Business Description
Morgan Stanley
NAICS : 523120
SIC : 6211
ISIN : BRMSBRBDR008
Share Class Description:
BSP:MSBR34: Shs Unsponsored Brazilian Depository Receipts Repr 1 ShCompare
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Traded in other countries / regions
MS.USAMS.CanadaMSBR34.Brazil0QYU.UKMS.MexicoDWD.GermanyMS.Chile1MS.ItalyMWD.AustriaMS.Peru IPO Date
2012-01-10Description
Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 24% of its total revenue is from outside the Americas. The company had over $6 trillion of client assets as well as around 70,000 employees at the end of 2024.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.19 | |||||
| Equity-to-Asset | 0.08 | |||||
| Debt-to-Equity | 3.07 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 6/9 | |||||
| Beneish M-Score | -2.22 | |||||
| WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 4.8 | |||||
| 3-Year EPS without NRI Growth Rate | -1.1 | |||||
| 3-Year Book Growth Rate | 2.3 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 9.06 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 6.81 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 81.7 | |||||
| 9-Day RSI | 75.72 | |||||
| 14-Day RSI | 69.93 | |||||
| 3-1 Month Momentum % | 11.73 | |||||
| 6-1 Month Momentum % | -5.91 | |||||
| 12-1 Month Momentum % | 31.76 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.89 | |||||
| Dividend Payout Ratio | 0.29 | |||||
| 3-Year Dividend Growth Rate | 19.1 | |||||
| Forward Dividend Yield % | 1.88 | |||||
| 5-Year Yield-on-Cost % | 5.84 | |||||
| 3-Year Average Share Buyback Ratio | 3.2 | |||||
| Shareholder Yield % | -14.17 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 23.85 | |||||
| FCF Margin % | -49.01 | |||||
| ROE % | 13.88 | |||||
| ROA % | 1.15 | |||||
| Years of Profitability over Past 10-Year | 10 | |||||
| Moat score | 8 | |||||
| Tariff score | 9 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 16.56 | |||||
| Forward PE Ratio | 15.74 | |||||
| PE Ratio without NRI | 16.34 | |||||
| Shiller PE Ratio | 22.44 | |||||
| PEG Ratio | 3.71 | |||||
| PS Ratio | 3.78 | |||||
| PB Ratio | 2.34 | |||||
| Price-to-Tangible-Book | 3.06 | |||||
| EV-to-Forward-EBIT | 15.33 | |||||
| EV-to-Revenue | 8.43 | |||||
| EV-to-Forward-Revenue | 4.65 | |||||
| EV-to-FCF | -16.61 | |||||
| Price-to-GF-Value | 1.18 | |||||
| Price-to-Projected-FCF | 6.72 | |||||
| Price-to-DCF (Earnings Based) | 0.71 | |||||
| Price-to-Median-PS-Value | 1.47 | |||||
| Price-to-Graham-Number | 1.49 | |||||
| FCF Yield % | -13.4 | |||||
| Forward Rate of Return (Yacktman) % | -2.58 |
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