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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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

Disappointing trading and underwriting performance is expected to hamper Morgan Stanley's (MS) Q1 earnings growth.

Trading, Underwriting to Mar Morgan Stanley (MS) Q1 Earnings

Bank of America

Bank of Marin Bancorp

First Hawaiian

Fifth Third Bancorp

JPMorgan Chase & Co

PNC Financial Services

Veritex Hld

Wells Fargo

U.S. banks have been facing a number of challenges, which is why investors were apprehensive about earnings numbers. The Fed’s new-found dovishness, a flattening yield curve, a government shutdown and declining trading revenues are major headwinds confronting the sector at present.

Big Bank Earnings Impress in Q1: 5 Great Picks

Ally Financial

American Express

BB&T

Bank of New York Mellon

Blackrock Inc

Citigroup

Goldman Sachs

KeyCorp

M&T Bank

Regions Financial

Synchrony Financial

Travelers

U.S. Bancorp

24/7 Wall St. has put together a preview of some of the big banks and other financial giants reporting their quarterly results this week, as they help set expectations for the new earnings season and a direction for the market.

Big Banks in the Spotlight as Earnings Season Rolls Out

Jim Cramer explains why the banking sector will set the tone when they kick off earnings season on Friday.

Bank stocks could rally on the 'slightest' good news in earnings reports, Jim Cramer says

Morgan Stanley's (MS) acquisition of an additional 5.5% stake in its China mutual funds joint venture for $3.73 million will make it the largest shareholder.

Morgan Stanley to Add More 5.5% Stake in China Joint Venture

For the first time since the financial crisis in 2008, the CEOs of the largest U.S. banks appeared before Congress on Wednesday to answer questions regarding the size and safety of America’s financial institutions.

Congress Grills Bank CEOs On Systemic Risks, Russia, Executive Compensation

Morgan Stanley, which currently owns 37.4 percent in Shenzhen-based Morgan Stanley Huaxin, has won an auction to buy an additional 5.5 percent stake.

Morgan Stanley to become top shareholder in China funds venture with stake increase

Lyft

In a letter sent to Morgan Stanley on April 2, Lyft questioned the firm about its role in helping market certain products that would help pre-IPO investors bet against the stock.

Lyft is threatening litigation against Morgan Stanley, accusing the firm of supporting short-selling

Morgan Stanley&#039;s Chief Operating Officer Colm Kelleher is retiring, according to a company memo.

Morgan Stanley's No. 2 Colm Kelleher to retire, according to memo

News for Morgan Stanley Stock (MS)