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

Morgan Stanley’s (NYSE: MS) Institutional Securities segment (which includes its investment banking and securities trading operations) has added $2.9 billion over the last two year – representing 53% of the $5.5 billion in total revenues the company added over this period.

How Will Securities Trading Headwinds Affect Morgan Stanley’s Revenues?

Morgan Stanley (NYSE: MS) and Bank of America (NYSE: BAC) are two of the largest investment banks in the U.S. Since the recession, their business model has evolved from being focused primarily on one or two revenue streams to significantly diversified ones.

Why Morgan Stanley Is A Worthy Competitor To Bank of America In The Wealth Management Space

Moody's affirms Morgan Stanley's (MS) ratings. The company's rating outlook has been upgraded to positive from stable.

Morgan Stanley Ratings Affirmed by Moody's, Outlook Upgraded

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Morgan Stanley (MS) is reducing workforce to control expenses as its top line is likely to be under pressure in the coming days.

Morgan Stanley Slashes 2% Jobs Amid Tough Operating Backdrop

France's markets watchdog AMF said on Tuesday it had fined U.S bank Morgan Stanley  20 million euros ($22 million) for manipulation of sovereign bonds.

France fines Morgan Stanley $22 million for bond manipulation

France's markets watchdog AMF said on Tuesday it has fined U.S bank Morgan Stanley  20 million euros ($22.04 million) for sovereign bonds manipulation.

France's regulator AMF fines Morgan Stanley 20 million euros

Morgan Stanley is cutting approximately 1,500 jobs because of concerns about economic uncertainty around the world, a person familiar with the matter told CNN Business.

Morgan Stanley is cutting about 1,500 jobs

The technology and operations divisions are the hardest-hit.

Morgan Stanley Axes 1,500 Jobs Amid Uncertain Global Economic Outlook

Morgan Stanley  is cutting about 2% of its workforce globally due to an uncertain global economic outlook, according to a source familiar with the matter.

Morgan Stanley cutting jobs due to uncertain global environment: source

New York-based Morgan Stanley had 60,532 employees as of September 30.

Morgan Stanley is cutting jobs due to uncertain global environment: Sources

Let's see if Morgan Stanley (MS) stock is a good choice for value-oriented investors right now from multiple angles.

Is Morgan Stanley (MS) a Great Stock for Value Investors?

Morgan Stanley: A New 4.875% Preferred Stock IPO From The Largest Investment Brokerage

Morgan Stanley (NYSE: MS) showed four traders the door after they reportedly tried to hide between $100 million and $140 million in trading losses, according to Bloomberg.

Morgan Stanley Trading Losses Point To Need For 'More Fundamental Changes,' Finance Professor Says

Morgan Stanley (MS) is investigating alleged mismarking of securities and hence has fired four traders.

Morgan Stanley Probes Alleged Mismarking in Currency Trading

Morgan Stanley reportedly investigated at least four traders for concealing up to $140 million in losses.

Morgan Stanley reportedly fires traders over hiding currency trading losses

Morgan Stanley has fired or placed on leave at least four traders over alleged mismarking of securities that concealed losses of between $100 million and $140 million, Bloomberg reported on Thursday citing people familiar with the matter.

Morgan Stanley dismisses traders linked to concealment of multimillion-dollar loss: Bloomberg

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The best-performing hedge funds are piling into these financial shares

Morgan Stanley told financial advisers on Tuesday that they could be paid less if they do not generate more revenue or get customers to sign up for comprehensive financial plans next year, people familiar with the bank's 2020 compensation plan said.

Morgan Stanley pushes advisers to boost revenue in 2020 pay plan: sources

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Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Why Is Morgan Stanley (MS) Up 12.8% Since Last Earnings Report?

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Small Business Fintech Credibly Offers Insight Into Its Award-nominated Capital Markets Technology

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Morgan Stanley (NYSE: MS) is a global investment bank which mainly deals in four business segments: advisory & underwriting services (investment banking), sales & trading, investment management and wealth management. Trefis has a price estimate of $55 for Morgan Stanley’s stock.

News for Morgan Stanley Stock (MS)