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 Q1 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

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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

Goldman Sachs

A U.S. judge on Friday dismissed lawsuits by investors who accused Goldman Sachs Group Inc and Morgan Stanley of engaging in market manipulation before the collapse of Bill Hwang's investment firm Archegos Capital Management LP.

Goldman, Morgan Stanley win dismissal of lawsuits related to Archegos

Bank of America

Blackrock Inc

Bayerische Motoren Werke AG

CVS Health

Nordstrom

Lowe's

Southwest Airlines

Pfizer

Charles Schwab

Unilever

Fortune Magazine February/March 2023 Issue listed 50 World's Most Admired (WMA) companies based on a poll of "some 3,760 corporate executives, directors, and securities analysts." Acclaim from the wider business community, plus standing among rivals, both factored into the ranks. For the sixteenth year in a row, Apple topped all.

5 Ideal Dividend Dogs From 45 Fortune 2023 World's Most Admired Companies + 5 To Watch

Citigroup

Angel Oak Financial Strategies Income Term Trust

Virtus InfraCap U.S. Preferred Stock ETF

VanEck Preferred Securities ex Financials ETF

Wells Fargo

The ongoing crisis in the banking sector has already delivered some long-lasting consequences for markets and the broader economy. We take a look at the direct implications for income investors.

Banking Crisis Consequences And Opportunities

JPMorgan Chase & Co

Early Monday morning, First Citizen Bancshares agreed to buy Silicon Valley Bank.

Banks Bouncing Back

Emergency Fed support for banks is at Great Financial Crisis proportions on some measures. Deposit flight from smaller banks remains a worry to boot.

U.S. Banks: The Good And The Bad

This week's chart of the week shows the S&P Regional Bank index performance year-to-date. The Index is down -27% this year and -34% from its high.

Chart Of The Week - Are The Banks On Fire?

Policymakers are sending mixed signals about the future of federal deposit insurance and the resulting uncertainty is rippling through financial markets.

Debate over expanding deposit insurance weighs on bank stocks. Here's what to know.

SVB Financial Group

Citizens Financial Group

Huntington Bancshares

PNC Financial Services

Regions Financial

Toronto-Dominion Bank

Truist Financial

U.S. Bancorp

Sens. Booker and Warnock say overdraft and nonsufficient fund fees are causing hardship for Americans who relied on SVB and Signature Bank for payments.

Sens. Booker, Warnock press big bank CEOs to pause overdraft fees after SVB failure

Apple

Microsoft

Analysts at Morgan Stanley said that if Microsoft is able to launch its own app store, it would be an "immaterial risk" to Apple, but still a long-term threat.

Microsoft could eat up to 8% of Apple's App Store revenue in worst case scenario: Morgan Stanley

Credit Suisse

Following a week of turmoil in the banking sector, stock indices managed to close the week in the green on Friday.

Banking Stocks And The Fed

SPDR S&P Bank ETF

Invesco KBW Bank ETF

First Trust NASDAQ ABA Community Bank Index Fund

In a simple and elegant way, the large banks may have found a way to restore confidence in the U.S. banking system. In total, the banks will deposit $30 billion in First Republic, with an initial term of 120 days at prevailing market rates.

Big Banks To The Rescue

The nation's banking giants will be beneficiaries of the industry's turmoil. They have cheap stocks, and hefty dividend yields.

Banks Survived Another Week—and the Biggest Ones Look Like Winners

Best Bank Stocks to Buy Today? 2 For Your Watchlist

First Republic

Bank of New York Mellon

State Street

The stocks of the 11 banks that contributed $30 billion in uninsured deposits to embattled lender First Republic Bank on Thursday were all lower in premarket trade Friday, amid concerns the unprecedented action had failed to prop up the regional bank's stock. First Republic Bank stock FRC, +9.98% was down 4% premarket, after it said it would suspend its dividend to conserve cash.

Stocks of 11 banks that pumped $30 billion into First Republic Bank all lower premarket

Leading US banks have joined forces to deposit US$30bn into First Republic Bank in an attempt to bolster its finances and contain the fallout from the collapse of two big lenders, Silicon Vallye Bank and Signature Bank, in the past week. JPMorgan Chase, Bank of America, Citigroup and Wells Fargo will each deposit US$5bn into First Republic, a California-based lender.

US banks join forces to pump US$30bn into First Republic

Eleven large U.S. banks are making uninsured deposits totaling $30 billion into First Republic Bank.

JPMorgan, BofA, 9 Other Banks Deposit $30 Billion in First Republic

After almost a week of turmoil, the banking world finally has some good news. First Republic Bank (NYSE: FRC ) has been struggling since the collapse of SVB Financial's (NASDAQ: SIVB ) principal subsidiary, Silicon Valley Bank, last week.

Bank Stocks Alert: Major Banks Team Up for $30 Billion Deal to Help First Republic

Bank of America BAC , Citigroup C , JPMorgan Chase JPM and Wells Fargo WFC said Thursday they are each making $5 billion uninsured deposits as part of a $30 billion package from 11 banks into First Republic Bank FRC. The move “reflects their confidence in First Republic and in banks of all sizes,” the banks said in a joint statement.

Eleven U.S. banks pledge $30 billion for First Republic

First Republic Bank has received $30 billion in deposits from several big banks including JPMorgan Chase & Co , Citigroup Inc and Morgan Stanley , the banks said in a statement on Thursday.

First Republic receives $30 bln in deposits from big banks

A rescue of First Republic by big banks wouldn't put to bed emerging questions about the banking system.

Banks' Big Plan Might Solve the Immediate Problem, but Not the Bigger Ones

First Republic Bank was caught in the wake of Silicon Valley Bank's collapse over the weekend and saw its shares plunge earlier this week. Shares were rebounding as this new development emerged.

First Republic Bank could see $30B in rescue deposits coming, report says

Before an afternoon surge, the San Francisco-based regional bank's 30% nosedive Thursday sent First Republic stock to its lowest price in its 13-year history.

First Republic Stock Crashes But Bounces Back As Big Banks Reportedly Closing In On $30 Billion Rescue Plan

Bond issued by First Republic Bank FRC were rallying on Thursday, even as its stock price remained sharply lower, as investors digested a report about a potential rescue plan for the California-based lender.

First Republic Bank bonds rally as big banks reportedly draw up rescue funding plan

The news comes after First Republic's stock has been pummeled in recent days, sparked by the collapse of Silicon Valley Bank and Signature Bank.

Group of financial institutions in talks to deposit about $20 billion in First Republic, sources say

A deal between First Republic and other banks could include a sizable capital infusion but talks were ongoing, The Wall Street Journal reported.

JPMorgan and Morgan Stanley are in talks to provide financial aid to First Republic Bank, report says

News for Morgan Stanley Stock (MS)