Morgan Historical Financial Ratios
| MS-PQ Stock | 26.51 0.04 0.15% |
Morgan Stanley is lately reporting on over 79 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as Days Sales Outstanding of 425 will help investors to properly organize and evaluate Morgan Stanley financial condition quickly.
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About Morgan Financial Ratios Analysis
Morgan StanleyFinancial ratios are relationships based on a company's financial information. They can serve as useful tools to evaluate Morgan Stanley investment potential. Financial ratio analysis can also be defined as the process of presenting financial ratios, which are mathematical indicators calculated by comparing key financial information appearing on Morgan financial statements. Financial ratios are useful tools that help investors analyze and compare relationships between different pieces of financial information across Morgan Stanley history.
Morgan Stanley Financial Ratios Chart
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Price To Sales Ratio
Price to Sales Ratio is figured by comparing Morgan Stanley stock price to its revenues. An advantage to using Price to Sales ratio is that it is based on Morgan Stanley sales, a figure that is much harder to manipulate than other Morgan Stanley multiples. Because sales tend to be more stable P/S ratio can be a good tool for screening cyclical companies fluctuating earnings patterns. A valuation ratio that compares a company's stock price to its revenues, calculated by dividing the company's market cap by its total sales or revenue over a 12-month period.Dividend Yield
Dividend Yield is Morgan Stanley dividend as a percentage of Morgan Stanley stock price. Morgan Stanley dividend yield is a measure of Morgan Stanley stock productivity, which can be interpreted as interest rate earned on an Morgan Stanley investment. A financial ratio that shows how much a company pays out in dividends each year relative to its stock price, calculated as annual dividends per share divided by price per share.Ptb Ratio
Price-to-Book ratio, a financial valuation metric used to compare a company's current market price to its book value. It provides insight into the value that market participants place on the company's equity relative to its net asset value.Stock Based Compensation To Revenue
A metric that compares the total value of stock-based compensation granted by a company to its total revenue, indicating how much of the revenue is used to compensate employees with stock options or awards.Debt To Equity
A measure of a company's financial leverage calculated by dividing its total liabilities by stockholders' equity, indicating the proportion of equity and debt the company is using to finance its assets.Most ratios from Morgan Stanley's fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios one by one will only give a small insight into Morgan Stanley current financial condition. On the other hand, looking into the entire matrix of fundamentals ratios, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. To learn how to invest in Morgan Stock, please use our How to Invest in Morgan Stanley guide.At this time, Morgan Stanley's ROE is relatively stable compared to the past year. As of 12/01/2024, Return On Tangible Assets is likely to grow to 0.01, while Book Value Per Share is likely to drop 53.25.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0238 | 0.0376 | 0.038 | 0.0393 | Price To Sales Ratio | 2.93 | 2.69 | 2.83 | 2.97 |
Morgan Stanley fundamentals Correlations
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Morgan Stanley Account Relationship Matchups
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Morgan Stanley fundamentals Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Price To Sales Ratio | 2.0 | 2.29 | 2.93 | 2.69 | 2.83 | 2.97 | |
| Dividend Yield | 0.0318 | 0.0249 | 0.0238 | 0.0376 | 0.038 | 0.0393 | |
| Ptb Ratio | 1.01 | 1.08 | 1.66 | 1.44 | 1.53 | 1.46 | |
| Free Cash Flow Yield | 0.0803 | 0.47 | (0.24) | 0.18 | (0.0659) | (0.26) | |
| Operating Cash Flow Per Share | 25.22 | (15.74) | 19.03 | (3.78) | (20.6) | (19.57) | |
| Stock Based Compensation To Revenue | 0.0279 | 0.0273 | 0.0349 | 0.0351 | 0.0319 | 0.0451 | |
| Capex To Depreciation | 0.69 | 0.38 | 0.55 | 0.77 | 0.8 | 1.23 | |
| Pb Ratio | 1.01 | 1.08 | 1.66 | 1.44 | 1.53 | 1.46 | |
| Ev To Sales | 5.81 | 5.74 | 5.55 | 5.57 | 6.89 | 3.64 | |
| Free Cash Flow Per Share | 24.09 | (16.64) | 17.74 | (5.6) | (22.7) | (21.56) | |
| Roic | 0.0523 | 0.0535 | 0.0658 | 0.0564 | 0.049 | 0.0515 | |
| Net Income Per Share | 5.59 | 6.86 | 8.42 | 6.52 | 5.58 | 5.86 | |
| Sales General And Administrative To Revenue | 0.0516 | 0.0459 | 0.0491 | 0.0575 | 0.45 | 0.42 | |
| Capex To Revenue | 0.0441 | 0.0301 | 0.0386 | 0.0577 | 0.0636 | 0.059 | |
| Cash Per Share | 69.19 | 110.94 | 106.26 | 66.98 | 50.05 | 49.79 | |
| Pocfratio | 2.03 | (4.35) | 5.16 | (22.47) | (4.53) | (4.3) | |
| Interest Coverage | 1.49 | 6.0 | 21.83 | 2.01 | 0.56 | 0.53 | |
| Capex To Operating Cash Flow | 0.0448 | (0.0572) | 0.0679 | (0.48) | (0.1) | (0.0967) | |
| Pfcf Ratio | 2.12 | (4.12) | 5.53 | (15.17) | (4.11) | (3.9) | |
| Income Quality | 4.41 | (2.26) | 2.25 | (0.57) | (3.69) | (3.51) | |
| Ev To Operating Cash Flow | 5.89 | (10.91) | 9.76 | (46.47) | (11.02) | (10.47) | |
| Pe Ratio | 9.14 | 9.99 | 11.65 | 13.04 | 16.71 | 15.87 | |
| Return On Tangible Assets | 0.0102 | 0.01 | 0.0129 | 0.009541 | 0.007767 | 0.009621 | |
| Ev To Free Cash Flow | 6.17 | (10.32) | 10.47 | (31.37) | (10.0) | (9.5) | |
| Intangibles To Total Assets | 0.0103 | 0.0149 | 0.0212 | 0.0206 | 0.0199 | 0.0209 | |
| Net Debt To E B I T D A | 8.53 | 7.17 | 5.24 | 6.23 | 9.24 | 8.78 | |
| Current Ratio | 0.81 | 1.14 | 1.2 | 0.58 | 0.67 | 0.64 | |
| Tangible Book Value Per Share | 45.42 | 53.98 | 45.61 | 45.51 | 46.82 | 47.97 | |
| Graham Number | 79.66 | 98.99 | 105.8 | 93.22 | 87.41 | 91.78 | |
| Shareholders Equity Per Share | 50.43 | 63.49 | 59.07 | 59.22 | 60.83 | 63.88 | |
| Debt To Equity | 2.54 | 2.29 | 2.31 | 2.46 | 2.79 | 2.47 | |
| Capex Per Share | 1.13 | 0.9 | 1.29 | 1.82 | 2.1 | 2.2 |
Pair Trading with Morgan Stanley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Moving together with Morgan Stock
Moving against Morgan Stock
| 0.61 | GAMI | GAMCO Investors | PairCorr |
| 0.44 | MGTI | MGT Capital Investments | PairCorr |
| 0.42 | FUFUW | BitFuFu Warrant | PairCorr |
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional 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.