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

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Earnings data Q1 2023

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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.

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Cost of revenue

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Operating expenses

SG&A

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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

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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  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

Goldman Sachs

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 of America

Citigroup

JPMorgan Chase & Co

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.

Morgan Stanley (MS) Slashes Six Equity Business Jobs in Asia

Investors looking for safety in the 10-year Treasury may want to reconsider their investment thesis and buy two major Wall Street bank stocks instead, according to Mark Tepper, the president and CEO of the wealth management firm Strategic Wealth Partners.

Pro: Scrap The 10-Year Yield In Favor Of These 2 Stocks

Brazilian state lender Caixa Economica Federal has picked investment bank Morgan Stanley as co-advisor to help it find insurance partners, a source with knowledge of the matter said.

Brazil's Caixa picks Morgan Stanley as co-advisor on insurance deals: source

AbbVie

Boeing

KeyCorp

Irrespective of market direction or sentiment, we are always searching for good companies trading at cheap or reasonable valuations.

5 Safe And Cheap Dividend Stocks To Invest (May 2019)

The FAA meeting on Boeing Co (NYSE: BA)'s grounded 737 MAX planes was "good enough," according to a still-bullish Morgan Stanley.

FAA Meeting On Boeing's 737 MAX 'Good Enough,' Says Bullish Morgan Stanley

Morgan Stanley said on Tuesday that more than 95 percent of shares voted to approve its executive compensation packages and that all of its directors were elected at the bank's annual shareholder meeting in Purchase, New York.

Morgan Stanley shareholders vote to approve executive pay, director

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

Why Is Morgan Stanley (MS) Down 6.9% Since Last Earnings Report?

Morgan Stanley (MS) decides to shut its Russian banking business in the first quarter of 2020.

Morgan Stanley to Close Banking Operations in Russia in 1Q20

Ford Motor Company

On CNBC's "Fast Money," Carter Worth spoke about Morgan Stanley (NYSE: MS) and Ford Motor Company (NYSE: F).

Carter Worth Sees Potential Upside In Morgan Stanley And Ford

Crown Castle International

Kinder Morgan

Insider buying can be an encouraging signal for potential investors.

Insider Buys Of The Week: Crown Castle, Kinder Morgan, Morgan Stanley

Citi downgraded Morgan Stanley to neutral from buy on Thursday, saying the stock is "fairly valued."

News for Morgan Stanley Stock (MS)