Morgan Stanley Stock Z Score
MS Stock | USD 90.66 0.40 0.44% |
Morgan | Z Score |
Morgan Stanley Company Z Score Analysis
Morgan Stanley's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
| |||||||
| |||||||
| |||||||
| |||||||
|
Morgan Z Score 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 Z Score. 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
To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
Competition |
Based on the company's disclosures, Morgan Stanley has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.
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 |
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.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Morgan Stanley Piotroski F Score and Morgan Stanley Valuation 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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.
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |
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.