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

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Earnings data Q1 2022

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Earnings data Q4 2022

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.

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

JPMorgan Chase & Co

Source: VectorMine / Shutterstock We've seen a massive summer rally here in 2022. Some of our favorite small- to mid-cap growth stocks are up as much as 130% since mid-June.

These 2 Charts Strongly Imply the Bear Market Is Over (Despite the Recent Selloff)

Bank of America

Barclays

Deutsche Bank

Goldman Sachs

UBS Group AG

Banking giants such as JPMorgan Chase & Co and Bank of America collectively face more than $1 billion in regulatory fines for employees' use of unapproved messaging tools, including email and apps like WhatsApp.

Factbox-Big banks expected to rack up more than $1 billion in fines for WhatsApp use

Citigroup

Jefferies Financial Group Inc

Nomura Holdings

WASHINGTON — Many of Wall Street's biggest banks are nearing agreements to pay as much as $200 million each and admit that their employees' use of personal messaging apps such as WhatsApp violated regulatory requirements, according to people familiar with the matter.

Bank of America, Citigroup, Goldman Sachs and other banks near $1 billion settlement over traders' use of banned messaging apps

Federal regulators intend to levy the fines over the alleged breach of rules that require the retention of business records.

Biggest Banks Nearing $1 Billion Settlement Over Traders' Use of WhatsApp

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today announced three strategic product enhancements to its stock plan platforms Equity Edge Online® (EEO) and Shareworks, designed to streamline functionality for Morgan Stanley at Work's corporate clients and their workplace participants. With these technology upgrades to EEO and Shareworks, corporate clients will experience new processes that drive efficiency, increase productivity, and boost satisfaction. New technology capabilities and feat

Morgan Stanley at Work Enhances Technology to Deliver Time and Cost Savings to Stock Plan Administrators and Participants

Wells Fargo

Since the end of June, five of the six largest U.S. banks have outperformed the S&P 500's 13% gain.

Bank Stocks Make a Comeback After Sharp Sell Off

Coca-Cola

Oracle

Today's Research Daily features update on the Q2 earnings season and new research reports on The Coca-Cola Company (KO), Oracle (ORCL) and Morgan Stanley (MS).

Retail Scorecard and Analyst Reports for Coca-Cola, Oracle & Morgan Stanley

Goldman Sachs Group Inc and Morgan Stanley urged a U.S. federal judge to dismiss seven lawsuits by investors who accused the Wall Street banks of insider trading before the March 2021 collapse of the $36 billion Archegos Capital Management LP.

Goldman, Morgan Stanley seek to end investors' Archegos-linked lawsuits

Source: MarySan / Shutterstock [Editor's note: “An Explosive Pick for the Battery Gold Rush' ” was previously published in June 2022 . It has since been updated to include the most relevant information available.

An Explosive Pick for the Battery Gold Rush

Morgan Stanley is one of the best financial institutions in the world, arguably in the top 3 together with JPM and GS. The bank has diversified strength on multiple verticals, including investment banking, global markets, asset management, and wealth management.

Morgan Stanley: Strong Fundamentals Indicate 60% Upside

Astra Space

Virgin Galactic

Source: Shutterstock [Editor's note: “Become a Billionaire by Investing in The Industry With Infinite Potential ” was previously published in August 2021 . It has since been updated to include the most relevant information available.

Become a Billionaire by Investing in The Industry With Infinite Potential

NEW YORK--(BUSINESS WIRE)--Andy Saperstein, Co-President and Head of Wealth Management at Morgan Stanley, will speak at the Barclays Global Financial Services Conference in New York on Tuesday, September 13, 2022 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 manag

Andy Saperstein to Speak at the Barclays Global Financial Services Conference

Morgan Stanley (MS) agrees to pay a fine of $200 million to the SEC and the CFTC to resolve investigations into its record-keeping practices.

Morgan Stanley (MS) Agrees to Pay $200M to Resolve SEC's Probe

“Financials”, at large, tends to be the bright spot when rates are quickly going up. But there are two names within this space, as per Gina Sanchez (CEO of Chantico Global), that are particularly well-positioned to benefit from the tightening monetary policy.

Sanchez reveals her top bank stocks to play the higher rates

Morgan Stanley said on Friday it had reached agreements with two regulatory agencies to resolve record-keeping investigations about business communications on messaging platforms not approved by the bank.

Morgan Stanley reaches agreements to resolve SEC, CFTC investigations

Advance Auto Parts

Best Buy

Blackrock Inc

Blackstone Group

Digital Realty Trust

Darden Restaurants

Intel

Restaurant Brands

T. Rowe Price Group

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 21.47% over the past 21 months.

My Top 10 High Yield Dividend Stocks For August 2022

Bank of New York Mellon

Here, several contributors to MoneyShow.com highlight their current favorite bank buys.

5 Big Banks With A Bright Future

Wall Street giant Morgan Stanley's global co-head of institutional equities David Russell would be retiring after 32 years with the investment banking powerhouse, according to an internal memo seen by Reuters on Monday.

Morgan Stanley's institutional equities head David Russell to retire

Morgan Stanley (NYSE: MS) has announced its Q2 2022 earnings results that missed estimates. The Company reported earnings of $1.44 per share, missing analysts' estimates of $1.57 per share.

Morgan Stanley reports mixed Q2 2022 earnings results

This company spent billions acquiring companies to diversify its earnings -- and it's paying off.

How This Bank Has Been Preparing for an Investment Banking Slowdown

Apple

Amazon

Chipotle

Credit Suisse

Etsy

Keurig Dr Pepper Inc

PepsiCo

Plus a look at what's going on with Pepsi and Etsy.

Former FDIC Chair Sheila Bair Helps Students Get Smarter About Debt

Companies are hesitant about going public amid volatile market conditions.

Initial Public Offerings Have Plunged: Here's What We Learned from Morgan Stanley

Amerant Bancorp

PayPal

These top financial stocks could be worth a look at their current price points.

4 Financial Stocks To Watch Right Now

U.S. bank executives said they're optimistic on loan growth as demand for borrowing from retail and business customers bounced back in the second quarter from the lows of the pandemic, but warned demand could weaken later this year if the worsening economic outlook starts to hurt consumer confidence.

Big U.S. banks see loan growth slowing as outlook for demand, economy darkens

Clorox

Cummins

Banking giant Morgan Stanley lifted its quarterly dividend by 11%, and Clorox, a maker of household products, edged up its quarterly dividend by 2%.

News for Morgan Stanley Stock (MS)