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Morgan Stanley (MS)

(Delayed Data from NYSE)

$92.56 USD

92.56
6,770,277

-1.29 (-1.37%)

Updated Apr 25, 2024 04:02 PM ET

After-Market: $92.58 +0.02 (0.02%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value F Growth B Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 10% (26 out of 251)

Industry: Financial - Investment Bank

Better trading starts here.

Balance Sheet

Research for MS

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Morgan Stanley falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 321,063 375,408 377,437 334,279 276,944
Receivables 298,745 292,325 284,152 248,334 186,283
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 619,808 667,733 661,589 582,613 463,227
Net Property & Equipment 0 0 0 0 0
Investments & Advances 521,881 461,246 477,867 494,892 402,835
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 23,762 24,270 25,193 16,615 9,250
Deposits & Other Assets 28,242 26,982 23,491 21,742 20,117
Total Assets NA NA NA NA 895,429
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 208,148 216,134 228,685 227,437 197,834
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 621,831 624,808 619,730 568,197 422,271
Total Current Liabilities 829,979 840,942 848,415 795,634 620,105
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 263,732 238,058 233,127 217,079 192,627
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities NA NA NA NA 812,732
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 8,750 8,750 7,750 9,250 8,520
Common Stock (Par) 20 20 20 20 20
Capital Surplus 29,832 29,339 28,841 25,546 23,935
Retained Earnings 97,996 94,862 89,432 78,694 70,589
Other Equity -5,477 -5,163 -1,945 -594 -1,640
Treasury Stock 31,139 26,577 17,500 9,767 18,727
Total Shareholder's Equity 99,982 101,231 106,598 103,149 82,697
Total Liabilities & Shareholder's Equity NA NA NA NA 895,429
Total Common Equity 91,232 92,481 98,848 93,899 74,177
Shares Outstanding 1,641.30 1,690.10 1,794.40 1,813.50 1,618.60
Book Value Per Share 55.59 54.72 55.09 51.78 45.83

Fiscal Year End for Morgan Stanley falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 321,063 330,886 342,034 379,359
Receivables NA 298,745 293,467 291,776 288,791
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 619,808 624,353 633,810 668,150
Net Property & Equipment NA 0 0 0 0
Investments & Advances NA 521,881 493,651 480,246 478,245
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 23,762 23,903 23,974 24,127
Deposits & Other Assets NA 28,242 27,106 26,881 29,382
Total Assets NA NA NA NA NA
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 208,148 200,479 216,820 220,700
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 621,831 621,183 598,757 627,068
Total Current Liabilities NA 829,979 821,662 815,577 847,768
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 263,732 247,193 247,973 250,182
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA NA NA NA NA
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 8,750 8,750 8,750 8,750
Common Stock (Par) NA 20 20 20 20
Capital Surplus NA 29,832 29,595 29,245 28,856
Retained Earnings NA 97,996 98,007 97,151 96,392
Other Equity NA -5,477 -6,255 -5,325 -4,583
Treasury Stock NA 31,139 29,959 28,480 27,481
Total Shareholder's Equity NA 99,982 100,158 101,361 101,954
Total Liabilities & Shareholder's Equity NA NA NA NA NA
Total Common Equity 0 91,232 91,408 92,611 93,204
Shares Outstanding 1,626.60 1,641.30 1,656.90 1,670.10 1,670.10
Book Value Per Share 0.00 55.59 55.17 55.45 55.81