Is Morgan Stanley Stock a Good Investment?
Morgan Stanley Investment Advice | MS |
- Examine Morgan Stanley's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Morgan Stanley's leadership team and their track record. Good management can help Morgan Stanley navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Morgan Stanley's business and its evolving consumer preferences.
- Compare Morgan Stanley's performance and market position to its competitors. Analyze how Morgan Stanley is positioned in terms of product offerings, innovation, and market share.
- Check if Morgan Stanley pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Morgan Stanley's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Morgan Stanley stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Morgan Stanley is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Morgan Stanley Stock
Researching Morgan Stanley's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 24.0% of the company outstanding shares are owned by corporate insiders. The book value of Morgan Stanley was now reported as 58.25. The company recorded earning per share (EPS) of 6.57. Morgan Stanley last dividend was issued on the 31st of October 2024. The entity had 2:1 split on the 27th of January 2000.
To determine if Morgan Stanley is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Morgan Stanley's research are outlined below:
| Morgan Stanley reports about 122.72 B in cash with (33.54 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 325.7. | |
| Morgan Stanley has a poor financial position based on the latest SEC disclosures | |
| Roughly 62.0% of the company shares are owned by institutional investors | |
| On 15th of November 2024 Morgan Stanley paid $ 0.925 per share dividend to its current shareholders | |
| Latest headline from investing.com: Lemonades chief business officer Maya Prosor sells 1.5 million in stock |
Morgan Stanley Quarterly Good Will |
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Morgan Stanley uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Morgan Stanley. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Morgan Stanley's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 16th of April 2024 Upcoming Quarterly Report | View | |
| 16th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 21st of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Morgan Stanley's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Morgan Stanley's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2012-10-18 | 2012-09-30 | 0.24 | 0.28 | 0.04 | 16 | ||
2014-01-17 | 2013-12-31 | 0.45 | 0.5 | 0.05 | 11 | ||
2010-01-20 | 2009-12-31 | 0.36 | 0.29 | -0.07 | 19 | ||
2002-03-26 | 2001-12-31 | 0.69 | 0.76 | 0.07 | 10 | ||
2011-01-20 | 2010-12-31 | 0.35 | 0.43 | 0.08 | 22 | ||
1997-09-23 | 1997-06-30 | 0.47 | 0.55 | 0.08 | 17 | ||
2019-01-17 | 2018-12-31 | 0.89 | 0.8 | -0.09 | 10 | ||
2016-04-18 | 2016-03-31 | 0.46 | 0.55 | 0.09 | 19 |
Know Morgan Stanley's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Morgan Stanley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morgan Stanley backward and forwards among themselves. Morgan Stanley's institutional investor refers to the entity that pools money to purchase Morgan Stanley's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Massachusetts Financial Services Company | 2024-09-30 | 19.2 M | Capital Research Global Investors | 2024-09-30 | 15.1 M | Norges Bank | 2024-06-30 | 14.3 M | Goldman Sachs Group Inc | 2024-06-30 | 13.7 M | Ameriprise Financial Inc | 2024-06-30 | 13 M | Bank Of New York Mellon Corp | 2024-06-30 | 12.9 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 12.6 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 12.1 M | Northern Trust Corp | 2024-09-30 | 11.2 M | Mitsubishi Ufj Financial Group Inc Junk | 2024-09-30 | 377.1 M | State Street Corp | 2024-06-30 | 110.3 M |
Morgan Stanley's market capitalization trends
The company currently falls under 'Mega-Cap' category with a market capitalization of 212.03 B.Market Cap |
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Morgan Stanley's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.17 |
Determining Morgan Stanley's profitability involves analyzing its financial statements and using various financial metrics to determine if Morgan Stanley is a good buy. For example, gross profit margin measures Morgan Stanley's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Morgan Stanley's profitability and make more informed investment decisions.
Morgan Stanley's Earnings Breakdown by Geography
Please note, the imprecision that can be found in Morgan Stanley's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Morgan Stanley. Check Morgan Stanley's Beneish M Score to see the likelihood of Morgan Stanley's management manipulating its earnings.
Evaluate Morgan Stanley's management efficiency
At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.02 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 61.41 | 53.25 | |
| Tangible Book Value Per Share | 46.82 | 47.97 | |
| Enterprise Value Over EBITDA | 15.69 | 14.90 | |
| Price Book Value Ratio | 1.53 | 1.46 | |
| Enterprise Value Multiple | 15.69 | 14.90 | |
| Price Fair Value | 1.53 | 1.46 | |
| Enterprise Value | 118 B | 65.7 B |
Leadership at Morgan Stanley emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Dividend Yield 0.0282 | Forward Dividend Yield 0.0282 | Forward Dividend Rate 3.7 | Beta 1.336 |
Basic technical analysis of Morgan Stock
As of the 30th of November, Morgan Stanley secures the Downside Deviation of 1.36, mean deviation of 1.31, and Risk Adjusted Performance of 0.1581. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them. Please verify Morgan Stanley variance and potential upside to decide if Morgan Stanley is priced some-what accurately, providing market reflects its recent price of 131.61 per share. Given that Morgan Stanley has jensen alpha of 0.1386, we recommend you to check Morgan Stanley's last-minute market performance to make sure the company can sustain itself at a future point.Morgan Stanley's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morgan Stanley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wirth Paul C over a year ago Sale by Wirth Paul C of 25000 shares of Morgan Stanley |
Morgan Stanley's Outstanding Corporate Bonds
Morgan Stanley issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morgan Stanley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morgan bonds can be classified according to their maturity, which is the date when Morgan Stanley has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US61745VAB99 Corp BondUS61745VAB99 | View | |
| US61745EX638 Corp BondUS61745EX638 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| US61745EY479 Corp BondUS61745EY479 | View | |
| MORGAN STANLEY 725 Corp BondUS617446HD43 | View | |
| MORGAN STANLEY 5 Corp BondUS6174467X10 | View | |
| MORGAN STANLEY 435 Corp BondUS6174467Y92 | View | |
| US617482TM68 Corp BondUS617482TM68 | View |
Understand Morgan Stanley's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Morgan Stanley's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1581 | |||
| Market Risk Adjusted Performance | 0.2035 | |||
| Mean Deviation | 1.31 | |||
| Semi Deviation | 0.9457 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 503.82 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.41 | |||
| Information Ratio | 0.133 | |||
| Jensen Alpha | 0.1386 | |||
| Total Risk Alpha | 0.0563 | |||
| Sortino Ratio | 0.2052 | |||
| Treynor Ratio | 0.1935 | |||
| Maximum Drawdown | 13.93 | |||
| Value At Risk | (2.30) | |||
| Potential Upside | 3.08 | |||
| Downside Variance | 1.85 | |||
| Semi Variance | 0.8944 | |||
| Expected Short fall | (1.61) | |||
| Skewness | 2.53 | |||
| Kurtosis | 12.5 |
| Risk Adjusted Performance | 0.1581 | |||
| Market Risk Adjusted Performance | 0.2035 | |||
| Mean Deviation | 1.31 | |||
| Semi Deviation | 0.9457 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 503.82 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.41 | |||
| Information Ratio | 0.133 | |||
| Jensen Alpha | 0.1386 | |||
| Total Risk Alpha | 0.0563 | |||
| Sortino Ratio | 0.2052 | |||
| Treynor Ratio | 0.1935 | |||
| Maximum Drawdown | 13.93 | |||
| Value At Risk | (2.30) | |||
| Potential Upside | 3.08 | |||
| Downside Variance | 1.85 | |||
| Semi Variance | 0.8944 | |||
| Expected Short fall | (1.61) | |||
| Skewness | 2.53 | |||
| Kurtosis | 12.5 |
Consider Morgan Stanley's intraday indicators
Morgan Stanley intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Morgan Stanley stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Morgan Stanley Corporate Filings
FWP | 29th of November 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 26th of November 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
13A | 6th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Morgan Stock media impact
Far too much social signal, news, headlines, and media speculation about Morgan Stanley that are available to investors today. That information is available publicly through Morgan media outlets and privately through word of mouth or via Morgan internal channels. However, regardless of the origin, that massive amount of Morgan data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Morgan Stanley news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Morgan Stanley relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Morgan Stanley's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Morgan Stanley alpha.
Morgan Stanley Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Morgan Stanley can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Morgan Stanley Historical Investor Sentiment
Investor biases related to Morgan Stanley's public news can be used to forecast risks associated with an investment in Morgan. The trend in average sentiment can be used to explain how an investor holding Morgan can time the market purely based on public headlines and social activities around Morgan Stanley. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Morgan Stanley's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Morgan Stanley and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Morgan Stanley news discussions. The higher the estimate score, the more favorable the investor's outlook on Morgan Stanley.
Morgan Stanley Corporate Directors
| Thomas Glocer | Lead Independent Director | Profile | |
| Judith Miscik | Independent Director | Profile | |
| Mary Schapiro | Independent Director | Profile | |
| Dennis Nally | Independent Director | Profile |
Additional Tools for Morgan Stock Analysis
When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.