MS Stock Forecast, Price Targets, Chart, Dividends & Analysis
Morgan Stanley
MS 
NYE
Sector: Financial Services
Industry: Capital Markets
134.99
USD
3.30
(2.51%)
Previous close: 131.69 Open: 133.2 Bid: 134.06 Ask: 135.92
52 week range
76.33 135.58
Mkt Cap: 213,043 M Avg Vol (90 Days): 6,160,573
Last updated: Friday 22nd November 2024
Metrics
Valuation
Price per Sales TTM ($) | 3.70 |
Price per Book TTM ($) | 2.30 |
PE Ratio (TTM) | 20.37 |
Book Value per Share ($) | 58.28 |
5 Year PE Range | NA , NA |
Returns
7 Day Return | 1.93% | |
1 Month Return | 14.99% | |
3 Month Return | 33.53% | |
1 Year Return | 78.25% | |
3 Year Return | 51.47% | |
5 Year Return | 217.58% | |
YTD Return | 44.76% |
Risk
Dividends
Analyst Estimates
Financial Health
Technicals
RSI (14 Day) | 71.50 |
14 Day SMA ($) | 130.09 |
14 Day EMA ($) | 129.86 |
Money Flow Index | 60.29 |
Average True Range | 2.94 |
50 Day SMA ($) | 115.42 |
200 Day SMA ($) | 100.33 |
ADX | 55.45 |
MACD | -3.05 |
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% |
Financials
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 | 11,179 M | 9,230 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 | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 M | 1,618 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 | 50,210 M | 50,667 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 | 50,210 M | 50,667 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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