MS:NYE-Morgan Stanley

EQUITY | Brokers & Exchanges | New York Stock Exchange

Last Closing Price

USD 44.03

Change

+0.70 (+1.62)%

Market Cap

USD 75.24B

Volume

0.01B

Average Target Price

USD 57.23 (+29.98%)
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: 2019-03-18 )

Largest Industry Peers for Brokers & Exchanges

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

+4.21 (+2.12%)

USD 74.56B
SCHW Charles Schwab Corporation (Th..

+0.45 (+0.99%)

USD 61.18B
SPGI S&P Global Inc.

+2.54 (+1.25%)

USD 51.14B
MMC Marsh & McLennan Companies Inc..

-0.31 (-0.33%)

USD 46.97B
ICE Intercontinental Exchange Inc.

-0.02 (-0.03%)

USD 42.42B
AON Aon plc Class A (UK)

-0.80 (-0.47%)

USD 40.61B
MCO Moody's Corporation

+1.28 (+0.72%)

USD 33.60B
TRI Thomson Reuters Corp

+0.12 (+0.21%)

USD 28.31B
MSCI MSCI Inc

+1.39 (+0.73%)

USD 16.17B
AJG Arthur J. Gallagher & Co.

-0.75 (-0.93%)

USD 14.64B

ETFs Containing MS

Symbol Name Weight Mer Price(Change) Market Cap
DXF:CA Dynamic iShares Active Gl.. 9.84 % 0.87 %

+0.15 (+0.64%)

CAD 0.01B
IAI iShares U.S. Broker-Deale.. 8.53 % 0.43 %

+0.73 (+1.20%)

USD 0.23B
FMDG Fieldstone Merlin Dynamic.. 4.00 % 0.80 %

N/A

N/A
RWW Oppenheimer S&P Financial.. 2.94 % 0.46 %

+0.73 (+1.12%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 2.94 % 0.46 %

+0.73 (+1.12%)

USD 0.04B
EQRR ProShares Equities for Ri.. 2.77 % 0.35 %

N/A

USD 5.09M

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 11.05% 70% C- 49% F
Dividend Return 0.76% 63% D 38% F
Total Return 11.80% 68% D+ 50% F
Trailing 12 Months  
Capital Gain -23.44% 11% F 13% F
Dividend Return 2.00% 43% F 35% F
Total Return -21.44% 9% F 13% F
Trailing 5 Years  
Capital Gain 39.12% 60% D- 78% C+
Dividend Return 12.16% 53% F 43% F
Total Return 51.28% 63% D 76% C
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 74% C 86% B
Dividend Return 15.44% 72% C- 86% B
Total Return 2.07% 38% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 33.31% 13% F 15% F
Risk Adjusted Return 46.36% 30% F 56% F
Market Capitalization 75.98B 100% A+ 98% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 9.15 64% D 62% D-
Price/Book Ratio 1.07 56% F 62% D-
Price / Cash Flow Ratio 1.90 47% F 61% D-
Price/Free Cash Flow Ratio 14.68 42% F 40% F
Management Effectiveness  
Return on Equity 11.07% 49% F 63% D
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.01% 49% F 35% F
Debt to Equity Ratio 272.00% 31% F 11% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.