to having Morgan Stanley stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
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A collection of large financial service, investment, and banking companies

Morgan Market Capitalization

The company currently falls under 'Mega-Cap' category with a market capitalization of 147.9 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Morgan Stanley's market, we take the total number of its shares issued and multiply it by Morgan Stanley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Morgan Profitablity

Morgan Stanley's profitability indicators refer to fundamental financial ratios that showcase Morgan Stanley's ability to generate income relative to its revenue or operating costs. If, let's say, Morgan Stanley is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Morgan Stanley's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Morgan Stanley's profitability requires more research than a typical breakdown of Morgan Stanley's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 0.23 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.36 %, which signifies that for every $100 of sales, it has a net operating income of 0.0.
Last ReportedProjected for 2022
Return on Average Assets 1.31  1.41 
Return on Average Equity 14.51  15.66 
Return on Invested Capital 0.015  0.0132 
Return on Sales 0.33  0.29 

Management Efficiency

The entity has Return on Asset (ROA) of 0.0108 % which means that for every $100 of asset, it generated profit of $0.0108. This is way below average. Likewise, it shows return on total equity (ROE) of 12.6241 %, which means that it produced $12.6241 on every 100 dollars invested by current stockholders. Morgan Stanley management efficiency ratios could be used to measure how well morgan stanley manages its routine affairs as well as how well it operates its assets and liabilities. Morgan Stanley Return on Average Assets are relatively stable at the moment as compared to the past year. Morgan Stanley reported last year Return on Average Assets of 1.31. As of 12/08/2022, Return on Average Equity is likely to grow to 15.66, while Return on Invested Capital is likely to drop 0.0132. As of 12/08/2022, Return on Average Assets is likely to grow to 1.41, while Total Assets are likely to drop slightly above 993.1 B.
Last ReportedProjected for 2022
Book Value per Share 59.07  56.66 
Enterprise Value over EBIT 15.00  16.18 
Enterprise Value over EBITDA 12.28  12.61 
Price to Book Value 1.67  1.45 
Tangible Assets Book Value per Share 651.51  626.84 
Enterprise Value292.3 B274.8 B
Tangible Asset Value1162.9 B1114.4 B

Technical Drivers

As of the 8th of December, Morgan Stanley secures the Risk Adjusted Performance of 0.0561, mean deviation of 1.6, and Downside Deviation of 1.9. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We are able to interpolate and collect nineteen technical drivers for Morgan Stanley, which can be compared to its peers in the industry. Please verify Morgan Stanley variance and potential upside to decide if Morgan Stanley is priced some-what accurately, providing market reflects its recent price of 88.37 per share. Given that Morgan Stanley has jensen alpha of (0.022776), we recommend you to check Morgan Stanley's last-minute market performance to make sure the company can sustain itself at a future point.

Morgan Stanley Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Triple Exponential Moving Average (T3) indicator is developed by Tim Tillson as Morgan Stanley price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average.
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Morgan Stanley Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morgan Stanley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Morgan Stanley Outstanding Bonds

Morgan Stanley issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morgan Stanley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morgan bonds can be classified according to their maturity, which is the date when Morgan Stanley has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Morgan Stanley Predictive Daily Indicators

Morgan Stanley intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Morgan Stanley stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Morgan Stanley Forecast Models

Morgan Stanley time-series forecasting models is one of many Morgan Stanley's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Morgan Stanley's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Morgan Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Morgan Stanley prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Morgan shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Morgan Stanley. By using and applying Morgan Stock analysis, traders can create a robust methodology for identifying Morgan entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.40  0.36 
Gross Margin 0.90  0.89 
Profit Margin 24.60  26.54 

Current Morgan Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Morgan analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Morgan analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
109.57Buy14Odds
Morgan Stanley current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Morgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Morgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Morgan Stanley, talking to its executives and customers, or listening to Morgan conference calls.
Morgan Analyst Advice Details

Morgan Stock Analysis Indicators

Morgan Stanley stock analysis indicators help investors evaluate how Morgan Stanley stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Morgan Stanley shares will generate the highest return on investment. By understating and applying Morgan Stanley stock analysis, traders can identify Morgan Stanley position entry and exit signals to maximize returns.
Begin Period Cash Flow105654000000.00
Logo U R LimglogosUSms.png
Common Stock Shares Outstanding1814000000.00
Total Stockholder Equity105441000000.00
DescriptionMorgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the M
Total Cashflows From Investing Activities-49897000000.00
Tax Provision4548000000.00
Quarterly Earnings Growth Y O Y-0.258
Property Plant And Equipment Net16000000.00
Retained Earnings89432000000.00
Cash And Short Term Investments189668000000.00
Retained Earnings Total Equity89432000000.00
Cash86838000000.00
CodeMS
Accounts Payable228685000000.00
Net Debt156330000000.00
50 Day M A83.9428
Total Current Liabilities239022000000.00
Currency CodeUSD
Non Current Assets Total399002000000.00
Forward Price Earnings12.0337
Common Stock Total Equity20000000.00
Non Currrent Assets Other-41407000000.00
Additionally, see Correlation Analysis. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for analysis

When running Morgan Stanley price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine Morgan Stanley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.