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

Eaton Vance's (EV) first-quarter fiscal 2021 results reflect higher assets under management, elevated expenses and lower operating margins.

Eaton Vance (EV) Q1 Earnings Beat Estimates, AUM Increases

BOSTON, Feb. 24, 2021 /PRNewswire/ -- Eaton Vance Corp. (NYSE: EV) today reported earnings of $0.74 per diluted share for the first quarter of fiscal 2021, which compares to earnings of $0.91 per diluted share in the first quarter of fiscal 2020 and $(0.31) per diluted share in the fourth...

Eaton Vance Corp. Report for the Three Month Period Ended January 31, 2021

NEW YORK--(BUSINESS WIRE)--Sustainable investing funds outperformed traditional funds and reduced investment risk throughout 2020, according to a new Sustainable Reality study published today by the Morgan Stanley Institute for Sustainable Investing (The Institute). This analysis of U.S. equity and taxable bond funds found that sustainable funds weathered the severe market volatility throughout 2020 better than their traditional counterparts, indicating that sustainable funds are more reliable

Morgan Stanley Sustainable Reality Report Reveals U.S. Sustainable Funds Outperformed Traditional Funds by 4.3% in 2020

Cleveland-Cliffs

WSFS Financial

NEW YORK, Feb. 23, 2021 /PRNewswire/ -- S&P SmallCap 600 constituent Cleveland-Cliffs Inc. (NYSE: CLF) will replace Eaton Vance Corp. (NYSE: EV) in the S&P MidCap 400, and WSFS Financial Corp. (NASD: WSFS) will replace Cleveland-Cliffs in the S&P SmallCap 600 effective prior to the...

Cleveland-Cliffs Set to Join S&P MidCap 400; WSFS Financial to Join S&P SmallCap 600

WASHINGTON, Feb. 23, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of the Calvert funds (the "Funds") were asked to approve new investment advisory agreements and,...

Results of Joint Special Meeting of Shareholders of Calvert Funds

Allstate

AMC Entertainment

GameStop

NCR Corporation

AT&T

UBS Group AG

If you think the growth trade is fading away on Wall Street, then here are some of the most promising, undervalued stocks to consider. The post 7 Vastly Undervalued Stocks to Hop on Today appeared first on InvestorPlace.

7 Vastly Undervalued Stocks to Hop on Today

NEW YORK & PALO ALTO, Calif.--(BUSINESS WIRE)--Morgan Stanley today announced that it has entered into an agreement with Wilson Sonsini Goodrich & Rosati, a premier provider of legal services to technology, life sciences, and growth enterprises worldwide. The agreement will enable privately-held companies currently using Wilson Sonsini's proprietary capitalization management software to migrate to Morgan Stanley's Shareworks by Morgan Stanley (“Shareworks”) capitalization and stock plan pla

Morgan Stanley to Transition Wilson Sonsini's Capitalization Management Software to Shareworks

BOSTON, Feb. 22, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance mutual funds (each, a "Fund" and, collectively, the "Funds") were asked to...

Results of Joint Special Meeting of Shareholders of Eaton Vance Mutual Funds

Morgan Stanley's (MS) buyout of Eaton Vance (EV) is likely to conclude next week. The deal is likely to further help Morgan Stanley diversify revenues and attain cost savings.

Morgan Stanley (MS)-Eaton Vance (EV) Merger Deal to Close Soon

Eaton Vance Floating-Rate 2022 Target Term Trust

BOSTON, Feb. 19, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate 2022 Target Term Trust (NYSE: EFL) (the "Fund") were asked to approve a...

Adjournment of Special Shareholder Meeting of Eaton Vance Floating-Rate 2022 Target Term Trust

NEW YORK & BOSTON--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) announced today that the companies currently expect to complete Morgan Stanley's acquisition of Eaton Vance on March 1, 2021 pursuant to the merger agreement dated as of October 7, 2020 (the “Merger Agreement”). Completion of the transaction remains subject to customary closing conditions. In connection with the anticipated completion of the proposed transaction, the deadline for Eaton Vance sharehold

Morgan Stanley's Acquisition of Eaton Vance Currently Expected to Close March 1, 2021

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Morgan Stanley (MS) Up 0.2% Since Last Earnings Report: Can It Continue?

BOSTON, Feb. 17, 2021 /PRNewswire/ -- Eaton Vance Corp. (NYSE: EV) will release first quarter earnings for the fiscal quarter ended January 31, 2021 at approximately 9:00 AM ET on Wednesday, February 24, 2021. The full earnings release and accompanying details illustrating key performance...

Eaton Vance Corp. First Fiscal Quarter Earnings Notification

Eaton Vance (EV) 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.

Analysts Estimate Eaton Vance (EV) to Report a Decline in Earnings: What to Look Out for

MS vs. SCHW: Which Stock Is the Better Value Option?

Eaton Vance Floating-Rate Income Trust

Eaton Vance Senior Floating Rate Fund

BOSTON, Feb. 16, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate Income Trust (NYSE: EFT), Eaton Vance New York Municipal Income Trust...

Certain Eaton Vance Closed-End Funds Announce Adjournment of Joint Special Shareholder Meeting

Bank of New York Mellon

JPMorgan Chase & Co

Block

Tesla

The Bitcoin price for 2021 is getting incredibly close to $50,000 as more major companies push the cryptocurrency higher. The post Bitcoin Price 2021: 8 Big Companies Boosting BTC to $50K appeared first on InvestorPlace.

Bitcoin Price 2021: 8 Big Companies Boosting BTC to $50K

Bank of America

Citigroup

Goldman Sachs

Wells Fargo

Results from the Fed's annual stress tests help determine capital requirements and capital distribution plans for banks like Capital One (COF), Wells Fargo (WFC), JPMorgan (JPM), Citi (C), Morgan Stanley (MS), BofA (BAC) & U.S. Bancorp (USB).

Stress Test Scenarios for '21 Revealed: Will Big Banks Pass?

Counterpoint Global, the $150 billion Morgan Stanley Investment Management investing arm, is taking a deep dive into bitcoin and cryptocurrency, Bloomberg reported on Monday (Feb. 15), citing sources. Bitcoin and crypto are largely seen as volatile assets fighting to gain entry into the traditional financial industry.

Morgan Stanley's Counterpoint Global Eyes Cryptocurrency Investment

Counterpoint Global, a $150 billion investment unit under Morgan Stanley (NYSE: MS), could be jumping into Bitcoin. What Happened: Counterpoint is considering making bets on Bitcoin as pressure mounts on investment firms to provide exposure as investors watch the cryptocurrency skyrocket, Bloomberg has reported, citing anonymous sources.

Morgan Stanley's $150 Billion Investment Unit Thinking About Getting In On Bitcoin Action: Bloomberg

NEW YORK--(BUSINESS WIRE)--Jonathan Pruzan, Executive Vice President and Chief Financial Officer of Morgan Stanley, will speak at the Credit Suisse Financial Services Forum which will be held in a virtual format on Thursday, February 25, 2021, at 8:00 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities

Jonathan Pruzan to Speak at the Credit Suisse Financial Services Forum

BOSTON, Feb. 8, 2021 /PRNewswire/ -- The following notice relates to the Joint Special Meeting of Shareholders of the following Eaton Vance funds (each a "Fund" and collectively, the "Funds"): Eaton Vance Growth Trust Eaton Vance Mutual Funds Trust Eaton Vance Atlanta Capital Focused...

Joint Special Meeting of Shareholders of Eaton Vance Mutual Funds On February 18, 2021 Will Be A Virtual Meeting

Morgan Stanley (MS) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Why Morgan Stanley (MS) Stock Might be a Great Pick

Morgan Stanley CEO James Gorman was giddy. His firm had just announced it was going to buy E-Trade in the largest takeover by a Wall Street bank since the financial crisis. It was a chilly day last February, three weeks before the coronavirus would be declared a pandemic. Gorman sat down for an in-person TV interview to discuss the deal.

Inside Morgan Stanley's blowout year, the culmination of James Gorman's decade-long war to win Wall Street

Having gained close to 150% since the March 23 lows of the last year, Morgan Stanley stock is trading 23% above its pre-Covid peak in February 2020. That said, we believe that it has more scope for growth.

News for Morgan Stanley Stock (MS)