Morgan Stanley (Germany) Performance
| DWD Stock | EUR 129.02 0.82 0.63% |
On a scale of 0 to 100, Morgan Stanley holds a performance score of 18. The company secures a Beta (Market Risk) of -0.18, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Morgan Stanley are expected to decrease at a much lower rate. During the bear market, Morgan Stanley is likely to outperform the market. Please check Morgan Stanley's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Morgan Stanley's current price movements will revert.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Morgan Stanley reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 127.7 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 9,021 in Morgan Stanley on August 25, 2024 and sell it today you would earn a total of 3,881 from holding Morgan Stanley or generate 43.02% return on investment over 90 days. Morgan Stanley is currently producing 0.5706% returns and takes up 2.4118% volatility of returns over 90 trading days. Put another way, 21% of traded stocks are less volatile than Morgan, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morgan Stanley, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2366
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Estimated Market Risk
| 2.41 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.57 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0094 | |||
| Profit Margin | 0.21 % | |||
| Operating Margin | 0.33 % | |||
| Current Valuation | (55.46 B) | |||
| Shares Outstanding | 1.68 B | |||
| Price To Earning | 8.79 X | |||
| Price To Book | 1.68 X | |||
| Price To Sales | 2.57 X | |||
| Revenue | 50.21 B | |||
| Cash And Equivalents | 536.48 B | |||
| Cash Per Share | 323.37 X | |||
| Total Debt | 241.08 B | |||
| Debt To Equity | 358.50 % | |||
| Book Value Per Share | 54.55 X | |||
| Cash Flow From Operations | (6.4 B) | |||
| Earnings Per Share | 5.80 X | |||
| Total Asset | 1.18 T | |||
About Morgan Stanley Performance
By analyzing Morgan Stanley's fundamental ratios, stakeholders can gain valuable insights into Morgan Stanley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Morgan Stanley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morgan Stanley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. MORGAN STANLEY operates under Capital Markets classification in Germany and is traded on Frankfurt Stock Exchange. It employs 59513 people.Things to note about Morgan Stanley performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morgan Stanley has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Morgan Stanley has accumulated about 536.48 B in cash with (6.4 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 323.37. | |
| Roughly 63.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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.
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