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.

Quick Ratio Current Ratio

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.

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

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.

Price To Sales Ratio Dividend Yield Ptb Ratio Days Sales Outstanding Stock Based Compensation To Revenue Ev To Operating Cash Flow

Add Fundamental

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.

Ev To Operating Cash Flow

A valuation metric comparing the company's enterprise value to its operating cash flow, indicating how many dollars of EV are generated for each dollar of operating cash flows.

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

Dividend Yield Price To Sales Ratio

Morgan Stanley fundamentals Correlations

	Price To Sales Ratio	Dividend Yield	Ptb Ratio	Days Sales Outstanding	Book Value Per Share	Free Cash Flow Yield	Operating Cash Flow Per Share	Capex To Depreciation	Pb Ratio	Ev To Sales	Free Cash Flow Per Share	Roic	Inventory Turnover	Net Income Per Share	Days Of Inventory On Hand	Payables Turnover	Capex To Revenue	Cash Per Share	Pocfratio	Interest Coverage	Payout Ratio	Capex To Operating Cash Flow	Pfcf Ratio	Days Payables Outstanding	Income Quality	Roe
Price To Sales Ratio		0.31	0.73	-0.46	0.57	-0.56	-0.4	-0.16	0.73	0.27	-0.42	0.2	-0.49	0.68	-0.5	-0.17	0.36	0.14	-0.06	0.33	-0.32	-0.23	0.02	-0.02	-0.45	0.48
Dividend Yield	0.31		0.13	-0.41	0.67	-0.48	-0.44	0.17	0.13	0.25	-0.46	-0.1	-0.49	0.66	-0.5	-0.28	0.65	-0.06	-0.2	-0.18	-0.32	-0.24	-0.36	0.1	-0.49	0.46
Ptb Ratio	0.73	0.13		0.18	0.07	-0.52	-0.32	-0.11	1.0	0.05	-0.33	0.77	-0.32	0.49	-0.33	0.52	-0.03	-0.31	-0.45	0.26	-0.36	-0.52	-0.12	-0.61	-0.47	0.75
Days Sales Outstanding	-0.46	-0.41	0.18		-0.75	0.08	0.18	0.01	0.18	-0.19	0.2	0.62	0.46	-0.39	0.47	0.84	-0.71	-0.52	-0.47	-0.08	-0.06	-0.33	-0.11	-0.64	-0.01	0.19
Book Value Per Share	0.57	0.67	0.07	-0.75		-0.34	-0.29	-0.37	0.07	0.48	-0.31	-0.36	-0.27	0.82	-0.28	-0.68	0.58	0.6	0.09	0.28	-0.22	-0.05	-0.16	0.57	-0.32	0.16
Free Cash Flow Yield	-0.56	-0.48	-0.52	0.08	-0.34		0.88	-0.06	-0.52	-0.11	0.88	-0.33	0.45	-0.48	0.46	-0.12	-0.07	0.13	0.11	0.07	0.53	0.16	-0.06	0.27	0.79	-0.56
Operating Cash Flow Per Share	-0.4	-0.44	-0.32	0.18	-0.29	0.88		-0.19	-0.32	-0.08	1.0	-0.11	0.59	-0.23	0.61	-0.05	-0.26	0.22	0.15	0.34	0.22	0.2	0.0	0.26	0.51	-0.3
Capex To Depreciation	-0.16	0.17	-0.11	0.01	-0.37	-0.06	-0.19		-0.11	-0.49	-0.19	-0.06	-0.52	-0.38	-0.5	0.09	0.31	-0.58	-0.03	-0.53	0.01	0.01	0.03	-0.3	-0.03	0.06
Pb Ratio	0.73	0.13	1.0	0.18	0.07	-0.52	-0.32	-0.11		0.05	-0.33	0.77	-0.32	0.49	-0.33	0.52	-0.03	-0.31	-0.45	0.26	-0.36	-0.52	-0.12	-0.61	-0.47	0.75
Ev To Sales	0.27	0.25	0.05	-0.19	0.48	-0.11	-0.08	-0.49	0.05		-0.09	-0.27	0.24	0.29	0.19	-0.3	0.3	0.11	-0.07	0.09	0.1	-0.15	-0.17	0.42	0.0	-0.19
Free Cash Flow Per Share	-0.42	-0.46	-0.33	0.2	-0.31	0.88	1.0	-0.19	-0.33	-0.09		-0.1	0.6	-0.25	0.62	-0.03	-0.29	0.21	0.15	0.34	0.22	0.21	0.01	0.24	0.52	-0.31
Roic	0.2	-0.1	0.77	0.62	-0.36	-0.33	-0.11	-0.06	0.77	-0.27	-0.1		0.0	0.18	0.0	0.88	-0.49	-0.45	-0.48	0.08	-0.39	-0.41	-0.08	-0.84	-0.4	0.73
Inventory Turnover	-0.49	-0.49	-0.32	0.46	-0.27	0.45	0.59	-0.52	-0.32	0.24	0.6	0.0		-0.26	1.0	0.09	-0.56	0.26	0.1	0.24	0.07	0.15	0.11	0.3	0.26	-0.42
Net Income Per Share	0.68	0.66	0.49	-0.39	0.82	-0.48	-0.23	-0.38	0.49	0.29	-0.25	0.18	-0.26		-0.27	-0.23	0.29	0.39	-0.18	0.46	-0.48	-0.27	-0.28	0.12	-0.56	0.66
Days Of Inventory On Hand	-0.5	-0.5	-0.33	0.47	-0.28	0.46	0.61	-0.5	-0.33	0.19	0.62	0.0	1.0	-0.27		0.09	-0.58	0.27	0.1	0.24	0.08	0.16	0.12	0.29	0.27	-0.41
Payables Turnover	-0.17	-0.28	0.52	0.84	-0.68	-0.12	-0.05	0.09	0.52	-0.3	-0.03	0.88	0.09	-0.23	0.09		-0.55	-0.68	-0.55	-0.13	-0.08	-0.43	-0.14	-0.92	-0.09	0.47
Capex To Revenue	0.36	0.65	-0.03	-0.71	0.58	-0.07	-0.26	0.31	-0.03	0.3	-0.29	-0.49	-0.56	0.29	-0.58	-0.55		-0.03	-0.09	-0.23	0.19	-0.22	-0.31	0.33	0.08	-0.07
Cash Per Share	0.14	-0.06	-0.31	-0.52	0.6	0.13	0.22	-0.58	-0.31	0.11	0.21	-0.45	0.26	0.39	0.27	-0.68	-0.03		0.47	0.6	-0.06	0.39	0.2	0.74	0.03	-0.26
Pocfratio	-0.06	-0.2	-0.45	-0.47	0.09	0.11	0.15	-0.03	-0.45	-0.07	0.15	-0.48	0.1	-0.18	0.1	-0.55	-0.09	0.47		0.14	-0.01	0.97	0.79	0.56	0.04	-0.47
Interest Coverage	0.33	-0.18	0.26	-0.08	0.28	0.07	0.34	-0.53	0.26	0.09	0.34	0.08	0.24	0.46	0.24	-0.13	-0.23	0.6	0.14		-0.06	0.12	-0.01	0.21	0.0	0.18
Payout Ratio	-0.32	-0.32	-0.36	-0.06	-0.22	0.53	0.22	0.01	-0.36	0.1	0.22	-0.39	0.07	-0.48	0.08	-0.08	0.19	-0.06	-0.01	-0.06		-0.01	-0.08	0.1	0.93	-0.55
Capex To Operating Cash Flow	-0.23	-0.24	-0.52	-0.33	-0.05	0.16	0.2	0.01	-0.52	-0.15	0.21	-0.41	0.15	-0.27	0.16	-0.43	-0.22	0.39	0.97	0.12	-0.01		0.72	0.46	0.06	-0.45
Pfcf Ratio	0.02	-0.36	-0.12	-0.11	-0.16	-0.06	0.0	0.03	-0.12	-0.17	0.01	-0.08	0.11	-0.28	0.12	-0.14	-0.31	0.2	0.79	-0.01	-0.08	0.72		0.18	-0.07	-0.31
Days Payables Outstanding	-0.02	0.1	-0.61	-0.64	0.57	0.27	0.26	-0.3	-0.61	0.42	0.24	-0.84	0.3	0.12	0.29	-0.92	0.33	0.74	0.56	0.21	0.1	0.46	0.18		0.18	-0.62
Income Quality	-0.45	-0.49	-0.47	-0.01	-0.32	0.79	0.51	-0.03	-0.47	0.0	0.52	-0.4	0.26	-0.56	0.27	-0.09	0.08	0.03	0.04	0.0	0.93	0.06	-0.07	0.18		-0.65
Roe	0.48	0.46	0.75	0.19	0.16	-0.56	-0.3	0.06	0.75	-0.19	-0.31	0.73	-0.42	0.66	-0.41	0.47	-0.07	-0.26	-0.47	0.18	-0.55	-0.45	-0.31	-0.62	-0.65

Click cells to compare fundamentals

Morgan Stanley Account Relationship Matchups

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

0.76

SCHW-PJ

Charles Schwab

Pair Corr

Moving against Morgan Stock

0.61	GAMI	GAMCO Investors	Pair Corr
0.44	MGTI	MGT Capital Investments	Pair Corr
0.42	FUFUW	BitFuFu Warrant	Pair Corr

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.

Pair Correlation Correlation Matching

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.

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Price To Sales Ratio	Dividend Yield
Ptb Ratio	Days Sales Outstanding
Book Value Per Share	Free Cash Flow Yield
Invested Capital	Operating Cash Flow Per Share
Average Payables	Stock Based Compensation To Revenue
Capex To Depreciation	Pb Ratio
Ev To Sales	Free Cash Flow Per Share
Roic	Inventory Turnover
Net Income Per Share	Days Of Inventory On Hand
Payables Turnover	Sales General And Administrative To Revenue
Average Inventory	Research And Ddevelopement To Revenue
Capex To Revenue	Cash Per Share
Pocfratio	Interest Coverage
Payout Ratio	Capex To Operating Cash Flow
Pfcf Ratio	Days Payables Outstanding
Net Current Asset Value	Income Quality
Roe	Tangible Asset Value
Ev To Operating Cash Flow	Pe Ratio
Return On Tangible Assets	Ev To Free Cash Flow
Earnings Yield	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Short Term Coverage Ratios	Price Earnings Ratio
Price Book Value Ratio	Price Earnings To Growth Ratio
Days Of Payables Outstanding	Dividend Payout Ratio
Price To Operating Cash Flows Ratio	Price To Free Cash Flows Ratio
Pretax Profit Margin	Ebt Per Ebit
Operating Profit Margin	Effective Tax Rate
Company Equity Multiplier	Long Term Debt To Capitalization
Total Debt To Capitalization	Return On Capital Employed
Debt Equity Ratio	Ebit Per Revenue
Quick Ratio	Dividend Paid And Capex Coverage Ratio
Net Income Per E B T	Cash Ratio
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity	Operating Cycle
Cash Conversion Cycle

Morgan Historical Financial Ratios

About Morgan Financial Ratios Analysis

Morgan Stanley Financial Ratios Chart

Price To Sales Ratio

Dividend Yield

Ptb Ratio

Stock Based Compensation To Revenue

Ev To Operating Cash Flow

Morgan Stanley fundamentals Correlations

Morgan Stanley Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Morgan Stanley fundamentals Accounts

Pair Trading with Morgan Stanley

Moving together with Morgan Stock

Moving against Morgan Stock

Additional Tools for Morgan Stock Analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Pb Ratio	+ 1.0	Ptb Ratio
Free Cash Flow Per Share	+ 1.0	Operating Cash Flow Per Share
Days Of Inventory On Hand	+ 1.0	Inventory Turnover
Capex To Operating Cash Flow	+ 0.97	Pocfratio
Income Quality	+ 0.93	Payout Ratio
Operating Cash Flow Per Share	+ 0.88	Free Cash Flow Yield

Days Payables Outstanding	- 0.92	Payables Turnover
Days Payables Outstanding	- 0.84	Roic
Book Value Per Share	- 0.75	Days Sales Outstanding
Capex To Revenue	- 0.71	Days Sales Outstanding
Cash Per Share	- 0.68	Payables Turnover
Payables Turnover	- 0.68	Book Value Per Share