Morgan Stanley (MS)

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Morgan Stanley (MS) is up 24.3% since the beginning of the year. At $218 per share, MS is currently trading at its 52-week high. Investors who bought $1,000 worth of MS shares 5 years ago would now be looking at an investment worth $2,729.

Morgan Stanley (MS) has returned 24.29% so far this year and 74.42% over the past 12 months. Looking at the last ten years, MS has achieved an annualized return of 26.85%, outperforming the S&P 500 Index benchmark, which averaged 13.65% per year.

Based on dividend-adjusted daily data since Feb 23, 1993, MS's average daily return is +0.09%, while the average monthly return is +1.57%. At this rate, an investment would double in approximately 3.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 1998 with a return of +51.4%, while the worst month was Sep 2008 at -43.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, MS closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +87.0%, while the worst single day was Oct 9, 2008 at -25.9%.

Morgan Stanley has an annualized alpha of 4.44%, beta of 1.74, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since February 24, 1993.

• This stock captured 194.22% of S&P 500 Index gains and 153.58% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This stock generated an annualized alpha of 4.44% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 1.74 means this stock moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

MS ranks 92 for risk / return — in the top 92% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Morgan Stanley (MS) and compare them to S&P 500 Index.

Morgan Stanley provided a 1.83% dividend yield over the last twelve months, with an annual payout of $4.00 per share. The company has been increasing its dividends for 13 consecutive years.

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.

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.

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 3023 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Morgan Stanley over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Morgan Stanley is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.