Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 30% of its total revenue is from outside the Americas. The company had over $5 trillion of client assets as well as around 80,000 employees at the end of 2023.

Financial Strength

Name	Current	Vs Industry	Vs History
Cash-To-Debt	0.2
Equity-to-Asset	0.08
Debt-to-Equity	3.05
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.19	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

9/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	2.9
	3-Year EPS without NRI Growth Rate	-4.5
	3-Year FCF Growth Rate	-11
	3-Year Book Growth Rate	2.8
	Future 3-5Y EPS without NRI Growth Rate	14.43
	Future 3-5Y Total Revenue Growth Rate	8.93

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	100
	9-Day RSI	100
	14-Day RSI	100
	12-1 Month Momentum %	29.09

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2.72
	Dividend Payout Ratio	0.52
	3-Year Dividend Growth Rate	32.4
	Forward Dividend Yield %	2.83
	5-Year Yield-on-Cost %	8.88
	3-Year Average Share Buyback Ratio	3.5
	Shareholder Yield %	-13.16

Profitability Rank

5/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	20.5
	FCF Margin %	-58.05
	ROE %	11.15
	ROA %	0.92
	Years of Profitability over Past 10-Year	10

GF Value Rank

5/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	20.03
	Forward PE Ratio	16.47
	PE Ratio without NRI	19.84
	Shiller PE Ratio	22.15
	PEG Ratio	3.42
	PS Ratio	3.89
	PB Ratio	2.26
	Price-to-Tangible-Book	3.01
	EV-to-Forward-EBIT	15.33
	EV-to-Revenue	8.74
	EV-to-Forward-Revenue	4.27
	EV-to-FCF	-15.06
	Price-to-Projected-FCF	3.19
	Price-to-DCF (Earnings Based)	0.75
	Price-to-Median-PS-Value	1.57
	Price-to-Graham-Number	1.63
	FCF Yield %	-14.95
	Forward Rate of Return (Yacktman) %	0.03

Financials (Next Earnings Date:2025-01-16)

Annual Quarterly TTM

XSGO:MS's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Morgan Stanley Operating Data

Annual Quarterly

XSGO:MS's Complete Operating Data

No operating data available for Morgan Stanley.

Guru Trades

See Details

Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Morgan Stanley Executives

Details

GF Value: $94.82

XSGO:MS

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with MS. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	54,609
	EPS (TTM) ($)	6.57
	Beta	0.31
	Volatility %	47.29
	14-Day RSI	100
	14-Day ATR ($)	1.220567
	20-Day SMA ($)	122.52
	12-1 Month Momentum %	29.09
	52-Week Range ($)	71.84 - 133.76
	Shares Outstanding (Mil)	1,611.04

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	5
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Morgan Stanley Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Morgan Stanley Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Morgan Stanley Frequently Asked Questions

What is Morgan Stanley(XSGO:MS)'s stock price today?

The current price of XSGO:MS is $130.70. The 52 week high of XSGO:MS is $133.76 and 52 week low is $71.84.

When is next earnings date of Morgan Stanley(XSGO:MS)?

The next earnings date of Morgan Stanley(XSGO:MS) is 2025-01-16.

Does Morgan Stanley(XSGO:MS) pay dividends? If so, how much?

The Dividend Yield % of Morgan Stanley(XSGO:MS) is 2.72% (As of Today), Highest Dividend Payout Ratio of Morgan Stanley(XSGO:MS) was 0.57. The lowest was 0.19. And the median was 0.25. The Forward Dividend Yield % of Morgan Stanley(XSGO:MS) is 2.83%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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