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

Reduced volatility and market normalization are expected to have negatively impacted Morgan Stanley's (MS) trading income in third-quarter 2021.

Weak Trading Performance to Mar Morgan Stanley (MS) Q3 Earnings

Bank of America

Blackrock Inc

Citigroup

Delta Air Lines

Goldman Sachs

JPMorgan Chase & Co

Taiwan Semiconductor Manufacturing

Wells Fargo

This week's upcoming economic data and slew of quarterly results should provide market participants with sufficient vindication for decisive price action

What To Expect As Q3 Earnings Season Commences

NEW YORK, Oct. 12, 2021 /PRNewswire/ -- TruFund Financial Services ("TruFund"), a Community Development Financial Institution located in New York City, today announced that it has made an equity investment in Exact Capital Group, LLC, a majority Black-owned real estate development firm headquartered in New York, NY that specializes in the development and management of affordable and mixed-use, residential, and commercial real estate. The preferred equity investment will support critical aspects of Exact Capital's strategic growth plan, specifically allowing the firm to continue with the development of affordable housing for low and moderate income residents, leverage increased liquidity, and enable it to grow internal capacity.

Exact Capital Group Receives Equity Investment from TruFund's Impact Developers Fund to Accelerate Growth

As we have noted often, one of the few sectors where companies applaud higher interest rates is the financials.

Big Bank Earnings Could Be Huge This Week: 4 Top Dividend Stocks to Buy

What Rising Rates Mean for the Stock Market

Cowen

Financial services company Cowen has seen key segment growth slow down, which in turn has caused COWN stock to be overvalued. The post Elevated Valuations Could Cause Problems for Cowen Stock appeared first on InvestorPlace.

Elevated Valuations Could Cause Problems for Cowen Stock

Wells Fargo Securities' Mike Mayo delivers a bullish forecast for banks ahead of earnings season.

Booming stock market and ‘credit euphoria' will drive banks to better-than-expected profits, top analyst Mike Mayo predicts

The largest U.S. lenders are expected to report moderately higher third-quarter profits next week as pandemic-related accounting adjustments that had doubled their earnings earlier this year taper off and business starts to return to normal.

U.S. banks expected to report mixed Q3 results, iffy loan outlook

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the five winners of the inaugural Alliance for Children's Mental Health Innovation Awards, its nationwide call to support transformative solutions that address adverse mental health outcomes for children and young people across the U.S. The program will award the finalists a total of $500,000 in grants to help scale their solutions, and provide consultation and a showcase opportunity on November 11. The five finalists were selected after

Morgan Stanley Alliance for Children's Mental Health Announces Five Winners of the Inaugural Innovation Awards

Applied Materials

Activision Blizzard

Cintas Corp

Domino's Pizza

Expeditors International of Washington

Home Depot

Humana

Intercontinental Exchange

Intuit

Lockheed Martin

Lowe's

Lam Research

Mastercard

Moody's

MarketAxess Holdings

Monolithic Power Systems

MSCI

Microsoft

NVIDIA

Roper Technologies

Charles Schwab

Sherwin-Williams

Thermo Fisher Scientific

T. Rowe Price Group

I present 30 High Growth Dividend Stocks for consideration in October 2021. The watchlist from September 2021 had a -4.14% return last month beating both VIG and SPY.

High Growth Dividend Stocks For October 2021

Amgen

Broadcom

Bank of Montreal

Clorox

Comerica

CMS Energy

Campbell Soup

Darden Restaurants

DTE Energy

Evergy Inc

General Mills

Kellogg

Kimberly-Clark

Alliant Energy

M&T Bank

PepsiCo

Principal Financial Group

Philip Morris

Restaurant Brands

Rogers Communications

Royal Bank of Canada

Southern Company

There are 30 High-Yield Dividend Stocks on the October 2021 watchlist.

High Yield Dividend Stocks For October 2021

ArcBest

C.H. Robinson Worldwide

Echo Global Logistics

Knight-Swift Transportation Holdings

Old Dominion Freight Line

Saia

TFI International

Union Pacific

Werner Enterprises

In a Monday note to clients, Morgan Stanley analyst Ravi Shanker identified three key themes for the third-quarter earnings season, which begins Oct. 15 when J.B. Hunt reports.

Rate guidance should drive TL estimates higher, Morgan Stanley says

Is (MS) Outperforming Other Finance Stocks This Year?

Has Morgan Stanley (MS) Outpaced Other Finance Stocks This Year?

Interactive Brokers

Normalized level of trading and high technological costs pose concerns for the Zacks Investment Bank industry. Yet, industry players like Morgan Stanley (MS), Schwab (SCHW), Goldman (GS), & Interactive Brokers (IBKR) will gain from robust investment banking performance.

4 Investment Banks to Watch Out for in the Buoyant Industry

News for Morgan Stanley Stock (MS)