Morgan Stanley Net Income
| MS-PL Preferred Stock | USD 20.56 0.20 0.96% |
As of the 4th of February, Morgan Stanley secures the Risk Adjusted Performance of (0.05), mean deviation of 0.4574, and Standard Deviation of 0.5921. 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. Please verify Morgan Stanley market risk adjusted performance, variance, as well as the relationship between the Variance and value at risk to decide if Morgan Stanley is priced some-what accurately, providing market reflects its recent price of 20.56 per share. Given that Morgan Stanley has information ratio of (0.16), we recommend you to check Morgan Stanley's last-minute market performance to make sure the company can sustain itself at a future point.
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.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Morgan Stanley on November 6, 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 Charles Schwab, Raymond James, State Street, Arch Capital, Circle Internet, Hartford Financial, and Huntington Bancshares. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governmen... 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.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 2.28 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 0.7648 |
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 | (0.05) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.19) |
Morgan Stanley February 4, 2026 Technical Indicators
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| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.18) | |||
| Mean Deviation | 0.4574 | |||
| Coefficient Of Variation | (1,415) | |||
| Standard Deviation | 0.5921 | |||
| Variance | 0.3506 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.19) | |||
| Maximum Drawdown | 2.28 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 0.7648 | |||
| Skewness | 0.0528 | |||
| Kurtosis | 0.3843 |
Morgan Stanley Backtested Returns
Morgan Stanley has Sharpe Ratio of -0.0278, which conveys that the firm had a -0.0278 % return per unit of risk over the last 3 months. Morgan Stanley exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please verify Morgan Stanley's Risk Adjusted Performance of (0.05), standard deviation of 0.5921, and Mean Deviation of 0.4574 to check out the risk estimate we provide. The company secures a Beta (Market Risk) of 0.27, 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 -0.0161%. Please make sure to verify Morgan Stanley's skewness, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Morgan Stanley performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.28 |
Weak reverse predictability
Morgan Stanley has weak reverse predictability. Overlapping area represents the amount of predictability between Morgan Stanley time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 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 -0.28 indicates that nearly 28.0% of current Morgan Stanley price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.28 | |
| Spearman Rank Test | 0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.09 |
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 % | ||||
| Current Valuation | (164.32 B) | ||||
| Shares Owned By Institutions | 21.20 % | ||||
| Number Of Shares Shorted | 133.65 K | ||||
| Revenue | 50.21 B | ||||
| Gross Profit | 46.44 B | ||||
| EBITDA | 25.16 B | ||||
| Net Income | 11.03 B | ||||
| Cash And Equivalents | 578.41 B | ||||
| Cash Per Share | 319.71 X | ||||
| Total Debt | 232.83 B | ||||
| Debt To Equity | 3.38 % | ||||
| Current Ratio | 1.96 X | ||||
| Book Value Per Share | 54.46 X | ||||
| Cash Flow From Operations | 33.97 B | ||||
| Short Ratio | 4.36 X | ||||
| Earnings Per Share | 7.86 X | ||||
| Number Of Employees | 82.43 K | ||||
| Beta | 1.34 | ||||
| Total Asset | 792.13 B | ||||
| Annual Yield | 0.05 % | ||||
| 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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Try AI Portfolio ProphetOther 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.