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MS

Morgan Stanley NYSE:MS Stock Report

Last Price

US$79.37

Market Cap

US$138.8b

7D

-1.5%

1Y

-10.2%

Updated

21 May, 2022

Data

Company Financials +
MS fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance3/6
Financial Health4/6
Dividends4/6

MS Stock Overview

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 Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Morgan Stanley
Historical stock prices
Current Share PriceUS$79.37
52 Week HighUS$109.73
52 Week LowUS$76.75
Beta1.41
1 Month Change-10.73%
3 Month Change-16.82%
1 Year Change-10.15%
3 Year Change84.75%
5 Year Change85.27%
Change since IPO924.13%

Recent News & Updates

May 04

Simplest Call Today: Morgan Stanley - Inflation Hedge

Morgan Stanley hit a high of $109.73 within the last year and is now trading in the mid-$80s. The dividend is growing, and they are financially stable and should be able to continue to raise the dividend. I bought 200 shares. I will keep 100 shares and I sold a call on the other lot. This strategy allows me to milk this position for more income, while still improving my basic portfolio. I may repeat this trade in the next few weeks should MS go down more and test its 52-week low of $80.

Shareholder Returns

MSUS Capital MarketsUS Market
7D-1.5%-0.8%-2.7%
1Y-10.2%-14.6%-12.9%

Return vs Industry: MS exceeded the US Capital Markets industry which returned -14.6% over the past year.

Return vs Market: MS exceeded the US Market which returned -12.9% over the past year.

Price Volatility

Is MS's price volatile compared to industry and market?
MS volatility
MS Average Weekly Movement5.1%
Capital Markets Industry Average Movement0.5%
Market Average Movement7.8%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market2.9%

Stable Share Price: MS is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: MS's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
192477,000James Gormanhttps://www.morganstanley.com

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. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance.

Morgan Stanley Fundamentals Summary

How do Morgan Stanley's earnings and revenue compare to its market cap?
MS fundamental statistics
Market CapUS$138.84b
Earnings (TTM)US$14.13b
Revenue (TTM)US$58.84b

9.8x

P/E Ratio

2.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
MS income statement (TTM)
RevenueUS$58.84b
Cost of RevenueUS$6.53b
Gross ProfitUS$52.31b
Other ExpensesUS$38.18b
EarningsUS$14.13b

Last Reported Earnings

Mar 31, 2022

Next Earnings Date

Jul 14, 2022

Earnings per share (EPS)8.08
Gross Margin88.90%
Net Profit Margin24.01%
Debt/Equity Ratio341.4%

How did MS perform over the long term?

See historical performance and comparison

Dividends

3.5%

Current Dividend Yield

35%

Payout Ratio

Valuation

Is Morgan Stanley undervalued compared to its fair value and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • PE vs Industry

  • PE vs Market

  • PEG Ratio

  • PB vs Industry


45.4%

Undervalued compared to fair value

Share Price vs. Fair Value

Below Fair Value: MS ($79.37) is trading below our estimate of fair value ($145.31)

Significantly Below Fair Value: MS is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: MS is good value based on its PE Ratio (9.8x) compared to the US Capital Markets industry average (33x).

PE vs Market: MS is good value based on its PE Ratio (9.8x) compared to the US market (15.3x).


Price to Earnings Growth Ratio

PEG Ratio: MS is poor value based on its PEG Ratio (1.8x)


Price to Book Ratio

PB vs Industry: MS is overvalued based on its PB Ratio (1.5x) compared to the US Capital Markets industry average (-17.2x).


Future Growth

How is Morgan Stanley forecast to perform in the next 1 to 3 years based on estimates from 23 analysts?

Future Growth Score

1/6

Future Growth Score 1/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


5.5%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: MS's forecast earnings growth (5.5% per year) is above the savings rate (1.9%).

Earnings vs Market: MS's earnings (5.5% per year) are forecast to grow slower than the US market (12.5% per year).

High Growth Earnings: MS's earnings are forecast to grow, but not significantly.

Revenue vs Market: MS's revenue (4% per year) is forecast to grow slower than the US market (7.8% per year).

High Growth Revenue: MS's revenue (4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: MS's Return on Equity is forecast to be low in 3 years time (15.7%).


Past Performance

How has Morgan Stanley performed over the past 5 years?

Past Performance Score

3/6

Past Performance Score 3/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


18.9%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: MS has high quality earnings.

Growing Profit Margin: MS's current net profit margins (24%) are higher than last year (23.6%).


Past Earnings Growth Analysis

Earnings Trend: MS's earnings have grown by 18.9% per year over the past 5 years.

Accelerating Growth: MS's earnings growth over the past year (9.6%) is below its 5-year average (18.9% per year).

Earnings vs Industry: MS earnings growth over the past year (9.6%) underperformed the Capital Markets industry 98.3%.


Return on Equity

High ROE: MS's Return on Equity (14.1%) is considered low.


Financial Health

How is Morgan Stanley's financial position?

Financial Health Score

4/6

Financial Health Score 4/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: MS's short term assets ($1,002.8B) exceed its short term liabilities ($518.1B).

Long Term Liabilities: MS's short term assets ($1,002.8B) exceed its long term liabilities ($600.0B).


Debt to Equity History and Analysis

Debt Level: MS has more cash than its total debt.

Reducing Debt: MS's debt to equity ratio has reduced from 364.2% to 341.4% over the past 5 years.

Debt Coverage: MS's debt is not well covered by operating cash flow (2.1%).

Interest Coverage: Insufficient data to determine if MS's interest payments on its debt are well covered by EBIT.


Balance Sheet


Dividend

What is Morgan Stanley current dividend yield, its reliability and sustainability?

Dividend Score

5/6

Dividend Score 5/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Future Dividend Coverage


3.53%

Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: MS's dividend (3.53%) is higher than the bottom 25% of dividend payers in the US market (1.58%).

High Dividend: MS's dividend (3.53%) is low compared to the top 25% of dividend payers in the US market (4.11%).


Stability and Growth of Payments

Stable Dividend: MS's dividends per share have been stable in the past 10 years.

Growing Dividend: MS's dividend payments have increased over the past 10 years.


Earnings Payout to Shareholders

Earnings Coverage: With its reasonably low payout ratio (35.1%), MS's dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its high cash payout ratio (100%), MS's dividend payments are not well covered by cash flows.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

0.9yrs

Average management tenure


CEO

James Gorman (63 yo)

12.33yrs

Tenure

US$34,941,635

Compensation

Mr. James Patrick Gorman serves as the Chairman of the Board and Chief Executive Officer of Morgan Stanley Domestic Holdings, Inc. He has been Chief Executive Officer and Director of Morgan Stanley since J...


CEO Compensation Analysis

Compensation vs Market: James's total compensation ($USD34.94M) is above average for companies of similar size in the US market ($USD13.34M).

Compensation vs Earnings: James's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: MS's management team is not considered experienced ( 0.9 years average tenure), which suggests a new team.


Board Members

Experienced Board: MS's board of directors are considered experienced (7 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Morgan Stanley's employee growth, exchange listings and data sources


Key Information

  • Name: Morgan Stanley
  • Ticker: MS
  • Exchange: NYSE
  • Founded: 1924
  • Industry: Investment Banking and Brokerage
  • Sector: Diversified Financials
  • Implied Market Cap: US$138.841b
  • Shares outstanding: 1.75b
  • Website: https://www.morganstanley.com

Number of Employees


Location

  • Morgan Stanley
  • 1585 Broadway
  • New York
  • New York
  • 10036
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/05/21 00:00
End of Day Share Price2022/05/20 00:00
Earnings2022/03/31
Annual Earnings2021/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.