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

Bank of America

Goldman Sachs

Second Quarter Reports; Goldman Sachs, Bank Of America, Morgan Stanley

Morgan Stanley's (MS) CEO James Gorman on Q2 2020 Results - Earnings Call Transcript

When Morgan Stanley (NYSE: MS) released its second-quarter earnings report before the opening bell on Thursday, the investment house said that it had $1.96 in earnings per share (EPS) and $13.41 billion in revenue.

The Driving Force Behind Morgan Stanley’s Record Quarter

Impressive trading and investment banking performances, along with higher net interest income support Morgan Stanley's (MS) Q2 results.

Morgan Stanley (MS) Q2 Earnings Beat on IB, Trading Strength

The industry halted repurchases in March at the onset of the pandemic, and the Fed has capped dividends for most institutions, adopting a new formula for the payouts.

Morgan Stanley CEO James Gorman says bank should boost dividend, resume buybacks in 2021

Charles Schwab

A mixed second-quarter earnings for financial sector stocks continued on Thursday with reports from Bank of America Corp (NYSE: BAC), Morgan Stanley (NYSE: MS) and Charles Schwab Corporation (NYSE: SCHW).

BofA, Morgan Stanley, Schwab Post Solid Numbers In Challenging Environment: Bank Earnings Roundup

The market and the economy are out of sync, and that was a recipe for success at Morgan Stanley. The Wall Street giant’s chief James Gorman delivered a blowout quarter to investors on Thursday, riding an unprecedented market rally in the second quarter even as the US economy got slammed with record unemployment and business.

Morgan Stanley’s profits surge 45 percent despite coronavirus

Is Morgan Stanley (MS)  a great pick from the value investor's perspective right now? Read on to know more.

Is Morgan Stanley (MS) a Profitable Stock to Pick Right Now?

Morgan Stanley (MS) delivered earnings and revenue surprises of 74.36% and 24.47%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Surpasses Q2 Earnings and Revenue Estimates

Morgan Stanley (NYSE: MS) released its quarterly financial results on Thursday that topped analysts’ estimates for earnings and revenue in the second quarter. The company attributed its hawkish performance primarily to robust trading revenue in the recent quarter.

Morgan Stanley’s Q2 revenue climbs by 30% on the back of trading and investment banking

Shares of Morgan Stanley MS, +1.68% rose 0.5% in premarket trading Thursday, after the banking and brokerage services company reported a second-quarter profit that rose above expectations, amid strength in the trading and investment banking businesses.

Morgan Stanley's stock gains after big profit beat, amid strength in trading and investment banking

Shares of Morgan Stanley (NYSE:MS) moved higher by 0.3% in pre-market trading after the company reported Q2 results.

Recap: Morgan Stanley Q2 Earnings

Morgan Stanley posted a 45% rise in quarterly profit on Thursday, driven by strong trading gains as the coronavirus pandemic whipsawed global financial markets since March.

Morgan Stanley profit jumps 45% on trading boom

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $13.4 billion for the second quarter ended June 30, 2020 compared with $10.2 billion a year ago. Net income applicable to Morgan Stanley was $3.2 billion, or $1.96 per diluted share,1 compared with net income of $2.2 billion, or $1.23 per diluted share,1 for the same period a year ago.

Morgan Stanley Second Quarter 2020 Earnings Results

NEW YORK--(BUSINESS WIRE)--RiskFirst, a Moody’s Analytics company, today announced that Graystone Consulting has chosen RiskFirst’s PFaroe™DB platform.

RiskFirst’s PFaroe™DB Platform for Pension Risk Management Chosen by Graystone Consulting, a Business of Morgan Stanley

Citigroup

JPMorgan Chase & Co

Wells Fargo

Big swings in stock and bond markets since March have helped big Wall Street banks weather the coronavirus downturn better than they otherwise might have, but their trading-revenue gains are unlikely to last.

Wall Street banks see trading-revenue renaissance ending soon

Three of the largest U.S. banks said on Tuesday they had set aside a whopping $28 billion for loan losses, in a stark reminder that much of the economic pain from the coronavirus pandemic is still to come.

Big U.S. banks predict more economic pain from coronavirus

If the Financial sector is one of the best barometers of investor sentiment regarding the economy, then it seems we’re far from out of the woods. That’s despite the broader market rally and strong trading activity the big banks likely pulled in this last quarter.

Despite Anticipated Strong Trading Revenue, Next Round Of Banks Could Still Report Rough Q2

This morning we see Q2 results from some of the heaviest hitters on Wall Street: JPMorgan Chase (JPM), Citigroup (C) and Wells Fargo (WFC).

Here Come the Big Banks with Q2 Earnings

Analysts at Morgan Stanley believe the ratio between two of the world's most-watched commodities is "worth highlighting."

Where's crude heading? Morgan Stanley says to watch the oil-gold ratio

Significant volatility and a rise in client activity are expected to have supported Morgan Stanley (MS) in second-quarter 2020.

Trading to Aid Morgan Stanley (MS) Q2 Earnings Amid Virus Woes

Wall Street Breakfast: The Big Banks

Blackrock Inc

SPDR S&P Bank ETF

Earnings season kicks off with the big banks this week. Quint Tatro of Joule Financial says one name could propel the entire market higher.

This bank's earnings could be the 'spark' that will take market higher, trader says

Earnings season is upon us, and this quarter will see more or less the full impact of the COVID-19 pandemic.

6 Big Banks Under Book Value Heading Into Earnings

Bank of New York Mellon

State Street

Truist Financial

U.S. Bancorp

Going into the most important earnings season in recent history, bank valuations are at 30-year low, weighed down by uncertainty about future earnings and dividends.

News for Morgan Stanley Stock (MS)