Morgan Stanley Net Worth

Morgan Stanley Net Worth Breakdown

The net worth of Morgan Stanley is the difference between its total assets and liabilities. Morgan Stanley's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Morgan Stanley's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Morgan Stanley's net worth can be used as a measure of its financial health and stability which can help investors to decide if Morgan Stanley is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Morgan Stanley stock.

Morgan Stanley Net Worth Analysis

Morgan Stanley's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Morgan Stanley's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Morgan Stanley's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Morgan Stanley's net worth analysis. One common approach is to calculate Morgan Stanley's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Morgan Stanley's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Morgan Stanley's net worth. This approach calculates the present value of Morgan Stanley's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Morgan Stanley's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Morgan Stanley's net worth. This involves comparing Morgan Stanley's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Morgan Stanley's net worth relative to its peers.

Enterprise Value

65.71 Billion

To determine if Morgan Stanley is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Morgan Stanley's net worth research are outlined below:

	Morgan Stanley reports about 122.72 B in cash with (33.54 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 325.7.
	Morgan Stanley has a poor financial position based on the latest SEC disclosures
	Roughly 62.0% of the company shares are owned by institutional investors
	Latest headline from news.google.com: Top consumer services stocks as Morgan Stanley names them top pick - Seeking Alpha

Morgan Stanley Quarterly Good Will

16.73 Billion

Morgan Stanley uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Morgan Stanley. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Morgan Stanley's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	16th of April 2024 Upcoming Quarterly Report	View
	16th of July 2024 Next Financial Report	View
	31st of March 2024 Next Fiscal Quarter End	View
	21st of January 2025 Next Fiscal Year End	View
	31st of December 2023 Last Quarter Report	View
	31st of December 2023 Last Financial Announcement	View

Morgan Stanley Target Price Consensus

Morgan target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Morgan Stanley's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.

Buy

Most Morgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Morgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Morgan Stanley, talking to its executives and customers, or listening to those companies' conference calls.

Macroaxis Advice Exposure Valuation

Morgan Stanley Target Price Projection

Morgan Stanley's current and average target prices are 139.94 and 130.56, respectively. The current price of Morgan Stanley is the price at which Morgan Stanley is currently trading. On the other hand, Morgan Stanley's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Morgan Stanley Market Quote on 31st of January 2025

Low Price	138.89	Odds
High Price	140.49	Odds

139.94 Target Price

Analyst Consensus On Morgan Stanley Target Price

Low Estimate	118.81	Odds
High Estimate	144.92	Odds

130.5556

Historical

Lowest Forecast 118.81

Target Price 130.56

Highest Forecast 144.92

Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Morgan Stanley and the information provided on this page.

Know Morgan Stanley's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Morgan Stanley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morgan Stanley backward and forwards among themselves. Morgan Stanley's institutional investor refers to the entity that pools money to purchase Morgan Stanley's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Massachusetts Financial Services Company	2024-09-30	19.2 M
Capital Research Global Investors	2024-09-30	15.1 M
Goldman Sachs Group Inc	2024-09-30	15 M
Norges Bank	2024-06-30	14.3 M
Ameriprise Financial Inc	2024-09-30	13.1 M
T. Rowe Price Associates, Inc.	2024-09-30	12.2 M
Northern Trust Corp	2024-09-30	11.2 M
Bank Of New York Mellon Corp	2024-09-30	11 M
Charles Schwab Investment Management Inc	2024-09-30	11 M
Mitsubishi Ufj Financial Group Inc Junk	2024-09-30	377.1 M
State Street Corp	2024-09-30	110.3 M

Note, although Morgan Stanley's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow Morgan Stanley's market capitalization trends

The company currently falls under 'Mega-Cap' category with a market capitalization of 224.88 B.

Market Cap

56.48 Billion

Project Morgan Stanley's profitablity

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.01	0.01
Return On Capital Employed	0.02	0.02
Return On Assets	0.01	0.01
Return On Equity	0.13	0.17

The company has Net Profit Margin (PM) of 0.19 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.33 %, which signifies that for every $100 of sales, it has a net operating income of $0.33.

When accessing Morgan Stanley's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Morgan Stanley's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Morgan Stanley's profitability and make more informed investment decisions.

Please note, the imprecision that can be found in Morgan Stanley's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Morgan Stanley. Check Morgan Stanley's Beneish M Score to see the likelihood of Morgan Stanley's management manipulating its earnings.

Evaluate Morgan Stanley's management efficiency

At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2025, whereas Return On Capital Employed is likely to drop 0.02 in 2025. At this time, Morgan Stanley's Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 923.6 B in 2025, whereas Other Current Assets are likely to drop slightly above 319.6 B in 2025. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.

	Last Reported	Projected for Next Year
Book Value Per Share	65.79	53.75
Tangible Book Value Per Share	65.79	48.58
Enterprise Value Over EBITDA	11.37	10.80
Price Book Value Ratio	1.91	1.49
Enterprise Value Multiple	11.37	10.80
Price Fair Value	1.91	1.49
Enterprise Value	118 B	65.7 B

Leadership at Morgan Stanley emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.

Enterprise Value Revenue

4.8457

Revenue

58.3 B

Quarterly Revenue Growth

0.165

Revenue Per Share

36.489

Return On Equity

0.1108

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morgan Stanley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Sharon Yeshaya over a week ago Disposition of 735 shares by Sharon Yeshaya of Morgan Stanley subject to Rule 16b-3
		Wirth Paul C over a year ago Sale by Wirth Paul C of 25000 shares of Morgan Stanley

Morgan Stanley Corporate Filings

	30th of January 2025 Prospectus used primarily for registering securities for public sale.	View Verify
FWP	7th of January 2025 A written communication used by offering participants to offer securities to the public or to solicit securities transactions.	View Verify

Morgan Stanley time-series forecasting models is one of many Morgan Stanley's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Morgan Stanley's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Morgan Stanley Earnings Estimation Breakdown

The calculation of Morgan Stanley's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Morgan Stanley is estimated to be 2.3006 with the future projection ranging from a low of 2.0188 to a high of 2.61. Please be aware that this consensus of annual earnings estimates for Morgan Stanley is based on EPS before non-recurring items and includes expenses related to employee stock options.

Last Reported EPS

2.22

2.02

Lowest

Expected EPS

2.3006

2.61

Highest

Morgan Stanley Earnings Projection Consensus

Suppose the current estimates of Morgan Stanley's value are higher than the current market price of the Morgan Stanley stock. In this case, investors may conclude that Morgan Stanley is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Morgan Stanley's stock will quickly adjusts to the new information provided by the consensus estimate.

Number of Analysts	Historical Accuracy	Last Reported EPS		Estimated EPS for 31st of March 2025	Current EPS (TTM)
22	90.15%	2.22		2.3006	7.95

Morgan Stanley Earnings per Share Projection vs Actual

Actual Earning per Share of Morgan Stanley refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Morgan Stanley predict the company's earnings will be in the future. The higher the earnings per share of Morgan Stanley, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.

Morgan Stanley Estimated Months Earnings per Share

For an investor who is primarily interested in generating an income out of investing in entities such as Morgan Stanley, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Morgan Stanley should always be considered in relation to other companies to make a more educated investment decision.

Morgan Quarterly Analyst Estimates and Surprise Metrics

Earnings surprises can significantly impact Morgan Stanley's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2025-01-16	2024-12-31	1.62	2.22	0.6	37
2024-10-16	2024-09-30	1.58	1.88	0.3	18
2024-07-16	2024-06-30	1.65	1.82	0.17	10
2024-06-16	2024-03-31	1.66	2.02	0.36	21
2024-01-16	2023-12-31	1.01	0.99	-0.02	1
2023-10-18	2023-09-30	1.28	1.38	0.1	7
2023-07-18	2023-06-30	1.15	1.24	0.09	7
2023-04-19	2023-03-31	1.62	1.7	0.08	4
2023-01-17	2022-12-31	1.19	1.26	0.07	5
2022-10-14	2022-09-30	1.49	1.47	-0.02	1
2022-07-14	2022-06-30	1.53	1.39	-0.14	9
2022-04-14	2022-03-31	1.68	2.02	0.34	20
2022-01-19	2021-12-31	1.91	2.01	0.1	5
2021-10-14	2021-09-30	1.68	1.98	0.3	17
2021-07-15	2021-06-30	1.65	1.85	0.2	12
2021-04-16	2021-03-31	1.7	2.19	0.49	28
2021-01-20	2020-12-31	1.27	1.92	0.65	51
2020-10-15	2020-09-30	1.28	1.66	0.38	29
2020-07-16	2020-06-30	1.12	1.96	0.84	75
2020-04-16	2020-03-31	1.14	1.01	-0.13	11
2020-01-16	2019-12-31	1	1.3	0.3	30
2019-10-17	2019-09-30	1.11	1.27	0.16	14
2019-07-18	2019-06-30	1.14	1.23	0.09	7
2019-04-17	2019-03-31	1.17	1.39	0.22	18
2019-01-17	2018-12-31	0.89	0.8	-0.09	10
2018-10-16	2018-09-30	1.01	1.17	0.16	15
2018-07-18	2018-06-30	1.11	1.25	0.14	12
2018-04-18	2018-03-31	1.25	1.45	0.2	16
2018-01-18	2017-12-31	0.77	0.84	0.07	9
2017-10-17	2017-09-30	0.81	0.88	0.07	8
2017-07-19	2017-06-30	0.76	0.87	0.11	14
2017-04-19	2017-03-31	0.88	1.0	0.12	13
2017-01-17	2016-12-31	0.65	0.81	0.16	24
2016-10-19	2016-09-30	0.63	0.8	0.17	26
2016-07-20	2016-06-30	0.59	0.75	0.16	27
2016-04-18	2016-03-31	0.46	0.55	0.09	19
2016-01-19	2015-12-31	0.33	0.43	0.1	30
2015-10-19	2015-09-30	0.62	0.34	-0.28	45
2015-07-20	2015-06-30	0.74	0.79	0.05	6
2015-04-20	2015-03-31	0.76	0.85	0.09	11
2015-01-20	2014-12-31	0.48	0.39	-0.09	18
2014-10-17	2014-09-30	0.54	0.65	0.11	20
2014-07-17	2014-06-30	0.55	0.6	0.05	9
2014-04-17	2014-03-31	0.59	0.68	0.09	15
2014-01-17	2013-12-31	0.45	0.5	0.05	11
2013-10-18	2013-09-30	0.4	0.5	0.1	25
2013-07-18	2013-06-30	0.43	0.45	0.02	4
2013-04-18	2013-03-31	0.57	0.61	0.04	7
2013-01-18	2012-12-31	0.27	0.45	0.18	66
2012-10-18	2012-09-30	0.24	0.28	0.04	16
2012-07-19	2012-06-30	0.43	0.29	-0.14	32
2012-04-19	2012-03-31	0.45	0.76	0.31	68
2012-01-19	2011-12-31	-0.57	-0.14	0.43	75
2011-10-19	2011-09-30	0.3	1.14	0.84	280
2011-07-21	2011-06-30	-0.64	-0.38	0.26	40
2011-04-21	2011-03-31	0.34	0.5	0.16	47
2011-01-20	2010-12-31	0.35	0.43	0.08	22
2010-10-20	2010-09-30	0.15	0.05	-0.1	66
2010-07-21	2010-06-30	0.46	0.8	0.34	73
2010-04-21	2010-03-31	0.57	1.03	0.46	80
2010-01-20	2009-12-31	0.36	0.29	-0.07	19
2009-10-21	2009-09-30	0.27	0.38	0.11	40
2009-07-22	2009-06-30	-0.49	-1.1	-0.61	124
2009-04-22	2009-03-31	-0.08	-0.57	-0.49	612
2008-12-17	2008-09-30	-0.34	-2.34	-2.0	588
2008-09-16	2008-06-30	0.77	1.32	0.55	71
2008-06-18	2008-03-31	0.92	0.95	0.03	3
2008-03-19	2007-12-31	1.03	1.45	0.42	40
2007-12-19	2007-09-30	-0.39	-3.61	-3.22	825
2007-09-19	2007-06-30	1.54	1.38	-0.16	10
2007-06-20	2007-03-31	2.01	2.24	0.23	11
2007-03-21	2006-12-31	1.88	2.17	0.29	15
2006-12-19	2006-09-30	1.77	2.08	0.31	17
2006-09-20	2006-06-30	1.37	1.75	0.38	27
2006-06-21	2006-03-31	1.45	1.85	0.4	27
2006-03-22	2005-12-31	1.21	1.5	0.29	23
2005-12-20	2005-09-30	1.08	1.68	0.6	55
2005-09-21	2005-06-30	1.05	1.09	0.04	3
2005-06-22	2005-03-31	0.92	0.86	-0.06	6
2005-03-17	2004-12-31	1.16	1.35	0.19	16
2004-12-21	2004-09-30	1.01	1.09	0.08	7
2004-09-22	2004-06-30	0.95	0.76	-0.19	20
2004-06-22	2004-03-31	1.06	1.1	0.04	3
2004-03-18	2003-12-31	0.97	1.11	0.14	14
2003-12-18	2003-09-30	0.9	0.94	0.04	4
2003-09-23	2003-06-30	0.69	1.15	0.46	66
2003-06-18	2003-03-31	0.68	0.55	-0.13	19
2003-03-20	2002-12-31	0.62	0.82	0.2	32
2002-12-19	2002-09-30	0.75	0.81	0.06	8
2002-09-19	2002-06-30	0.7	0.55	-0.15	21
2002-06-19	2002-03-31	0.72	0.72	0.0	0
2002-03-26	2001-12-31	0.69	0.76	0.07	10
2001-12-19	2001-09-30	0.66	0.78	0.12	18
2001-09-21	2001-06-30	0.64	0.65	0.01	1
2001-06-21	2001-03-31	0.79	0.82	0.03	3
2001-03-21	2000-12-31	0.94	0.94	0.0	0
2000-12-19	2000-09-30	1.32	1.06	-0.26	19
2000-09-21	2000-06-30	1.14	1.08	-0.06	5
2000-06-22	2000-03-31	1.12	1.26	0.14	12
2000-03-23	1999-12-31	1.06	1.34	0.28	26
1999-12-20	1999-09-30	0.95	1.42	0.47	49
1999-09-22	1999-06-30	0.8	0.83	0.03	3
1999-06-24	1999-03-31	0.73	0.98	0.25	34
1999-01-07	1998-12-31	0.49	0.75	0.26	53
1998-09-24	1998-06-30	0.52	0.53	0.01	1
1998-06-18	1998-03-31	0.59	0.72	0.13	22
1998-01-07	1997-12-31	0.51	0.65	0.14	27
1997-09-23	1997-06-30	0.47	0.55	0.08	17

Morgan Stanley Corporate Directors

Thomas Glocer	Lead Independent Director	Profile
Judith Miscik	Independent Director	Profile
Mary Schapiro	Independent Director	Profile
Dennis Nally	Independent Director	Profile

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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Morgan Stanley Net Worth