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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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

Bank of America

Visa

Wells Fargo

The financial sector may not benefit from a dovish Federal Reserve, but some prominent investors are still finding it attractive and loading up.

The Most-Bought Financial Stocks of Investment Gurus

Archer-Daniels-Midland Company

Berry Petroleum Corp.

Denbury Resources

ETRADE

Red Hat

Synchrony Financial

George Soros (Trades, Portfolio), the funder of Soros Fund Management LLC, bought shares of the following stocks in both the first and second quarters.

7 Stocks George Soros Continues to Buy

Goldman Sachs

JPMorgan Chase & Co

Banks likely to get some respite soon, with the U.S. regulators showing the green light for easing of the Volcker Rule under the Trump administration.

Banks Get Respite as Regulators Okay Volcker-Rule Tailoring

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Why Is Morgan Stanley (MS) Down 10.1% Since Last Earnings Report?

American Express

BB&T

Citigroup

PNC Financial Services

U.S. Bancorp

Here’s your guide to the largest publicly traded financial institutions in the U.S.

Your Guide to the 10 Biggest Bank Stocks

Stocks -- especially bank stocks -- are reeling after three central banks cut rates today, signally major concerns about global economic growth going forward.
The post 5 Big Bank Stocks to Sell as Central Banks Cut Rates appeared first on InvestorPlace.

5 Big Bank Stocks to Sell as Central Banks Cut Rates

JPMorgan (JPM) and Morgan Stanley (MS) acquire majority stake in their respective Chinese joint ventures. However, getting regulatory nod for the same can be difficult.

Will JPM, MS Get Nod for Majority Stake in China Ventures?

Morgan Stanley’s business model is heavily dependent on wealth management, as it is the single largest contributor to its top line. Trefis has analyzed trends in Morgan Stanley’s Wealth Management business since 2006 in an interactive dashboard, along with our expectations over coming years.

Morgan Stanley's Wealth Management Revenues Could Reach $18.4 Billion By 2021

Netflix

OrganiGram Holdings Inc.

uniQure

The RealReal

Stitch Fix

Syndax Pharmaceuticals

As stocks keep pushing to highs again and again, where can you find smart stocks to buy right now? Check out these 7 excellent options.

7 Stocks to Buy With Over 20% Upside From Current Levels

Morgan Stanley is using big data to help clients identify their sustainable investing choices and measure how well their portfolios track those goals.

Morgan Stanley offers new tool to let advisors, investors measure sustainable investing goals

Out of the Fed rate cut concern, some of the largest banks have slashed their deposit rates, clouding the near-term outlook.

Big Banks' Q2 Earnings Synopsis: Near-Term View in the Balance

Morgan Stanley on Monday launched a new cloud-based document management solution provided by Box (NYSE:BOX), a leader in cloud content management and file sharing systems.

Morgan Stanley Tackles Customer-Centric Service With Cloud Document Solution

Alaska Air Group

Philip Morris

Total

Firm’s largest buys of last 2 quarters.

T. Rowe Price continues to buy High-Cap Stocks

For many years, the argument went that it would be hard to get large enterprises to move to the cloud, then that it would be impossible to get regulated industries like healthcare and financial services. Yet in recent years, Box and other cloud companies have shown that’s just not true, crafting solutions for even the […]

Box lands big financial services company with Morgan Stanley digital vault win

Morgan Stanley does not expect rising tensions in the world's most important oil chokepoint to lead to a sustained jump in oil prices.

Oil prices will stay 'relatively benign' despite escalating Iran tensions, Morgan Stanley says

Honeywell

IBM, Honeywell, Morgan Stanley, Bank of America and Philip Morris were our top stock trades to watch going into Friday. Check out the charts!

5 Top Stock Trades for Friday (July 19)

Morgan Stanley (MS) CEO James Gorman on Q2 2019 Results - Earnings Call Transcript

Shares of the investment banking and wealth management giant opened lower after the report but quickly stabilized around a key level.

Morgan Stanley Beats Earnings, Holds Key Moving Average

Rise in interest income and lower costs support Morgan Stanley's (MS) Q2 earnings. However, weak trading and investment banking performance is on the downside.

Morgan Stanley (MS) Beats on Q2 Earnings Amid Trading Woes

Morgan Stanley (NYSE: MS) released its second-quarter financial results before the markets opened on Thursday.

Morgan Stanley Whiffs on Q2 Despite Bottom-Line Beat

Morgan Stanley  reported a drop in quarterly profit but beat analysts' expectations on gains in its wealth-management business and lower expenses.

Morgan Stanley profit beats on wealth management gains, lower expenses

Morgan Stanley's stock MS, -1.49% turned lower in premarket trading, as a downbeat outlook for net interest income (NII) offset second-quarter profit, revenue and NII beats.

Morgan Stanley's stock turns lower, after downbeat NII outlook for rest of the year

Morgan Stanley (MS) delivered earnings and revenue surprises of 8.85% and 2.63%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Q2 Earnings and Revenues Top Estimates

Shares of Morgan Stanley MS, -1.49% gained 0.6% in premarket trading Thursday, after the investment bank reported a second-quarter profit, revenue and net interest income that beat expectations, as growth in its wealth and investment management businesses helped offset declines in its sales and trading businesses.

Morgan Stanley's stock gains after profit, revenue and NII beats

Morgan Stanley (NYSE: MS) reported second-quarter earnings of $1.23 per share, which beat the analyst consensus estimate of $1.16 by 6.03%.

News for Morgan Stanley Stock (MS)