Morgan Stanley Preferred Stock Performance
| MS-PO Preferred Stock | USD 18.65 0.01 0.05% |
The company secures a Beta (Market Risk) of 0.48, which conveys possible diversification benefits within a given portfolio. 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 -0.044%. Please make sure to verify Morgan Stanley's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Morgan Stanley performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Morgan Stanley has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Morgan Stanley is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 127.7 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 1,922 in Morgan Stanley on November 9, 2024 and sell it today you would lose (57.00) from holding Morgan Stanley or give up 2.97% of portfolio value over 90 days. Morgan Stanley is currently producing negative expected returns and takes up 1.1931% volatility of returns over 90 trading days. Put another way, 10% 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 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 preferred 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 = -0.0369
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| Negative Returns | MS-PO |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morgan Stanley is not performing at its full potential. However, 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 Morgan Stanley to a well-diversified portfolio.
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 | 0.0998 | ||||
| Return On Asset | 0.0087 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.31 % | ||||
| Current Valuation | (151.66 B) | ||||
| Price To Earning | 2.29 X | ||||
| Revenue | 50.21 B | ||||
| EBITDA | 30.2 B | ||||
| Cash And Equivalents | 572.97 B | ||||
| Cash Per Share | 338.23 X | ||||
| Total Debt | 246.22 B | ||||
| Debt To Equity | 3.44 % | ||||
| Book Value Per Share | 55.24 X | ||||
| Cash Flow From Operations | (6.4 B) | ||||
| Earnings Per Share | 7.86 X | ||||
| Total Asset | 1.18 T | ||||
| Retained Earnings | 94.86 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 81567 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 | |
| Morgan Stanley has accumulated about 572.97 B in cash with (6.4 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 338.23, which can makes it an attractive takeover target, given it will continue generating positive cash flow. |
- 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.