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

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Earnings data Q4 2023

Earnings data Q1 2024

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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

Analog Devices

Advanced Micro Devices

Broadcom

Bank of America

Goldman Sachs

Home Depot

Intel

JPMorgan Chase & Co

Lowe's

The first half of 2022 was awful. The biggest challenge of the year lies ahead of us.

The Biggest Challenge Of 2022 (And 7 Strong Buys To Tackle It)

Morgan Stanley (MS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Morgan Stanley (MS) Q2 Earnings Expected to Decline

Citigroup

Big banks will kick off earnings season next week with JPMorgan, Citigroup, and Morgan Stanley expected to report results.

Big Banks Impacted by Deal Decline

Evercore

Moelis

This year's market sell-off is giving investors a chance to add these companies at bargain-bin prices.

3 Investment Bank Stocks With Valuations Too Cheap to Ignore

Wells Fargo

Big banks will kick off earnings season next week, with JPMorgan Chase first out of the gate before the stock market opens on July 14.

Bank stocks are super cheap — even with the risk of recession

NEW YORK--(BUSINESS WIRE)--Carver Edison, a New York City-based financial technology company which creates upward mobility solutions for employees of publicly traded companies, and Morgan Stanley at Work, a workplace financial solutions provider, announced today the successful implementation of an application programming interface (“API”). The integration optimizes the administration and management of Employee Stock Purchase Plans (ESPPs) that are enhanced with Carver Edison's Cashless Particip

Carver Edison and Morgan Stanley at Work Launch API Integration to Boost Equity Ownership Among Stock Plan Participants

The stock is currently trading at $77 per share, which is 29% below its fair value of $108 – Trefis' estimate for Morgan Stanley's valuation.

Is Morgan Stanley Stock Fairly Priced?

Financial stocks traded broadly lower Tuesday, as longer-term Treasury yields continued to fall amid growing concerns that a recession was on the horizon. Lower longer-term yields can weigh on banking profits, as they narrow the spread between what banks earn on longer-term assets, such as loans, that are funded by shorter-term liabilities.

Banks stocks hit hard as continued fall in Treasury yields fuel recession fears

Ally Financial

NEW YORK--(BUSINESS WIRE)--VIKASA Capital Inc. welcomes veteran fintech executive Nathan Tribble to the firm to further its mission of building an industry leading financial services business. Bringing 15 years of fintech leadership experience, Nathan Tribble joins the executive team and leads its subsidiary, VIKASA Capital Partners as Chief Executive Officer. He also leads the Venture Capital line of business. Mr. Tribble joins VIKASA from Stockpile where he served as the firm's President and

VIKASA Adds Fintech Veteran Nathan Tribble to Executive Team

The Invesco KBW Bank ETF is down 30% from its year-to-date high; still, a Senior Research Analyst at Piper Sandler says bank stocks are a “decent” investment amidst the market uncertainty. Jeffery Harte prefers the mega-cap bank stocks U.S. Federal Reserve has already confirmed that the big banks are well-positioned to weather a looming recession.

Analyst: big banks have an edge over their smaller rivals

Disney

Johnson & Johnson

Starbucks

"You've got to treat ugly moments like this one as buying opportunities," the "Mad Money" host said.

Jim Cramer picks 4 'buyable' stocks to snap up after ugly market days

Truist Financial

Could bank stocks be in focus after clearing their stress tests?

5 Bank Stocks To Watch Now

The company recently announced that it is raising its dividend and launching a new share repurchase program.

Why Shares of Morgan Stanley Are Rising Today

Bank stocks are on the rise, with MS stock leading the charge as it gains 3% after raising its dividend and announcing share buybacks. The post Bank Stocks MS, GS, BAC, WFC Gain on Dividend Hikes appeared first on InvestorPlace.

Bank Stocks MS, GS, BAC, WFC Gain on Dividend Hikes

Banks including Goldman (GS), Bank of America (BAC), Morgan Stanley (MS) and Wells Fargo (WFC) reward investors with dividend rises. JPMorgan (JPM) keeps the quarterly payout unchanged, citing a difficult operating backdrop.

GS, BAC, WFC & Others Hike Dividends After 2022 Stress Test

Morgan Stanley (NYSE: MS) shares are trading higher Tuesday after the company announced a new buyback program of up to $20 billion and raised its quarterly dividend. Morgan Stanley's board authorized a $20 billion share repurchase program, which is set to begin in the third.

Why Morgan Stanley Shares Are Moving Higher

Several of the nation's largest banks have announced plans to boost dividends, with Morgan Stanley, Goldman Sachs, Bank of America, and Wells Fargo among those increasing dividends

Big Banks Announce Dividend Plans

The Federal Reserve (Fed) board undertook its annual bank stress test on June 23, 2022, which shows if banks have.

Morgan Stanley, BofA raise dividends after the 2022 bank stress test

Morgan Stanley and Bank of America said on Monday they are hiking their dividends, while JPMorgan & Chase will keep theirs flat, after the U.S. Federal Reserve gave them a clean bill of health following their annual stress tests last week.

Morgan Stanley, Bank of America raise dividends, JPMorgan keeps flat

Big banks that aced the Federal Reserve's annual stress tests last week began to announce bumps to their dividend programs.

Bank of America and Morgan Stanley raise their dividends after Fed stress test

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced that it will increase its quarterly common stock dividend to $0.775 per share from the current $0.70 per share, beginning with the common dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2022. In addition, the Firm's Board of Directors authorized a new multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2022.

Morgan Stanley Announces 11% Dividend Increase and Authorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program

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

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

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.

News for Morgan Stanley Stock (MS)