Is Morgan Stanley Stock a Good Investment?
Morgan Stanley Investment Advice | MS |
- Examine Morgan Stanley's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Morgan Stanley's leadership team and their track record. Good management can help Morgan Stanley navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Morgan Stanley's business and its evolving consumer preferences.
- Compare Morgan Stanley's performance and market position to its competitors. Analyze how Morgan Stanley is positioned in terms of product offerings, innovation, and market share.
- Check if Morgan Stanley pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Morgan Stanley's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Morgan Stanley stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Morgan Stanley is a good investment.
Sell | Buy |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Morgan Stanley Stock
Researching Morgan Stanley's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 23.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.55. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Morgan Stanley recorded earning per share (EPS) of 5.5. The entity last dividend was issued on the 29th of April 2024. The firm had 2:1 split on the 27th of January 2000.
To determine if Morgan Stanley is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Morgan Stanley's research are outlined below:
| Morgan Stanley reports about 122.72 B in cash with (33.54 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 325.7. | |
| Roughly 62.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: Earnings call SI-Bone sees revenue jump, launches new Granite 9.5 implant |
Morgan Stanley Quarterly Good Will |
|
Morgan Stanley uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Morgan Stanley. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Morgan Stanley's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 16th of April 2024 Upcoming Quarterly Report | View | |
| 16th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 21st of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Morgan Stanley's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Morgan Stanley's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2012-10-18 | 2012-09-30 | 0.24 | 0.28 | 0.04 | 16 | ||
2014-01-17 | 2013-12-31 | 0.45 | 0.5 | 0.05 | 11 | ||
2010-01-20 | 2009-12-31 | 0.36 | 0.29 | -0.07 | 19 | ||
2002-03-26 | 2001-12-31 | 0.69 | 0.76 | 0.07 | 10 | ||
2011-01-20 | 2010-12-31 | 0.35 | 0.43 | 0.08 | 22 | ||
1997-09-23 | 1997-06-30 | 0.47 | 0.55 | 0.08 | 17 | ||
2019-01-17 | 2018-12-31 | 0.89 | 0.8 | -0.09 | 10 | ||
2016-04-18 | 2016-03-31 | 0.46 | 0.55 | 0.09 | 19 |
Morgan Stanley Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Morgan target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Morgan Stanley's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 24 | Buy |
Most Morgan analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Morgan stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Morgan Stanley, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationMorgan Stanley Target Price Projection
Morgan Stanley's current and average target prices are 95.79 and 86.27, respectively. The current price of Morgan Stanley is the price at which Morgan Stanley is currently trading. On the other hand, Morgan Stanley's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Morgan Stanley Market Quote on 8th of May 2024
Target Price
Analyst Consensus On Morgan Stanley Target Price
Morgan Stanley Analyst Ratings
Morgan Stanley's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Morgan Stanley stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Morgan Stanley's financials, market performance, and future outlook by experienced professionals. Morgan Stanley's historical ratings below, therefore, can serve as a valuable tool for investors.Know Morgan Stanley's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Morgan Stanley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morgan Stanley backward and forwards among themselves. Morgan Stanley's institutional investor refers to the entity that pools money to purchase Morgan Stanley's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Massachusetts Financial Services Company | 2023-12-31 | 20.2 M | Fmr Inc | 2023-12-31 | 17.3 M | Capital Research Global Investors | 2023-12-31 | 17.1 M | Ameriprise Financial Inc | 2023-12-31 | 15.3 M | Royal Bank Of Canada | 2023-12-31 | 15 M | Bank Of New York Mellon Corp | 2023-12-31 | 14.8 M | T. Rowe Price Associates, Inc. | 2023-12-31 | 13.5 M | Northern Trust Corp | 2023-12-31 | 12.3 M | Amvescap Plc. | 2023-12-31 | 10.8 M | Mitsubishi Ufj Financial Group Inc Junk | 2023-12-31 | 377.1 M | State Street Corporation | 2023-12-31 | 113.9 M |
Morgan Stanley's market capitalization trends
The company currently falls under 'Mega-Cap' category with a market capitalization of 155.67 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Morgan Stanley's market, we take the total number of its shares issued and multiply it by Morgan Stanley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Market Cap |
|
Morgan Stanley's profitablity analysis
Morgan Stanley's profitability indicators refer to fundamental financial ratios that showcase Morgan Stanley's ability to generate income relative to its revenue or operating costs. If, let's say, Morgan Stanley is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Morgan Stanley's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Morgan Stanley's profitability requires more research than a typical breakdown of Morgan Stanley's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.17 |
Determining Morgan Stanley's profitability involves analyzing its financial statements and using various financial metrics to determine if Morgan Stanley is a good buy. For example, gross profit margin measures Morgan Stanley's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Morgan Stanley's profitability and make more informed investment decisions.
The data published in Morgan Stanley's official financial statements usually reflect Morgan Stanley's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Morgan Stanley. For example, before you start analyzing numbers published by Morgan accountants, it's critical to develop an understanding of what Morgan Stanley's liquidity, profitability, and earnings quality are in the context of the Capital Markets space in which it operates.
Please note, the presentation of Morgan Stanley's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Morgan Stanley's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Morgan Stanley's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Morgan Stanley. Please utilize our Beneish M Score to check the likelihood of Morgan Stanley's management manipulating its earnings.
Evaluate Morgan Stanley's management efficiency
At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.01 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 60.83 | 63.88 | |
| Net Current Asset Value | 0.00 | 0.00 | |
| Tangible Asset Value | 0.00 | 0.00 | |
| Tangible Book Value Per Share | 46.82 | 48.19 | |
| Enterprise Value Over EBITDA | 23.20 | 25.90 | |
| Price Book Value Ratio | 1.53 | 1.46 | |
| Enterprise Value Multiple | 23.20 | 25.90 | |
| Price Fair Value | 1.53 | 1.46 | |
| Enterprise Value | 118 B | 65.7 B |
The analysis of Morgan Stanley's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Morgan Stanley's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Morgan Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0359 | Forward Dividend Yield 0.0359 | Forward Dividend Rate 3.4 | Beta 1.405 |
Basic technical analysis of Morgan Stock
As of the 8th of May, Morgan Stanley secures the Mean Deviation of 1.07, risk adjusted performance of 0.0738, and Downside Deviation of 1.83. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We are able to interpolate and collect nineteen technical drivers for Morgan Stanley, which can be compared to its peers in the industry. Please verify Morgan Stanley variance and potential upside to decide if Morgan Stanley is priced some-what accurately, providing market reflects its recent price of 95.79 per share. Given that Morgan Stanley has jensen alpha of 0.1048, we recommend you to check Morgan Stanley's last-minute market performance to make sure the company can sustain itself at a future point.Morgan Stanley's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morgan Stanley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wirth Paul C over six months ago Sale by Wirth Paul C of 25000 shares of Morgan Stanley |
Morgan Stanley's Outstanding Corporate Bonds
Morgan Stanley issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morgan Stanley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morgan bonds can be classified according to their maturity, which is the date when Morgan Stanley has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MORGAN STANLEY 725 Corp BondUS617446HD43 | View | |
| MORGAN STANLEY 5 Corp BondUS6174467X10 | View | |
| MORGAN STANLEY 435 Corp BondUS6174467Y92 | View | |
| Morgan Stanley 272 Corp BondUS6174468J17 | View | |
| Morgan Stanley 4431 Corp BondUS6174468G77 | View | |
| MORGAN STANLEY MTN Corp BondUS6174468N29 | View | |
| Morgan Stanley 2699 Corp BondUS6174468L62 | View | |
| MORGAN STANLEY 4 Corp BondUS6174468C63 | View |
Understand Morgan Stanley's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Morgan Stanley's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0738 | |||
| Market Risk Adjusted Performance | 0.2066 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.55 | |||
| Downside Deviation | 1.83 | |||
| Coefficient Of Variation | 919.96 | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.36 | |||
| Information Ratio | 0.0597 | |||
| Jensen Alpha | 0.1048 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.05 | |||
| Treynor Ratio | 0.1966 | |||
| Maximum Drawdown | 9.37 | |||
| Value At Risk | (2.59) | |||
| Potential Upside | 2.47 | |||
| Downside Variance | 3.36 | |||
| Semi Variance | 2.41 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.69) | |||
| Kurtosis | 2.52 |
| Risk Adjusted Performance | 0.0738 | |||
| Market Risk Adjusted Performance | 0.2066 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.55 | |||
| Downside Deviation | 1.83 | |||
| Coefficient Of Variation | 919.96 | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.36 | |||
| Information Ratio | 0.0597 | |||
| Jensen Alpha | 0.1048 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.05 | |||
| Treynor Ratio | 0.1966 | |||
| Maximum Drawdown | 9.37 | |||
| Value At Risk | (2.59) | |||
| Potential Upside | 2.47 | |||
| Downside Variance | 3.36 | |||
| Semi Variance | 2.41 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.69) | |||
| Kurtosis | 2.52 |
Consider Morgan Stanley's intraday indicators
Morgan Stanley intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Morgan Stanley stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 95.79 | |||
| Day Typical Price | 95.79 | |||
| Price Action Indicator | 0.5 | |||
| Period Momentum Indicator | 1.0 |
Morgan Stanley Corporate Filings
FWP | 7th of May 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 6th of May 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Morgan Stock media impact
Far too much social signal, news, headlines, and media speculation about Morgan Stanley that are available to investors today. That information is available publicly through Morgan media outlets and privately through word of mouth or via Morgan internal channels. However, regardless of the origin, that massive amount of Morgan data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Morgan Stanley news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Morgan Stanley relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Morgan Stanley's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Morgan Stanley alpha.
Morgan Stanley Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Morgan Stanley can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Morgan Stanley Historical Investor Sentiment
Investor biases related to Morgan Stanley's public news can be used to forecast risks associated with an investment in Morgan. The trend in average sentiment can be used to explain how an investor holding Morgan can time the market purely based on public headlines and social activities around Morgan Stanley. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Morgan Stanley's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Morgan Stanley and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Morgan Stanley news discussions. The higher the estimate score, the more favorable the investor's outlook on Morgan Stanley.
Morgan Stanley Maximum Pain Price across 2024-05-10 Option Contracts
Morgan Stanley's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Morgan Stanley close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Morgan Stanley's options.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Morgan Stanley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Suggestion Now
Portfolio SuggestionGet suggestions outside of your existing asset allocation including your own model portfolios |
| All Next | Launch Module |
Morgan Stanley Corporate Directors
Morgan Stanley corporate directors refer to members of a Morgan Stanley board of directors. The board of directors generally takes responsibility for the Morgan Stanley's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Morgan Stanley's board members must vote for the resolution. The Morgan Stanley board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Thomas Glocer | Lead Independent Director | Profile | |
| Judith Miscik | Independent Director | Profile | |
| Mary Schapiro | Independent Director | Profile | |
| Dennis Nally | Independent Director | Profile |
How to buy Morgan Stock?
To provide specific investment advice or recommendations on Morgan Stanley stock, we recommend investors consider the following general factors when evaluating Morgan Stanley. This will help you to make an informed decision on whether to include Morgan Stanley in one of your diversified portfolios:- Examine Morgan Stanley's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Morgan Stanley's leadership team and their track record. Good management can help Morgan Stanley navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Morgan Stanley's business and its evolving consumer preferences.
- Compare Morgan Stanley's performance and market position to its competitors. Analyze how Morgan Stanley is positioned in terms of product offerings, innovation, and market share.
- Check if Morgan Stanley pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Morgan Stanley's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Morgan Stanley stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Morgan Stanley is a good investment.
Already Invested in Morgan Stanley?
The danger of trading Morgan Stanley is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Morgan Stanley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Morgan Stanley. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Morgan Stanley is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Morgan Stanley is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Complementary Tools for Morgan Stock analysis
When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
| CEOs Directory Screen CEOs from public companies around the world | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |
Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.188 | Dividend Share 3.4 | Earnings Share 5.5 | Revenue Per Share 33.686 | Quarterly Revenue Growth 0.06 |
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Morgan Stanley's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.