Morgan Stanley Preferred Stock Performance
| MS-PL Preferred Stock | USD 21.15 0.07 0.33% |
The company secures a Beta (Market Risk) of 0.29, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well. At this point, Morgan Stanley has a negative expected return of -0.0104%. Please make sure to verify Morgan Stanley's semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Morgan Stanley performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Morgan Stanley has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Morgan Stanley is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 2,131 in Morgan Stanley on October 28, 2025 and sell it today you would lose (16.00) from holding Morgan Stanley or give up 0.75% of portfolio value over 90 days. Morgan Stanley is currently producing negative expected returns and takes up 0.5915% volatility of returns over 90 trading days. Put another way, 5% of traded preferred stocks are less volatile than Morgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morgan Stanley Target Price Odds to finish over Current Price
The tendency of Morgan Preferred Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.15 | 90 days | 21.15 | about 5.61 |
Based on a normal probability distribution, the odds of Morgan Stanley to move above the current price in 90 days from now is about 5.61 (This Morgan Stanley probability density function shows the probability of Morgan Preferred Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Morgan Stanley has a beta of 0.29. This indicates as returns on the market go up, Morgan Stanley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Morgan Stanley will be expected to be much smaller as well. Additionally Morgan Stanley has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Morgan Stanley Price Density |
| Price |
Predictive Modules for Morgan Stanley
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Morgan Stanley. Regardless of method or technology, however, to accurately forecast the preferred stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the preferred stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Morgan Stanley Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Morgan Stanley is not an exception. The market had few large corrections towards the Morgan Stanley's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Morgan Stanley, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Morgan Stanley within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.29 | |
σ | Overall volatility | 0.34 | |
Ir | Information ratio | -0.13 |
Morgan Stanley Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Morgan Stanley for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Morgan Stanley can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Morgan Stanley generated a negative expected return over the last 90 days |
Morgan Stanley Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Morgan Preferred Stock often depends not only on the future outlook of the current and potential Morgan Stanley's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Morgan Stanley's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 1.8 B | |
| Cash And Short Term Investments | 132.7 B |
Morgan Stanley Fundamentals Growth
Morgan Preferred 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 Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0108 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | (164.32 B) | ||||
| Revenue | 50.21 B | ||||
| EBITDA | 25.16 B | ||||
| Cash And Equivalents | 578.41 B | ||||
| Cash Per Share | 319.71 X | ||||
| Total Debt | 232.83 B | ||||
| Debt To Equity | 3.38 % | ||||
| Book Value Per Share | 54.46 X | ||||
| Cash Flow From Operations | 33.97 B | ||||
| Earnings Per Share | 7.86 X | ||||
| Total Asset | 792.13 B | ||||
About Morgan Stanley Performance
By examining Morgan Stanley's fundamental ratios, stakeholders can obtain critical insights into Morgan Stanley's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Morgan Stanley is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the 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 the United States and is traded on New York Stock Exchange. It employs 63051 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. Preferred 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 generated a negative expected return over the last 90 days |
- 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 preferred stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morgan Preferred Stock
Morgan Stanley financial ratios help investors to determine whether Morgan Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.