Morgan Stanley (MS)
Morgan Stanley is a multinational investment bank and financial services company based in New York City. It provides a range of services to clients, including investment banking, wealth management, and asset management. Morgan Stanley has a strong presence in the global financial market and is known for its expertise in areas such as mergers and acquisitions, capital raising, and risk management.
Company Info
Highlights
$213.16B
$6.58
20.11
3.87
$58.28B
$42.91B
$17.24B
$73.65 - $133.99
$116.92
1.37%
3.09
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Morgan Stanley had a return of 49.00% year-to-date (YTD) and 74.42% in the last 12 months. Over the past 10 years, Morgan Stanley had an annualized return of 17.40%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
MS
49.00%
13.06%
36.04%
74.42%
26.37%
17.40%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of MS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.53% | -1.38% | 9.44% | -2.63% | 7.71% | -0.66% | 7.15% | 0.39% | 0.61% | 12.40% | 49.00% | ||
| 2023 | 15.40% | -0.85% | -9.02% | 3.36% | -9.13% | 4.45% | 8.20% | -7.00% | -4.09% | -12.23% | 12.03% | 17.53% | 13.93% |
| 2022 | 5.19% | -11.51% | -3.68% | -7.00% | 6.89% | -11.70% | 11.88% | 1.09% | -7.29% | 5.01% | 13.27% | -8.65% | -10.34% |
| 2021 | -1.66% | 14.65% | 1.03% | 6.75% | 10.18% | 0.81% | 5.45% | 8.80% | -6.82% | 6.35% | -7.74% | 3.52% | 46.65% |
| 2020 | 2.90% | -13.83% | -24.49% | 16.99% | 12.10% | 9.28% | 1.91% | 6.91% | -7.48% | 0.32% | 28.41% | 10.84% | 38.09% |
| 2019 | 7.44% | -0.76% | 0.52% | 15.06% | -15.67% | 7.67% | 2.51% | -6.89% | 2.84% | 8.73% | 7.45% | 3.31% | 32.67% |
| 2018 | 8.25% | -0.94% | -3.68% | -3.88% | -2.87% | -5.46% | 7.30% | -3.42% | -4.63% | -1.28% | -2.78% | -10.68% | -22.76% |
| 2017 | 1.03% | 7.48% | -6.20% | 1.70% | -3.76% | 6.76% | 5.81% | -2.98% | 5.87% | 4.31% | 3.22% | 1.67% | 26.61% |
| 2016 | -18.16% | -4.56% | 1.26% | 8.79% | 1.15% | -5.08% | 11.35% | 11.59% | -0.00% | 5.34% | 23.21% | 2.15% | 36.07% |
| 2015 | -12.61% | 5.86% | -0.28% | 4.96% | 2.39% | 1.54% | 0.51% | -11.30% | -8.56% | 5.16% | 4.03% | -7.26% | -16.74% |
| 2014 | -5.74% | 4.37% | 1.20% | -0.44% | -0.23% | 4.76% | 0.33% | 6.09% | 0.76% | 1.39% | 0.66% | 10.29% | 25.08% |
| 2013 | 19.51% | -1.10% | -2.53% | 1.01% | 16.93% | -5.68% | 11.58% | -5.33% | 4.62% | 6.79% | 8.95% | 0.19% | 65.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MS is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley (MS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Morgan Stanley provided a 2.65% dividend yield over the last twelve months, with an annual payout of $3.55 per share. The company has been increasing its dividends for 13 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.55 | $3.25 | $2.95 | $2.10 | $1.40 | $1.30 | $1.10 | $0.90 | $0.70 | $0.55 | $0.35 | $0.20 |
Dividend yield | 2.65% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $0.00 | $3.55 | |
| 2023 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $3.25 |
| 2022 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $2.95 |
| 2021 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.10 |
| 2020 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $1.40 |
| 2019 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $1.30 |
| 2018 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.10 |
| 2017 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.90 |
| 2016 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.70 |
| 2015 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.35 |
| 2013 | $0.05 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.20 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley was 88.12%, occurring on Nov 20, 2008. Recovery took 3024 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.12% | Sep 12, 2000 | 2061 | Nov 20, 2008 | 3024 | Nov 24, 2020 | 5085 |
| -60.32% | Jul 20, 1998 | 57 | Oct 7, 1998 | 93 | Feb 22, 1999 | 150 |
| -33.37% | Mar 27, 2000 | 44 | May 26, 2000 | 31 | Jul 12, 2000 | 75 |
| -32.38% | Feb 10, 2022 | 89 | Jun 17, 2022 | 479 | May 15, 2024 | 568 |
| -29.83% | Oct 6, 1993 | 125 | Apr 4, 1994 | 266 | Apr 24, 1995 | 391 |
Volatility
Volatility Chart
The current Morgan Stanley volatility is 12.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Morgan Stanley compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MS in comparison to other companies of the Capital Markets industry. Currently, MS has a PE value of 20.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MS in comparison to other companies of the Capital Markets industry. Currently, MS has a PEG value of 3.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Morgan Stanley.
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Income Statement
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