MS:NYE-Morgan Stanley

EQUITY | Brokers & Exchanges | New York Stock Exchange

Last Closing Price

USD 42.53

Change

-1.96 (-4.41)%

Market Cap

USD 73.16B

Volume

0.05B

Average Target Price

USD 57.14 (34.36%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Morgan Stanley through its subsidiaries and affiliates, provides financial products and services to a diversified group of clients and customers, including corporations, governments, financial institutions and individuals.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-17 )

Largest Industry Peers for Brokers & Exchanges

Symbol Name Price(Change) Market Cap
GS Goldman Sachs Group Inc. (The)

+2.01 (+1.02%)

USD 74.06B
SCHW Charles Schwab Corporation (Th..

+0.22 (+0.47%)

USD 63.36B
SPGI S&P Global Inc.

+0.32 (+0.17%)

USD 46.50B
ICE Intercontinental Exchange Inc.

+0.34 (+0.46%)

USD 42.63B
MMC Marsh & McLennan Companies Inc..

+0.38 (+0.46%)

USD 41.50B
AON Aon plc Class A (UK)

+1.51 (+1.00%)

USD 36.73B
MCO Moody's Corporation

+2.46 (+1.58%)

USD 30.25B
TRI Thomson Reuters Corp

+0.10 (+0.20%)

USD 25.49B
MSCI MSCI Inc

+0.48 (+0.30%)

USD 14.15B
NMR Nomura Holdings Inc ADR Americ..

+0.11 (+2.70%)

USD 13.83B

ETFs Containing MS

DXF:CA Dynamic iShares Active Gl.. 9.84 % 0.87 %

N/A

CAD 0.01B
IAI iShares U.S. Broker-Deale.. 8.86 % 0.43 %

-0.10 (-0.17%)

USD 0.22B
FMDG Fieldstone Merlin Dynamic.. 4.00 % 0.80 %

N/A

N/A
RWW Oppenheimer S&P Financial.. 3.09 % 0.46 %

+0.16 (+0.26%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 3.09 % 0.46 %

+0.16 (+0.26%)

USD 0.04B

Market Performance

  Market Performance vs.
Industry/Classification (Brokers & Exchanges)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.26% 65% D 62% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.26% 65% D 61% D-
Trailing 12 Months  
Capital Gain -23.16% 12% F 21% F
Dividend Return 1.99% 46% F 38% F
Total Return -21.17% 12% F 20% F
Trailing 5 Years  
Capital Gain 27.34% 65% D 74% C
Dividend Return 10.78% 42% F 36% F
Total Return 38.11% 57% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 15.13% 78% C+ 87% B+
Dividend Return 17.17% 78% C+ 87% B+
Total Return 2.04% 38% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 32.34% 12% F 15% F
Risk Adjusted Return 53.07% 33% F 59% F
Market Capitalization 75.98B 97% A+ 98% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Brokers & Exchanges)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 9.96 63% D 57% F
Price/Book Ratio 1.04 59% F 62% D-
Price / Cash Flow Ratio 1.01 70% C- 78% C+
Price/Free Cash Flow Ratio 4.46 61% D- 67% D+
Management Effectiveness  
Return on Equity 10.04% 60% D- 56% F
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 0.91% 51% F 32% F
Debt to Equity Ratio 276.00% 33% F 11% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.