Morgan Stanley Competition

Mutual Funds USA . 
Fund . Morgan Stanley Institutional
MABCX Fund  USD 10.09  0.00  0.00%   
Morgan Stanley Insti competes with Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson; as well as few others. The fund is listed under Real Estate category and is part of Morgan Stanley family. 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 Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
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:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Morgan Stanley's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
9.5110.0910.67
Details
Intrinsic
Valuation
LowRealHigh
9.229.8010.38
Details
Naive
Forecast
LowNextHigh
9.4910.0610.64
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.9710.0710.16
Details

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 Insti does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FR
+ 0.84
O
OZ
+ 0.78
DX
PK
+ 0.78
OZ
PK
+ 0.63
DX
KW
+ 0.6
DX
HR
+ 0.58
DX
  
High negative correlations   
UE
- 0.76
O
UE
- 0.69
FR
PK
- 0.69
O
OZ
- 0.64
O
PW
- 0.47
FR
DX
- 0.46
O

Risk-Adjusted Indicators

There is a big difference between Morgan Mutual Fund performing well and Morgan Stanley Mutual 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
O  0.79 (0.16) 0.00  1.32  0.00 
 0.00 
 1.37 
(1.84)
 5.17 
DX  0.73  0.02 (0.03) 0.15  1.00 
(0.72)
 1.38 
(1.47)
 4.37 
FR  0.86 (0.11) 0.00 (0.18) 0.00 
 0.00 
 1.49 
(1.72)
 3.74 
HR  1.25 (0.08) 0.00 (0.24) 0.00 
 0.00 
 2.01 
(2.61)
 8.22 
KW  1.44 (0.09)(0.03) 0.02  1.82 
(1.57)
 2.88 
(2.95)
 10.81 
OZ  1.20  0.15  0.07  0.29  1.45 
(1.46)
 2.91 
(2.09)
 9.31 
PK  1.29  0.06  0.07  0.13  1.24 
(1.47)
 2.99 
(2.22)
 10.98 
PW  8.20  1.23  0.11 (0.74) 7.78 
(11.50)
 15.00 
(13.84)
 119.44 
RC  1.32 (0.07)(0.03) 0.02  1.86 
(1.35)
 2.95 
(3.17)
 8.92 
UE  0.81  0.04 (0.01) 0.19  0.91 
(0.85)
 1.72 
(1.57)
 4.48 
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
MABCX O DX FR HR KW OZ PK PW RC
 0.00 
 10.09 
Morgan
 0.36 
 55.34 
Realty
 0.16 
 12.67 
Dynex
 1.34 
 52.80 
First
 1.03 
 17.22 
Healthcare
 2.95 
 10.85 
Kennedy
 2.91 
 78.46 
Belpointe
 0.71 
 15.28 
Park
 6.77 
 1.24 
Power
 1.50 
 7.45 
Ready
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Not too volatile
Risky
Not too volatile
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Weak
Very Weak
Very Weak
Very Weak
OK
OK
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Very Low
Above Average
Below Average
Below Average
Below Average
Low
Very Low
Average
Below Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Buy
Strong Buy
Buy
Buy
Hold
Strong Sell
Buy
Strong Sell
Buy
Trade Advice
(90 Days Macroaxis Advice)
Not Rated
Hold
Strong Hold
Strong Hold
Hold
Strong Hold
Strong Buy
Strong Hold
Strong Sell
Strong Hold
Current Ratio
N/A
1.46
0.29
1.86
0.39
1.32
19.19
4.66
3.74
4.35
Net Asset
4.7 M
57.78 B
6.37 B
5.18 B
12.64 B
7.71 B
382.12 M
9.42 B
70.21 M
12.44 B
Profit Margin
N/A
0.18
0.71
0.47
-0.46
-0.65
N/A
0.13
N/A
-0.85
EBITDA
N/A
3.59 B
(73.11 M)
413.32 M
780.51 M
212.1 M
(8.26 M)
598 M
(1.83 M)
899.56 M
Operating Margin
N/A
0.45
0.78
0.42
0.0359
0.0523
-7.45
0.16
0.28
-1.62
Current Valuation
N/A
74.7 B
7.27 B
9.03 B
11.4 B
7.19 B
402.99 M
7.52 B
47.5 M
9.47 B
Price To Book
N/A
1.26
0.97
2.62
1.11
1.86
0.9
0.85
3.28
0.59
Retained Earnings
N/A
(6.76 B)
(483.61 M)
127.71 M
(2.77 B)
(349 M)
322.63 M
(344 M)
(25.79 M)
124.41 M
Current Asset
N/A
121.97 M
133.39 M
32.6 M
76.3 M
786.3 M
N/A
540.21 M
383 K
34.84 M
Five Year Return
N/A
4.31
11.4
2.35
3.99
4.38
N/A
N/A
8.62
11.4
Beta
N/A
1.0
1.32
1.09
0.76
1.13
0.49
2.02
1.31
1.48
Number Of Employees
N/A
418
22
156
584
246
N/A
90
N/A
350
Shares Outstanding
N/A
875.21 M
79.3 M
132.35 M
354.39 M
137.41 M
3.65 M
206.4 M
3.39 M
168.53 M
Cash Flow From Operations
N/A
2.96 B
62.2 M
304.81 M
499.82 M
48.9 M
(6.95 M)
503 M
(2.62 M)
54.06 M
Annual Yield
0.0227
0.0575
0.14
0.0284
0.072
0.0431
N/A
0.091
N/A
0.16
Total Debt
N/A
21.99 B
5.38 B
2.25 B
5.3 B
5.3 B
25 M
4.71 B
35.78 M
7.24 B
Return On Equity
N/A
0.0251
0.0895
0.12
-0.094
-0.17
-0.0501
0.0892
-1.11
-0.0357
Return On Asset
N/A
0.0224
0.0126
0.0323
0.0024
0.0015
-0.0164
0.0246
-0.0206
-0.0075
Number Of Shares Shorted
N/A
18.72 M
5.11 M
1.78 M
15.06 M
3.86 M
67.4 K
20.26 M
91.85 K
20.83 M
Book Value Per Share
N/A
43.94
13.05
19.89
15.5
6.0
86.67
18.18
0.38
12.59
Current Liabilities
N/A
220.13 M
3.12 B
148.66 M
75.52 M
414.2 M
N/A
410.76 M
367 K
17.07 M
Total Asset
N/A
57.78 B
6.37 B
5.18 B
12.64 B
7.71 B
382.12 M
9.42 B
70.21 M
12.44 B
Debt To Equity
N/A
0.63
4.03
0.81
1.02
2.88
0.034
1.14
0.63
4.88
Short Ratio
N/A
3.65
2.33
2.11
3.52
7.01
20.94
6.54
1.66
13.73
Target Price
N/A
64.18
13.67
58.06
18.44
11.45
N/A
17.7
44.0
8.63
Last Dividend Paid
N/A
3.11
1.56
1.43
1.24
0.72
N/A
1.68
N/A
1.15
Shares Owned By Institutions
N/A
81.19
35.24
98.18
99.38
90.18
37.27
98.42
7.56
61.4
Market Capitalization
N/A
48.59 B
1.01 B
7.17 B
6.23 B
1.54 B
279 M
3.21 B
4.64 M
1.26 B
Price To Earning
N/A
65.51
0.81
16.87
38.33
25.68
N/A
47.73
7.94
16.28
Price To Earnings To Growth
N/A
5.78
-1.31
3.74
4.67
-2.71
N/A
0.23
N/A
0.45
Price To Sales
N/A
9.69
8.18
10.94
4.84
3.18
164.12
1.21
1.47
9.7
Net Income
N/A
876.91 M
(6.13 M)
285.84 M
(282.08 M)
(303.8 M)
(14.35 M)
106 M
(14.37 M)
351.25 M
Earnings Per Share
N/A
1.05
1.26
2.32
-1.6
-2.59
-5.47
1.55
-6.6
-0.73
Shares Owned By Insiders
N/A
0.1
N/A
0.49
0.64
14.09
N/A
1.58
18.11
1.0
Revenue
N/A
4.08 B
(40.24 M)
614.03 M
1.34 B
562.6 M
2.25 M
2.7 B
2.36 M
1.15 B
Working Capital
N/A
1.01 B
(2.99 B)
(84.48 M)
(57.42 M)
70.4 M
(15.93 M)
943 M
16.06 M
17.78 M
Cash And Equivalents
N/A
171.1 M
332.04 M
133.24 M
60.96 M
439.3 M
143.47 M
906 M
2.85 M
163.04 M
Cash Per Share
N/A
0.31
5.92
1.11
0.09
3.52
41.88
4.32
1.25
1.61
Gross Profit
N/A
3.11 B
177 M
395.27 M
584.16 M
418.4 M
(143 K)
753 M
8.43 M
470.58 M
Day Typical Price
10.09
55.2
12.65
52.51
17.12
10.93
78.04
15.29
1.26
7.4
Accumulation Distribution
N/A
41714.61
11839.72
15732.26
36458.37
25723.92
104.72
57156.9
22304.25
45979.71
Market Facilitation Index
N/A
N/A
N/A
0.0
N/A
0.0
4.0E-4
N/A
0.0
N/A
Daily Balance Of Power
0.0
0.274
(0.22)
0.6481
(0.51)
(0.80)
1.240223
(0.52)
(0.53)
0.6471
Period Momentum Indicator
N/A
0.2
(0.02)
0.7
(0.18)
(0.33)
2.22
(0.11)
(0.09)
0.11
Rate Of Daily Change
1.0
1.0
1.0
1.01
0.99
0.97
1.03
0.99
0.93
1.01
Day Median Price
10.09
55.14
12.65
52.37
17.06
10.97
77.84
15.3
1.27
7.38
Price Action Indicator
N/A
0.31
0.015
0.78
0.065
(0.28)
1.73
(0.07)
(0.07)
0.13
Coefficient Of Variation
674.08
(668.10)
1362.39
(1,684)
(3,079)
5488.83
786.09
916.38
1451.48
6373.31
Mean Deviation
0.4492
0.7946
0.7349
0.8633
1.25
1.44
1.2
1.29
8.2
1.32
Jensen Alpha
0.0852
(0.16)
0.0227
(0.11)
(0.08)
(0.09)
0.149
0.0569
1.23
(0.07)
Total Risk Alpha
0.0051
(0.30)
(0.06)
(0.20)
(0.26)
(0.22)
(0)
(0.04)
(0.90)
(0.20)
Sortino Ratio
(0.01)
N/A
(0.03)
N/A
N/A
(0.03)
0.0743
0.0663
0.1145
(0.03)
Downside Variance
0.4285
N/A
1.21
N/A
N/A
3.55
2.82
2.19
76.97
4.29
Standard Deviation
0.6288
1.05
0.9227
1.06
1.57
1.94
1.77
1.82
16.03
1.79
Kurtosis
1.19
0.8492
0.6018
(0.57)
1.1
0.9137
3.68
2.95
23.27
0.5427
Potential Upside
1.11
1.37
1.38
1.49
2.01
2.88
2.91
2.99
15.0
2.95
Treynor Ratio
(3.84)
1.32
0.1486
(0.18)
(0.24)
0.0195
0.2942
0.1292
(0.74)
0.019
Maximum Drawdown
3.68
5.17
4.37
3.74
8.22
10.81
9.31
10.98
119.44
8.92
Variance
0.3953
1.09
0.8514
1.11
2.45
3.77
3.12
3.3
257.04
3.2
Market Risk Adjusted Performance
(3.83)
1.33
0.1586
(0.17)
(0.23)
0.0295
0.3042
0.1392
(0.73)
0.029
Risk Adjusted Performance
0.106
(0.11)
0.0554
(0.04)
(0.02)
0.0195
0.0981
0.0851
0.0595
0.0173
Skewness
0.3199
(0.58)
(0.74)
0.0507
0.4341
0.2027
0.2538
1.05
4.14
(0.30)
Semi Deviation
0.3223
N/A
1.0
N/A
N/A
1.82
1.45
1.24
7.78
1.86
Information Ratio
(0.01)
(0.25)
(0.04)
(0.15)
(0.1)
(0.03)
0.0706
0.054
0.0627
(0.04)
Value At Risk
(0.80)
(1.84)
(1.47)
(1.72)
(2.61)
(2.95)
(2.09)
(2.22)
(13.84)
(3.17)
Expected Short fall
(0.77)
N/A
(0.72)
N/A
N/A
(1.57)
(1.46)
(1.47)
(11.50)
(1.35)
Downside Deviation
0.6546
N/A
1.1
N/A
N/A
1.88
1.68
1.48
8.77
2.07
Semi Variance
0.1039
N/A
1.01
N/A
N/A
3.3
2.09
1.53
60.46
3.46

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 Insti 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 Insti, 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

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Other Information on Investing in Morgan Mutual Fund

Morgan Stanley financial ratios help investors to determine whether Morgan Mutual 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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