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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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

Insiders at Morgan Stanley describe a “witch-hunt” atmosphere since early 2022 when the probe was first announced.

Morgan Stanley bankers hope new CEO Ted Pick ends fines in brutal texting clampdown

With a gain of 6.55% in recent trading, Morgan Stanley's stock MS, +6.49% is on pace for its largest one-day rise since Nov. 9, 2020, when it gained 8.36%, according to Dow Jones Market Data. The stock is up about 15% over the last six consecutive trading days.

Morgan Stanley on pace for largest one-day rise in more than three years

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Corporate bonds from the big money-center banks are rallying in concert with their stock prices amid more bullish sentiment on Wall Street about potential interest-rate cuts in 2024.

Bond prices rally for JPMorgan, Morgan Stanley, Goldman Sachs and Bank of America as sentiment turns bullish on money-center banks

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

Wells Fargo

Shares in U.S. banks were rallying strongly on Thursday after the Federal Reserve signaled potential interest rate cuts in 2024 with the sector returning to its highest level since early March just before a crisis that put some banks out of business.

Bank stocks rally to pre-crisis levels after Fed meeting

Chevron

AT&T

2023 has been a mixed year. While growth stocks enjoyed the upside momentum, several industries suffered due to high inflation and low consumer spending.

3 Strong-Buy Dividend Stocks for Promising Passive Income

FedEx

Johnson & Johnson

Kraft Heinz

Altria

Petroleo Brasileiro

Pfizer

Banco Santander

Verizon

High dividend yield companies can provide investors with several benefits, such as the generation of income and the reduction of portfolio volatility. Furthermore, the companies' continuous dividend payments can be an indicator of their financial health, particularly if these dividends are sustainable.

My Top 10 High Dividend Yield Companies For December 2023

Artificial intelligence could play a meaningful role in keeping financial crimes in check, says James Gorman – the Chief Executive of Morgan Stanley (NYSE: MS). Morgan Stanley CEO testifies before Congress The Wall Street bank now spends close to $1.

Morgan Stanley CEO dubs AI a ‘weapon' against financial crimes

The heads of America's largest banks, including JPMorgan Chase, Bank of America and Goldman Sachs are seeking to dull the impact of the new rules.

Wall Street CEOs say proposed banking rules will hurt small businesses, low-income Americans

Wall Street bank bosses warned lawmakers on the Senate Banking Committee on Wednesday that capital hikes and other new regulations being contemplated by U.S. bank regulators will hurt lending, capital markets and the broader economy.

Wall Street bank bosses warn lawmakers of economic toll from tough new rules

Bank of New York Mellon

State Street

The chief executives of big U.S. banks are arguing that banking regulations aimed at strengthening the country's financial system will instead hurt the economy.

Mortgages and small loans will be more expensive under proposed regulations, bank chiefs say

The CEOs of America's top banks are on Wednesday expected to speak out against plans to hike capital requirements, at a U.S. Senate banking committee hearing on regulation of Wall Street firms.

Bank CEOs to warn lawmakers against proposal to boost capital

The CEOs of the eight largest U.S. banks planned to push back on pending banking regulations as burdensome at Tuesday's hearing before the Senate Banking Committee.

Wall Street banks warn lawmakers about new regulations

Bank stocks are starting to show some signs of life relative to the broader S&P 500.  I've had a few guests on my Lead-Lag Live podcast who have noted that it looks like a good setup for financial stocks here.

Bank Stocks Are Heating Up as Tech Stocks Falter. How to Play the Trend.

The top bosses of JPMorgan, Morgan Stanley, Citigroup and other major banks will warn lawmakers that new regulations will hurt credit and the broader economy, according to prepared testimony published on Tuesday.

Wall Street bank bosses warn lawmakers over new regulations

Morgan Stanley (MS) concluded the recent trading session at $81.21, signifying a +0.4% move from its prior day's close.

Why the Market Dipped But Morgan Stanley (MS) Gained Today

The top bosses of JPMorgan, Bank of America, Citigroup, Wells Fargo and other major banks are expected to warn lawmakers this week that capital hikes and other new regulations will hurt the economy and should be indefinitely shelved.

U.S. bank CEOs expected to protest regulation push before Congress

Diamondback Energy

Philip Morris

2023 has been a year for growth stocks powered by the emergence of general artificial intelligence (AI). Due to investors' focus on growth, top dividend stocks with solid fundamentals have been in the bargain bin.

3 Dividend Stocks to Pick Up BEFORE the Year-End Rally

Best Buy

CRH PLC

Discover

EOG Resources

NextEra Energy

Truist Financial

Texas Instruments

The early Santa Rally led to gains in November, with Vanguard's High Dividend Yield ETF returning 6.26% and SPDR S&P 500 Trust ETF returning 9.13%. The top 10 stocks on the watchlist for December 2023 offer a 4.20% dividend yield, more than double the S&P 500. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 11.89% since its inception in November 2020.

My Top 10 High Yield Dividend Stocks For December 2023

Morgan Stanley's strategic integration of AI in wealth management has helped lead to a 16% increase in net revenue and $90 billion in new client assets in Q2 2023. The firm's AI initiatives enhance client engagement, streamline operational efficiency, and unlock new revenue opportunities. MS's use of AI positions it as a market leader and a compelling investment choice in the evolving wealth management sector.

Morgan Stanley: AI-Fueled Growth

SoFi Technologies

Bank stocks continue to lag the overall market and are not sharing in the current rally. Year-to-date (YTD), the S&P Bank index is down 13% compared to a 19% gain in the benchmark S&P 500 index.

3 Sorry Bank Stocks to Sell in December

JPMorgan Chase is the largest bank in the world, ranking first in market cap, revenue, profits, and assets globally (excluding China). Despite its size, JPMorgan Chase trades at an average valuation, pays a modest dividend, and lacks competitive share buybacks compared to Morgan Stanley, its smaller peer. Today, we explore why the smaller house of 'Morgan' might be the right buy for investors at the present moment in time.

3 Reasons To Buy Morgan Stanley Instead Of JPMorgan Chase

UBS Chairman Colm Kelleher has said he hopes the process of appointing a new CEO to succeed current chief Sergio Ermotti will be a “bloodless coup,” in a similar manner to the process that saw Ted Pick named as Morgan Stanley's new chief last month.

UBS chairman wants a ‘bloodless coup' like Morgan Stanley's when it's time for Swiss bank's new CEO

Ares Capital

Investing in high dividend companies can bring a lot of benefits, such as the generation of income, the reduction of portfolio volatility, in addition to psychological benefits. Today, I will introduce you to two companies that could be attractive additions to your portfolio due to their attractive dividend payments and their ability to raise their dividend constantly. I recommend incorporating both in a well-balanced and broadly diversified dividend portfolio that includes high dividend yield and dividend growth companies, thus maximizing investor benefits.

If I Could Only Buy 2 High Dividend Yield Companies In November 2023 - One Yields 9.77%

Evercore

Weak IB performance amid rising rates and other macroeconomic concerns will hamper the Zacks Investment Bank industry prospects. But a decent trading business will offer some support to industry players like Morgan Stanley (MS), Goldman (GS) and Evercore (EVR).

3 Investment Banks to Watch Despite Industry-Wide Challenges

Ally Financial

Carlyle Group

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Say Buy These 3 Financial Stocks With Over 4% Dividend Yields - Carlyle Group (NASDAQ:CG), Ally Financial (NYSE:ALLY)

News for Morgan Stanley Stock (MS)