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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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

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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

Goldman Sachs

JPMorgan Chase & Co

Banks hired thousands of employees during the pandemic deals boom. They will have to start laying some off soon.

The time is ripe for Wall Street layoffs as recession looms and deals boom turns to bust

Wells Fargo

The annual Federal Reserve financial system stress test results were published, boosting bank stocks in a big way. The post Bank Stocks GS, MS, WFC Get Boost Following Annual Fed Stress Test appeared first on InvestorPlace.

Bank Stocks GS, MS, WFC Get Boost Following Annual Fed Stress Test

Bank of America

Citigroup

All 34 banks passed the Federal Reserve's latest stress test, suggesting they have enough capital to continue lending to households and businesses during a severe recession.

Bank Stress Test Relief

The Federal Reserve Board on Thursday projected the potential for a rockier road ahead for banks than it did a year ago, but said the 33 financial institutions it reviewed passed its annual stress test of capital reserves.

Fed says banks could withstand 10% unemployment, 55% stock price drop in annual stress test

The largest U.S. banks would remain well capitalized in the event of a severe economic shock, the U.S. Federal Reserve said on Thursday after the lenders' annual health check, paving the way for them to issue buybacks and dividends.

U.S. Fed says banks can weather severe downturn comfortably

The U.S. Federal Reserve is due to release the results of its annual bank health checks on Thursday. Under the "stress test" exercise, the Fed tests banks' balance sheets against a hypothetical severe economic downturn, the elements of which change annually.

Explainer-What's new with the Fed's bank stress tests in 2022

Morgan Stanley's (MS) workplace financial solutions, Morgan Stanley at Work, is acquiring American Financial, a leading provider of nonqualified deferred compensation plans.

Morgan Stanley (MS) Work Solutions to Acquire American Financial

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business's full-service deferred compensation plan offerings include: Plan Design Consulting: Helps assess a sponsor's objectives alongside retirement plan consultants and financial advisors. Plan Implementation and Online Enrollment: Provides a single poin

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

The financial services giant doubled its dividend last year, but can it maintain that payout in this market?

Can Morgan Stanley Support Its Dividend?

Large U.S. banks are optimistic they will receive a clean bill of health from the Federal Reserve this week, freeing them up to distribute billions of dollars in excess capital to investors.

U.S. banks expect a clean bill of health after Fed's stress tests

"These companies will make fortunes from higher rates," the "Mad Money" host said.

These 3 bank stocks will ‘make fortunes' from higher rates if the Fed pulls off a soft landing, Cramer says

Capital One

PNC Financial Services

Recession fears continue to drag bank stocks down, creating significant buying opportunities in financial shares. The post 7 Stocks to Buy Ahead of the June 23 Bank Stress Test Results appeared first on InvestorPlace.

7 Stocks to Buy Ahead of the June 23 Bank Stress Test Results

Financial stocks spiked up, then pulled back after the Federal Reserve raised its target on overnight rates by 0.75 percentage points on Wednesday. Although the 75-basis-point hike was expected, it was still historic, as it was the biggest increase in nearly three decades, and was the Fed's way of saying it will act aggressively to fight inflation.

Bank stocks jump, then quickly pull back after Fed rate hike

MS is trading with its best dividend yield in the last 10 years, and you can buy MS with a record dividend yield of 3.72%. The company will be able to capitalize on asset management trends of 2022 and 2023 with newly issued ESG ETFs, crypto-related ETFs, and a new approach toward its workforce.

Morgan Stanley: A Dividend Bargain Not To Miss

Morgan Stanley (NYSE:MS.PK ) Bernstein 38th Annual Strategic Decisions Conference Call June 13, 2022 11:45 AM ET Company Participants Jed Finn - Head of Corporate & Institutional Solutions and Chief Operating Officer of Wealth Management Conference Call Participants Unidentified Analyst Okay. Thanks, everybody.

Morgan Stanley (MS) Presents at Bernstein 38th Annual Strategic Decisions Conference (Transcript)

Credit Suisse AG's CS, +1.59% warning of a second-quarter loss weighed on bank stocks on Wednesday, as the sector moved more deeply into the red than the broad market. The Dow Jones Industrial Average DJIA, -0.21% dropped 0.7%, while components JPMorgan Chase & Co. JPM, -0.68% and Goldman Sachs Group Inc. GS, -0.73% gave up 1% each.

Financial stocks outpace broad market into the red after Credit Suisse warning

CVS Health

Disney

FedEx

Intel

International Paper

KeyCorp

Whirlpool

Value stocks' relative strength over growth over the past six months gives value investors a lot to cheer about, but the fact is that relative strength doesn't necessarily tend to persist.

Mark Hulbert: These 10 cheap stocks are favorites of top investment newsletters, as value keeps pounding growth

Danaher

Equifax

NIKE

Otis Worldwide

The MS Global Franchise Portfolio (Trades, Portfolio), part of Morgan Stanley's ( MS , Financial) mutual funds, disclosed in a regulatory filing that its top five buys during the first quarter included new positions in Otis Worldwide Corp. ( OTIS , Financial) and Equifax Inc. ( EFX , Financial) and boosts to its holdings in Nike Inc. ( NKE , Financial), LVMH Moet Hennessy Louis Vuitton SE ( XPAR:MC , Financial) and Danaher Corp. ( DHR , Financial).

MS Global Franchise Portfolio's Top 5 1st-Quarter Buys

AbbVie

Fifth Third Bancorp

PepsiCo

SL Green Realty

These dividend stocks to buy will enable you to offset your portfolio risk. The post 7 Ideal Dividend Stocks to Buy for a Rich Retirement appeared first on InvestorPlace.

7 Ideal Dividend Stocks to Buy for a Rich Retirement

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the second cohort of its Sustainable Solutions Collaborative (the Collaborative). The Collaborative, launched in 2020, aims to identify breakthrough innovations that address systemic change to support a sustainable future. The second cohort of five winners will join a bespoke yearlong strategic collaboration with the Institute where they will tap into the full range of Morgan Stanle

Morgan Stanley Announces Second Cohort of the Sustainable Solutions Collaborative

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released new research from its inaugural workplace retirement study that shows plan sponsors see a positive impact and value in having a plan advisor oversee their workplace retirement plan to boost retirement plan participation and outcomes. Based on survey results, plan sponsors cite peace of mind as a leading benefit when it comes to having plan advisors drive employee engagement and investment guidance—which eases internal concerns, ad

Morgan Stanley at Work Study Finds Plan Advisors Integral to Retirement Plan Participation and Outcomes

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) Wealth Management is pleased to celebrate the 10th anniversary of its Investing with Impact Platform which enables clients to align portfolios of any size and complexity with their unique impact goals. The platform was the first of its kind when it launched in 2012, and now has approximately $70 billion in assets today. The Investing with Impact Platform today is comprised of hundreds of investment products designed to advance environmental a

Morgan Stanley Celebrates 10th Anniversary of Investing with Impact Platform

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that teams Latino Commission on AIDS and The Duke of Edinburgh's Award have won its annual Strategy Challenge, the Firm's flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission-critical challenges. Over the past ten weeks, Morgan Stanley employees worked with leadership teams at 15 nonprofit organizations to provide recommendations to address their strategic questions. The

The Latino Commission on AIDS and The Duke of Edinburgh's Award Teams Win Morgan Stanley's Annual Strategy Challenge Supporting Nonprofits in the U.S. and the UK

AdvisorShares Pure US Cannabis ETF

Morgan Stanley MS, -2.95% increased its position in the AdvisorShares Pure US Cannabis ETF MSOS, -4.66% by 480,168 shares during the first quarter to a total of 1.59 million shares as of March 31, according to a filing on Tuesday. With a 3.2% stake, Morgan Stanley now ranks as the third largest institutional holder of the ETF, which launched in late 2020 as the first U.S.-listed actively managed ETF to provide exposure solely to American cannabis and hemp companies, including multi-state operators (MSOs).

Morgan Stanley increases ownership stake in AdvisorShares Pure US Cannabis ETF

LONDON--(BUSINESS WIRE)--Thought Machine, the cloud native banking technology company, today announces it has closed its series D funding round, led by Temasek, the global investment company headquartered in Singapore, with participation from Intesa Sanpaolo and Morgan Stanley. Existing investors following-on in this round include: Eurazeo, ING, JPMorgan Chase, Lloyds Banking Group, and SEB. Thought Machine is now valued at $2.7bn – a 100% increase from the company's valuation at the close of i

Thought Machine Raises $160m in Series D Funding Round – Doubling Valuation to $2.7bn and Accelerating Plans to Bring World's Banks Onto Cloud Technology

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