Morgan Stanley Stock Performance
| MS Stock | USD 134.99 3.30 2.51% |
On a scale of 0 to 100, Morgan Stanley holds a performance score of 17. The company secures a Beta (Market Risk) of 2.2, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Morgan Stanley will likely underperform. Please check Morgan Stanley's potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to make a quick decision on whether Morgan Stanley's current price movements will revert.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Morgan Stanley unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.66 | Five Day Return 1.36 | Year To Date Return 43.97 | Ten Year Return 280.5 | All Time Return 2 K |
Forward Dividend Yield 0.028 | Payout Ratio 0.5291 | Last Split Factor 2:1 | Forward Dividend Rate 3.7 | Dividend Date 2024-11-15 |
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2 | Disposition of 60000 shares by Stephen Luczo of Morgan Stanley at 119.1745 subject to Rule 16b-3 | 10/17/2024 |
3 | Earnings call Biogen reports progress and strategic pipeline expansion | 10/30/2024 |
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7 | Verisk Analytics, Inc. Declares 0. Quarterly Dividend | 11/13/2024 |
| Morgan Stanley dividend paid on 15th of November 2024 | 11/15/2024 |
8 | 3 ASX shares Australians can buy and hold for the next decade | 11/19/2024 |
| Begin Period Cash Flow | 128.1 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 10,153 in Morgan Stanley on August 24, 2024 and sell it today you would earn a total of 3,346 from holding Morgan Stanley or generate 32.96% return on investment over 90 days. Morgan Stanley is generating 0.4746% of daily returns and assumes 2.1256% volatility on return distribution over the 90 days horizon. Put differently, 18% of stocks are less risky than Morgan on the basis of their historical return distribution, and some 91% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morgan Stanley, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2233
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Estimated Market Risk
| 2.13 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0094 | |||
| Profit Margin | 0.19 % | |||
| Operating Margin | 0.33 % | |||
| Current Valuation | 73.03 B | |||
| Shares Outstanding | 1.61 B | |||
| Price To Earning | 13.51 X | |||
| Price To Book | 2.27 X | |||
| Price To Sales | 3.64 X | |||
| Revenue | 53.61 B | |||
| Gross Profit | 46.44 B | |||
| EBITDA | 23.55 B | |||
| Net Income | 9.23 B | |||
| Cash And Equivalents | 122.72 B | |||
| Cash Per Share | 325.70 X | |||
| Total Debt | 276.39 B | |||
| Debt To Equity | 3.42 % | |||
| Current Ratio | 2.00 X | |||
| Book Value Per Share | 58.25 X | |||
| Cash Flow From Operations | (33.54 B) | |||
| Earnings Per Share | 6.59 X | |||
| Market Capitalization | 212.16 B | |||
| Total Asset | 1.19 T | |||
| Retained Earnings | 98 B | |||
About Morgan Stanley Performance
Assessing Morgan Stanley's fundamental ratios provides investors with valuable insights into Morgan Stanley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Morgan Stanley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.4 K | 1.3 K | |
| 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 | 0.09 | 0.17 |
Things to note about Morgan Stanley performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 | |
| On 15th of November 2024 Morgan Stanley paid $ 0.925 per share dividend to its current shareholders | |
| Latest headline from fool.com.au: 3 ASX shares Australians can buy and hold for the next decade |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
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.