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

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

American Express

Bank of America

Synchrony Financial

Practically all the major banks are reporting their second-quarter financial results this week.

JPMorgan, Wells Fargo, Citigroup, Goldman Sachs and More Major Financial Earnings This Week

Online lending platform LendingClub Corp (NYSE: LC) released a regulatory SEC filing which shows a weaker-than-expected loan volume growth, according to Morgan Stanley.

Morgan Stanley's Takeaways From LendingClub's Loan Numbers

Citi upgraded Morgan Stanley to buy, ahead of the company's second quarter earnings report.

Citi upgrades Morgan Stanley: 'A high quality franchise with limited rates exposure'

Low interest rates and weak trading volume have pushed down Wall Street's second-quarter estimates for the biggest U.S. banks, yet investors still say they want in on the sector.

Expectations are low for bank earnings but investors say 'buy'

Morgan Stanley economists expect the Fed to take decisive action to cut rates, reducing its fed funds target range by a half percentage point at its July meeting.

Morgan Stanley sees Fed cutting by half percentage point at July meeting

Morgan Stanley successfully cleared this year’s Fed stress test and announced plans to return $8.3 billion to shareholders over the next 12 months – making it the highest-ever shareholder payout by the bank. Trefis has analyzed the trends in Morgan Stanley’s dividend payouts and share repurchases

Morgan Stanley Plans To Return A Record $8.3 Billion To Shareholders In The Next 12 Months

Evercore

HSBC Holdings

Moelis

Investment banks are scrambling to re-pitch to advise Saudi Aramco on a possible initial public offering, sources familiar with the matter said, with Saudi Arabia's energy minister confirming plans for the listing to proceed in 2020 or 2021.

Banks scramble to re-pitch for Aramco IPO roles: sources

It could be a tough Q2 earnings season for the Financial sector, where many analysts expect big banks to see slowing earnings growth due in part to economic weakness and falling rates.

Turbulence Ahead: Banking Sector Might See Interest Rates Slow EPS Growth

Bank of New York Mellon

Capital One

State Street

U.S. Bancorp

The Federal Reserve has released its annual Comprehensive Capital Analysis and Review (CCAR).

10 Top Banks to Repurchase $125 Billion in Stock Over Next 12 Months

Financial Select Sector SPDR Fund

U.S. bank stocks rallied across the board Friday, after the Federal Reserve found they had passed its recent stress test and signed off on the buyback and dividend plans of 18 banking giants. "The stress tests have confirmed that the largest banks are both well capitalized and place a high priority on strong capital planning practices," said Randal Quarles, the Fed's vice chair for supervision, in a statement.

Bank stocks rally after passing latest stress tests

Morgan Stanley  is likely to get regulatory approval for owning a majority stake in its Chinese securities joint venture in the second half of this year, people with direct knowledge of the matter told Reuters.

Exclusive: Morgan Stanley likely to gain majority control of China securities JV in H2 - sources

Morgan Stanley now has a deep learning and artificial intelligence model to analyst sentiment in brokerge reports. And it's beating the market.

Morgan Stanley used AI to study its own analysts and figured out how to beat the market

Caterpillar

CVS Health

Disney

PepsiCo

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Value investments are cheaper than they’ve been in 30 years yet many still say they’re not the stocks to buy. Here are 7 counter-arguments.

7 Value Stocks to Buy for the Second Half

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

Should Value Investors Choose Morgan Stanley (MS) Stock Now?

Morgan Stanley (MS) wants to obtain majority stake in one of its two joint ventures in China.

Morgan Stanley Seeks Authority for Majority Stake in China JV

ConocoPhillips

Rio Tinto plc Sponsored

Banco Santander

The following stocks have low price-earnings ratios and have been bought by gurus.

5 Companies With Low Price-Earnings Ratios

World Wrestling Entertainment

World Wrestling Entertainment will double its earnings in five years with its forward-looking strategy, according to Morgan Stanley.

WWE's earnings could double by 2025, says Morgan Stanley

Strong fundamentals and favorable operating backdrop to keep supporting Morgan Stanley's (MS) financials.

Here's Why You Should Buy Morgan Stanley (MS) Stock Now

Ladenburg Thalmann Financial Services

MS vs. LTS: Which Stock Is the Better Value Option?

MS or LTS: Which Is the Better Value Stock Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Morgan Stanley (MS) Right Now?

Both Morgan Stanley (MS) and Goldman (GS) are well poised for growth. But Morgan Stanley holds an edge based on several factors.

MS or GS: Which Investment Banking Stock is a Better Pick?

Advanced Micro Devices

Coupa Software

Guardant Health Inc

General Motors

AMD stock, General Motors, Coupa earnings, Morgan Stanley and Guarant Health are our top stock trades for Wednesday.

5 Top Stock Trades for Wednesday: AMD, COUP, GM, MS & GH

Morgan Stanley is teaming up with the Harrington Discovery Institute to let clients make targeted donations to help fuel the creation of new treatments for diseases.

Morgan Stanley lets clients use donor-advised funds focused on drug discovery

Bank stocks rallied after Federal Reserve Chairman Jerome Powell hinted a rate cut lies ahead if the U.S. trade spat with China hurts the economic outlook.

Bank Stocks Rally As Fed Chairman Gives This Soothing Commentary

Due to year-over-year decline in equity trading revenues in first-quarter 2019, Morgan Stanley (MS) is cutting jobs at its equities business in Asia.

News for Morgan Stanley Stock (MS)