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
| ISIN | US6174464486 |
|---|---|
| CUSIP | 617446448 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $153.98B |
|---|---|
| EPS | $5.18 |
| PE Ratio | 18.18 |
| PEG Ratio | 3.36 |
| Revenue (TTM) | $53.61B |
| Gross Profit (TTM) | $46.44B |
| EBITDA (TTM) | $428.47M |
| Year Range | $68.67 - $94.73 |
| Target Price | $95.00 |
| Short % | 1.31% |
| Short Ratio | 1.69 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: MS vs. SCHW, MS vs. MSCI, MS vs. FBGX, MS vs. SCHD, MS vs. VTI, MS vs. BLK, MS vs. FXAIX, MS vs. PG, MS vs. WBA, MS vs. JNJ
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 -2.45% year-to-date (YTD) and 4.32% in the last 12 months. Over the past 10 years, Morgan Stanley had an annualized return of 14.23%, outperforming the S&P 500 benchmark which had an annualized return of 10.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.45% | 5.29% |
| 1 month | 2.41% | -2.47% |
| 6 months | 22.96% | 16.40% |
| 1 year | 4.32% | 20.88% |
| 5 years (annualized) | 17.30% | 11.60% |
| 10 years (annualized) | 14.23% | 10.43% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.53% | -1.38% | 9.44% | |||||||||
| 2023 | -4.09% | -12.23% | 12.03% | 17.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Morgan Stanley(MS)
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 granted a 3.69% dividend yield in the last twelve months. The annual payout for that period amounted to $3.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.33 | $3.25 | $2.95 | $2.10 | $1.40 | $1.30 | $1.10 | $0.90 | $0.70 | $0.55 | $0.35 | $0.20 |
Dividend yield | 3.69% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.85 | $0.00 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.05 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
The current Morgan Stanley drawdown is 10.66%.
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 | — | — | — |
| -29.83% | Oct 6, 1993 | 125 | Apr 4, 1994 | 275 | May 5, 1995 | 400 |
Volatility
Volatility Chart
The current Morgan Stanley volatility is 8.75%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |