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 Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q2 2024

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

First Republic

JPMorgan Chase & Co

A full takeover is also a possibility, though less certain, the report added.

JPMorgan, Morgan Stanley in deal talks with First Republic: report

First Republic Bank, facing a crisis of confidence from investors and customers, is actively discussing options for a lifeline — including a takeover, according to the Wall Street Journal.

Wall Street Journal: First Republic Bank talking to JPMorgan and Morgan Stanley about a lifeline

The policy-sensitive 2-year Treasury yield jumped back above 4% after the Wall Street Journal reported that JPMorgan Chase & Co., Morgan Stanley and other big banks are discussing a deal to shore up First Republic Bank. Rates on 6-month and 1-year T-bills spiked by 15 and 18 basis points, respectively, to 4.795% and 4.389%.

2-year Treasury yield jumps back above 4% after potential funding deal involving First Republic Bank

Several banks including JPMorgan Chase & Co and Morgan Stanley are in talks with First Republic Bank for a potential deal, the Wall Street Journal reported on Thursday, citing people familiar with the matter.

JPMorgan, Morgan Stanley among banks in deal talks with First Republic - WSJ

The beleaguered lender is working on various potential options to shore itself up including a capital raise.

JPMorgan, Morgan Stanley and Others in Talks to Bolster First Republic

Wells Fargo

All eyes are still on regional bank stocks, as traders continue to adjust to the environment following SVB Financial Group's (SIVB) collapse.

2 Bank Stocks Being Blasted by Bears

Morgan Stanley's move is one of the first announcements by a financial incumbent after the viral success of OpenAI's ChatGPT.

Morgan Stanley is testing an OpenAI-powered chatbot for its 16,000 financial advisors

Morgan Stanley (NYSE:MS.PK ) Annual Morgan Stanley European Financials Conference March 14, 2023 6:00 AM ET Company Participants Ted Pick - Co-President, European Financials Conference Call Participants Magdalena Stoklosa - Morgan Stanley Magdalena Stoklosa All right. But thank you very much, everybody, for being here.

Morgan Stanley (MS) Presents at Annual Morgan Stanley European Financials Conference (Transcript)

Bank of America

Bank of New York Mellon

Citigroup

Goldman Sachs

Usually when there is a widespread failure in the banking industry, it is due to many institutions doing the same thing, and often doing too much of it.

6 Blue-Chip Big-Dividend Banks Are on Sale and Warren Buffett Owns Millions of Shares in 3 of Them

Blackrock Inc

Mutual funds managed by Morgan Stanley , Fidelity, and BlackRock appear to be among the most exposed to the collapse of Silicon Valley Bank and Signature Bank, Morningstar data showed, as a market selloff has erased more than $100 billion of U.S. banks' value.

Morgan Stanley, BlackRock funds among those exposed to regional bank failures

"We reiterate our overweight recommendation on the sector and would use any large selloff as an opportunity to add risk," Goldman Sachs said.

Buy the dip in banks as the Silicon Valley Bank crisis is unlikely to spread, Goldman Sachs says

Signature Bank

Financial Select Sector SPDR Fund

Bank stocks posted their second day of steep losses in early trades on Friday as investors feared a cash crunch in the sector on the heels of a liquidity challenge at SVB Financial SIVB, -60.41% . Dow Jones Industrial Average DJIA, -0.16% components JPMorgan Chase & Co. JPM, +0.52% and Goldman Sachs Group Inc. GS, -2.46% fell 1.8% and 3.9% respectively, while the DJIA dropped 0.5%.

Bank stocks resume their slide

JPMorgan, Bank of America, Wells Fargo and Morgan Stanley saw $55 billion wiped off their combined market capitalization on Thursday.

Wall Street's 4 top banks just had $55 billion wiped off their market value in a single day

American Electric Power Company

Amgen

Broadcom

Comcast

ConocoPhillips

Cisco Systems

Coca-Cola

Medtronic

Pfizer

PNC Financial Services

Phillips 66

Sempra Energy

Truist Financial

U.S. Bancorp

Vanguard High Dividend Yield ETF

There are 17 stocks on my high-yield watchlist for March 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist: March 2023

Goldman is planning to increase its asset and wealth management business, boosting fees. The bank is also planning to make the business less balance sheet intensive.

Asset and Wealth Management Will Unlock the Most Value for Goldman Sachs. Here's How

Zscaler

Corporate executives indicate they have no plans to slash cybersecurity spending, even in a recession. Zscaler delivers some of the most advanced tools to protect against a growing potential for cloud attacks.

1 Growth Stock With 88% Upside, According to Wall Street

Bayerische Motoren Werke AG

CVS Health

Johnson & Johnson

Nordstrom

Lowe's

Southwest Airlines

Charles Schwab

Toyota Motor

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.

3 Ideal Dividend Buys From Fortune's World's Most Admired All Stars 2023

NEW YORK--(BUSINESS WIRE)--Ted Pick, Co-President, Head of Institutional Securities and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the Annual Morgan Stanley European Financials Conference which will be held in London, UK, on Tuesday, March 14, 2023, at 10:00 a.m. GMT (6:00 a.m. ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section.

Ted Pick to Speak at the Annual Morgan Stanley European Financials Conference

In the past year, Morgan Stanley's stock price has appreciated 6.35%, relative to a -9.23% decline in the S&P 500 alongside superior returns to rivals Goldman Sachs, with 3.04% 1Y growth. This growth has been built upon the bank's streamlined business practices, focusing on vertical integration-centric M&A, and reducing their stake in unsecured retail credit, fringe markets, etc.

Morgan Stanley: Capital Markets-Centric Infrastructure Supports Superior Growth

NEW YORK & ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) and The Women's Tennis Association (WTA) today announced a new multi-year global partnership. With a shared vision for fostering inclusivity and expanding access to the game of tennis, the organizations are proud to collectively accelerate their commitment to driving progress for women in sports through this partnership.

Morgan Stanley Named as an Official Global Partner of the WTA

For the investment banking segment, Goldman Sachs edges out Morgan Stanley due to its superior fee and brokerage revenue growth as well as its higher market share. In the asset management segment, we believe Goldman Sachs edges out Morgan Stanley due to its superior asset management revenue growth and AUMs.

Morgan Stanley Vs. Goldman Sachs: Battle Of The Bulge Bracket Banks

Elevated interest rates are usually beneficial to a bank's debt portfolio. However, most analysts fail to mention the concurrent increase in borrowing costs. Global yield curves, including the U.S.' are inverted towards their longer ends, posing significant risks to Morgan Stanley's long-dated debt portfolio.

Morgan Stanley's Debt Portfolio Assessed

Morgan Stanley said it was cooperating with U.S. regulators over investigations into its block-trading practices and providing authorities with information, according to a filingon Friday.

Morgan Stanley is cooperating with U.S. regulators on block-trading probe

Morgan Stanley has rallied so far in 2023. The company is maintaining its emphasis on wealth and investment management.

Morgan Stanley's Focus On Wealth Management Is Working

Morgan Stanley (NYSE:MS.PK ) Credit Suisse 24th Annual Financial Services Forum February 14, 2023 12:45 PM ET Company Participants Sharon Yeshaya - Executive Vice President and Chief Financial Officer Conference Call Participants Susan Katzke - Credit Suisse Susan Katzke Okay. Good afternoon.

News for Morgan Stanley Stock (MS)