Morgan Story

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MS -- USA Stock  

USD 76.87  1.56  1.99%

Morgan Stanley Enterprise Value over EBIT is relatively stable at the moment as compared to the past year. Morgan Stanley reported last year Enterprise Value over EBIT of 21.85. As of 01/20/2021, Enterprise Value over EBITDA is likely to grow to 13.88, while Revenue Per Employee is likely to drop slightly above 715.9 K. While many traders today are more concerned about the preservation of capital over market returns, Morgan Stanley could be one exception. We will cover the possibilities of making Morgan Stanley into a steady grower in February. In this post, I will also go over some essential variables affecting Morgan Stanley's products, and show how it may impact Morgan Stanley outlook for active traders this year.
Published over a month ago
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Is Morgan Stanley overvalued?
The company secures a Beta (Market Risk) of 1.9867, which conveys a somewhat significant risk relative to the market. Let's try to break down what Morgan's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Morgan Stanley will likely underperform. Although it is extremely important to respect Morgan Stanley price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Morgan Stanley technical indicators, you can presently evaluate if the expected return of 0.0% will be sustainable into the future. Morgan Stanley right now secures a risk of 0.0%. Please verify Morgan Stanley total risk alpha, downside variance, as well as the relationship between the Downside Variance and daily balance of power to decide if Morgan Stanley will be following its current price movements.

And What about dividends?

A dividend is the distribution of a portion of Morgan Stanley earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. Morgan Stanley dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. Morgan one year expected dividend income is about $0.68 per share.
Morgan Stanley Preferred Dividends Income Statement Impact is relatively stable at the moment as compared to the past year. Morgan Stanley reported last year Preferred Dividends Income Statement Impact of 477 Million. As of 02/27/2021, Dividends per Basic Common Share is likely to grow to 1.62, while Payment of Dividends and Other Cash Distributions is likely to drop (2.4 B).
Last ReportedProjected for 2021
Preferred Dividends Income Statement Impact477 M518.3 M
Payment of Dividends and Other Cash Distributions-2.4 B-2.4 B
Dividend Yield 0.0288  0.0237 
Dividends per Basic Common Share 1.50  1.62 
Investing in dividend-paying stocks, such as Morgan Stanley is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in Morgan Stanley must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for Morgan Stanley. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is Morgan Stanley's Liquidity

Morgan Stanley financial leverage refers to using borrowed capital as a funding source to finance Morgan Stanley ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Morgan Stanley financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Please check the breakdown between Morgan Stanley's total debt and its cash.

What do experts say?

Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.
It is good to see analyst projects for Morgan Stanley, but it might be worth checking our own buy vs. sell analysis

What did Morgan Stanley file with SEC?

The SEC filings are financial statements or other formal documents of Morgan Stanley that are regularly submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make SEC filings and fintech professionals rely on these filings for information about companies they are evaluating for investment purposes. Please note, most SEC filings are available online through the SEC's EDGAR database.
Please check here for more information.
Please note, although all public domestic companies are required to submit their filings via EDGAR, not all public companies are available through our service. Also, keep in mind that the actual annual reports to Morgan shareholders may or may not be submitted as SEC does not always require it.
19th of February 2021
Financial Statements and Exhibits. Other Events. Unclassified Corporate Event
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16th of February 2021
Unclassified Corporate Event
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22nd of January 2021
Other Events
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Please note, although all public domestic companies are required to submit their filings via EDGAR, not all public companies are available through our service. Also, keep in mind that the actual annual reports to Morgan shareholders may or may not be submitted as SEC does not always require it.

Breaking down Morgan Stanley Indicators

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Morgan Stanley has an asset utilization ratio of 8.58 percent. This connotes that the company is making $0.0858 for each dollar of assets. An increasing asset utilization means that Morgan Stanley is more efficient with each dollar of assets it utilizes for everyday operations.

Morgan Stanley has 0.0 percent likelihood to fall below $73 in February

The potential upside is down to 5.69 as of today. Morgan Stanley has low volatility with Treynor Ratio of 0.36, Maximum Drawdown of 7.64 and kurtosis of 3.1. However, we advice all investors to further analyze Morgan Stanley to make certain all market information is desiminated and is consistent with the current expectations about Morgan Stanley upside potential.

Our Takeaway on Morgan Stanley Investment

While some other entities in the capital markets industry are either recovering or due for a correction, Morgan Stanley may not be performing as strong as the other in terms of long-term growth potentials. All things considered, as of the 20th of January 2021, our research shows that Morgan Stanley is a rather very steady investment opportunity with a below average odds of financial distress in the next two years. From a slightly different view, the entity currently appears to be fairly valued. Our overall 30 days recommendation on the enterprise is Strong Buy.

About Contributor

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Raphi Shpitalnik do not own shares of Morgan Stanley. Please refer to our Terms of Use for any information regarding our disclosure principles.

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