Morgan Stanley Net Income
| MS-PI Preferred Stock | USD 25.23 0.01 0.04% |
As of the 30th of January, Morgan Stanley secures the Mean Deviation of 0.1145, risk adjusted performance of 0.0853, and Coefficient Of Variation of 586.57. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them.
Morgan Stanley's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Morgan Stanley's valuation are provided below:Morgan Stanley does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Morgan |
Morgan Stanley 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Morgan Stanley's preferred stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Morgan Stanley.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Morgan Stanley on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Morgan Stanley or generate 0.0% return on investment in Morgan Stanley over 90 days. Morgan Stanley is related to or competes with Goldman Sachs, HSBC Holdings, Charles Schwab, American Express, and Wells Fargo. More
Morgan Stanley Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Morgan Stanley's preferred stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Morgan Stanley upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1564 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 0.7162 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.3175 |
Morgan Stanley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Morgan Stanley's standard deviation. In reality, there are many statistical measures that can use Morgan Stanley historical prices to predict the future Morgan Stanley's volatility.| Risk Adjusted Performance | 0.0853 | |||
| Jensen Alpha | 0.0128 | |||
| Total Risk Alpha | 0.005 | |||
| Sortino Ratio | (0.23) | |||
| Treynor Ratio | 0.2874 |
Morgan Stanley January 30, 2026 Technical Indicators
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| Risk Adjusted Performance | 0.0853 | |||
| Market Risk Adjusted Performance | 0.2974 | |||
| Mean Deviation | 0.1145 | |||
| Downside Deviation | 0.1564 | |||
| Coefficient Of Variation | 586.57 | |||
| Standard Deviation | 0.1499 | |||
| Variance | 0.0225 | |||
| Information Ratio | (0.24) | |||
| Jensen Alpha | 0.0128 | |||
| Total Risk Alpha | 0.005 | |||
| Sortino Ratio | (0.23) | |||
| Treynor Ratio | 0.2874 | |||
| Maximum Drawdown | 0.7162 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.3175 | |||
| Downside Variance | 0.0245 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.14) | |||
| Skewness | 0.2675 | |||
| Kurtosis | 0.2274 |
Morgan Stanley Backtested Returns
Morgan Stanley is very steady at the moment. Morgan Stanley has Sharpe Ratio of 0.21, which conveys that the firm had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Morgan Stanley, which you can use to evaluate the volatility of the firm. Please verify Morgan Stanley's Coefficient Of Variation of 586.57, mean deviation of 0.1145, and Risk Adjusted Performance of 0.0853 to check out if the risk estimate we provide is consistent with the expected return of 0.0321%. Morgan Stanley has a performance score of 16 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.0541, 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. Morgan Stanley right now secures a risk of 0.15%. Please verify Morgan Stanley expected short fall, and the relationship between the value at risk and daily balance of power , to decide if Morgan Stanley will be following its current price movements.
Auto-correlation | 0.51 |
Modest predictability
Morgan Stanley has modest predictability. Overlapping area represents the amount of predictability between Morgan Stanley time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Morgan Stanley price movement. The serial correlation of 0.51 indicates that about 51.0% of current Morgan Stanley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.51 | |
| Spearman Rank Test | 0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Morgan Stanley reported net income of 11.03 B. This is much higher than that of the Financial Services sector and significantly higher than that of the Capital Markets industry. The net income for all United States preferred stocks is significantly lower than that of the firm.
Morgan Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the preferred stocks which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in net income category among its peers.
Morgan Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0108 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.33 % | ||||
| Shares Outstanding | 1.72 B | ||||
| Shares Owned By Institutions | 31.60 % | ||||
| Number Of Shares Shorted | 16.31 K | ||||
| Price To Sales | 1.21 X | ||||
| Revenue | 50.21 B | ||||
| Gross Profit | 46.44 B | ||||
| EBITDA | 25.16 B | ||||
| Net Income | 11.03 B | ||||
| Total Debt | 233.13 B | ||||
| Book Value Per Share | 54.46 X | ||||
| Cash Flow From Operations | 33.97 B | ||||
| Short Ratio | 0.17 X | ||||
| Earnings Per Share | 7.86 X | ||||
| Number Of Employees | 82.43 K | ||||
| Beta | 1.34 | ||||
| Market Capitalization | 67.6 B | ||||
| Total Asset | 792.13 B | ||||
| Annual Yield | 0.06 % | ||||
| Net Asset | 792.13 B | ||||
| Last Dividend Paid | 3.03 |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.