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

The U.S. Securities and Exchange Commission (SEC) said on Wednesday Morgan Stanley agrees to pay $5 million for violations in it prime brokerage swaps business.

SEC says Morgan Stanley agrees to pay $5 million for violations in prime brokerage swaps business

We remain bullish on Eaton Vance following its recent quarterly results. EV is relatively unscathed during COVID with Net Flow almost at ~USD 0 and both Q2'20 and Q3'20 revenue are only down ~-2% YoY.

Revisiting Our Thesis On Eaton Vance: We Are Still Bullish

AMTD International Inc

ETRADE

Interactive Brokers

Charles Schwab

Given the continued uncertainty relating to the pandemic along with other macroeconomic concerns, investment brokerage firms are expected to continue to benefit from heightened market volatility.

Uncertainty, Market Volatility to Keep Aiding Brokerage Firms

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Bank Stocks Get Hit By A Double Whammy

It's the first major U.S. bank to make such a commitment and likely won't be the last.

Morgan Stanley Vows "Net-Zero Financed Emissions" by 2050

Anthem

BHP Billiton

GlaxoSmithKline

Rio Tinto plc Sponsored

Royal Bank of Canada

According to the GuruFocus All-in-One Screener as of Sept. 21, the following guru-held companies have high dividend yields and are trading with low price-earnings ratios.

6 Cheap Stocks Paying a High Dividend Yield

The Federal Reserve orders a new round of stress test for U.S. banks due to the economic impacts of COVID-19

The Federal Reserve orders a new round of stress test for U.S. banks

Arbor Realty Trust

Ituran Location & Control

Annaly Capital

Top Ranked Income Stocks to Buy for September 18th

Capital One

The Federal Reserve will test 34 major banks under two hypothetical scenarios to check the capital and liquidity adequacy amid the coronavirus concerns.

Fed Reveals 'Mid-Cycle' Stress Test Scenarios for Major Banks

Morgan Stanley (MS) expects trading and investment banking performance in the third quarter to not be as good as in the second quarter.

Morgan Stanley Expects Q3 Trading Performance to Not Match Q2

On Sept. 16, the U.S. Federal Reserve released its latest monetary policy statements following September's Federal Open Market Committee meeting.

What's Next for Bank Stocks as Fed Aims for Increased Inflation?

AbbVie

AbbVie Inc. (ABBV) CEO Rick Gonzalez Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Morgan Stanley (MS) Management Presents at Barclays Global Financial Services Conference (Transcript)

Johnson & Johnson

Johnson & Johnson (JNJ) CEO Alex Gorsky Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Morgan Stanley Chief Financial Officer Jonathan Pruzan said on Wednesday the bank doesn't expect its sales and trading and investment banking business to perform as well in the third quarter as it had in the second.

Morgan Stanley doesn't expect Q2 trading boom to continue

Otis Worldwide

Otis Worldwide's (OTIS) CEO Judy Marks on Morgan Stanley Virtual 8th Annual Laguna Conference - Transcript

GW Pharmaceuticals

GW Pharmaceuticals plc (GWPH) CEO Justin Gover Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Sarepta Therapeutics

Sarepta Therapeutics, Inc. (SRPT) CEO Doug Ingram Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Stryker

Stryker Corporation (SYK) CEO Kevin Lobo presents at Morgan Stanley 18th Annual Virtual Global Healthcare Conference (Transcript)

Intuitive Surgical

Intuitive Surgical, Inc. (ISRG) CEO Gary Guthart Presents at Morgan Stanley 18th Annual Global Healthcare Conference Transcript

Merck

Merck & Co., Inc. (MRK) CEO Ken Frazier Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

ACADIA Pharma

ACADIA Pharmaceuticals Inc. (ACAD) CEO Steve Davis Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Medtronic

Medtronic PLC (MDT) CEO Geoff Martha Presents at 2020 Morgan Stanley Global Healthcare Conference (Transcript)

Moderna

Moderna, Inc. (MRNA) CEO Stéphane Bancel at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Biogen

Biogen Inc. (BIIB) CEO Michel Vounatsos Presents at Morgan Stanley Global Healthcare Conference (Transcript)

News for Morgan Stanley Stock (MS)