Morgan Stanley Stock Performance
MS Stock | USD 92.09 1.43 1.58% |
Morgan Stanley has a performance score of 5 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.97, which conveys possible diversification benefits within a given portfolio. Morgan Stanley returns are very sensitive to returns on the market. As the market goes up or down, Morgan Stanley is expected to follow. Morgan Stanley right now secures a risk of 1.53%. Please verify Morgan Stanley potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Morgan Stanley will be following its current price movements.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 1.67 | Five Day Return 2.26 | Year To Date Return (1.84) | Ten Year Return 195.42 | All Time Return 1.1 K |
Forward Dividend Yield 0.0375 | Payout Ratio 0.4638 | Last Split Factor 2:1 | Forward Dividend Rate 3.4 | Dividend Date 2024-05-15 |
Morgan Stanley dividend paid on 15th of February 2024 | 02/15/2024 |
1 | Weeks Best Wells Fargo Is Sued by Two Former Advisor Employees | 03/15/2024 |
2 | Loar Files Registration Statement for Proposed Initial Public Offering | 04/02/2024 |
3 | Light wind in dollars sails after bumper US payrolls | 04/08/2024 |
4 | Q3 crude oil price outlook raised at Morgan Stanley on rising geopolitical risk | 04/09/2024 |
5 | 10 Best High Volume Stocks To Buy According to Hedge Funds | 04/11/2024 |
6 | TOP RANKED ROSEN LAW FIRM Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation MS | 04/12/2024 |
7 | Time to Buy Goldman Sachs Stock After Strong Q1 Results | 04/16/2024 |
8 | Disposition of 100000 shares by James Gorman of Morgan Stanley at 90.2053 subject to Rule 16b-3 | 04/18/2024 |
9 | BlackRock Unusual Options Activity For April 19 | 04/19/2024 |
Begin Period Cash Flow | 128.1 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 8,672 in Morgan Stanley on January 24, 2024 and sell it today you would earn a total of 537.00 from holding Morgan Stanley or generate 6.19% return on investment over 90 days. Morgan Stanley is generating 0.1086% of daily returns and assumes 1.533% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than Morgan on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
Risk |
Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morgan Stanley, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0708
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Estimated Market Risk
1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.
Return On Equity | 0.0917 | ||||
Return On Asset | 0.0078 | ||||
Profit Margin | 0.17 % | ||||
Operating Margin | 0.35 % | ||||
Current Valuation | 34.42 B | ||||
Shares Outstanding | 1.63 B | ||||
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) | ||||
Earnings Per Share | 5.50 X | ||||
Market Capitalization | 147.47 B | ||||
Total Asset | 1.19 T | ||||
Retained Earnings | 98 B | ||||
About Morgan Stanley Performance
To evaluate Morgan Stanley Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Morgan Stanley generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Morgan Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Morgan Stanley market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Morgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 0.00 | 0.00 | |
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.01 | 0.01 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.09 | 0.17 |
Things to note about Morgan Stanley performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.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 benzinga.com: BlackRock Unusual Options Activity For April 19 |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
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.