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

Ameriprise Financial

Cisco Systems

Lockheed Martin

Oracle

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Value investing is not in vogue. But it may be time to reconsider, starting with these seven stocks selling at a discount.

7 Stocks Selling at a Discount As January Comes To An End

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

MS vs. WETF: Which Stock Should Value Investors Buy Now?

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Barclays CEO Jes Staley has compared the pent up demand currently in the global economy to the end of the 1918 flu pandemic and the subsequent "Roaring 20s."

‘Roaring 20s' after the pandemic? Big banks warn be careful what you wish for

U.S. banks pledged billions to charity in 2020 amid the pandemic and calls for racial equity.

U.S. banks pledged billions to charity in 2020 amid the COVID-19 pandemic — what's behind their generosity

iShares U.S. Broker-Dealers & Securities Exchanges ETF

iShares U.S. Financials ETF

iShares US Financial Services ETF

Invesco KBW Bank ETF

Vanguard Financials ETF

Financial Select Sector SPDR Fund

Four big banks reported mixed results while two crushed estimates in the current reporting cycle.

Banking Puts Up a Mixed Show in Q4 Earnings, ETFs Down

U.S. Bancorp

There are two main ways banks can generate revenue, and here's what you need to know.

How Banks Make Money

Morgan Stanley (MS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Morgan Stanley (MS) Stock

BOSTON, Jan. 25, 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 closed-end funds (each, a "Fund" and, collectively, the "Funds") were asked to...

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

The asset management business is going through a transition as more and more mergers and acquisitions are taking place in the industry than ever before. Here is another case where Federal Reserve policies aimed at pushing economic expansion have created incentives for investors to change where they put their money.

Consolidation Of Asset Managers: The Trend In Financial Services

The biggest banks in the country performed well in the fourth quarter and for the year, benefiting from having lots of cash on hand and from investment vehicles, like SPACs Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Citigroup all benefited greatly from investment banking revenues, much of it coming from SPACs.

Big Banks To Continue To Benefit From All Their Liquidity

Morgan Stanley (NYSE:MS) has been one of my favorite names in the financial sector as the company has delivered several strong quarters in a row. At the same time, the share price hasn't reflected this strength until recently.

Morgan Stanley: What to Do Following a 45% Gain

A check-up on Eaton Vance's option strategy funds. A heavier exposure to tech in several of their funds led to some relatively strong returns in 2020.

Closed-End Funds: Eaton Vance's Option Funds Revisited

Morgan Stanley has rocketed in recent months. Best of all, it still has a cheap valuation relative to its peers and impressive growth prospects.

Here's Why This Value Stock Is Up 56% in Almost 3 Months

Morgan Stanley Chief Executive James Gorman's annual pay rose by $6 million in 2020, according to a regulatory filing released on Friday.

Morgan Stanley CEO Gorman's annual pay rises by $6 million

WILMINGTON, Del., Jan. 20, 2021 (GLOBE NEWSWIRE) -- Rigrodsky Law, P.A. announces that it is investigating Eaton Vance Corp. (“Eaton Vance”) (NYSE: EV) regarding possible breaches of fiduciary duties and other violations of law related to Eaton Vance's agreement to be acquired by Morgan Stanley (NYSE: MS). Under the terms of the agreement, Eaton Vance's shareholders will receive 0.5833 shares of Morgan Stanley common stock and $28.25 in cash per share.

SHAREHOLDER ALERT: Rigrodsky Law, P.A. Announces Investigation of Eaton Vance Corp. Buyout

Bank stocks could be prevented from adding to recent gains from their pandemic lows, so long as the Federal Reserve keeps its ultra low rate policy in place, which likely limits how much banks can charge on loans they make and potentially pinch profits.

The Tell: Easy Fed policy will keep recovering bank stocks in check, says this analyst

Morgan Stanley (MS) CEO James Gorman on Q4 2020 Results - Earnings Call Transcript

Procter & Gamble

UnitedHealth Group

Q4 earnings season continues this morning with several companies across a wide array of industries.

White House Changes Residents, Q4 Earnings Ramp Up: UNH, MS, PG

Impressive trading and investment banking performance, along with E*Trade Financial acquisition, supports Morgan Stanley's (MS) Q4 earnings amid low interest rate environment.

Morgan Stanley (MS) Q4 Earnings Beat on Trading, Wealth Business

Chief Executive James Gorman's team posted earnings of $1.81 per share for the final quarter of 2020, easily beating the Wall Street estimate of $1.27.

Morgan Stanley posts profit surge despite COVID-19 fallout

Morgan Stanley (NYSE: MS) reported its financial results for the fiscal fourth quarter on Wednesday that topped analysts' estimates for profit and revenue. The company attributed its hawkish performance to strong trading in recent months, and robust performance in wealth management and investment banking segments.

Morgan Stanley tops Wall Street estimates in the fourth quarter

Morgan Stanley beat Wall Street expectations with its 4th-quarter earnings, posting a profit of $3.4 billion in the final quarter of the year as trading thrived and the economic outlook brightened. Diluted earnings per share rose to $1.81 in the final three months of the year, the lender said on Wednesday, up from $1.30 a year earlier and beating expectations for $1.27.

Morgan Stanley's 4th-quarter earnings beat expectations as annual revenues hit record high despite gloom in wider economy

Morgan Stanley shares rose 2.2% in premarket trade Wednesday, after the bank blew past estimates for its fourth quarter. The bank said it had net income of $3.4 billion, or $1.81 a share, in the quarter, up from $2.2 billion, or $1.30 a share, in the year-earlier period.

Morgan Stanley shares higher premarket after earnings beat

Shares of Morgan Stanley (NYSE:MS) rose 1.9% in pre-market trading after the company reported Q4 results. Quarterly Results Earnings per share were up 60.00% year over year to $1.92, which beat the estimate of $1.27.

Morgan Stanley: Q4 Earnings Insights

Morgan Stanley beat fourth-quarter earnings forecasts Wednesday on strong wealth management and Wall Street results. The post Morgan Stanley Earnings Beat On Strong Trading, Wealth Management appeared first on Investor's Business Daily.

News for Morgan Stanley Stock (MS)