Morgan Stanley (Brazil) Performance
| MSBR34 Stock | BRL 167.08 1.58 0.95% |
On a scale of 0 to 100, Morgan Stanley holds a performance score of 12. The company secures a Beta (Market Risk) of 0.25, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well. Please check Morgan Stanley's total risk alpha, treynor ratio, value at risk, as well as the relationship between the sortino ratio and maximum drawdown , to make a quick decision on whether Morgan Stanley's current price movements will revert.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental drivers, Morgan Stanley sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 127.7 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 13,388 in Morgan Stanley on October 20, 2024 and sell it today you would earn a total of 3,320 from holding Morgan Stanley or generate 24.8% return on investment over 90 days. Morgan Stanley is generating 0.4084% of daily returns and assumes 2.5926% volatility on return distribution over the 90 days horizon. Simply put, 23% of stocks are less volatile than Morgan, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morgan Stanley, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1575
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Estimated Market Risk
| 2.59 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.41 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0108 | |||
| Profit Margin | 0.21 % | |||
| Operating Margin | 0.33 % | |||
| Current Valuation | 807.56 B | |||
| Shares Outstanding | 8.38 B | |||
| Price To Earning | 2.94 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 13.96 X | |||
| Revenue | 50.21 B | |||
| Cash And Equivalents | 562.29 B | |||
| Cash Per Share | 61.64 X | |||
| Total Debt | 227.36 B | |||
| Debt To Equity | 3.15 % | |||
| Book Value Per Share | 10.89 X | |||
| Cash Flow From Operations | 33.97 B | |||
| Earnings Per Share | 6.51 X | |||
| Total Asset | 1.19 T | |||
About Morgan Stanley Performance
By analyzing Morgan Stanley's fundamental ratios, stakeholders can gain valuable insights into Morgan Stanley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Morgan Stanley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morgan Stanley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. The company was founded in 1924 and is headquartered in New York, New York. MORGAN STAN operates under Capital Markets classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 72000 people.Things to note about Morgan Stanley performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Morgan Stanley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Morgan Stanley's stock performance include:- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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