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

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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 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

Apple

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Cramer said many of Wall Street's concerns about the market are overblown.

Jim Cramer says these 7 stocks will be winners in 2023

NEW YORK--( BUSINESS WIRE )--E*TRADE from Morgan Stanley today announced recent enhancements to its investing and trading platforms. Enhanced functionalities include:

E*TRADE from Morgan Stanley Announces 2022 End of Year Platform Enhancements

NEW YORK--( BUSINESS WIRE )--E*TRADE from Morgan Stanley today announced it will eliminate all trade commissions and early redemption fees for mutual fund online trades on its platform.

E*TRADE from Morgan Stanley Eliminates Commissions for All Mutual Funds on Platform

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Investment banking revenues have been cut in half for a lot of banks this year.

Banks Had a Tough Year With Investment Banking, but Trading Has Shined

NEW YORK--( BUSINESS WIRE )--Morgan Stanley at Work today announced a fresh bundle of technology enhancements on its stock plan platforms Equity Edge Online® (EEO) and Shareworks, which together serve roughly 40% of the S&P 500 in the US.1 The updates target smoother engagement for Morgan Stanley at Work's corporate clients and participants, focusing on fractional shares, personalized participant videos, automated translations, and gifting vested shares in time for the year-end holidays.

Morgan Stanley at Work Announces 2022 End of Year Technology Enhancements

Major bank executives are now more united in predicting a recession next year, but the degree is uncertain.

Major US banks make job cuts in preparation for an economic downturn

The banking sector has taken a hit in the last two quarters due to an aggressive Federal Reserve, high inflation, a struggling economy and lower stock market activity. Higher interest rates dry up the market, resulting in less room for leverage buyouts, new debt issues, mergers, acquisitions, etc.

Morgan Stanley Is Heading into 2023 in Battered Shape

Morgan Stanley analysts reduced their Apple iPhone shipment forecast by an additional 3 million units Wednesday to account for slower production in China.

Morgan Stanley cuts iPhone shipment estimates by another 3 million units

NEW YORK--( BUSINESS WIRE )--Morgan Stanley (NYSE: MS) today announced The Portfolio Risk Platform has been awarded an American Financial Technology Award for Best Risk Management Initiative. This is the Portfolio Risk Platform's fourth year in a row winning an industry award.

Morgan Stanley's Portfolio Risk Platform Wins American Financial Technology Award for Best Risk Management Initiative

Imminent recession next year leads major banks to take necessary steps to maintain profitability. The development leads to bearish investor sentiments, with bank stocks ending in the red.

Bank Stocks Tumble as CEOs Warn of Looming Recession in 2023

Morgan Stanley MS, -2.78% on Tuesday reduced its employee count by 2% or 1,600 of the bank's 81,567 employees, according to reports. The move comes after Morgan Stanley hired 3,181 people between June 30 and Sept.

Morgan Stanley laying off 2% of workforce: reports

Morgan Stanley has cut about 2% of its workforce, a source familiar with the company's plans said on Tuesday.

Morgan Stanley cuts about 2% of its workforce - source

Morgan Stanley cut about 2% of its staff on Tuesday, according to people with knowledge of the layoffs.

Morgan Stanley cut about 2% of staff Tuesday, sources say

Lufax Holding

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It is anticipated that the major benchmark indexes will begin trading for the week on a little more optimistic tone, with both the Nasdaq and S&P500 charts up over the last five days.

Stocks to watch for the week of December 5

Morgan Stanley has seen a tough year so far amidst plunging investment banking revenues and weaker wealth management performance. Headwinds are in part offset by higher interest rate revenues, yet tough times could persist for a little longer.

Morgan Stanley: Bumps On The Long-Term Ride

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Banks typically trim jobs towards the end of the year, but 2022 has seen a bigger wave of redundancies and layoffs.

Factbox: Global banks take axe to jobs as cost pressures mount

"I wouldn't bet against Elon Musk," Gorman said. "Who would not want to do business with a person who has that kind of capability?"

Morgan Stanley CEO James Gorman defends Elon Musk amid layoffs and chaos at Twitter - and says he's not concerned about the bank's massive loan to the Tesla exec

"Some people are going to be let go," CEO James Gorman said at the Reuters NEXT conference, without specifying numbers.

Morgan Stanley CEO James Gorman making ‘modest' job cuts

Morgan Stanley is a Tier-1 investment bank with activities all over the world. While the common shares are quite attractive thanks to a very reasonable P/E ratio and an acceptable dividend yield, I'm very interested in the preferred shares.

Morgan Stanley Offers A 6.5-7% Yield On The Preferred Shares

Morgan Stanley is making modest job cuts across the globe, Chief Executive Officer James Gorman said, as Wall Street comes under pressure with dealmaking slowing down due to the central bank's monetary tightening.

Morgan Stanley making 'modest' job cuts, CEO says

NEW YORK--( BUSINESS WIRE )--Asset managers have the opportunity to meet asset owners' growing demands for sustainable investment practices, products and reporting, according to new research by the Morgan Stanley Institute for Sustainable Investing. The latest in the Firm's Sustainable Signals series, this institutional investor survey polled 110 asset owners in North America, Europe and Asia, as well as 201 asset managers across the same regions to understand what asset owners want and what asset managers are offering—and where the gaps lie in delivering environmental, social and governance (ESG) solutions.

Morgan Stanley Sustainable Signals: New Survey Shows Opportunities Exist for Asset Managers to Better Meet Asset Owner Sustainable Investing Needs

News for Morgan Stanley Stock (MS)