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

Morgan Stanley's (MS) restructuring efforts and strategic buyouts are likely to aid its financials. However, rising operating expenses and near-zero interest rates are headwinds.

Restructuring & Buyouts Aid Morgan Stanley (MS), Costs High

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

With outmoded revenue streams and high fixed costs, the current health crisis may be a turning point for the nation's biggest banks.

Big U.S. Banks Could Take A Back Seat To Digital Payments Companies In The Wake Of COVID-19

Morgan Stanley's move is an an early test of whether the world's financial capital can safely reopen amid the coronavirus pandemic.

Morgan Stanley is planning to bring traders back to New York headquarters next month, sources say

Blackrock Inc

Credit Suisse

UBS Group AG

Big global banks in trouble again, with the annulment of their plea regarding the dismissal of claims, per a lawsuit alleging the financial firms for rigging prices in the foreign-exchange market.

Big Banks in Murky Waters, Plea for Claim Dismissal Annulled

Institutional investors such as BlackRock Inc. (NYSE: BLK) and Allianz SE’s (OTC: ALIZF) Pacific Investment Management Co.

15 US Banks Facing Currency Rigging Lawsuit Brought By Large Investors

The financial sector is one of the best performers in Tuesday’s rally.

Here's Why Wells Fargo, Bank of America, and Other Big Bank Stocks Are Higher on Tuesday

Morgan Stanley (MS) to strengthen presence in Canada by establishing a new unit dedicated to service employees and executives in the country.

Morgan Stanley to Launch a Wealth Management Unit in Canada

Morgan Stanley's  Chief Executive Officer James Gorman told shareholders at its annual meeting on Thursday that it is too early for him or the board of directors to consider reinstating bank's share buy back program.

Morgan Stanley CEO: too early to consider restarting share buy backs

Will the white shoe firm's purchase of E*Trade pay off?

Is Morgan Stanley a Buy?

Morgan Stanley’s stock has rallied 39% over recent weeks (vs. about 28% gain in the S&P 500) to its current level of $37 after falling to a low of $28 in late March as a rapid increase in the number COVID-19 cases outside China resulted in heightened fears of an imminent global economic downturn.

Morgan Stanley Down 34% From 2020 Peak, 10% Gain Possible Post-Covid?

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

Morgan Stanley (MS) Down 2.8% Since Last Earnings Report: Can It Rebound?

Allstate

Baxter

T-Mobile US

United Rentals

With earnings for the first quarter all but over, Wall Street analysts are turning their attention to the second and third quarters of 2020.

Goldman Sachs Out With Top Tactical Stocks to Buy for the Next 2 Quarters

A unit of Morgan Stanley  will pay a $5 million penalty to settle U.S. Securities and Exchange Commission charges it provided misleading information to clients in its retail wrap fee programs regarding trade execution services and transaction costs, the regulator said on Tuesday.

Morgan Stanley settles SEC charges it misled clients, to pay $5 mln penalty

BGC Partners

ETRADE

GAIN Capital Hlds

Raymond James

Charles Schwab

Tradeweb Markets

Near-Term Outlook Bleak for Investment Banks on Coronavirus Scare

Value Of Morgan Stanley After E-Trade Acquisition

Having shed more than 20% of its value so far this year, Morgan Stanley’s stock may yet slide some more. Our belief stems from the fact that Morgan Stanley’s revenues will likely be hurt due to a drop in asset valuations and lower commercial & consumer spending, not to mention the higher risk of.

Why Morgan Stanley Stock Could Sink To $27 Again

Barclays

Mondelez

Companies including Mondelez, Nationwide and Barclays are moving to permanent work-from-home positions as a result of cost-cutting needed in a coronavirus-caused recession, as well as proof it's productive.

More big employers are talking about permanent work-from-home positions

The financial sector is one of the best-performing parts of the market -- here's what you need to know.

Here's Why Big Bank Stocks are Rising Monday

Gilead Sciences

Intel

Nordstrom

Netflix

NVIDIA

Schlumberger

We take a look at winners and losers among last week's most talked about stocks.

Trending Stocks That Are Thriving While Others Are Crashing

Steven Eisman, of "The Big Short" fame, appeared on CNBC April 24 for an interview.

Steve Eisman: Long US Banks, Short Euro and Canadian Banks

"I actually think long-term the best cyclical play out there are the very large banks," said Steve Eisman, senior portfolio manager at Neuberger Berman.

'Big Short' Steve Eisman likes the big US banks after coronavirus sell-off

Deutsche Bank

Royal Bank of Scotland

Ten of the world's largest banks, including JPMorgan Chase and Bank of America , have been sued for allegedly conspiring over nearly 14 years to rig prices in the $9.6 trillion U.S. corporate bond market, costing ordinary investors billions of dollars.

Lawsuit claims 10 big banks rigged market for 'odd-lot' U.S. corporate bonds

Morgan Stanley: Investment Banking Shines

Morgan Stanley  Chief Executive Officer James Gorman told shareholders on Thursday he "can promise" the bank will miss its medium-term financial targets again in the current quarter, as the economic shutdown caused by the novel coronavirus will continue to upend the global and U.S. economy.

Morgan Stanley CEO: coronavirus will continue to pose challenges

Rite Aid

Snap

Shopify

Morgan Stanley, Shopify, Snap and Rite Aid were our top stock trades for Friday. That said, here's a look at the charts now.

News for Morgan Stanley Stock (MS)