Morgan Stanley Competition

Etfs . USA . 
Etf . Morgan Stanley
Morgan Stanley competes with FT Cboe, Morningstar Unconstrained, High-yield Municipal, Thrivent High, and Via Renewables; as well as few others. 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 World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
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.
  
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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 etfs. 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 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
JPM
+ 0.87
CRM
CRM
+ 0.82
T
XOM
+ 0.73
META
JPM
+ 0.71
F
JPM
+ 0.68
T
CRM
+ 0.64
META
  
High negative correlations   
MRK
- 0.91
CRM
MRK
- 0.84
JPM
MRK
- 0.8
T
JPM
- 0.58
A
XOM
- 0.55
MRK
MRK
- 0.52
META

Morgan Stanley Competition Risk-Adjusted Indicators

There is a big difference between Morgan Etf performing well and Morgan Stanley ETF 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
META  1.11  0.13  0.06  0.31  1.37 
(1.22)
 2.69 
(3.15)
 8.02 
MSFT  0.92 (0.01)(0.03) 0.09  1.49 
(0.90)
 2.09 
(1.85)
 8.19 
UBER  1.63 (0.08)(0.03) 0.04  2.32 
(1.73)
 2.69 
(2.53)
 20.10 
F  1.43 (0.16)(0.04) 0.01  2.21 
(1.41)
 2.53 
(2.90)
 11.21 
T  0.95  0.00  0.10  0.00  0.95 
(1.06)
 2.56 
(1.86)
 6.47 
A  1.17 (0.08) 0.00 (0.05) 0.00 
 0.00 
 2.71 
(2.42)
 9.02 
CRM  1.29  0.26  0.20  0.34  1.06 
(1.50)
 3.18 
(1.91)
 9.98 
JPM  1.14 (0.04) 0.04  0.09  1.38 
(1.25)
 2.05 
(2.00)
 15.87 
MRK  0.92 (0.26) 0.00 (0.91) 0.00 
 0.00 
 2.00 
(2.13)
 4.89 
XOM  0.98 (0.05)(0.08) 0.02  1.32 
(1.03)
 2.10 
(2.09)
 5.74 
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
DSEP AQUI MSTSX ABHYX LBHIX SCAXF VIASP RRTLX OSHDF JRBEX
 0.05 
 40.92 
DSEP
 0.00 
 0.01 
Aquagold
 0.17 
 11.97 
Morningstar
 0.00 
 9.03 
High-yield
 0.00 
 4.26 
Thrivent
 0.00 
 0.01 
Sparta
 0.23 
 22.16 
Via
 0.00 
 12.71 
RRTLX
 0.00 
 0.01 
Oshidori
 0.15 
 27.44 
Jpmorgan
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Good
Very Weak
OK
Modest
OK
Very Weak
Modest
OK
OK
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Average
Low
Low
Low
Low
Above Average
Low
Above Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Sell
Strong Hold
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
0.62
3.49
N/A
N/A
N/A
Net Asset
171.95 M
3.19 K
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
1.46 B
6.31 B
2.37 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
N/A
EBITDA
N/A
(727.69 K)
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
(3.49 B)
N/A
Current Valuation
N/A
912.76 K
N/A
N/A
N/A
5.73 M
535.95 M
N/A
103.84 M
N/A
Price To Book
N/A
N/A
N/A
N/A
1.58
34.42
N/A
2.13
0.005
1.99
Operating Margin
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
1.04
N/A
Five Year Return
N/A
N/A
8.72
1.83
3.46
N/A
8.97
0.0406
N/A
6.68
Retained Earnings
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
14.9
N/A
20.75
10.82
11.94
N/A
N/A
0.067
N/A
18.4
Beta
0.44
7.05
N/A
N/A
N/A
1.75
1.16
N/A
0.67
N/A
Equity Positions Weight
98.52
N/A
61.63
N/A
0.07
N/A
N/A
38.52
N/A
58.02
Number Of Employees
N/A
7
1
1
1
8
169
1
31
1
Cash Position Weight
N/A
N/A
14.28
0.1
6.56
N/A
N/A
7.22
N/A
3.46
Shares Outstanding
N/A
965.83 K
N/A
N/A
N/A
233.95 M
N/A
N/A
6.11 B
N/A
Three Year Return
7.7
N/A
7.94
-0.39
3.06
N/A
N/A
0.0491
N/A
3.47
Cash Flow From Operations
N/A
(218.19 K)
N/A
N/A
N/A
210.37 K
12.7 M
N/A
499.26 M
N/A
Annual Yield
N/A
N/A
0.021
0.0041
0.0617
N/A
0.0972
0.0211
N/A
0.0232
Total Debt
N/A
N/A
N/A
N/A
N/A
125 K
135 M
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
N/A
Bond Positions Weight
N/A
N/A
22.72
2.0
92.23
N/A
N/A
14.43
N/A
37.49
Z Score
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-5.5
N/A
N/A
N/A
-0.21
-0.11
N/A
-0.46
N/A
Book Value Per Share
N/A
-1.18
N/A
N/A
N/A
-0.002
3.66
N/A
0.89
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
1000 K
Current Liabilities
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
171.95 M
3.19 K
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
1.03 B
6.31 B
6.27 M
Last Dividend Paid
N/A
N/A
N/A
0.03
0.02
N/A
0.73
0.14
N/A
0.12
Debt To Equity
N/A
N/A
N/A
N/A
N/A
101.0
0.69
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
N/A
Market Capitalization
N/A
96.58 K
50.36 M
N/A
N/A
7.72 M
N/A
N/A
233.49 M
N/A
Price To Earning
N/A
-0.22
N/A
N/A
35.48
19.55
26.83
18.25
N/A
17.63
Price To Sales
N/A
N/A
N/A
N/A
1.23
0.63
N/A
1.57
N/A
1.43
Net Income
N/A
(627.79 K)
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
(3.15 B)
N/A
Earnings Per Share
N/A
-0.63
N/A
N/A
N/A
-0.003
1.17
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
30.28
N/A
Year To Date Return
N/A
N/A
14.75
7.0
7.32
N/A
N/A
-0.0211
N/A
12.94
Revenue
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
(3.1 B)
N/A
Ten Year Return
N/A
N/A
N/A
4.84
6.0
N/A
N/A
5.76
N/A
N/A
Working Capital
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
1.15 K
N/A
N/A
N/A
909.32 K
51.31 M
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
Gross Profit
N/A
(143.88 K)
N/A
N/A
N/A
3.68 M
74.67 M
N/A
(4.09 B)
N/A
Day Typical Price
40.9
0.006
11.97
9.03
4.26
0.015
22.12
12.71
0.01
27.44
Accumulation Distribution
0.0029
N/A
N/A
N/A
N/A
N/A
0.0077
N/A
N/A
N/A
Market Facilitation Index
0.12
N/A
N/A
N/A
N/A
N/A
0.17
N/A
N/A
N/A
Daily Balance Of Power
0.1667
0.0
9.2 T
0.0
0.0
0.0
0.2941
0.0
0.0
9.2 T
Period Momentum Indicator
0.02
N/A
0.02
N/A
N/A
N/A
0.05
N/A
N/A
0.04
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
40.89
0.006
11.97
9.03
4.26
0.015
22.11
12.71
0.01
27.44
Price Action Indicator
0.04
N/A
0.01
N/A
N/A
N/A
0.08
N/A
N/A
0.02
Coefficient Of Variation
543.36
N/A
1031.56
1056.97
601.89
(812.40)
1289.38
976.34
812.4
1039.31
Mean Deviation
0.1857
N/A
0.4915
0.1771
0.116
0.7004
0.7535
0.2299
39.65
0.3442
Jensen Alpha
0.0101
N/A
(0.02)
0.0118
0.0175
(0.41)
0.0864
0.0169
22.5
(0.01)
Total Risk Alpha
(0.0009)
N/A
(0.04)
(0.03)
(0.01)
(0.80)
(0.09)
(0.02)
(4.34)
(0.03)
Sortino Ratio
(0.26)
N/A
(0.1)
(0.20)
(0.38)
N/A
(0.03)
(0.26)
N/A
(0.17)
Downside Variance
0.0853
N/A
0.4253
0.2328
0.0617
N/A
1.72
0.1262
N/A
0.2242
Standard Deviation
0.2636
N/A
0.633
0.2908
0.1738
2.89
1.17
0.2982
163.54
0.4405
Kurtosis
2.75
N/A
(0.01)
8.34
3.08
66.0
5.26
0.03
66.0
0.139
Potential Upside
0.4022
N/A
1.21
0.3382
0.2375
N/A
2.28
0.4792
N/A
0.6469
Treynor Ratio
0.1547
N/A
0.0839
0.3502
1.57
(0.99)
(1.53)
0.648
(0.96)
0.0786
Maximum Drawdown
1.46
N/A
2.8
1.91
0.9552
23.47
7.18
1.36
1328.57
1.97
Variance
0.0695
N/A
0.4007
0.0845
0.0302
8.35
1.36
0.0889
26743.97
0.1941
Market Risk Adjusted Performance
0.1647
N/A
0.0939
0.3602
1.58
(0.98)
(1.52)
0.658
(0.95)
0.0886
Risk Adjusted Performance
0.1216
N/A
0.072
0.056
0.093
(0.09)
0.0627
0.0626
0.104
0.0662
Skewness
(0.30)
N/A
0.0193
(1.75)
1.04
(8.12)
(0.89)
(0.17)
8.12
(0.34)
Semi Deviation
0.1207
N/A
0.5028
0.2446
0.0
N/A
1.12
0.2323
N/A
0.3814
Information Ratio
(0.29)
N/A
(0.1)
(0.33)
(0.55)
(0.17)
(0.03)
(0.31)
0.1223
(0.19)
Value At Risk
(0.40)
N/A
(1.02)
(0.33)
(0.24)
N/A
(1.20)
(0.56)
N/A
(0.86)
Expected Short fall
(0.20)
N/A
(0.60)
(0.24)
(0.28)
N/A
(0.80)
(0.25)
N/A
(0.39)
Downside Deviation
0.292
N/A
0.6522
0.4825
0.2483
N/A
1.31
0.3552
N/A
0.4735
Semi Variance
0.0146
N/A
0.2528
0.0598
(0.02)
N/A
1.27
0.054
N/A
0.1455

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 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, 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

In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Candy and Soda
Candy and Soda Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Candy and Soda theme has 13 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Candy and Soda Theme or any other thematic opportunities.
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Other Tools for Morgan Etf

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.
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