Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

Information processing and communications

Professional services

Occupancy and equipment

Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Advanced Micro Devices

General Motors

Options trading was buzzing in Morgan Stanley, General Motors and AMD on Tuesday. Here are the metrics that matter moving forward.

Wednesday’s Vital Data: Morgan Stanley, General Motors and Advanced Micro Devices

Morgan Stanley  has usurped rivals including Deutsche Bank, Citigroup, Credit Suisse and Goldman Sachs to lead the relaunch of a $1.45 billion IPO - Hong Kong's second-largest this year - in an unusually brutal shuffling of banks' roles on a big deal.

Morgan Stanley elbows out rivals for plum role in $1.5 billion IPO relaunch: sources

Bank of America

Citigroup

JPMorgan Chase & Co

Bank stocks defied rate cut fears and have considerably outperformed analysts' estimates in third-quarter 2019 so far.

4 Banks Riding High on Impressive Q3 Earnings

Trefis details the key components of Morgan Stanley’s Revenues in an interactive dashboard, along with our forecast for the next 3 years. In 2019, Morgan Stanley’s Institutional Securities division is expected to contribute roughly $19.3 billion (48%) to its Total Revenue estimate of $40 billion

Morgan Stanley’s Revenue Growth Rate Will Be Notably Lower Over Coming Years

Gogo

Honeywell

Union Pacific

Union Pacific, Facebook, Gogo, Morgan Stanley and Honeywell were our top stock trades from Thursday. Here's a look at the charts.

5 Top Stock Trades for Friday: MS, FB, HON, GOGO, UNP

Morgan Stanley (MS) earnings for the financial company's third quarter of 2019 have MS stock up Thursday on and EPS and revenue beat.
The post Morgan Stanley Earnings: MS Stock Moves 2% Higher on Q3 Beat appeared first on InvestorPlace.

Morgan Stanley Earnings: MS Stock Moves 2% Higher on Q3 Beat

Morgan Stanley (MS) CEO James Gorman on Q3 2019 Results - Earnings Call Transcript

Higher trading and investment banking revenues support Morgan Stanley's (MS) Q3 earnings.

Morgan Stanley (MS) Q3 Earnings Top on Bond Trading, Advisory

Higher revenues support Morgan Stanley's (MS) Q3 earnings.

Morgan Stanley (MS) Beats on Q3 Earnings, Revenues Rise Y/Y

Intel

CBRE Group

Options trading was buzzing in Intel, CBRE Group and Morgan Stanley Thursday. Here are the metrics and levels that matter moving forward.

Thursday’s Vital Data: Intel, CBRE Group and Morgan Stanley

Morgan Stanley (NYSE: MS) reported third-quarter earnings of $1.27 per share on Thursday, beating the analyst consensus estimate of $1.11.

Morgan Stanley Trades Higher On Q3 Beat Despite 'Summer Slowdown'

Morgan Stanley (NYSE: MS) released its third-quarter financial results before the markets opened on Thursday.

Morgan Stanley Cruises By With Strong Q3 Earnings

Morgan Stanley (MS) delivered earnings and revenue surprises of 10.00% and 3.60%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Tops Q3 Earnings and Revenue Estimates

Morgan Stanley  beat estimates for quarterly profit on Thursday, buoyed by higher revenue from bond trading and M&A advisory fees.

Morgan Stanley profit beats estimates on bond trading strength

Shares of Morgan Stanley MS, +0.61% surged 4.2% in premarket trading Thursday, after the bank and broker reported third-quarter profit and revenue that rose above expectations, as strength in its institutional securities and investment management businesses offset some weakness in wealth management.

Morgan Stanley's stock surges after profit beats expectations, revenue surprisingly increases

Morgan Stanley earnings easily topped third-quarter estimates, capping bank giant earnings. Morgan Stanley stock rose but has been in a long slide.

Morgan Stanley Earnings Top On Trading Revenue; Stock Rises

Netflix

We'll get a pile of economic data, Morgan Stanley earnings and Netflix earnings reaction on Thursday

Three before you leave — What to watch for Thursday including Morgan Stanley, Netflix

Bank of New York Mellon

Goldman Sachs

Wells Fargo

The third-quarter earnings season is well underway with big banks leading the march out the door. Here are seven worth a look.

7 Big Bank Stocks on the Move

Morgan Stanley (NYSE: MS) is set to release its most recent quarterly results before the opening bell on Thursday.

What to Watch When Morgan Stanley Reports Thursday Morning

Morgan Stanley's (MS) Q3 results are likely to reflect adverse impact from slump in trading activities, weak investment banking and lower interest rates.

Trading, Global Woes to Mar Morgan Stanley (MS) Q3 Earnings

Trefis compares trends in key operating metrics for Morgan Stanley vs Goldman Sachs over the last 4 years, along with our forecast for 2019 in an interactive dashboard, and finds that Goldman Sachs runs a more profitable business than its peer despite having lower revenues. The reason for this.

Which Wall Street Titan Is Doing Better: Morgan Stanley Or Goldman Sachs?

Textron

The stock market is likely to rise. Here are a pair of potential short-term recommendations.

Stocks This Week: Buy Morgan Stanley And Textron

At a time when banks are facing a tough operating backdrop, the Federal Reserve’s approval to the overhauling of Volcker Rule is a positive catalyst.

Banks to Get Respite After Fed Approves Simpler Volcker Rule

Lincoln National

Bank of America stock isn’t on Citi chief equity strategist Tobias Levkovich’s list of top picks. Just another reason to forget BAC stock.

Forget Bank of America Stock and Buy These 2 Financial Stocks Instead

AMTD International Inc

Bristol-Myers

Johnson Controls

Nokia

PayPal

A weak start for stocks in October will create good entry points for growth investors. Here are seven of the best prospects to look at.

News for Morgan Stanley Stock (MS)