Morgan Stanley Stock Buy Hold or Sell Recommendation
| MS Stock | USD 93.76 1.67 1.81% |
Allowing for the 90-day total investment horizon and your way above-average risk tolerance, our recommendation regarding Morgan Stanley is 'Buy'. Macroaxis provides Morgan Stanley buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MS positions. The advice algorithm takes into account all of Morgan Stanley's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Morgan Stanley's buy or sell advice are summarized below:
Real Value 88.42 | Target Price 86.27 | Hype Value 92.02 | Market Value 93.76 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Morgan Stanley given historical horizon and risk tolerance towards Morgan Stanley. When Macroaxis issues a 'buy' or 'sell' recommendation for Morgan Stanley, the advice is generated through an automated system that utilizes algorithms and statistical models.
Morgan |
Execute Morgan Stanley Buy or Sell Advice
The Morgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Morgan Stanley. Macroaxis does not own or have any residual interests in Morgan Stanley or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Morgan Stanley's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Morgan Stanley Trading Alerts and Improvement Suggestions
| 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. | |
| Roughly 63.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: Earnings call Getinge reports steady Q1 growth, maintains full-year outlook |
Morgan Stanley Returns Distribution Density
The distribution of Morgan Stanley's historical returns is an attempt to chart the uncertainty of Morgan Stanley's future price movements. The chart of the probability distribution of Morgan Stanley daily returns describes the distribution of returns around its average expected value. We use Morgan Stanley price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Morgan Stanley returns is essential to provide solid investment advice for Morgan Stanley.
| Mean Return | 0.17 | Value At Risk | -2.58 | Potential Upside | 2.47 | Standard Deviation | 1.51 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Morgan Stanley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Morgan Stock 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 originates 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 | 2023-12-31 | 20.2 M | Fmr Inc | 2023-12-31 | 17.3 M | Capital Research Global Investors | 2023-12-31 | 17.1 M | Ameriprise Financial Inc | 2023-12-31 | 15.3 M | Royal Bank Of Canada | 2023-12-31 | 15 M | Bank Of New York Mellon Corp | 2023-12-31 | 14.8 M | T. Rowe Price Associates, Inc. | 2023-12-31 | 13.5 M | Northern Trust Corp | 2023-12-31 | 12.3 M | Amvescap Plc. | 2023-12-31 | 10.8 M | Mitsubishi Ufj Financial Group Inc Junk | 2023-12-31 | 377.1 M | State Street Corporation | 2023-12-31 | 113.9 M |
Morgan Stanley Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (5.0B) | 23.5B | 22.1B | 402M | (38.9B) | (37.0B) | |
| Free Cash Flow | 38.9B | (26.7B) | 31.7B | (9.5B) | (36.9B) | (35.1B) | |
| Other Non Cash Items | (33M) | 1.0B | (143M) | 898M | 840M | 882M | |
| Dividends Paid | 2.6B | 2.7B | 4.2B | 5.4B | 5.8B | 6.1B | |
| Capital Expenditures | 1.8B | 1.4B | 2.3B | 3.1B | 3.4B | 3.6B | |
| Net Income | 8.9B | 9.2B | 11.2B | 15.1B | 9.2B | 4.9B | |
| End Period Cash Flow | 82.2B | 105.7B | 127.7B | 128.1B | 89.2B | 93.7B | |
| Depreciation | 2.6B | 3.8B | 4.2B | 4.0B | 4.3B | 4.5B | |
| Change To Inventory | 14.7B | (31.6B) | 7.8B | 3.3B | 3.0B | 3.1B | |
| Investments | (30.8B) | (39.5B) | (8.0B) | (8.2B) | (3.1B) | (3.2B) | |
| Change Receivables | 233M | (29.8B) | 774M | 14.7B | 16.9B | 17.7B | |
| Net Borrowings | (9.9B) | 10.2B | 19.5B | 37.6B | 43.2B | 45.4B | |
| Change To Netincome | 1.1B | 1.3B | 2.0B | 1.6B | 1.9B | 1.8B |
Morgan Stanley Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Morgan Stanley or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Morgan Stanley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Morgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.08 | |
β | Beta against NYSE Composite | 1.01 | |
σ | Overall volatility | 1.54 | |
Ir | Information ratio | 0.05 |
Morgan Stanley Volatility Alert
Morgan Stanley has relatively low volatility with skewness of -0.71 and kurtosis of 2.91. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Morgan Stanley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Morgan Stanley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Morgan Stanley Implied Volatility
Morgan Stanley's implied volatility exposes the market's sentiment of Morgan Stanley stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Morgan Stanley's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Morgan Stanley stock will not fluctuate a lot when Morgan Stanley's options are near their expiration.
Morgan Stanley Fundamentals Vs Peers
Comparing Morgan Stanley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Morgan Stanley's direct or indirect competition across all of the common fundamentals between Morgan Stanley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Morgan Stanley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Morgan Stanley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Morgan Stanley to competition |
| Fundamentals | Morgan Stanley | Peer Average |
| Return On Equity | 0.0917 | -0.31 |
| Return On Asset | 0.0078 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.35 % | (5.51) % |
| Current Valuation | 34.42 B | 16.62 B |
| Shares Outstanding | 1.63 B | 571.82 M |
| Shares Owned By Insiders | 23.31 % | 10.09 % |
| Shares Owned By Institutions | 62.51 % | 39.21 % |
| Number Of Shares Shorted | 15.13 M | 4.71 M |
| Price To Earning | 13.51 X | 28.72 X |
| Price To Book | 1.55 X | 9.51 X |
| Price To Sales | 2.62 X | 11.42 X |
| Revenue | 50.67 B | 9.43 B |
| Gross Profit | 46.44 B | 27.38 B |
| EBITDA | 15.93 B | 3.9 B |
| Net Income | 9.23 B | 570.98 M |
| Cash And Equivalents | 122.72 B | 2.7 B |
| Cash Per Share | 325.70 X | 5.01 X |
| Total Debt | 276.39 B | 5.32 B |
| Debt To Equity | 3.42 % | 48.70 % |
| Current Ratio | 2.00 X | 2.16 X |
| Book Value Per Share | 55.50 X | 1.93 K |
| Cash Flow From Operations | (33.54 B) | 971.22 M |
| Short Ratio | 1.56 X | 4.00 X |
| Earnings Per Share | 5.50 X | 3.12 X |
| Price To Earnings To Growth | 3.06 X | 4.89 X |
| Target Price | 97.79 | |
| Number Of Employees | 79.61 K | 18.84 K |
| Beta | 1.41 | -0.15 |
| Market Capitalization | 149.8 B | 19.03 B |
| Total Asset | 1.19 T | 29.47 B |
| Retained Earnings | 98 B | 9.33 B |
| Annual Yield | 0.04 % |
Note: Sale by Wirth Paul C of 25000 shares of Morgan Stanley [view details]
Morgan Stanley Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Morgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 128465.0 | |||
| Daily Balance Of Power | 0.8836 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 93.1 | |||
| Day Typical Price | 93.32 | |||
| Price Action Indicator | 1.49 | |||
| Period Momentum Indicator | 1.67 |
About Morgan Stanley Buy or Sell Advice
When is the right time to buy or sell Morgan Stanley? Buying financial instruments such as Morgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 243.2B | 246.2B | 276.4B | 290.2B | Total Assets | 1.2T | 1.2T | 1.2T | 610.9B |
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Check out Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Complementary 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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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.188 | Dividend Share 3.4 | Earnings Share 5.5 | Revenue Per Share 33.686 | Quarterly Revenue Growth 0.06 |
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.