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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $13.0 billion for the third quarter ended September 30, 2022 compared with $14.8 billion a year ago.

Morgan Stanley Third Quarter 2022 Earnings Results

Citigroup

JPMorgan Chase & Co

U.S. Bancorp

Wells Fargo

S&P 500 52-week lows were hit like a third rail, and markets recoiled the other direction.

Huge 1500-Point Swing on the Dow After Disappointing CPI

Morgan Stanley is one of four U.S. financial giants reporting earnings Friday in a wave of results that will be watched closely by Wall Street.

Morgan Stanley Reports Earnings Friday. Expect an Investment Banking Slowdown.

Morgan Stanley is scheduled to report earnings before Friday's open. Here's a closer look.

Earnings Preview: What To Expect From Morgan Stanley On Friday

First Horizon National

Lockheed Martin

United Continental Hlds

UnitedHealth Group

Five large-cap companies will report third-quarter 2022 earnings within the next seven days. These are: UNH, UAL, MS, LMT and FHN.

5 Large-Cap Stocks Likely to Beat on Q3 Earnings

If market swings tell us anything, it's that investors are rattled by economic uncertainty. The outlook remains cloudy with the possibility of recession on the horizon. Big bank earnings, coming Friday, could help clear some of that fog.

How to read big bank earnings

Bank of America

Goldman Sachs

The financial sector reversed course to trade broadly lower Thursday, along with the broader stock market, after data showed that consumer inflation rose more than expected in September. The SPDR Financial Select Sector ETF XLF, -0.23% sank 1.8% in premarket trading, after being up about 1.3% just before the inflation data was released, as futures ES00, -1.77% for the S&P 500 SPX, -0.33% swung to a loss of 1.8% from a gain of 1.1%.

Bank stocks swing to broad losses after inflation data

Bank earnings kick off in a flurry this week. Wells Fargo, JPMorgan, Morgan Stanley, PNC, Citi all report quarterly results on Friday The post Bank Earnings Preview: JPMorgan, Wells Fargo, Morgan Stanley Lead Reports appeared first on Investor's Business Daily.

Bank Earnings Preview: JPMorgan, Wells Fargo, Morgan Stanley Lead Reports

The three major U.S. equity indexes closed mixed on Tuesday. The Dow Jones industrials ended the day up 0.12%, the S&P 500 closed 0.65% lower, and the Nasdaq ended down 1.10%.

Earnings Previews: Citigroup, JPMorgan, Morgan Stanley, UnitedHealth, Wells Fargo

Morgan Stanley (MS) is expected to have recorded an improvement in interest income in the third quarter of 2022 because of higher interest rates and decent loan growth.

Trading, Higher Rates to Aid Morgan Stanley's (MS) Q3 Earnings

The six biggest U.S. banks are expected to have set aside nearly $5 billion in the third quarter to cover future loan losses, Wall Street analysts said, as lenders brace for a potential global recession.

U.S. banks likely set aside $5 bln in Q3 reserves as recession risks grow

Morgan Stanley is a value investor's delight, with a ~4% dividend yield, a low PE ratio, and a winning business model. Investors are worried about the broader economy with MS, but they're overlooking the company's low cost of deposits, the potential for huge buybacks, and strong execution with accretive acquisitions.

Morgan Stanley Is Still Dirt Cheap

And this price target doesn't seem too outlandish given Mastercard's current position.

1 Stock Set to Soar 50% From Its 52-Week Low, According to Wall Street

Four of the United States' largest globally systemically important banks (GSIBs) are reporting earnings this coming Friday, While net income could decline significantly, banks are well capitalized and liquid.

Bank Earnings Season Starts Next Week: Remember To Breathe!

Blackrock Inc

PepsiCo

PNC Financial Services

Walgreens

The third quarter 2022 earnings season reporting officially kicks off next week with many big names in the financial world announcing their earnings, including JPMorgan Chase, Citigroup and more.

These Are The 10 Biggest Companies Revealing Earnings Next Week

JP Morgan Chase & Co., Citigroup Inc., Wells Fargo & Co. and Morgan Stanley kick off the third-quarter bank earnings reporting season on Friday, Oct. 14 amid some of the most challenging economic times in at least a decade.

JPMorgan, Citi, Morgan Stanley and Wells Fargo kick off bank earnings season in choppy waters

Apple

AbbVie

iShares Core Dividend Growth ETF

Humana

Johnson & Johnson

Microsoft

iShares Short Maturity Bond ETF

Pfizer

iShares 1-3 Year Treasury Bond ETF

Funds investing in short-term Treasury bonds may be the best ETFs for investors in today's seesawing markets. The post Short-Term Treasury Rates Boost Appeal Of Bond ETFs appeared first on Investor's Business Daily.

Short-Term Treasury Rates Boost Appeal Of Bond ETFs

Amazon

Chevron

Danaher

Disney

Devon Energy

General Electric

Macy's

Earlier this week, Matthew Tuttle's Tuttle Management filed to create two new exchange-traded funds (ETFs) to track the activity of CNBC's Mad Money host Jim Cramer. The first, called the Inverse Cramer ETF, will carry the symbol SJIM and bet against stocks recommended by Cramer.

Want to Bet Against Jim Cramer? Short These 10 Stocks.

Amgen

Best Buy

Bank of New York Mellon

Comerica

Comcast

Darden Restaurants

Fifth Third Bancorp

Fidelity National Financial

Interpublic Group of Companies

Omnicom Group

Principal Financial Group

Packaging Corp of America

Regions Financial

State Street

T. Rowe Price Group

Texas Instruments

Vanguard High Dividend Yield ETF

WEC Energy Group

Watsco

There are 24 stocks on my high yield watchlist for October 2022. Nearly all of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - October 2022

Barclays

Elon Musk's takeover of the social-media company would be paid for in part with $13 billion of debt seven banks including Morgan Stanley and Barclays agreed to provide. They could now face $500 million in losses if they tried to unload all the debt.

Twitter Deal Could Saddle Banks With Hundreds of Millions in Losses

Credit Suisse

Deutsche Bank

The Securities and Exchange Commission recently dropped the hammer on banks for failing to comply with record-keeping laws.

Big Banks Were Hit With $1.8 Billion in Penalties: Here's Who Was Hit the Worst

News for Morgan Stanley Stock (MS)