-0.42%
10.94%
18.47%
36.04%
59.44%
33.17%
163.17%
AI Spotlight on MS
Company Description
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.
This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services.The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions.The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels.
Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Market Data
| Last Price | 138.43 |
| Change Percentage | -0.42% |
| Open | 139.14 |
| Previous Close | 139.01 |
| Market Cap ( Millions) | 223016 |
| Volume | 5501982 |
| Year High | 141.48 |
| Year Low | 83.09 |
| M A 50 | 130.33 |
| M A 200 | 109.87 |
Financial Ratios
| FCF Yield | -8.36% |
| Dividend Yield | 2.62% |
| ROE | 13.12% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | 0.00% |
| Price To Book | 2.09 |
| Price Earnings Ratio | 16.37 |
| Price To FCF | -11.95 |
| Price To sales | 3.76 |
| EV / EBITDA | 10.97 |
News
- Jan -27 - Is MS Stock Worth Buying Post Q4 Earnings & Under Trump 2.0?
- Jan -27 - Morgan Stanley take axe to UK economic growth forecast
- Jan -26 - Morgan Stanley: Valuation Reflects A Successful Transformation (Rating Downgrade)
- Jan -24 - Andy Saperstein to Speak at the BofA Securities 2025 Financial Services Conference
- Jan -24 - What Morgan Stanley's CEO expects from Trump's second term
- Jan -24 - Trump bashes CEOs of America's 2 biggest banks in front of Davos crowd
- Jan -23 - Morgan Stanley CEO Ted Pick says bank will work with U.S. regulators on offering crypto
- Jan -23 - Morgan Stanley CEO Ted Pick: Bullish on the M&A cycle in 2025
- Jan -23 - Morgan Stanley Star Banker Michael Grimes Discussing Job in Trump Administration
- Jan -22 - Banks Kick Q4 Earnings Season Off With A Bang As CEO Sentiment Improves
- Jan -22 - Morgan Stanley's bonus payouts for star Asia bankers to jump by up to 50%, sources say
- Jan -21 - Torch Clean Energy Announces Strategic Partnership with Morgan Stanley Infrastructure Partners
- Jan -18 - Bank profit growth is just beginning: CFRA analyst
- Jan -17 - Banks Are Booming, But Keep an Eye on the Consumer
- Jan -17 - Is Morgan Stanley (MS) Stock a Solid Choice Right Now?
- Jan -17 - Treasury yields mostly lower; Morgan Stanley recommends 5-year note based on this contrarian call
- Jan -16 - Wall Street banks had a great quarter, and the boom times are just starting
- Jan -16 - BofA and Morgan Stanley profits double, 2025 Big Bank trends
- Jan -16 - Nasdaq Down 150 Points; Morgan Stanley Earnings Top Estimates
- Jan -16 - Morgan Stanley and BofA report robust Q4 earnings
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Wealth Management
Expected Growth : 7.38 %
What the company do ?
Wealth Management from Morgan Stanley provides personalized investment strategies and financial planning to individuals, families, and institutions to achieve their financial goals.
Why we expect these perspectives ?
Morgan Stanley's Wealth Management growth of 7.38% is driven by increasing demand for investment services, expansion of digital platforms, and strategic acquisitions. Additionally, the segment benefits from a strong brand reputation, a large and experienced advisor force, and a diversified product offerings. Furthermore, the growth is fueled by the rising wealth of high net worth individuals and the increasing need for retirement planning and wealth transfer solutions.
Segment n°2 -> Institutional Securities
Expected Growth : 7.88 %
What the company do ?
Institutional Securities from Morgan Stanley provides institutional investors with trading, lending, and financing solutions for equities, fixed income, and commodities.
Why we expect these perspectives ?
Institutional Securities from Morgan Stanley's 7.88% growth is driven by strong equity trading volumes, increased client activity, and a favorable market environment. Additionally, the segment benefits from the firm's strategic investments in technology, risk management, and talent acquisition, enabling it to capitalize on market opportunities and expand its market share.
Segment n°3 -> Investment Management
Expected Growth : 8.95 %
What the company do ?
Morgan Stanley's Investment Management provides tailored investment solutions to individuals, institutions, and wealth managers, offering a range of strategies and products to help clients achieve their financial goals.
Why we expect these perspectives ?
Morgan Stanley's Investment Management segment growth of 8.95% is driven by strong net flows into its equity and fixed income products, fueled by increasing demand for sustainable investments and ESG-focused strategies. Additionally, the segment benefits from its diversified client base, including institutional and retail investors, as well as its expanding presence in key markets such as Asia.
Segment n°4 -> Intersegment Eliminations
Expected Growth : 5.0 %
What the company do ?
Intersegment Eliminations from Morgan Stanley refers to the removal of transactions between different business segments within the company to avoid double counting and present a consolidated view of financial performance.
Why we expect these perspectives ?
Morgan Stanley's 5.0% Intersegment Eliminations growth driven by strong investment banking performance, increased trading volumes, and robust asset management inflows. Additionally, the firm's diversified business model, cost discipline, and strategic acquisitions have contributed to this growth.
Morgan Stanley Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Morgan Stanley's Wealth Management division provides financial planning, investment management, and brokerage services to individual investors, families, and institutions. |
| Institutional Securities | Morgan Stanley's Institutional Securities division provides investment banking, equities, fixed income, and commodities trading services to corporations, governments, and institutional investors. |
| Investment Management | Morgan Stanley's Investment Management division offers a range of investment products and solutions, including mutual funds, exchange-traded funds, and alternative investments. |
| Morgan Stanley at Work | Morgan Stanley at Work provides financial solutions and benefits to employees of corporate clients, including stock plan administration, financial wellness, and retirement plan services. |
Morgan Stanley's Porter Forces
Threat Of Substitutes
Morgan Stanley's investment banking and wealth management services have some substitutes, but they are not easily replaceable due to the company's strong brand and reputation.
Bargaining Power Of Customers
Morgan Stanley's customers have some bargaining power due to the availability of alternative financial services, but the company's diversified product offerings and strong brand loyalty mitigate this power.
Bargaining Power Of Suppliers
Morgan Stanley has a diverse range of suppliers, and no single supplier has significant bargaining power over the company.
Threat Of New Entrants
The financial services industry has high barriers to entry, and new entrants would face significant regulatory and capital requirements, making it difficult for them to compete with established players like Morgan Stanley.
Intensity Of Rivalry
The financial services industry is highly competitive, with many established players competing for market share, and Morgan Stanley faces intense rivalry from other investment banks and wealth management firms.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 73.62% |
| Debt Cost | 10.92% |
| Equity Weight | 26.38% |
| Equity Cost | 10.92% |
| WACC | 10.92% |
| Leverage | 279.07% |
Morgan Stanley : Quality Control
Morgan Stanley passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| RJF | Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, … |
| PRU | Prudential Financial, Inc., together with its subsidiaries, provides insurance, investment management, and other financial products and services in the United States and internationally. It operates through eight segments: PGIM, Retirement, … |
| SCHW | The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and … |
| TFC | Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and … |
| GS | The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Truist
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Prudential Financial
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Raymond James Financial
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Goldman Sachs
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5
Morgan Stanley
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6
