Morgan Stanley

Dividend Per Share TTM ($)	3.33
Forward Annual Dividend Yield	3.75%
Ex Dividend Date (MM/DD/YYYY)	1/30/2024
Dividend Pay Date (MM/DD/YYYY)	2/15/2024
Dividend Yield (TTM)	3.61%
Forward Annual Dividend Rate ($)	3.40
Dividend Payout Ratio	44.31
Dividend Per Share 5 Year CAGR	0.00%

Analyst Estimates

EPS Estimate Current Year ($)	6.77
EPS Estimate Next Year ($)	7.66
EPS Estimate Next Quarter ($)	1.62
EPS Estimate Current Quarter ($)	1.66
Current Target Price ($)	96.33
Next 5 Year Growth Rate (%)	7.8
1 week Ago Target Price ($)	95.20
2 week Ago Target Price ($)	94.82
3 week Ago Target Price ($)	94.48

Financial Health

Cash Flow Per Share TTM ($)	-20.51
Current Ratio	0.00
Quick Ratio	0.00
Debt to Equity Ratio (Last Quarter)	2.81
Long term debt per share (Last Quarter)	170.49
F Score	5.0

Technicals

RSI (14 Day)	56.34
14 Day SMA ($)	90.64
14 Day EMA ($)	90.45
Money Flow Index	44.41
Average True Range	2.23
50 Day SMA ($)	88.86
200 Day SMA ($)	85.41
ADX	18.83
MACD	1.54

Growth

Free Cash Flow QoQ Growth	0.00%
Free Cash Flow YoY Growth	0.00%
Revenue YoY Growth	0.00%
EPS QoQ Growth	0.00%
Revenue QoQ Growth	0.00%
EPS YoY Growth	0.00%

Profitability

Return on Assets TTM (%)	0.72
Profit Margin TTM (%)	-6.1
Return on Equity TTM (%)	8.57
Return on Capital TTM (%)	-0.63
Interest Coverage Ratio	0.00
Gross Margin TTM (%)

Peers

Stock	Dividend	Market Cap (B)	PE	Price ($)
BAC	0.0173	405 B	13	48.51
BCS
C	0.0307	132 B	6.5	66.36
CS
DB	0.0143	30 B	13.5	15.66
GS	0.0217	121 B	6	368.15
JPM	0.0262	445 B	9.7	153.07
UBS	0.009	70 B	8.8	20.61

Pull option chain for the stock and check the payoff of your option strategies here

Financials

Income Statement

Balance Sheet

Cash Flow

MS Income Statement

Annual

	Dec-14	Dec-15	Dec-16	Dec-17	Dec-18	Dec-19	Dec-20	Dec-21	Dec-22	Dec-23
AccruedPreferredStockDividends	315 M	456 M	471 M	523 M	526 M	530 M	496 M	468 M	489 M	557 M
Amortization of intangibles	297 M	306 M	291 M	309 M	344 M	314 M	373 M	612 M	-123 M	-5 M
Basic EPS from continuing operations	1.65	2.98	2.98	3.15	4.81	5.26	6.55	8.16	6.23	5.24
Basic EPS total	1.64	2.97	2.98	3.14	4.81	5.26	6.55	8.16	6.23	5.24
Basic weighted shares outstanding	1,924 M	1,909 M	1,849 M	1,780 M	1,708 M	1,617 M	1,603 M	1,785 M	1,691 M	1,628 M
BasicDiscontinuousOperations	-0.01	-0.01		-0.01
CreditLossesProvision	5 M		131 M	22 M	24 M	120 M	558 M	48 M
Depreciation	1,161 M	1,433 M
DepreciationAndAmortization	1,161 M	1,433 M
Diluted EPS total	1.6	2.9	2.92	3.07	4.73	5.19	6.46	8.03	6.15	5.18
Diluted normalized net income/share	1.61	2.91	2.92	3.08	4.73	5.19	6.46	8.03	6.15	5.18
Diluted weighted shares outstanding	1,971 M	1,953 M	1,887 M	1,821 M	1,738 M	1,640 M	1,624 M	1,814 M	1,713 M	1,646 M
DilutedDiscontinuousOperations	-0.01	-0.01		-0.01
Dividends paid per share	0.35	0.55	0.7	0.9	1.1	1.3	1.4	2.1	2.95	3.25
EarningLossOfEquityInvestments	156 M	114 M	-79 M	-34 M	20 M
FeesAndCommissions	2,907 M	2,662 M	2,189 M	1,968 M	1,797 M	1,426 M	1,922 M	2,180 M	1,480 M	1,061 M
GainsLossOnDisposalOfDiscontinuedOperations		-16 M	1000000.0	-19 M	-4 M
GeneralAndAdministrativeExpense	715 M	705 M	689 M	704 M
ImpairmentOfCapitalAssets	6 M	28 M	2 M
Income before tax	3,591 M	8,495 M	8,848 M	10,403 M	11,237 M	11,301 M	14,418 M	19,668 M	14,089 M	11,813 M
Income taxes	-90 M	2,200 M	2,726 M	4,168 M	2,350 M	2,064 M	3,239 M	4,548 M	2,910 M	2,583 M
Interest expense	3,678 M	2,742 M	3,318 M	5,697 M	10,086 M	12,404 M	3,849 M	1,366 M	12,268 M	42,051 M
InterestExpenseForDeposit	106 M	78 M	83 M	187 M	1,255 M	1,885 M	953 M	409 M	1,825 M	8,216 M
InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell	1,216 M	1,024 M	977 M				564 M	93 M	1,760 M	6,737 M
InterestExpenseForLongTermDebt	3,609 M	3,481 M
InterestExpenseForLongTermDebtAndCapitalSecurities	3,609 M	3,481 M
InterestExpenseForShortTermDebt	4 M	3,497 M	3,606 M	4,285 M	5,031 M	5,052 M	3,250 M	2,725 M	5,054 M	11,437 M
InterestIncome	5,413 M	5,835 M	7,016 M	8,997 M	13,892 M	17,098 M	10,162 M	9,411 M	21,595 M	50,281 M
InterestIncomeAfterProvisionForLoanLoss	1,730 M	3,093 M	3,567 M	3,278 M	3,782 M	4,574 M	5,755 M	8,045 M	9,327 M	8,230 M
InterestIncomeFromDeposits	109 M	108 M	170 M
InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell	-298 M
InterestIncomeFromInvestmentSecurities	5,413 M	5,835 M	7,016 M	8,997 M	13,892 M	17,098 M	10,162 M	9,411 M	21,595 M	50,281 M
InterestIncomeFromLoans	1,690 M	2,163 M	2,724 M	3,298 M	4,249 M	4,783 M	4,142 M	4,209 M	6,988 M	12,424 M
InterestIncomeFromLoansAndLease	1,690 M	2,163 M	2,724 M	3,298 M	4,249 M	4,783 M	4,142 M	4,209 M	6,988 M	12,424 M
InterestIncomeFromOtherMoneyMarketInvestments	2,109 M	2,262 M	2,131 M
InterestIncomeFromSecurities	5,413 M	5,835 M	7,016 M	8,997 M	13,892 M	17,098 M	10,162 M	9,411 M	21,595 M	50,281 M
InvestmentBankingProfit	16,518 M	16,360 M	15,630 M	6,003 M	6,482 M	6,163 M	7,674 M	10,994 M	5,599 M	4,948 M
MarketingExpense	658 M	681 M	587 M	609 M	691 M	660 M	434 M	643 M	905 M	898 M
MinorityInterests	-200 M	-152 M	-144 M	-105 M	-135 M	-195 M	-183 M	-86 M	-150 M	-143 M
Net income from total operations	3,467 M	6,127 M	5,979 M	6,111 M	8,748 M	9,042 M	10,996 M	15,034 M	11,029 M	9,087 M
NetIncomeCommonStockholders	3,152 M	5,671 M	5,508 M	5,588 M	8,222 M	8,512 M	10,500 M	14,566 M	10,540 M	8,530 M
NetIncomeContinuousOperations	3,467 M	6,127 M	5,979 M	6,111 M	8,748 M	9,042 M	10,996 M	15,034 M	11,029 M	9,087 M
NetIncomeDiscontinuousOperations	-14 M	-16 M	1000000.0	-19 M	-4 M
NetInterestIncome	1,735 M	3,093 M	3,698 M	3,300 M	3,806 M	4,694 M	6,313 M	8,045 M	9,327 M	8,230 M
NetOccupancyExpense	1,433 M	1,382 M	1,308 M	1,329 M	1,391 M	1,428 M	1,559 M	1,725 M	1,729 M	1,895 M
NonInterestExpense	30,684 M	26,660 M	25,783 M	27,542 M	28,870 M	30,118 M	33,578 M	40,083 M	39,299 M	41,798 M
NonInterestIncome	32,540 M	32,062 M	30,933 M	34,645 M	36,301 M	36,725 M	42,444 M	51,710 M	44,341 M	45,913 M
NonRecurringOperationExpense									443 M	488 M
Normalized income	3,358 M	5,297 M	5,479 M	6,538 M	8,639 M	8,579 M	10,555 M			10,758 M
OccupancyAndEquipment	1,433 M	1,382 M	1,308 M	1,329 M	1,391 M	1,428 M	1,559 M	1,725 M	1,729 M	1,895 M
Other special charges	-149 M	-225 M	-274 M	-224 M	-238 M	-349 M	-835 M	852 M	841 M	938 M
OtherCustomerServices	2,907 M	2,662 M	2,189 M	-2,093 M	-2,393 M	-2,493 M	-2,929 M	-3,341 M	-3,458 M	-3,476 M
OtherGainLossFromDispositionOfDiscontinuedOperations	-14 M	7 M	-1000000.0	7 M	1000000.0
OtherGandA	715 M	705 M	689 M	704 M
OtherInterestExpense	3,678 M	2,742 M	3,318 M	5,697 M	10,086 M	12,404 M	3,849 M	1,366 M	12,268 M	42,051 M
OtherInterestIncome	34,275 M	35,155 M	34,631 M	37,945 M	40,107 M	41,419 M	48,757 M	59,755 M	53,668 M	54,143 M
OtherNonInterestExpense	6,846 M	4,391 M	3,962 M	4,176 M	4,498 M	4,563 M	5,597 M	6,813 M	7,084 M	7,913 M
OtherNonInterestIncome	1,096 M	493 M	825 M	12,645 M	13,641 M	14,008 M	14,950 M	21,009 M	19,861 M	20,592 M
OtherunderPreferredStockDividend	315 M	456 M	471 M	523 M	526 M	530 M	496 M	468 M	489 M	557 M
PreferredStockDividends	315 M	456 M	471 M	523 M	526 M	530 M	496 M	468 M	489 M	557 M
ProfessionalExpenseAndContractServicesExpense	2,117 M	2,298 M	2,128 M	2,169 M	2,265 M	2,137 M	2,205 M	2,933 M	3,070 M	3,058 M
RentAndLandingFees	715 M	705 M	689 M	704 M
Revenue per share	297 M	306 M	291 M	309 M	344 M	314 M	373 M	612 M	487 M	596 M
SalariesAndWages	17,824 M	16,016 M	15,878 M	17,166 M	17,632 M	18,837 M	20,854 M	24,628 M	23,053 M	24,558 M
SecuritiesActivities	41 M	116 M	133 M	46 M	8 M	103 M	137 M	27,102 M	5,231 M	49 M
Selling Gen & administrative expense	18,482 M	16,697 M	16,465 M	17,775 M	18,323 M	19,497 M	21,288 M	25,271 M	23,958 M	25,456 M
SellingAndMarketingExpense	658 M	681 M	587 M	609 M	691 M	660 M	434 M	643 M	905 M	898 M
Special income/charges	-6,846 M	-4,391 M	-3,962 M	-4,176 M	-4,498 M	-4,563 M	-5,597 M	-6,813 M	-7,084 M	-7,913 M
Total common shares outstanding	1,977 M	1,959 M	1,866 M	1,792 M	1,709 M	1,599 M	1,814 M	1,781 M	1,682 M	1,635 M
Total net income	3,467 M	6,127 M	5,979 M	6,111 M	8,748 M	9,042 M	10,996 M	15,034 M	11,029 M	9,087 M
Total ordinary shares	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M	1,635 M
Total revenues	34,275 M	35,155 M	34,631 M	37,945 M	40,107 M	41,419 M	48,757 M	59,755 M	53,668 M	54,143 M
TotalRevenue	34,275 M	35,155 M	34,631 M	37,945 M	40,107 M	41,419 M	48,757 M	59,755 M	53,668 M	54,143 M
TradingGainLoss	-9,377 M	-10,114 M	-10,209 M	-11,116 M	-11,551 M	-11,095 M	-13,983 M	-12,810 M	-13,928 M	-15,263 M
TrustFeesbyCommissions				4,061 M	4,190 M	3,919 M	4,851 M	5,521 M	4,938 M	4,537 M

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Morgan Stanley

Sector: Financial Services

Industry: Capital Markets

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Valuation

Price per Sales TTM ($)

Price per Book TTM ($)

PE Ratio (TTM)

Book Value per Share ($)

5 Year PE Range

Returns

7 Day Return

1 Month Return

3 Month Return

1 Year Return

3 Year Return

5 Year Return

YTD Return

Risk

Custom Beta One Year

Custom Beta Three Years

Beneish M Score

Altman Z Score

Ranks

MarketXLS Value Score

MarketXLS Quality Score

MarketXLS Technical Score

MarketXLS Rank

Dividends

Dividend Per Share TTM ($)

Forward Annual Dividend Yield

Ex Dividend Date (MM/DD/YYYY)

Dividend Pay Date (MM/DD/YYYY)

Dividend Yield (TTM)

Forward Annual Dividend Rate ($)

Dividend Payout Ratio

Dividend Per Share 5 Year CAGR

Analyst Estimates

EPS Estimate Current Year ($)

EPS Estimate Next Year ($)

EPS Estimate Next Quarter ($)

EPS Estimate Current Quarter ($)

Current Target Price ($)

Next 5 Year Growth Rate (%)

1 week Ago Target Price ($)

2 week Ago Target Price ($)

3 week Ago Target Price ($)

Financial Health

Cash Flow Per Share TTM ($)

Current Ratio

Quick Ratio

Debt to Equity Ratio (Last Quarter)

Long term debt per share (Last Quarter)

F Score

Technicals

RSI (14 Day)

14 Day SMA ($)

14 Day EMA ($)

Money Flow Index

Average True Range

50 Day SMA ($)

200 Day SMA ($)

ADX

MACD

Growth

Free Cash Flow QoQ Growth

Free Cash Flow YoY Growth

Revenue YoY Growth

EPS QoQ Growth

Revenue QoQ Growth

EPS YoY Growth

Profitability

Return on Assets TTM (%)

Profit Margin TTM (%)

Return on Equity TTM (%)

Return on Capital TTM (%)

Interest Coverage Ratio

Gross Margin TTM (%)

Peers

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