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

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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.

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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

LOS ANGELES--(BUSINESS WIRE)--Mesa West Capital (“Mesa West”), the private U.S. real estate credit arm of Morgan Stanley Investment Management, today announced it has raised ~$1.37 billion for Mesa West Real Estate Income Fund V, L.P. (“Fund V” or the “Fund”), exceeding Mesa West's original $1.0 billion fundraising target for the Fund.

Mesa West Capital Raises $1.37 billion for Fifth Value-Add Real Estate Debt Fund

Blackrock Inc

Stocks have rallied in 2023 thanks to expected Federal Reserve interest-rate cuts, but that bullishness could set markets up for a major selloff.

Michael Burry, BlackRock and Morgan Stanley have warned the stocks rally won't last. Here's why they have little faith in the market's best start to a year since 2019

NEW YORK--(BUSINESS WIRE)--E*TRADE from Morgan Stanley announced today it will once again feature in the Super Bowl with a 30-second spot during the first quarter of the game, titled ‘Wedding.' After coming out of retirement during Super Bowl LVI 2022, the iconic E*TRADE Baby is back to help prepare investors for life's biggest financial moments.

E*TRADE from Morgan Stanley Says ‘I Do' to Super Bowl LVII

Amgen

Broadcom

Cisco Systems

Intel

Medtronic

Pfizer

Philip Morris

Truist Financial

U.S. Bancorp

Vanguard High Dividend Yield ETF

There are 12 stocks on my high-yield watchlist for February 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - February 2023

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today is hosting its first global in-person Demo Day, with 10 participating companies from the US and Europe, the Middle East and Africa (EMEA). The cohort companies, all founded by women, will pitch over 200 investors, as well as potential business partners and customers.

Morgan Stanley Hosts First Global Demo Day for Startups in Inclusive Ventures Lab

Investment banking giant Morgan Stanley is crashing the exchange-traded fund (ETF) party in a historic return to the asset class with the launch of its own platform.

Morgan Stanley Stages Historic Return to ETFs

Archer-Daniels-Midland Company

Automatic Data Processing

Applied Materials

BHP Billiton

Cigna

Costco

Carlisle Companies

Coterra Energy

Chevron

Enterprise Products Partners

Johnson & Johnson

Lennar

Lowe's

Altria

MPLX

Merck

Microsoft

NRG Energy

Pioneer Natural Resources

QUALCOMM

Stanley Black & Decker

Target

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff.

5 Relatively Safe And Cheap Dividend Stocks To Invest In - February 2023

Best Buy

Fastenal

Restaurant Brands

Texas Instruments

Verizon

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 16.31% over the past 27 months.

My Top 10 High Yield Dividend Stocks For February 2023

NEW YORK--( BUSINESS WIRE )--Morgan Stanley Investment Management (MSIM) announced today that it has held the final close of Ashbridge Transformational Secondaries Fund II (Ashbridge II) at $2.5 billion of total capital commitments. The amount represents nearly four times of that raised in the predecessor fund, Ashbridge Transformational Secondaries Fund I (Ashbridge I), which closed in 2018 at $675 million. Ashbridge II is one of the largest funds raised to date that is focused exclusively on single asset GP-led continuation vehicles. Investors include a sophisticated group of public and private pension funds, sovereign wealth funds, non-profits, fund of funds, family offices and high net worth individuals from around the world.

At $2.5 Billion, Morgan Stanley Investment Management Raises One of the Largest Funds Focused on Single Asset GP-Led Continuation Vehicles

NEW YORK--( BUSINESS WIRE )--Sharon Yeshaya, Executive Vice President and Chief Financial Officer of Morgan Stanley, will speak at the Credit Suisse 24th Annual Financial Services Forum which will be held in Key Biscayne, Florida on Tuesday, February 14, 2023 at 12:45 p.m. (ET).

Sharon Yeshaya to Speak at the Credit Suisse Financial Services Forum

NEW YORK--( BUSINESS WIRE )--Morgan Stanley Investment Management (“MSIM”) today announced the launch of an exchange-traded fund (“ETF”) platform with the listing of six Calvert ETFs on NYSE Arca. The ETF product suite features Calvert Research and Management's industry-leading approach to responsible investing and offers investors access to four indexed Environmental Social Governance (“ESG”) strategies and two active ESG strategies across a range of asset classes.

Morgan Stanley Investment Management Launches ETF Platform

NEW YORK--( BUSINESS WIRE )--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Apex Companies (“Apex” or the “Company”), a leading provider of end-to-end environmental consulting and engineering solutions, from Sentinel Capital Partners (“Sentinel”). MSCP is partnering with the current management team led by CEO Dave Fabianski, who will continue to lead the business. Sentinel Capital Partners will maintain a minority position in the Company post-closing.

Morgan Stanley Capital Partners Acquires Apex Companies

NEW YORK--( BUSINESS WIRE )--Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views

Morgan Stanley's regional head for the Middle East and North Africa (MENA) Sammy Kayello is stepping down, the bank said in an internal memo, though he will remain with the business as a senior adviser at the Wall Street bank.

Morgan Stanley's Kayello to step down as MENA head

Robinhood

Interactive Brokers

Charles Schwab

By using a two-phase survey, investors do an online broker comparison to rank top brokers using 18 key attributes of brokerage features. The post How IBD's Surveys Created The 2023 Best Online Broker List appeared first on Investor's Business Daily.

How IBD's Surveys Created The 2023 Best Online Broker List

Online brokerages are battling each other to win your account. And some are willing to pay up for it.

This Online Brokerage Will Pay You $3,500 Just To Open An Account

In a rough market, the best brokers have wooed investors with great service, new tools, live video and expert commentary. Does your broker measure up?

Online Brokers Battled The Bear Market And Each Other In 2022

Virtu Financial

For trading success, investors demand the best trading platform and a broker that provides top-notch trade execution. The post Online Investors Most Value Trade Execution/Price And Trading Platform appeared first on Investor's Business Daily.

Online Investors Most Value Trade Execution/Price And Trading Platform

NEW YORK--( BUSINESS WIRE )--Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management, remains the exclusive financial education sponsor of the Reese's Senior Bowl for the ninth consecutive year. After being limited to virtual engagements for the past 2 years due to concerns and precautions from COVID-19, Morgan Stanley GSE returns to Mobile, AL in-person to participate in this year's week of festivities and engagements.

Morgan Stanley Global Sports & Entertainment returns to Mobile, AL as the Exclusive Financial Education Sponsor of the Reese's Senior Bowl

Morgan Stanley now trades at the highest valuation in its peer group.

Morgan Stanley Has Been Transformed by Wealth Management. Now, It's Doubling Down.

Within its peer group, Morgan Stanley trades at the highest premium to its tangible book value.

Morgan Stanley Is Now the Highest-Valued Bank on Wall Street

Goldman Sachs

Goldman recently pivoted away from its consumer-banking ambitions, which were supposed to drive a higher valuation.

Goldman Sachs's Path to a Higher Valuation Now Lies in Asset and Wealth Management

Morgan Stanley has hit financial penalties on employees using messaging platforms such as WhatsApp and others for official business, the Financial Times reported on Thursday.

Morgan Stanley hit bankers with up to $1 mln in penalties for messaging breaches - FT

Bank of America

Citigroup

JPMorgan Chase & Co

The macroeconomic environment in the banking segment is deteriorating as the number of overdue loans is growing, forcing banks to increase reserves and negatively affects their profit. In addition to the loan portfolio, financial conditions in general have had a negative impact on banks' balance sheets. Debt instruments are depreciating and there is cash outflow from funds.

Top 5 Banks Under Risk

News for Morgan Stanley Stock (MS)