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

Citigroup

Goldman Sachs

JPMorgan Chase & Co

U.S. Bancorp

Wells Fargo

A slew of earnings reports from banks arrive next week. Here are the important events to pay attention to in the coming days.

Keep an Eye on Earnings Announcements This Week

Using the free cash flow to equity model, I estimate that Morgan Stanley's stock is worth $102 per share.

Morgan Stanley: The Stock Is Worth More Than $100

Bank of America

Trading may be a surprise bright spot for Wall Street banks in the first quarter, after clients rejigged portfolios in response to Russia's invasion of Ukraine and interest rate hikes, analysts and executives say.

U.S. banks set for better-than-expected trading revenues

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Coast Haven Brokerage team was named the winner of the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge. The team was one of 16 finalist teams competing in the virtual Challenge on Friday, April 8. The 16 finalists were selected from a field of 77 teams, composed of over 250 students from 35 different countries. Their p

Coast Haven Brokerage Wins the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge

U.S. banks might see deposits decrease for the first time in several decades, The Wall Street Journal wrote Sunday (April 10). The last two months have seen bank analysts cutting their expectations for deposit levels at big banks, with the 24 banks making up the KBW Nasdaq Bank Index, the benchmark, are likely to see […]

Bank Deposits to See 80-Year Decline as Consumers Move Cash Stockpiles

The Federal Reserve's interest rate hikes should boost lending profits for major financial firms. Now, the big banks will have the chance to prove to investors that they can thrive if rates continue to climb.

Bad news for banks: Rates are rising fast

Morgan Stanley (NYSE: MS) shares have weakened more than 15% since the beginning of the 2022 year, and the current price stands at $84.06. Morgan Stanley is scheduled to announce first-quarter earnings results on Thursday, April 14, before the market opens, and according to Refinitiv data, the profit of Morgan Stanley is expected to fall […] The post Should I buy Morgan Stanley shares ahead of first-quarter earnings results?

Should I buy Morgan Stanley shares ahead of first-quarter earnings results?

Blackrock Inc

State Street

The first quarter 2021 earnings season kicks-off next week with earnings results from some of the biggest financial institutions in the U.S. The post 7 Financial Stocks Reporting Earnings the Week of April 11 appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS It doesn't matter if you have $500 in savings or $5 million.

7 Financial Stocks Reporting Earnings the Week of April 11

Markets face what could be a hot inflation report in the week ahead and a batch of big bank earnings to start the earnings season.

Big banks' earnings and a hot inflation report could sway markets in short holiday week

The first quarter was unkind to the nation's banks. When the data from January through March is in, big banks in the United States expect to see a dramatic dip in earnings compared to the same period one year ago, Reuters reported.

U.S. Banks Expect Earnings Dip in Q1

Wall Street banks are scheduled to report their quarterly results next week. Ahead of earnings, DCLA's Sarat Sethi says Morgan Stanley (NYSE: MS) is the one in “big banks” to own right now.

Sarat Sethi: buy this big bank stock ahead of the earnings season

The number of family offices has exploded in the past decade, and the once-sleepy entities are now deep into private equity, hedge funds and other assets.

Morgan Stanley aims to serve the richest of the rich as family offices grow to $5.5 trillion in assets

Big U.S. banks are expected to show a sharp decline in first quarter earnings from a year ago, when they benefited from exceptionally strong dealmaking and trading, and funds set aside for loan losses being released.

U.S. bank earnings to decline in first quarter

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released insights and learnings from its exclusive second annual Financial Wellness Retreat, held on March 16 –17, for plan participants of its corporate clients. This year's retreat hosted over 11,000 plan participants, delivering 30 sessions across four tracks: Personal Finance, Equity Compensation, Retirement Planning and Executive Education. Key insights included: Be SMART: To reduce feeling overwhelmed about finances, Financial Wellne

Morgan Stanley at Work Shares Insights from Second Annual Financial Wellness Retreat

We're adding bank shares Thursday because we have room in our position and it helps our cost basis.

We're buying more shares of one of our banks, taking advantage of its cheap valuation

Advance Auto Parts

Best Buy

Blackstone Group

Digital Realty Trust

Enterprise Products Partners

Restaurant Brands

T. Rowe Price Group

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns.

My Top 10 High Yield Dividend Stocks For April 2022

Disruptive Technology Solutions LLC and affiliated funds have filed a demand for arbitration against Wall Street bank Morgan Stanley with the Financial Industry Regulatory Authority, the Wall Street Journal reported, citing a copy of the letter it had reviewed.

Investment firm files demand for arbitration against Morgan Stanley - WSJ

Morgan Stanley (MS) is selling its Eaton Vance registered investment advisory assets to CI Financial and Pathstone.

Morgan Stanley (MS) to Sell RIA Assets to CI Financial, Pathstone

Morgan Stanley's MS, -0.19% investing unit Morgan Stanley Infrastructure Partners said Thursday it paid an undisclosed sum to acquire New Zealand ferry operator StraitNZ from Australian firm CPE Capital Oty Ltd. The purchase price was more than $500 million, according to a report by the Australian Financial Review.

Morgan Stanley infrastructure investing unit buys New Zealand ferry operator

Morgan Stanley is readying a "first-class ETF platform" to meet ballooning demand.

Morgan Stanley to enter ETF market

The start of what may be a stream of rising interest rates as the Federal Reserve fights high inflation has stock investors jittery, and rightly so.

Deep Dive: The Federal Reserve's big policy shift points to good times for bank stocks

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today recognized 20 outstanding professionals as MAKERS – an initiative dedicated to celebrating the stories of women and men who are groundbreakers, innovators and champions of women's achievement. “The individuals in the 9th class of Morgan Stanley MAKERS are shining examples of how our leaders show up in extraordinary ways – whether that's supporting and advancing those around them, building our culture of inclusion or striving for

Morgan Stanley Names 20 Women and Advocates to MAKERS Class of 2022

Goldman Sachs holds the #1 position in investment banking and the M&A outlook remains robust.

Goldman Sachs: Buying The Best

Big U.S. investment banks have taken a $4.6 billion revenue hit from the freeze on equity raisings, a Financial Times report said. A drought in initial public offerings (IPOs) this year arrived with the recent volatility on the market.

US Banks Took In $645M in Equity Capital Market Fees This Year, Down From $5.3B in '21

Morgan Stanley's (MS) strategic acquisitions and efforts to focus less on capital markets-driven revenue sources will aid profitability. Yet, high costs remain worrisome.

News for Morgan Stanley Stock (MS)