Morgan Stanley Stock Beta
MS Stock | USD 90.26 0.18 0.20% |
Morgan Stanley fundamentals help investors to digest information that contributes to Morgan Stanley's financial success or failures. It also enables traders to predict the movement of Morgan Stock. The fundamental analysis module provides a way to measure Morgan Stanley's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Morgan Stanley stock.
Morgan | Beta |
Morgan Stanley Company Beta Analysis
Morgan Stanley's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Morgan Stanley Beta | 1.41 |
Most of Morgan Stanley's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morgan Stanley is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Morgan Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Morgan Stanley is extremely important. It helps to project a fair market value of Morgan Stock properly, considering its historical fundamentals such as Beta. Since Morgan Stanley's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Morgan Stanley's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Morgan Stanley's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition |
In accordance with the recently published financial statements, Morgan Stanley has a Beta of 1.405. This is 71.34% higher than that of the Capital Markets sector and 39.96% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Morgan Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in beta category among related companies.
Morgan Stanley ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Morgan Stanley's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Morgan Stanley's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Morgan Stanley Institutional Holders
Institutional Holdings refers to the ownership stake in Morgan Stanley that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Morgan Stanley's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Morgan Stanley's value.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 |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Morgan Stanley will likely underperform.
Morgan Fundamentals
Return On Equity | 0.0917 | ||||
Return On Asset | 0.0078 | ||||
Profit Margin | 0.17 % | ||||
Operating Margin | 0.35 % | ||||
Current Valuation | 33.77 B | ||||
Shares Outstanding | 1.63 B | ||||
Shares Owned By Insiders | 23.31 % | ||||
Shares Owned By Institutions | 62.50 % | ||||
Number Of Shares Shorted | 15.13 M | ||||
Price To Earning | 13.51 X | ||||
Price To Book | 1.55 X | ||||
Price To Sales | 2.62 X | ||||
Revenue | 50.67 B | ||||
Gross Profit | 46.44 B | ||||
EBITDA | 15.93 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 | 55.50 X | ||||
Cash Flow From Operations | (33.54 B) | ||||
Short Ratio | 1.56 X | ||||
Earnings Per Share | 5.50 X | ||||
Price To Earnings To Growth | 3.06 X | ||||
Target Price | 91.96 | ||||
Number Of Employees | 80 K | ||||
Beta | 1.41 | ||||
Market Capitalization | 146.82 B | ||||
Total Asset | 1.19 T | ||||
Retained Earnings | 98 B | ||||
Annual Yield | 0.04 % | ||||
Five Year Return | 2.52 % | ||||
Net Asset | 1.19 T | ||||
Last Dividend Paid | 3.4 |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Try AI Portfolio ArchitectCheck out Morgan Stanley Piotroski F Score and Morgan Stanley Altman Z Score analysis. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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.