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

UBS Group AG

Goldman Sachs

JPMorgan Chase & Co

Goldman Sachs , JPMorgan Chase , Morgan Stanley and UBS have reached a $499 million settlement of an antitrust lawsuit by investors who accused them of conspiring to stifle competition in the stock lending market.

Goldman, JPMorgan, Morgan Stanley, UBS in $499 mln stock lending settlement

AbbVie

Kinder Morgan

Pfizer

Philip Morris

Southern Company

If you have the temptation to speculate, but are hesitant to go full bore into the madness of memes, oversold high-yield stocks to buy offer plenty of punch. Specifically, I'm focusing on well-established enterprises that just haven't aligned with market sentiment.

7 Very Oversold High-Yield Stocks to Buy Right Now

Morgan Stanley (NYSE:MS) has been fined millions of pounds by regulator Ofgem after the bank's energy traders failed to record discussions over wholesale market transactions, held on WhatsApp. Having failed to record and retain communications on the app between January 2018 and March 2020, the bank was fined £5.4 million – reduced front £7.7 million for cooperation.

Morgan Stanley fined millions for energy traders' WhatsApp discussions

Bank of America

Citigroup

Comerica

KeyCorp

UMB Financial

Wells Fargo

A number of major American banks are in the red today following S&P Globals' credit ratings adjustments on several regional lenders yesterday. Fears of a stock market crash are swirling as equity markets continue to show some sheepishness heading further into the second half of the year.

Stock Market Crash Alert: S&P Bank Downgrades Rock Stocks

U.S. Bancorp

Bank of America Corp. BAC, -0.03%, JPMorgan Chase & Co. JPM, -1.04%, Citigroup C, -0.42%, Morgan Stanley MS, -0.23%, Goldman Sachs Group Inc. GS, -0.48% and U.S. Bancorp USB, -0.65% are being recommended by Oppenheimer as undervalued to the market, the firm said in a research note on Friday. The KBW Nasdaq Bank Index BKX, -0.02% fell about 30% relative to the market in the weeks immediately after the collapse of Silicon Valley Bank in March, even though the industry's fundamentals have remained stable in the ensuing months, Oppenheimer analysts said.

Bank of America, JPMorgan and four other financial stocks recommended by Oppenheimer as ‘undervalued'

Bank of New York Mellon

Citizens Financial Group

Cullen/Frost Bankers

Capital One

Fifth Third Bancorp

Northern Trust

State Street

Truist Financial

Shares of the biggest banks in the U.S., including JPMorgan Chase & Co. NYSE: JPM, Bank of America NYSE: BAC, Citigroup Inc. NYSE: C, Wells Fargo & Co. NYSE: WFC and Morgan Stanley NYSE: MS traded lower on August 16, continuing sector declines that began earlier in the week.

Are Major U.S. Banks At Risk Of Credit-Ratings Downgrades?

Goldman Sachs generates about two-thirds of its revenue from investment banking. Morgan Stanley has a more diverse revenue stream.

Better Buy: Goldman Sachs or Morgan Stanley

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

Why Is Morgan Stanley (MS) Down 7.7% Since Last Earnings Report?

Financial stocks had a bad day, thanks to Fitch's warning of a downgrade and Minneapolis Fed President Neel Kashkari's comments on tighter regulations.

CNBC Daily Open: More trouble ahead for U.S. banks

A Fitch Ratings analyst warned the agency may be forced to downgrade dozens of U.S. banks, including major lenders like JPMorgan Chase and Bank of America.

Fitch warns multiple US banks face credit downgrade: report

Morgan Stanley's (MS) strategic expansion efforts to focus less on capital markets-driven revenue sources will support profitability. However, rising expenses remain worrisome.

Morgan Stanley's (MS) Inorganic Expansion Aids Amid High Costs

Tractor Supply

Allstate

American Tower

Broadcom

Best Buy

Home Depot

Invitation Homes

Kroger

Eli Lilly

Lowe's

Microchip Technology

Newmont Mining

Oracle

Parker-Hannifin

Snap-on

Steel Dynamics

Texas Instruments

Vici Properties

In the comment section of a recent MarketWatch article listing stocks with high dividend yields that were expected to be well supported by the companies' cash flow, a reader suggested that it would have been useful to look at the stocks' performance as well. After all, if you begin with a high dividend yield but watch share price decline over the years, your overall return might be lousy.

These 20 dividend stocks have been the best income growers in the S&P 500

Investors are eyeing the bank sector today, after CNBC last night reported that another downgrade from Fitch Ratings may be in the works.

2 Bank Stocks Tumbling After Fitch Sounds Alarm

Fitch Ratings in June cut its "operating environment" score for the US banking sector. Fitch analyst Chris Wolfe told CNBC that another downgrade would mean banking giants like JPMorgan face reevaluations.

Fitch warns it may have to downgrade slew of US banks including giants like JPMorgan

PacWest Bancorp

Western Alliance Bancorporation

Zions Bancorp

Shares of U.S. banks dropped in premarket trading after a Fitch Ratings analyst told CNBC that the agency could downgrade several lenders, while a proposed rule change by a top banking regulator added to investor worries.

U.S. bank stocks drop after Fitch downgrade warning

Morgan Stanley's stock (NYSE: MS) has gained 3% YTD, as compared to the 16% rise in the S&P500 over the same period.

Where Is Morgan Stanley Stock Headed?

The slide in U.S. bank stocks this week appeared to catch traders in the options market by surprise, data shows, raising questions over whether bank investors have become a little too comfortable with the sector that only months ago was in crisis.

Analysis: Moody's warning on US banks a wake-up call for sanguine investors

Morgan Stanley downgraded to Hold from my prior Buy rating, in line with Seeking Alpha Quant Ratings. Positives: dividend yield above sector average, share price vs 200-day SMA is reasonable, industry-leading capital strength with CET1 of 15.5%. The firm's E-Trade unit is a major online brokerage. Headwinds: valuation high vs. industry average, negative YoY earnings growth.

Morgan Stanley: Holding On For 4% Dividend Yield, Capital Strength (Downgrade)

NEW YORK--(BUSINESS WIRE)--Daniel Simkowitz, Head of Investment Management and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the Barclays Global Financial Services Conference, on September 12, 2023, at 11:15 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth ma.

Daniel Simkowitz to Speak at the Barclays Global Financial Services Conference

Big banks are trying to dump commercial real estate loans as pressures mount in the sector.  JPMorgan, Goldman Sachs, and Capital One are among those trying to shed debt exposure, sources told Bloomberg.

Big US banks are reportedly trying to dump commercial real estate loans - but buyers are scarce as pressures mount for property markets

BOK Financial

Webster Financial

US banking shares prices tumbled on Tuesday as credit ratings agency Moody's cut the credit ratings of a number of small and mid-sized lenders and placed several big Wall Street names on negative review.  The credit ratings agency downgraded the ratings of 10 banks by one rung, while major lenders Bank of New York Mellon, US Bancorp, State Street, Truist Financial, Cullen/Frost Bankers and Northern Trust are now under review for a potential downgrade.

US banks head south rattled by Moody's downgrades

Bank stocks are falling on Tuesday and investors can look to Moody's lowering credit ratings as the reason for the decline. The credit rating business started off the bad news for bank stocks by cutting credit ratings for 10 banks.

Why Are Bank Stocks Down Today?

Moody's has put the credit ratings of six large US banks, including Bank of New York Mellon, State Street and Northern Trust, under review for a possible downgrade.

Moody's warns it could cut credit ratings of 6 big US banks

News for Morgan Stanley Stock (MS)