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Business Units or Product Lines |
Morgan Stanley operates through three primary business segments: Institutional Securities, Wealth Management, and Investment Management. Institutional Securities include trading and capital-raising activities for clients such as corporations, governments, and financial institutions. Wealth Management provides financial services and wealth planning solutions to individual investors. Investment Management offers asset management products and services across diverse asset classes. |
Business Models for Each Product Line |
Institutional Securities generates revenue through advisory services, equity and debt underwriting, and trading activities, relying heavily on economies of scale and technology infrastructure. Major expenses include compensation and benefits, technology, and operational expenses. Wealth Management earns through advisory fees on client assets, commissions, and lending services. Core expenses include advisor compensation and technology investments. Investment Management earns through management and performance fees, with primary expenses around fund administration, distribution, and personnel costs. |
Future Opportunities for Growth |
Morgan Stanley has growth opportunities in expanding its wealth management segment, especially within digital platforms to attract younger clients and increase penetration in international markets. Further expansion in sustainable and ESG (Environmental, Social, and Governance) investing products also presents potential. Additionally, enhancing its technology and data analytics capabilities can drive efficiencies and open new service offerings across its business units. |
Potential Major Risks |
Major risks include volatile financial markets which can impact trading revenues and investment valuations adversely. Regulatory changes impose compliance costs and can constrain business operations. Cybersecurity threats pose risks to client data and could disrupt operations. Furthermore, intense competition from financial technology companies and global banks can affect market share and pricing strategies. |
Learn More about Morgan Stanley:
Company Insights by Algobear (ChatGPT);
Tell me more about Morgan Stanley's latest earnings (MS:Nyse)
Who are some of Morgan Stanley's competitors? (MS:Nyse)
Are analysts bullish on Morgan Stanley? Please show it in a table format. (MS:Nyse)
Also read:
https://finance.yahoo.com/MS/profile
| Market Cap-Display | Market Cap-Actual | Market Cap | Enterprise Value-Display | Trailing P/E | Forward P/E | PEG Ratio (5yr expected) | Price/Sales | Price/Book | Enterprise Value/Revenue | Profit Margin | Operating Margin | Revenue-Display | Revenue-Actual | Revenue | Quarterly Revenue Growth | EBITDA-Display | Diluted EPS | Quarterly Earnings Growth | Total Cash-Display | Total Cash-Actual | Total Cash | Total Debt-Display | Total Debt-Actual | Total Debt | Total Debt/Equity | Operating Cash Flow-Display | Levered Free Cash Flow-Display | % Held by Insiders | % Held by Institutions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 175.45 B | 175450000000.0 | 175.45 | nan B | 12.8 | 13.21 | 132.02 | 2.93 | 1.85 | 4.23 | 22.35% | 37.46% | 63.96 B | 63960000000.0 | 63.96 | 16.30% | nan B | 8.53 | 26.50% | 532.66 B | 532660000000.0 | 532.66 | 418.58 B | 418580000000.0 | 418.58 | 3.9703 | nan B | nan B | 23.69% | 62.40% |
| Key | Weighted | 5D | 1M | 3M | 6M | 1Y | 3Y | 10Y |
|---|---|---|---|---|---|---|---|---|
| Upside % (high) | 8.67% | 0.98% (117.9) | 3.07% (120.35) | 21.64% (142.03) | 21.64% (142.03) | 21.64% (142.03) | 21.64% (142.03) | 21.64% (142.03) |
| Downside % (low) | 15.56% | 4.73% (111.24) | 19.21% (94.3301) | 19.21% (94.3301) | 19.21% (94.3301) | 22.45% (90.55) | 40.54% (69.42) | 81.88% (21.16) |
| Spread % | -6.89% | -3.75% | -16.14% | 2.43% | 2.43% | -0.81% | -18.9% | -60.23% |
MS's price used for computing the stats is 116.76 as on date
| Key | Today | 5D | 2W | 1M | 3M | 6M | 1Y | 3Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Last Price-Trend PrevClose | 1.16% | 3.96% | 5.72% | 1.24% | -15.28% | -2.24% | 25.78% | 37.28% | 212.36% |
| Last Price | 116.76 | 116.76 | 116.76 | 116.76 | 116.76 | 116.76 | 116.76 | 116.76 | 116.76 |
| Trend-Previous Close | 115.42 | 112.31 | 110.44 | 115.33 | 137.82 | 119.44 | 92.83 | 85.05 | 37.38 |
MS's symbol cumulative return percent is computed basis data from date
| 5D | 2W | 1M | 3M | 6M | 1Y | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5D window |
5D Opportunity:
returns:
3.96%
(9.43%),
p.close: 112.31
entry:
122.9,
exit:
123.02,
min.ret:
-0.1%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
returns:
3.96%
(8.36%),
p.close: 112.31
entry:
121.7,
exit:
122.34,
min.ret:
-0.52%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
SELL-APPROACHING
returns:
3.96%
(9.76%),
p.close: 112.31
entry:
123.28,
exit:
124.36,
min.ret:
-0.88%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
SELL-APPROACHING
returns:
3.96%
(7.07%),
p.close: 112.31
entry:
120.26,
exit:
120.91,
min.ret:
-0.55%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
SELL-APPROACHING
returns:
3.96%
(8.22%),
p.close: 112.31
entry:
121.54,
exit:
121.68,
min.ret:
-0.11%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
SELL-APPROACHING
returns:
3.96%
(7.05%),
p.close: 112.31
entry:
120.23,
exit:
120.82,
min.ret:
-0.49%
Using: 5D trend, 0 Days Left
|
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| 2W window |
2W Opportunity:
returns:
5.72%
(12.91%),
p.close: 110.44
entry:
124.7,
exit:
125.84,
min.ret:
-0.92%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
5.72%
(10.27%),
p.close: 110.44
entry:
121.78,
exit:
123.22,
min.ret:
-1.18%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
5.72%
(9.62%),
p.close: 110.44
entry:
121.06,
exit:
121.66,
min.ret:
-0.49%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
5.72%
(11.21%),
p.close: 110.44
entry:
122.82,
exit:
123.49,
min.ret:
-0.55%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
5.72%
(10.1%),
p.close: 110.44
entry:
121.59,
exit:
122.5,
min.ret:
-0.74%
Using: 2W trend, 0 Days Left
|
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| 1M window |
1M Opportunity:
returns:
1.24%
(10.67%),
p.close: 115.33
entry:
127.64,
exit:
114.98,
min.ret:
9.92%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
returns:
1.24%
(11.79%),
p.close: 115.33
entry:
128.92,
exit:
126.61,
min.ret:
1.8%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
returns:
1.24%
(17.78%),
p.close: 115.33
entry:
135.84,
exit:
135.79,
min.ret:
0.04%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
returns:
1.24%
(15.9%),
p.close: 115.33
entry:
133.66,
exit:
133.42,
min.ret:
0.18%
Using: 1M trend, 0 Days Left
|
MS's symbol current price is 116.76 (1.16%) as on . Yesterday's close was 115.42. It's return velocities are computed basis data from date .
| Key | Weighted | 5D | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Open-High (> 1.0%) | 54.26% | 60.0% | 54.55% | 48.48% | 42.42% | 40.08% | 43.78% |
| Open-Low (> 1.0%) | 58.18% | 60.0% | 63.64% | 54.55% | 44.7% | 38.1% | 39.95% |
| Open-Close-Up (> 0.5%) | 39.07% | 40.0% | 36.36% | 42.42% | 38.64% | 35.32% | 34.39% |
| Open-Close-Down (> 0.5%) | 49.41% | 60.0% | 45.45% | 40.91% | 39.39% | 32.14% | 32.8% |
| Low-Close-Up (> 1.0%) | 60.29% | 60.0% | 63.64% | 62.12% | 50.76% | 44.84% | 44.58% |
| High-Close-Down (> 1.0%) | 65.31% | 80.0% | 63.64% | 50.0% | 46.21% | 36.51% | 40.87% |
MS's symbol win percent is computed basis data from date