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Morgan Stanley (MS)

(Delayed Data from NYSE)

$93.85 USD

+0.09 (0.10%)

Updated Apr 24, 2024 04:02 PM ET

After-Market: $93.87 +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
1	Strong Buy	24.20%
2	Buy	18.04%
3	Hold	9.52%
4	Sell	5.20%
5	Strong Sell	2.60%
S&P	500	11.13%

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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.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value F Growth A Momentum F VGM

Industry Rank:

Top 11% (27 out of 252)

Industry: Financial - Investment Bank

View All Zacks #1 Ranked Stocks

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Research for MS

Annual Key Company Metrics
Quarterly Key Company Metrics

Revenue - Line of Business Segments	YR Estimate	11/30/2023	11/30/2022	11/30/2021	11/30/2020	11/30/2019
Revenues: Commissions and fees [$...		--	--	--	--	--	3,919	4,851	5,521	4,938	4,537
Total non-interest revenues [$M]		--	--	--	--	--	36,844	42,444	51,710	44,341	45,913
Revenues: Wealth Management: Tran...		--	--	--	--	--	2,969	3,694	4,259	2,473	3,556
Revenues: Wealth Management: Net ...		--	--	--	--	--	4,222	4,022	5,393	7,429	8,118
Revenues: Wealth Management: Othe...		--	--	--	--	--	356	415	625	643	575
Revenues: Investment Management -...		--	--	--	--	--	2,629	3,013	5,576	5,332	5,231
Revenues: Investment Management: ...		--	--	--	--	--	1,134	721	644	43	139
Revenues: Wealth Management: Asse...		--	--	--	--	--	13,966	13,872	14,019
Revenues: Other [$M]		--	--	--	--	--	865	678	1,042	283	975
Net interest Revenue [$M]		--	--	--	--	--	4,694	6,313	8,045	9,327	8,230
Revenues: Institutional securitie...		--	--	--	--	--	1,708	3,092	4,437	851	889
Revenues: Institutional securitie...		--	--	--	--	--	1,910	2,104	2,348	1,438	1,445
Revenues: Institutional securitie...		--	--	--	--	--	563	323	495	-295	480
Revenues: Institutional securitie...		--	--	--	--	--	8,133	9,921	11,435	10,769	9,986
Revenues: Institutional securitie...		--	--	--	--	--	5,985	8,847	7,516	9,022	7,673
Revenues: Institutional securitie...		--	--	--	--	--	3,618	5,196	6,785	2,289	2,334
Net revenues: Institutional Secur...		--	--	--	--	--	20,496	26,476	29,833	24,393	23,060
Net revenues: Wealth Management [...		--	--	--	--	--	17,746	19,086	24,243	24,417	26,268
Revenues: Asset management [$M]		--	--	--	--	--	13,083	14,272	19,967	19,578	19,617
Revenues: Trading [$M]		--	--	--	--	--	11,274	13,983	12,810	13,928	15,263
Revenues: Investments [$M]		--	--	--	--	--	1,540	986	1,376	15	573
Net revenues: Investment Manageme...		--	--	--	--	--	3,763	3,734	6,220	5,375	5,370
Net revenues: Intersegment Elimin...		--	--	--	--	--	-467	-539	-541	-517	-555
Revenues: Institutional securitie...		--	--	--	--	--	5,734	7,204	10,272	5,235	4,578
Revenues: Institutional securitie...		--	--	--	--	--	2,116	2,008	3,487	2,946	2,244
Revenues: Investment banking [$M]		--	--	--	--	--	6,163	7,674	10,994	5,599	4,948
Income - Line of Business	YR Estimate	11/30/2023	11/30/2022	11/30/2021	11/30/2020	11/30/2019
Income before provision for incom...		--	--	--	--	--	5,490	9,151	11,814	6,700	4,500
Income before provision for incom...		--	--	--	--	--	4,832	4,387	6,181	6,500	6,500
Income before provision for incom...	--	--	--	--	--	--	985	870	1,678	807	842
NFM - Operating & Non Financial Metrics	YR Estimate	11/30/2023	11/30/2022	11/30/2021	11/30/2020	11/30/2019
Tier 1 Capital Ratio [%]		--	--	--	--	--	10	15	16	17	17
Tier 1 Leverage Ratio [%]		--	--	--	--	--	8	8	7	7	7
Wealth Management - Total client ...		--	--	--	--	--
Total assets under management [$B...		--	--	--	--	--	552	781	1,565	1,305	1,459
Assets under management - Alterna...		--	--	--	--	--	466	431	508
Assets under management - Equity ...		--	--	--	--	--	395	259	295
Assets under management - Fixed i...		--	--	--	--	--	207	173	171
Return on average common equity [...		--	--	--	--	--	12	13	15	11	9
Book value per common share [$]		--	--	--	--	--	40	51	55	55	56
Assets under management - Liquidi...		--	--	--	--	--	497	442	485

Revenue - Line of Business Segments	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Revenues: Commissions and fees [$...		1,227	1,110	1,098	1,090	1,239
Total non-interest revenues [$M]		13,340	10,999	11,296	11,447	12,171
Revenues: Wealth Management: Tran...		1,033	1,088	678	869	921
Revenues: Wealth Management: Net ...		1,856	1,852	1,952	2,156	2,158
Revenues: Wealth Management: Othe...		162	149	145	183	98
Revenues: Investment Management -...		1,346	1,403	1,312	1,268	1,248
Revenues: Investment Management: ...		31	61	24	13	41
Revenues: Wealth Management: Asse...		3,829	3,556	3,629	3,452	3,382
Revenues: Other [$M]		266	-61	296	488	252
Net interest Revenue [$M]		1,796	1,897	1,952	2,010	2,346
Revenues: Institutional securitie...		430	225	237	225	202
Revenues: Institutional securitie...		556	391	252	395	407
Revenues: Institutional securitie...		242	-14	277	325	245
Revenues: Institutional securitie...		2,842	2,202	2,507	2,548	2,729
Revenues: Institutional securitie...		2,485	1,434	1,947	1,716	2,576
Revenues: Institutional securitie...		986	616	489	620	609
Net revenues: Institutional Secur...		7,016	4,940	5,669	5,654	6,797
Net revenues: Wealth Management [...		6,880	6,645	6,404	6,660	6,559
Revenues: Asset management [$M]		5,269	5,041	5,031	4,817	4,728
Revenues: Trading [$M]		4,852	3,305	3,679	3,802	4,477
Revenues: Investments [$M]		137	189	144	95	145
Net revenues: Investment Manageme...		1,377	1,464	1,336	1,281	1,289
Net revenues: Intersegment Elimin...		-137	-153	-136	-138	-128
Revenues: Institutional securitie...		1,447	1,318	938	1,075	1,247
Revenues: Institutional securitie...		461	702	449	455	638
Revenues: Investment banking [$M]		1,589	1,415	1,048	1,155	1,330
Income - Line of Business	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Income before provision for incom...		2,351	408	1,199	977	1,892
Income before provision for incom...		1,806	1,428	1,709	1,681	1,712
Income before provision for incom...		241	265	241	170	166
NFM - Operating & Non Financial Metrics	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Tier 1 Capital Ratio [%]		17	17	18	17	17
Tier 1 Leverage Ratio [%]		7	7	7	7	7
Wealth Management - Total client ...		5,495	5,129	4,798	4,885	4,558
Total assets under management [$B...		1,505	1,459	1,388	1,412	1,362
Assets under management - Alterna...		543	508	472	482	448
Assets under management - Equity ...		310	295	272	289	277
Assets under management - Fixed i...		174	171	163	165	175
Return on average common equity [...		15	6	7	9	12
Book value per common share [$]		56	56	55	55	55
Assets under management - Liquidi...		478	485	481	476	462

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