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

In the stock market, some price levels are more important than others. Sometimes the reason for the importance isn't clear.

Morgan Stanley Shares Are At A Critical Support Level

Morgan Stanley (NYSE: MS) reported Q1 results last week; total revenue has increased by 60.7%, and the Board of directors declared a $0.35/quarterly share dividend, which is in line with previous. Despite better than expected earnings results, shares of this bank are still trading below $80 resistance.

Morgan Stanley stock struggling at $80 resistance after better than expected Q1 results

Boeing

Coca-Cola

Walmart

Alcoa

Boeing, Morgan Stanley, Walmart, Alcoa and Coca-Cola were our top stock trades for Monday. Let's look at how the charts set up for next week.

5 Top Stock Trades for Monday: BA, MS, WMT, AA, KO

Morgan Stanley lost nearly $1 billion from the collapse of family office Archegos Capital Management, the bank said Friday, muddying its 150 percent jump in first-quarter profit that was powered by a boom in trading and deal-making. Morgan Stanley was one of several banks that had exposure to Archegos, which defaulted on margin calls late last month and triggered.

Morgan Stanley reveals nearly $1B loss from Archegos implosion

Investment bank beats earnings, revenue expectations

Morgan Stanley Reports Record 1st-Quarter Results

Morgan Stanley (MS) CEO James Gorman on Q1 2021 Results - Earnings Call Transcript

Morgan Stanley (NYSE: MS) reported earnings Friday morning, concluding week one of the first-quarter season. Like its five competitors, Bank Of America Corporation (NYSE: BAC), Citigroup Inc (NYSE: C), Goldman Sachs Group Inc (NYSE: GS), JPMorgan Chase & Co. (NYSE: JPM) and Wells Fargo & Company (NYSE: WFC), Morgan Stanley beat expectations.

Indecision Hits Morgan Stanley Stock After Bank's Q1 Print

SPDR Dow Jones Industrial Average ETF

Invesco QQQ

SPDR S&P 500 ETF Trust

1.74 million new home construction projects were generated for the month of March, well beyond the 1.62 million consensus estimate. For Building Permits -- a proxy for future Housing Starts -- came in at 1.766 million.

Housing & Permits Outperform on Strong Single-Family

Housing Market Data Indicates Strong Growth

Robust trading and investment banking performance, and provision benefit support Morgan Stanley's (MS) Q1 earnings.

Morgan Stanley (MS) Q1 Earnings Beat Estimates, Shares Slip

Morgan Stanley's first-quarter profit more than doubled from a year earlier, reporting a profit of $4.1 billion, despite the bank's record performance being offset by Archegos losses.

Morgan Stanley books Archegos loss, but profit hits new high

Morgan Stanley beat estimates as investment bankers and traders reaped the rewards amid booming equity-trading and IPO activity. The post Morgan Stanley Beats But Takes Hit From Hedge Fund's Meltdown appeared first on Investor's Business Daily.

Morgan Stanley Beats But Takes Hit From Hedge Fund's Meltdown

Morgan Stanley's liquidation of its exposure to Archegos Capital last month didn't escape the bank from sizable losses. The bank said in its first quarter earnings that it lost $911 million in the first quarter related to a credit event for a single prime brokerage client. That prime brokerage clients was Archegos Capital.

Morgan Stanley reports $911 million loss related to Archegos implosion (MS)

Morgan Stanley posted blockbuster results for the first quarter, but a single prime brokerage client cost the firm nearly $1 billion.

Morgan Stanley had $911 million in first-quarter losses tied to Archegos fund meltdown

Morgan Stanley's first-quarter earnings report beat analyst estimates in every major category, but the strong reults were overshadowed by a $911 million loss tied to the implosion of Archegos Capital. The Wall Street giant reported earnings per share of $2.22, beating the consensus estimate of $1.68 and exceeding even the most bullish estimate. The firm also notched $15.7 billion in net revenue, beating the $13.95 billion consensus forecast.

Morgan Stanley handily beats first-quarter trading and investment-banking estimates — but a $911 million loss tied to Archegos overshadows the strong report

Shares of Morgan Stanley (NYSE:MS) moved higher by 0.9% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share increased 124.24% year over year to $2.22, which beat the estimate of $1.70.

Recap: Morgan Stanley Q1 Earnings

Morgan Stanley profit more than doubles to a record, but the stock is falling

Morgan Stanley reported a big jump in quarterly profit on Friday that comfortably beat expectations, as a global dealmaking boom boosted investment banking and heightened trading activity lifted its institutional securities division.

Morgan Stanley profit blows past estimates on dealmaking boom

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $15.7 billion for the first quarter ended March 31, 2021 compared with $9.8 billion a year ago. Net income applicable to Morgan Stanley was $4.1 billion, or $2.19 per diluted share,1 compared with net income of $1.7 billion, or $1.01 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisitions of Eaton Vance Corp. (“Eaton Vance”) c

Morgan Stanley First Quarter 2021 Earnings Results

Expectations for Morgan Stanley are running high after rivals posted strong trading and investment banking results.

Morgan Stanley is set to report first-quarter earnings – here's what the Street expects

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

JPMorgan has a leg up on other bank stocks, CNBC's Jim Cramer and two other market analysts say.

'These are the stocks we've got to focus on': Three market analysts cheer big bank earnings and flag their top picks

Congress will hold hearings next month with the chief executives of major Wall Street banks as Democratic lawmakers step up scrutiny of the role the industry has played in helping Americans recover from the COVID-19 pandemic.

Congress to quiz Wall Street bank chief executives next month - statement

CNBC's "Squawk Box" co-anchor Andrew Ross Sorkin talked about banks and the financial sector Thursday with Pivotal Advisors Founder Tiffany McGhee and Douglas C. Lane & Associates Portfolio Manager Sarat Sethi.

Which Bank Stock Is The Best Buy Right Now?

Morgan Stanley (NYSE:MS) announces its next round of earnings this Friday, April 16. Here is Benzinga's everything-that-matters guide for this Friday's Q1 earnings announcement.

Earnings Preview for Morgan Stanley

Coinbase's hotly-anticipated initial public offering hogged the spotlight on Wednesday, eclipsing blowout results from banks, which kicked off earnings season with a bang.

News for Morgan Stanley Stock (MS)