Morgan Income Quality from 2010 to 2024
| MS-PQ Stock | 26.47 0.03 0.11% |
Income Quality | First Reported 2010-12-31 | Previous Quarter (3.69) | Current Value (3.51) | Quarterly Volatility 9.28428095 |
Check Morgan Stanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morgan Stanley's main balance sheet or income statement drivers, such as Depreciation And Amortization of 4.5 B, Interest Expense of 44.2 B or Total Revenue of 56.3 B, as well as many indicators such as Price To Sales Ratio of 2.97, Dividend Yield of 0.0393 or PTB Ratio of 1.46. Morgan financial statements analysis is a perfect complement when working with Morgan Stanley Valuation or Volatility modules.
Morgan | Income Quality |
Latest Morgan Stanley's Income Quality Growth Pattern
Below is the plot of the Income Quality of Morgan Stanley over the last few years. It is an assessment of the sustainability of a company's earnings over time, considering factors like revenue source diversification and cost structure. Morgan Stanley's Income Quality historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Morgan Stanley's overall financial position and show how it may be relating to other accounts over time.
| Income Quality | 10 Years Trend |
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Income Quality |
| Timeline |
Morgan Income Quality Regression Statistics
| Arithmetic Mean | 2.89 | |
| Geometric Mean | 1.56 | |
| Coefficient Of Variation | 321.19 | |
| Mean Deviation | 5.32 | |
| Median | 0.40 | |
| Standard Deviation | 9.28 | |
| Sample Variance | 86.20 | |
| Range | 37.9755 | |
| R-Value | (0.44) | |
| Mean Square Error | 74.54 | |
| R-Squared | 0.20 | |
| Significance | 0.1 | |
| Slope | (0.92) | |
| Total Sum of Squares | 1,207 |
Morgan Income Quality History
About Morgan Stanley Financial Statements
Morgan Stanley shareholders use historical fundamental indicators, such as Income Quality, to determine how well the company is positioned to perform in the future. Although Morgan Stanley investors may analyze each financial statement separately, they are all interrelated. The changes in Morgan Stanley's assets and liabilities, for example, are also reflected in the revenues and expenses on on Morgan Stanley's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
| Last Reported | Projected for Next Year | ||
| Income Quality | (3.69) | (3.51) |
Pair Trading with Morgan Stanley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Moving together with Morgan Stock
Moving against Morgan Stock
| 0.65 | GAMI | GAMCO Investors | PairCorr |
| 0.44 | MGTI | MGT Capital Investments | PairCorr |
| 0.43 | FUFUW | BitFuFu Warrant | PairCorr |
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.