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

Shares of the bank were down Wednesday in the wake of the evaluation by Oppenheimer analysts.

Morgan Stanley Stock Drops After Downgrade. Buy 'Boring But Lucrative' Banks?

Marathon Oil

Tuesday was a rough day for equities in the U.S. broad markets as the Dow Jones and S&P 500 were each down over 1% and the Nasdaq was down well over 2%.

Tuesday Afternoon Analyst Upgrades and Downgrades: Marathon Oil, Morgan Stanley, Shell Midstream, UPS and More

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Family Office Resources today announced the launch of The Morgan Stanley Family Legacy and Governance (FLAG) Institute, a virtual educational program designed specifically for professionals to address and implement family governance processes for wealth management clients in an effort to drive long-term success within families. This is the first Morgan Stanley Wealth Management client experience geared towards estate planning lawyers, certified public a

Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success

Morgan Stanley's Asia Pacific co-chief executive Wei Sun Christianson will retire from the bank after nearly two decades at the end of 2021, according to a memo reviewed by Reuters.

Morgan Stanley Asia veteran Christianson retires - memo

Morgan Stanley has outperformed the market over the past 90 days by 10.31%, generating a 13.79% return for its investors over the time period. Now, given this information, it may seem like price appreciation alone is the best way to have made money on this stock, that's not actually the case.

Here's How Much You Would Have Made Owning Morgan Stanley Stock In The Last 10 Years

NEW YORK & PALO ALTO, Calif.--(BUSINESS WIRE)--Morgan Stanley at Work today announced it has partnered with premier technology legal firm Wilson Sonsini Goodrich & Rosati to develop a new application programming interface (“API”) that allows equity information for mutual clients to pass seamlessly between law firm and equity management provider. This industry-first API integrates Morgan Stanley at Work's Shareworks platform (“Shareworks”) and Wilson Sonsini's new proprietary software platfo

Morgan Stanley at Work and Wilson Sonsini Launch API Integration to Streamline the Startup Journey and Boost Open Capitalization Data Sharing

Morgan Stanley China A Share Fund Inc

According to Rob Arnott of Research Associates, a prominent strategist, U.S. bonds and equities are too expensive and will likely deliver negative real returns in the decade ahead. This is hardly a unique assessment; based on the ratio of the total market cap of U.S. companies to the country's GDP, the stock market has never before been this overvalued.

Investing in Chinese Domestic A-Shares

MONTREAL--(BUSINESS WIRE)--After a challenging week of ideation, prototyping and programming, 18 teams of students and recent graduates from various Canadian universities completed the first Morgan Stanley Montreal Code to Give Hackathon. The competition provides local nonprofits with the technical solutions they need to pursue their mission and services. Winning solutions included networking solutions and apps with gamification elements to increase engagement and reach more people. This year's

Morgan Stanley Code to Give Hackathon Provides Montreal Nonprofits DESTA, Fillactive and La Tablée des Chefs with Technology Solutions to Drive their Essential Community Work

The chances of a 20% or greater pullback in the S&P 500 are becoming more likely, according to Morgan Stanley.

Stocks could drop 20% or more: Morgan Stanley

Alibaba

Blink Charging

Exponent

Invesco

Riot Blockchain

Weibo

The S&P 500 saw its trailing 12-month real earnings per share increase by a compound annual growth rate of nearly 6% over the past five years. The index's share price ($4,432.99 as of Friday) has grown by more than 100% over the past five years.

4 Stocks Growing Earnings Fast

Gilead Sciences

Gilead Sciences, Inc. (GILD) CEO Dan O'Day Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

AbbVie

AbbVie Inc. (ABBV) CEO Rich Gonzalez Presents at Morgan Stanley Virtual 19th Annual Global Healthcare Conference (Transcript)

Fisker Inc

Fisker Inc. (FSR) CEO Henrik Fisker Presents at Morgan Stanley Virtual 9th Annual Laguna Conference (Transcript)

Raytheon Technologies

Raytheon Technologies (RTX) CEO Greg Hayes Presents at Morgan Stanley Virtual 9th Annual Laguna Conference (Transcript)

Morgan Stanley (MS) Presents at Barclays 19th Annual Global Financial Services Conference (Transcript)

Amgen

Amgen Inc. (AMGN) CEO Bob Bradway Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Medtronic

Medtronic plc (MDT) CEO Geoffrey Martha Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Otis Worldwide

Otis Worldwide's (OTIS) CEO Judy Marks Presents at Morgan Stanley Virtual Conference (Transcript)

Cardinal Health

Cardinal Health's (CAH) CEO Mike Kaufmann Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Editas Medicine

Editas Medicine (EDIT) CEO, Jim Mullen Presents at Morgan Stanley 19th Annual Healthcare Conference - Company Call Transcript

Illumina

Illumina, Inc. (ILMN) CEO Francis deSouza Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Bausch Health Companies Inc

Bausch Health Companies, Inc. (BHC) CEO Joseph Papa on Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Sarepta Therapeutics

Sarepta Therapeutics, Inc. (SRPT) CEO Doug Ingram Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Merck

Merck & Co., Inc. (MRK) CEO Robert Davis Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work announced today a strategic partnership with Empower Retirement that provides a modern, comprehensive workplace retirement offering for employers who want to attract and retain top talent through benefits. The partnership is an expansion of both firms' long-standing relationship, leveraging Morgan Stanley's investment services experience and Empower's comprehensive and leading-edge technology and product and service capabilities. “We are pleased

News for Morgan Stanley Stock (MS)