Morgan Stanley Competition

Funds . USA . 
Fund . Morgan Stanley China
CAF Fund  USD 12.49  0.07  0.56%   
Morgan Stanley China competes with Central Europe, Morgan Stanley, Ashmore Group, Nuveen Missouri, and China Fund; as well as few others. The fund is not filed under any group at the present time. Analyzing Morgan Stanley competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Morgan Stanley to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Morgan Stanley Correlation with its peers.
For more detail on how to invest in Morgan Fund please use our How to Invest in Morgan Stanley guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Morgan Stanley competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.5912.4615.33
Details
Intrinsic
Valuation
LowRealHigh
8.8611.7314.60
Details
Naive
Forecast
LowNextHigh
8.5311.4014.26
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.1512.6013.05
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Morgan Stanley. Your research has to be compared to or analyzed against Morgan Stanley's peers to derive any actionable benefits. When done correctly, Morgan Stanley's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Morgan Stanley China.

Morgan Stanley Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Morgan Stanley and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Morgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Morgan Stanley China does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AJMPF
+ 0.85
CEE
MPA
+ 0.84
NOM
MXF
+ 0.69
IIF
MPA
+ 0.68
IIF
MPA
+ 0.6
MXF
GGT
+ 0.58
IIF
  
High negative correlations   
MXF
- 0.86
AJMPF
MXF
- 0.74
CEE
CION
- 0.64
CEE
CION
- 0.62
AJMPF
MPA
- 0.59
AJMPF
AJMPF
- 0.56
IIF

Risk-Adjusted Indicators

There is a big difference between Morgan Fund performing well and Morgan Stanley Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Morgan Stanley's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CEE  1.08  0.10  0.06  0.23  1.07 
(1.23)
 2.52 
(1.75)
 13.97 
IIF  0.65 (0.04)(0.12) 0.04  0.91 
(0.61)
 1.31 
(1.39)
 3.42 
AJMPF  0.90  0.27  0.00 (1.02) 0.00 
 0.00 
 0.00 
 0.00 
 23.90 
NOM  0.63  0.04 (0.10)(0.38) 0.84 
(0.66)
 1.42 
(1.45)
 4.13 
CHN  1.97  0.33  0.09  4.17  2.15 
(2.36)
 5.79 
(3.91)
 18.26 
GGT  0.61  0.00 (0.10) 0.14  0.81 
(0.63)
 1.05 
(1.22)
 4.80 
CION  0.74 (0.10) 0.00 (0.01) 0.00 
 0.00 
 1.41 
(1.53)
 5.86 
BCSF  0.68  0.00 (0.07) 0.13  0.73 
(0.78)
 1.47 
(1.19)
 3.80 
MXF  0.95 (0.16) 0.00 (0.27) 0.00 
 0.00 
 2.49 
(1.85)
 5.64 
MPA  0.42  0.03 (0.15)(7.19) 0.56 
(0.43)
 1.06 
(0.96)
 2.41 
All Fundamental Data

Morgan Stanley Competitive Analysis

The better you understand Morgan Stanley competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Morgan Stanley's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Morgan Stanley's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CAF CEE IIF AJMPF NOM CHN GGT CION BCSF MXF
 0.56 
 12.49 
Morgan
 0.59 
 11.88 
Central
 1.16 
 28.21 
Morgan
 0.00 
 2.70 
Ashmore
 0.37 
 10.76 
Nuveen
 0.77 
 11.84 
China
 0.60 
 4.99 
Gabelli
 0.17 
 11.75 
Cion
 1.12 
 17.12 
Bain
 3.04 
 13.55 
Mexico
Market Volatility
(90 Days Market Risk)
Not too volatile
Not too volatile
Very steady
Very risky
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
OK
Weak
Modest
Insignificant
OK
Insignificant
Very Weak
Insignificant
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Very Low
Very Low
Very Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Hold
Buy
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Buy
Hold
Strong Sell
Strong Sell
Strong Hold
Cautious Hold
Strong Hold
Strong Hold
Hold
Current Ratio
N/A
1.07
12.98
7.91
1.57
0.07
0.38
2.32
3.41
21.89
Net Asset
N/A
N/A
N/A
1.1 B
N/A
N/A
191 M
2 B
2.47 B
N/A
Profit Margin
N/A
N/A
N/A
0.17
-167.38
N/A
1.84
0.31
0.44
272.89
EBITDA
N/A
N/A
N/A
121.9 M
N/A
N/A
23.29 M
180.82 M
(35.4 M)
N/A
Price To Book
N/A
1.06
0.94
1.63
0.77
0.8
1.5
0.75
0.95
1.22
Operating Margin
N/A
76.39
-141.65
0.55
76.29
22.49
0.25
0.76
0.73
56.69
Current Valuation
N/A
47.59 M
250.75 M
881.98 M
45.55 M
123.74 M
215.34 M
1.65 B
2.38 B
211.42 M
Five Year Return
-5.34
-16.38
14.24
4.69
-0.0525
-0.22
N/A
N/A
N/A
5.83
Retained Earnings
(423 K)
(76.29 M)
N/A
646 M
(2.26 M)
14.16 M
(3.78 M)
(153.52 M)
(31.98 M)
(27.44 M)
Current Asset
N/A
N/A
N/A
753 M
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
1.18
21.15
32.41
N/A
7.11
15.36
N/A
N/A
N/A
-16.03
Beta
1.01
1.29
0.84
1.08
0.28
0.41
1.24
1.14
1.17
1.01
Number Of Employees
15
17
11
318
5
12
N/A
N/A
N/A
14
Shares Outstanding
21.88 M
6.22 M
11.2 M
712.74 M
2.35 M
10.44 M
28.26 M
53.29 M
64.56 M
15.01 M
Three Year Return
-12.49
-27.82
11.14
N/A
-2.57
-12.21
N/A
N/A
N/A
4.69
Cash Flow From Operations
N/A
N/A
N/A
157.4 M
2.14 M
61.48 M
N/A
(97.15 M)
219.26 M
N/A
Annual Yield
0.0314
0.0135
0.0111
0.0748
0.004
0.001
0.18
0.0962
0.0992
0.0155
Total Debt
N/A
3.48 M
N/A
8 M
18.4 M
2.26 M
9.43 K
1.08 B
1.26 B
N/A
Return On Equity
N/A
-110.41
-3.3
0.0439
-9.7
-43.62
0.0372
0.0935
0.11
8.69
Return On Asset
N/A
3.69
-0.51
0.0718
1.7
0.21
0.0037
0.0638
0.0522
1.13
Book Value Per Share
N/A
7.27
25.25
1.36
14.04
15.03
3.32
15.49
17.76
12.66
Number Of Shares Shorted
22.02 K
26.1 K
4.53 K
N/A
3.11 K
3.91 K
100.1 K
157.86 K
372.34 K
4.92 K
Current Liabilities
N/A
N/A
N/A
190 M
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
304.94 M
436.92 M
N/A
1.1 B
47.12 M
437.87 M
191 M
2 B
2.47 B
354.86 M
Last Dividend Paid
1.34
0.95
0.27
0.17
0.38
0.04
0.88
0.34
1.68
0.72
Debt To Equity
N/A
0.054
N/A
0.008
0.63
0.014
N/A
1.04
1.24
N/A
Short Ratio
1.1
0.35
0.1
N/A
1.7
0.09
1.74
0.8
2.19
0.3
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
12.0
16.83
N/A
Shares Owned By Institutions
85.89
38.82
56.78
50.09
7.63
71.01
18.68
34.63
50.36
62.82
Market Capitalization
351.64 M
81.05 M
279.82 M
2.42 B
31.34 M
145.9 M
141.04 M
626.11 M
1.11 B
117.79 M
Price To Earning
N/A
0.56
20.94
5.27
19.1
11.11
5.41
3.9
10.38
10.17
Price To Earnings To Growth
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.07
N/A
Price To Sales
N/A
5.29
149.5
8.18
14.02
32.73
38.15
2.46
3.76
28.1
Net Income
N/A
(127.05 M)
(10.03 M)
88.5 M
(3.02 M)
(108.24 M)
23.28 M
95.31 M
123.38 M
22.42 M
Earnings Per Share
N/A
13.91
1.14
0.07
0.56
1.08
0.23
1.46
1.99
-2.27
Shares Owned By Insiders
N/A
9.94
N/A
40.09
N/A
0.66
3.61
0.5
0.58
2.56
Year To Date Return
1.88
10.15
23.81
N/A
1.18
19.61
N/A
N/A
N/A
2.08
Revenue
N/A
9.1 M
1.78 M
254.4 M
1.8 M
3.83 M
4.2 M
251.01 M
297.79 M
8.22 M
Working Capital
N/A
N/A
N/A
563 M
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
57.13 K
7.07 M
849.4 M
1.12 M
38.13 K
566.39 K
42.54 M
44.17 M
114.46 K
Cash Per Share
N/A
0.01
0.66
1.29
0.48
N/A
0.02
0.75
0.68
0.01
Gross Profit
42.44 M
8.08 M
1.79 M
177.5 M
1.8 M
4.07 M
3.52 M
194.9 M
219.54 M
6.78 M
Day Typical Price
12.49
11.94
28.29
2.7
10.77
11.82
4.99
11.77
17.12
13.45
Accumulation Distribution
383.58
174.04
805.92
N/A
10.02
0.0185
235.71
1776.67
1063.18
1147.58
Market Facilitation Index
0.0
0.0
0.0
N/A
0.0
0.22
0.0
0.0
0.0
0.0
Daily Balance Of Power
(0.70)
0.3043
(0.85)
0.0
0.8
0.4091
1.0
0.1538
1.461538
1.212121
Period Momentum Indicator
(0.07)
0.07
(0.33)
N/A
0.04
0.09
0.03
0.02
0.19
0.4
Rate Of Daily Change
0.99
1.01
0.99
1.0
1.0
1.01
1.01
1.0
1.01
1.03
Day Median Price
12.49
11.97
28.34
2.7
10.78
11.81
4.98
11.79
17.13
13.41
Price Action Indicator
(0.04)
(0.05)
(0.29)
N/A
0.005
0.075
0.02
(0.03)
0.09
0.35
Relative Strength Index
48.89
96.2
48.2
90.92
48.34
49.71
68.4
39.27
62.21
44.06
Coefficient Of Variation
2093.53
809.12
3110.81
1304.39
1952.78
821.83
2203.29
(202,359)
1071.18
(1,200)
Mean Deviation
1.81
1.08
0.6531
0.8999
0.6317
1.97
0.6134
0.7367
0.6794
0.9473
Jensen Alpha
0.1502
0.0976
(0.04)
0.272
0.0449
0.3285
0.0021
(0.10)
(0.0006)
(0.16)
Total Risk Alpha
(0.34)
(0.09)
(0.12)
(0.31)
(0.11)
(0.14)
(0.11)
(0.17)
(0.07)
(0.32)
Sortino Ratio
(0)
0.0643
(0.12)
N/A
(0.10)
0.0856
(0.10)
N/A
(0.07)
N/A
Downside Variance
7.39
1.85
0.9139
N/A
0.8622
6.09
0.969
N/A
0.6738
N/A
Standard Deviation
2.81
1.82
0.8297
3.28
0.8498
2.87
0.8166
0.9721
0.8554
1.22
Kurtosis
4.03
11.33
(0.12)
43.27
0.3951
3.07
1.1
2.07
0.3349
0.5026
Potential Upside
4.81
2.52
1.31
N/A
1.42
5.79
1.05
1.41
1.47
2.49
Treynor Ratio
(0.61)
0.2336
0.0396
(1.02)
(0.38)
4.17
0.1386
(0.01)
0.1264
(0.27)
Maximum Drawdown
19.41
13.97
3.42
23.9
4.13
18.26
4.8
5.86
3.8
5.64
Variance
7.88
3.31
0.6884
10.78
0.7222
8.22
0.6669
0.945
0.7317
1.49
Market Risk Adjusted Performance
(0.60)
0.2436
0.0496
(1.01)
(0.37)
4.18
0.1486
(0)
0.1364
(0.26)
Risk Adjusted Performance
0.0438
0.1003
0.0254
0.0663
0.0402
0.1004
0.0353
0.0018
0.0724
(0.06)
Skewness
(0.11)
2.29
(0.33)
5.7
(0.29)
0.4544
(0.06)
(0.50)
0.0122
0.5211
Semi Deviation
2.53
1.07
0.9061
N/A
0.8402
2.15
0.8059
N/A
0.7282
N/A
Information Ratio
(0)
0.048
(0.13)
0.0347
(0.11)
0.0737
(0.12)
(0.14)
(0.07)
(0.20)
Value At Risk
(3.72)
(1.75)
(1.39)
N/A
(1.45)
(3.91)
(1.22)
(1.53)
(1.19)
(1.85)
Expected Short fall
(1.99)
(1.23)
(0.61)
N/A
(0.66)
(2.36)
(0.63)
N/A
(0.78)
N/A
Downside Deviation
2.72
1.36
0.956
N/A
0.9285
2.47
0.9844
N/A
0.8209
N/A
Semi Variance
6.41
1.13
0.821
N/A
0.706
4.61
0.6495
N/A
0.5303
N/A

Morgan Stanley Competition Performance Charts

Five steps to successful analysis of Morgan Stanley Competition

Morgan Stanley's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Morgan Stanley China in relation to its competition. Morgan Stanley's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Morgan Stanley in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Morgan Stanley's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Morgan Stanley China, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Morgan Stanley position

In addition to having Morgan Stanley in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Communication Services
Communication Services Theme
Companies that provide networking, telecom, and long distance services. The Communication Services theme has 43 constituents at this time.
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Other Information on Investing in Morgan Fund

Morgan Stanley financial ratios help investors to determine whether Morgan Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.
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