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 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

Earnings data Q4 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

ETRADE

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Is Morgan Stanley paying too much for E*Trade?

Morgan Stanley's move was unexpected by some, but E*Trade fits in the firm's steps towards more reliable revenue streams

Morgan Stanley To Acquire E*Trade: MS Buying Opportunity?

Trading Options on Takeover Deals

Morgan Stanley announced Thursday that it is buying E-Trade for $13 billion in an all-stock deal. Here's what Morgan Stanley's CEO and three others are watching now.

Morgan Stanley to buy E-Trade for $13 billion— here's what to watch now

Investment bank Morgan Stanley (MS) is acquiring brokerage firm E-Trade (ETFC) for $13 billion.

Why is Morgan Stanley Buying E-Trade?

Morgan Stanley's takeover of brokerage E*Trade Financial Corp  reflects a more relaxed regulatory mood in Washington, but it is still a gamble in an election year that will see Democrats continue to shine a spotlight on Wall Street excesses, said analysts.

Morgan Stanley's E*Trade deal to test Washington's regulatory mood in election year

E*Trade (ETFC) stock is on the rise Thursday after announcing a massive $13 billion deal combining it with Morgan Stanley (MS).
The post E*Trade (ETFC) Stock Soars 23% on $13 Billion Morgan Stanley Deal appeared first on InvestorPlace.

E*Trade (ETFC) Stock Soars 23% on $13 Billion Morgan Stanley Deal

Morgan Stanley's $13 billion purchase of discount brokerage E-Trade is yet another example of a big Wall Street firm trying to appeal to smaller investors.

Morgan Stanley, with E-Trade deal, makes 'land rush' for mom-and-pop investors

Morgan Stanley  said on Thursday it would buy discount brokerage E*Trade Financial Corp  in a stock deal worth about $13 billion, the biggest acquisition by a Wall Street bank since the 2008-2009 financial crisis.

Morgan Stanley's Gorman charts ambitious course with $13 bln E*Trade deal

Morgan Stanley CEO James Gorman said he has been interested in E-Trade for 20 years, but Goldman decided against pursuing a deal for the brokerage.

Goldman Sachs decided to pass on E-Trade before Morgan Stanley snatched it up, sources say

The new era of consolidation continues with Morgan Stanley's acquisition of the discount broker.

Morgan Stanley Announces $13 Billion Deal to Acquire E*Trade

E*TRADE Financial Corp (NASDAQ: ETFC) shares soared higher by 24.6% on Thursday after Morgan Stanley (NYSE: MS) announced a $13 billion all-stock buyout of the trading platform.

Why Morgan Stanley's E*TRADE Buyout 'Makes Strategic Sense'

Morgan Stanley CEO James Gorman told CNBC the origins of the deal date back to 2002.

Morgan Stanley CEO James Gorman on how the E-Trade deal came together

Morgan Stanley is to buy the online brokerage E-Trade Financial for $13bn in the largest banking deal since the 2008 financial crisis.

Morgan Stanley to buy online brokerage E-Trade for $13bn

Morgan Stanley (NYSE: MS), one of the five largest U.S. banks, announced Thursday morning that it has reached an agreement to acquire E*Trade Financial Corp.

Did the Right Company Buy E*Trade?

Morgan Stanley's Gorman charts ambitious course with $13 billion E*Trade deal

E*TRADE, one of the original internet brokers, is being sold to legacy Wall Street bank Morgan Stanley in an all-stock deal worth $13 billion.

Morgan Stanley to Buy E*TRADE for $13 Billion

The deal is expected to close in the fourth quarter of 2020.

E-Trade Shares Surge 24% After Morgan Stanley Announces $13 Billion Purchase

Morgan Stanley, the tony investment bank for rich Americans and corporations, is making a play for the masses.

Here's why Morgan Stanley is spending $13 billion to buy E-Trade

Morgan Stanley announced plans Thursday to buy discount brokerage E*Trade for about $13 billion in a deal that will boost the investment bank's wealth management business.

Morgan Stanley to buy E*Trade in all-stock deal worth $13 billion

Morgan Stanley will buy E-Trade Financial in an all-stock deal valued at $13 billion as online brokers have cut stock and ETF trading commissions to $0.
The post Morgan Stanley To Buy E-Trade For $13 Billion As Banks Snatch Up Last Brokerages appeared first on Investor's Business Daily.

Morgan Stanley To Buy E-Trade For $13 Billion As Banks Snatch Up Last Brokerages

Morgan Stanley is buying online broker E-Trade for $13 billion, a move that shows how serious the Wall Street giant is about catering to everyday consumers.

Morgan Stanley is buying E-Trade for $13 billion

Morgan Stanley (NYSE: MS) is buying E*Trade Financial Corp. (NASDAQ: ETFC) in an all-stock $13 billion deal with the aim to reshape the investment bank.

Morgan Stanley To Buy E*Trade For $13B

Morgan Stanley  said on Thursday it would buy discount brokerage E*Trade Financial Corp  in an all-stock deal worth about $13 billion, the biggest deal by a Wall Street bank since the financial crisis.

Morgan Stanley to buy E*Trade Financial in $13 billion deal

Morgan Stanley MS, +1.42% confirmed Thursday that is acquiring E*Trade Financial Corp.

News for Morgan Stanley Stock (MS)