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.

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

Execute Advice
Sell Morgan StanleyBuy Morgan Stanley
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

PoorDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Morgan Stanley has a Risk Adjusted Performance of (0.08), Jensen Alpha of (0.01), Total Risk Alpha of 0.1311 and Treynor Ratio of (0.15)
Macroaxis provides trade recommendations on Morgan Stanley to complement and cross-verify current analyst consensus on Morgan Stanley. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Morgan Stanley is not overpriced, please verify all Morgan Stanley fundamentals, including its debt to equity, and the relationship between the gross profit and price to earnings to growth . Given that Morgan Stanley has a price to earning of 13.51 X, we recommend you to check Morgan Stanley market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

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 thelincolnianonline.com: Acquisition by Edward Pick of 35632 shares of Morgan Stanley subject to Rule 16b-3

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
-0.2
Value At Risk
-4.51
Potential Upside
2.44
Standard Deviation
2.04
   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 Corp2024-12-31
18.8 M
Massachusetts Financial Services Company2024-12-31
16.9 M
Norges Bank2024-12-31
15.2 M
T. Rowe Price Associates, Inc.2024-12-31
14.1 M
Goldman Sachs Group Inc2024-12-31
14 M
Northern Trust Corp2024-12-31
13.4 M
Ameriprise Financial Inc2024-12-31
12.8 M
Charles Schwab Investment Management Inc2024-12-31
11 M
Ubs Group Ag2024-12-31
11 M
Mitsubishi Ufj Financial Group Inc Junk2024-12-31
377.1 M
State Street Corp2024-12-31
111.3 M
Note, although Morgan Stanley's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Morgan Stanley Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash23.5B22.1B402M(38.9B)16.2B17.0B
Free Cash Flow(26.7B)31.7B(9.5B)(36.9B)(2.1B)(2.2B)
Other Non Cash Items1.0B(143M)898M983M268M281.4M
Dividends Paid2.7B4.2B5.4B5.8B6.1B6.4B
Capital Expenditures1.4B2.3B3.1B3.4B3.5B3.6B
Net Income9.2B11.2B15.1B9.1B13.5B14.2B
End Period Cash Flow105.7B127.7B128.1B89.2B105.4B110.7B
Depreciation3.8B4.2B4.0B4.3B5.2B5.4B
Change To Inventory14.7B(31.6B)7.8B3.3B3.0B3.1B
Investments(39.5B)(8.0B)(8.2B)(3.1B)(29.5B)(30.9B)
Change Receivables233M(29.8B)774M14.7B16.9B17.7B
Net Borrowings(9.9B)10.2B19.5B37.6B43.2B45.4B
Change To Netincome1.1B1.3B2.0B1.6B1.9B1.8B

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
-0.0093
β
Beta against Dow Jones1.43
σ
Overall volatility
2.15
Ir
Information ratio -0.03

Morgan Stanley Volatility Alert

Morgan Stanley exhibits very low volatility with skewness of -0.75 and kurtosis of 1.67. 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
FundamentalsMorgan StanleyPeer Average
Return On Equity0.13-0.31
Return On Asset0.0112-0.14
Profit Margin0.22 %(1.27) %
Operating Margin0.37 %(5.51) %
Current Valuation80.45 B16.62 B
Shares Outstanding1.61 B571.82 M
Shares Owned By Insiders23.64 %10.09 %
Shares Owned By Institutions62.00 %39.21 %
Number Of Shares Shorted14.29 M4.71 M
Price To Earning13.51 X28.72 X
Price To Book1.94 X9.51 X
Price To Sales2.93 X11.42 X
Revenue57.62 B9.43 B
Gross Profit53.27 B27.38 B
EBITDA17.6 B3.9 B
Net Income13.53 B570.98 M
Cash And Equivalents122.72 B2.7 B
Cash Per Share325.70 X5.01 X
Total Debt360.49 B5.32 B
Debt To Equity3.42 %48.70 %
Current Ratio2.00 X2.16 X
Book Value Per Share58.98 X1.93 K
Cash Flow From Operations1.36 B971.22 M
Short Ratio2.55 X4.00 X
Earnings Per Share7.95 X3.12 X
Price To Earnings To Growth3.05 X4.89 X
Target Price138.33
Number Of Employees80 K18.84 K
Beta1.35-0.15
Market Capitalization180.12 B19.03 B
Total Asset1.22 T29.47 B
Retained Earnings104.99 B9.33 B
Annual Yield0.03 %
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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In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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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.