Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

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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.

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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.

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Cost of revenue

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Cash & equivalents

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Stockholders equity

Minority interest

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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

Morgan Stanley's fee-based revenue structure and AI integration position them to thrive in a lower interest rate environment, making shares a strong buy. Lower interest rates are expected to boost deal-making activity, benefiting Morgan Stanley's wealth management and investment banking divisions. Despite a higher forward P/E ratio, Morgan Stanley's PEG ratio suggests market skepticism, which, I believe, is misplaced given their growth potential.

Morgan Stanley: Rate Cuts Mean Potential Gains

In the most recent trading session, Morgan Stanley (MS) closed at $99.84, indicating a -0.25% shift from the previous trading day.

Morgan Stanley (MS) Stock Slides as Market Rises: Facts to Know Before You Trade

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced the 2024 global cohort of the Inclusive Ventures Lab, with 25 companies selected from the Americas and Europe, the Middle East and Africa (EMEA). Over the next five months, the companies will participate in an in-house accelerator program designed to further develop and scale technology and technology-enabled startups in the seed to Series A funding round stage. Chosen from thousands of applications, the 25 startups represent.

25 Disruptive Technology Startups Join Morgan Stanley Inclusive Ventures Lab's 10th Cohort

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Our economy and financial markets rely on a well-functioning banking industry. And just as we saw with the Financial Crisis in 2008, things can go south fast when bank stocks and the banking industry begin to under-perform as the economy slows.

Are Bank Stocks Sending A Warning To Investors?

The shares of Morgan Stanley (NYSE: MS) are 1.8% lower in pre-market trading, after Goldman Sachs downgraded it to "neutral" from "buy," and lowered its price objective to $105 from $122.

Analyst Downgrades Morgan Stanley Stock

In the most recent trading session, Morgan Stanley (MS) closed at $96.62, indicating a -1.59% shift from the previous trading day.

Morgan Stanley (MS) Stock Falls Amid Market Uptick: What Investors Need to Know

Morgan Stanley (NYSE:MS ) Barclays Global Financial Services Conference 2024 September 10, 2024 11:15 AM ET Company Participants Dan Simkowitz - Co-President Conference Call Participants Jason Goldberg - Barclays Capital Jason Goldberg I'm very pleased to have Morgan Stanley up next, Dan Simkowitz, Co-President, is with us. Before we begin this discussion may include forward-looking statements, which reflect Morgan Stanley's management's current estimates and subject to risks and uncertainties that may cause actual results to differ materially.

Morgan Stanley (MS) Barclays Global Financial Services Conference 2024 (Transcript)

Archer-Daniels-Midland Company

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This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.6%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Secure And Cheap Dividend Stocks To Invest In -- September 2024

First Republic Bank

In the months before it failed last year, the executive chairman of First Republic Bank FRCB -7.69%decrease; red down pointing triangle sold more than $6.8 million worth of stock through Morgan Stanley MS 0.57%increase; green up pointing triangle. The bank has now settled an investigation that determined it failed to properly monitor the trades.

Morgan Stanley Is Fined Over First Republic Insider Sales

In the most recent trading session, Morgan Stanley (MS) closed at $100.15, indicating a +0.89% shift from the previous trading day.

Morgan Stanley (MS) Advances While Market Declines: Some Information for Investors

Raymond James

JPM, MS, WFC, RJF, BAC and others are under legal scrutiny for transferring clients' idle funds into sweep accounts with near-zero interest rates.

JPMorgan & Others Face Probe Over Interest in Cash Sweep Accounts

Morgan Stanley (MS) closed at $102.20 in the latest trading session, marking a +0.12% move from the prior day.

Morgan Stanley (MS) Rises As Market Takes a Dip: Key Facts

One of the most well-known global investment banks, Morgan Stanley MS, is generating a lot of interest among investors. The company's shares have gained 9.5% so far this year.

Morgan Stanley Gains 9.5% YTD: Will Rate Cuts Boost MS Stock?

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Morgan Stanley (MS) is a Trending Stock

Gladstone Commercial

MCLEAN, VA / ACCESSWIRE / August 20, 2024 / Gladstone Commercial Corporation (NASDAQ:GOOD) ("Gladstone Commercial") announced today that it has executed a 5-year lease extension with Morgan Stanley Smith Barney Financing LLC ("Morgan Stanley") through December 31, 2030 for 72,301 square feet of its 101,869 square foot office building located at 4343 Easton Commons in Columbus, Ohio. This lease renewal continues Morgan Stanley's existing tenancy that began in 2008.

Gladstone Commercial Executes 5 Year Lease Renewal at Office Property in Columbus, OH

Morgan Stanley recently became the first major Wall Street bank to permit its financial advisors to offer Bitcoin BTC/USD ETFs to clients, marking a significant step in cryptocurrency's mainstream adoption.

Morgan Stanley Becomes First Wall Street Giant To Let Advisors Recommend Bitcoin ETFs

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes?

Why Morgan Stanley (MS) is a Great Dividend Stock Right Now

BYD Company Limited

Palantir Technologies

Rising concerns about the economy and rate cuts have led to a mixed earnings season, low consumer spending and a stock sell-off. While most of the indices have recovered since the past week, many stocks are trading at a discount and smart investors know that now is the time to make the bet.

Attention, Please! 3 Overlooked Stocks to Buy This Month.

NEW YORK--(BUSINESS WIRE)--Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Barclays Global Financial Services Conference on September 10, 2024 at 11:15 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With office.

Dan Simkowitz to Speak at the Barclays Global Financial Services Conference

Mitsubishi UFJ Financial

Charles Schwab

Sumitomo Mitsui Financial Group

U.S. Bancorp

While interest rates remain high, it offers a good opportunity to investors to consider these financial stocks for rising interest rates. An increase in interest rates often results in increased net interest margins for banks and other financial institutions.

7 Financial Stocks That Could Benefit from Rising Interest Rates

Morgan Stanley's (MS) focus on less capital markets dependent operations, strategic alliances and high rates will aid financials. Yet, a tough operating backdrop and rising expenses are headwinds.

Morgan Stanley's (MS) Expansion Efforts Aid, High Costs a Woe

Investment banking activity fell off in the last few years due to rising interest rates and market volatility. But debt and equity underwriting have bounced back significantly in the first half of the year.

Investment Banking Surged in the First Half of 2024: 3 Stocks to Buy Hand Over Fist Today

U.S. bank stocks slumped on Monday as fears of a recession sent investors fleeing from a sector closely tied to the health of the economy and toward safe-haven assets.

US banks tumble as weak economic data sparks recession fears

Morgan Stanley (MS) enables its advisors to offer bitcoin exchange-traded funds to wealthy clients with at least $1.5 million of net worth. The offering is set to launch this Wednesday.

News for Morgan Stanley Stock (MS)