Morgan Stanley Stock Buy Hold or Sell Recommendation
| MS Stock | USD 115.34 3.66 3.28% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Morgan Stanley is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Morgan Stanley given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Morgan Stanley, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide. Note, we conduct extensive research on individual companies such as Morgan and provide practical buy, sell, or hold advice based on investors' constraints. Morgan Stanley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
Morgan |
Execute Morgan Stanley Buy or Sell Advice
The Morgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Morgan Stanley. Macroaxis does not own or have any residual interests in Morgan Stanley or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Morgan Stanley's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Morgan Stanley Trading Alerts and Improvement Suggestions
| Morgan Stanley generated a negative expected return over the last 90 days | |
| Morgan Stanley has a poor financial position based on the latest SEC disclosures | |
| About 62.0% of the company shares are owned by institutional investors | |
| On 14th of February 2025 Morgan Stanley paid $ 0.925 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Morgan Stanley Investment Management Closes Fourth Global Infrastructure Fund at 4.1 Billion |
Morgan Stanley Returns Distribution Density
The distribution of Morgan Stanley's historical returns is an attempt to chart the uncertainty of Morgan Stanley's future price movements. The chart of the probability distribution of Morgan Stanley daily returns describes the distribution of returns around its average expected value. We use Morgan Stanley price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Morgan Stanley returns is essential to provide solid investment advice for Morgan Stanley.
| Mean Return | -0.15 | Value At Risk | -4.51 | Potential Upside | 2.99 | Standard Deviation | 2.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Morgan Stanley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Morgan Stock Institutional Investors
The Morgan Stanley's institutional investors refer to entities that pool money to purchase Morgan Stanley's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Bank Of America Corp | 2024-12-31 | 18.8 M | Massachusetts Financial Services Company | 2024-12-31 | 16.9 M | Norges Bank | 2024-12-31 | 15.2 M | T. Rowe Price Associates, Inc. | 2024-12-31 | 14.1 M | Goldman Sachs Group Inc | 2024-12-31 | 14 M | Northern Trust Corp | 2024-12-31 | 13.4 M | Ameriprise Financial Inc | 2024-12-31 | 12.8 M | Charles Schwab Investment Management Inc | 2024-12-31 | 11 M | Ubs Group Ag | 2024-12-31 | 11 M | Mitsubishi Ufj Financial Group Inc Junk | 2024-12-31 | 377.1 M | State Street Corp | 2024-12-31 | 111.3 M |
Morgan Stanley Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 23.5B | 22.1B | 402M | (38.9B) | 16.2B | 17.0B | |
| Free Cash Flow | (26.7B) | 31.7B | (9.5B) | (36.9B) | (2.1B) | (2.2B) | |
| Other Non Cash Items | 1.0B | (143M) | 898M | 983M | 268M | 281.4M | |
| Dividends Paid | 2.7B | 4.2B | 5.4B | 5.8B | 6.1B | 6.4B | |
| Capital Expenditures | 1.4B | 2.3B | 3.1B | 3.4B | 3.5B | 3.6B | |
| Net Income | 9.2B | 11.2B | 15.1B | 9.1B | 13.5B | 14.2B | |
| End Period Cash Flow | 105.7B | 127.7B | 128.1B | 89.2B | 105.4B | 110.7B | |
| Depreciation | 3.8B | 4.2B | 4.0B | 4.3B | 5.2B | 5.4B | |
| Change To Inventory | 14.7B | (31.6B) | 7.8B | 3.3B | 3.0B | 3.1B | |
| Investments | (39.5B) | (8.0B) | (8.2B) | (3.1B) | (29.5B) | (30.9B) | |
| Change Receivables | 233M | (29.8B) | 774M | 14.7B | 16.9B | 17.7B | |
| Net Borrowings | (9.9B) | 10.2B | 19.5B | 37.6B | 43.2B | 45.4B | |
| Change To Netincome | 1.1B | 1.3B | 2.0B | 1.6B | 1.9B | 1.8B |
Morgan Stanley Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Morgan Stanley or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Morgan Stanley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Morgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 1.47 | |
σ | Overall volatility | 2.15 | |
Ir | Information ratio | -0.02 |
Morgan Stanley Volatility Alert
Morgan Stanley exhibits very low volatility with skewness of -0.7 and kurtosis of 1.47. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Morgan Stanley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Morgan Stanley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Morgan Stanley Fundamentals Vs Peers
Comparing Morgan Stanley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Morgan Stanley's direct or indirect competition across all of the common fundamentals between Morgan Stanley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Morgan Stanley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Morgan Stanley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Morgan Stanley to competition |
| Fundamentals | Morgan Stanley | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0112 | -0.14 |
| Profit Margin | 0.22 % | (1.27) % |
| Operating Margin | 0.37 % | (5.51) % |
| Current Valuation | 76.71 B | 16.62 B |
| Shares Outstanding | 1.61 B | 571.82 M |
| Shares Owned By Insiders | 23.64 % | 10.09 % |
| Shares Owned By Institutions | 62.01 % | 39.21 % |
| Number Of Shares Shorted | 14.29 M | 4.71 M |
| Price To Earning | 13.51 X | 28.72 X |
| Price To Book | 1.90 X | 9.51 X |
| Price To Sales | 3.02 X | 11.42 X |
| Revenue | 61.5 B | 9.43 B |
| Gross Profit | 53.27 B | 27.38 B |
| EBITDA | 17.6 B | 3.9 B |
| Net Income | 13.53 B | 570.98 M |
| Cash And Equivalents | 122.72 B | 2.7 B |
| Cash Per Share | 325.70 X | 5.01 X |
| Total Debt | 360.49 B | 5.32 B |
| Debt To Equity | 3.42 % | 48.70 % |
| Current Ratio | 2.00 X | 2.16 X |
| Book Value Per Share | 58.98 X | 1.93 K |
| Cash Flow From Operations | 1.36 B | 971.22 M |
| Short Ratio | 2.55 X | 4.00 X |
| Earnings Per Share | 7.95 X | 3.12 X |
| Price To Earnings To Growth | 2.99 X | 4.89 X |
| Target Price | 138.33 | |
| Number Of Employees | 80 K | 18.84 K |
| Beta | 1.35 | -0.15 |
| Market Capitalization | 186.03 B | 19.03 B |
| Total Asset | 1.22 T | 29.47 B |
| Retained Earnings | 104.99 B | 9.33 B |
| Annual Yield | 0.03 % |
Note: Disposition of 735 shares by Sharon Yeshaya of Morgan Stanley subject to Rule 16b-3 [view details]
Morgan Stanley Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Morgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Morgan Stanley Buy or Sell Advice
When is the right time to buy or sell Morgan Stanley? Buying financial instruments such as Morgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional 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.