Morgan Stanley Stock Fundamentals
| MS-PQ Stock | 26.77 0.09 0.34% |
Morgan Stanley fundamentals help investors to digest information that contributes to Morgan Stanley's financial success or failures. It also enables traders to predict the movement of Morgan Stock. The fundamental analysis module provides a way to measure Morgan Stanley's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Morgan Stanley stock.
At this time, Morgan Stanley's Net Income is relatively stable compared to the past year. As of 12/11/2024, Selling General Administrative is likely to grow to about 25.4 B, while Income Before Tax is likely to drop slightly above 6.1 B. Morgan | Select Account or Indicator |
Morgan Stanley Company Return On Asset Analysis
Morgan Stanley's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Current Morgan Stanley Return On Asset | 0.0094 |
Most of Morgan Stanley's fundamental indicators, such as Return On Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morgan Stanley is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
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Based on the latest financial disclosure, Morgan Stanley has a Return On Asset of 0.0094. This is 102.0% lower than that of the Financial Services sector and 100.05% lower than that of the Capital Markets industry. The return on asset for all United States stocks is 106.71% lower than that of the firm.
Morgan Stanley Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Morgan Stanley's current stock value. Our valuation model uses many indicators to compare Morgan Stanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Morgan Stanley competition to find correlations between indicators driving Morgan Stanley's intrinsic value. More Info.Morgan Stanley is considered to be number one stock in return on equity category among its peers. It is regarded fifth in return on asset category among its peers reporting about 0.08 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Morgan Stanley is roughly 11.79 . At this time, Morgan Stanley's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Morgan Stanley by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Morgan Return On Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Return On Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in return on asset category among its peers.
Morgan Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0094 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | (96.48 B) | ||||
| Number Of Shares Shorted | 323.97 K | ||||
| Revenue | 53.61 B | ||||
| Net Income | 9.09 B | ||||
| Total Debt | 276.39 B | ||||
| Book Value Per Share | 58.25 X | ||||
| Cash Flow From Operations | (33.54 B) | ||||
| Short Ratio | 3.28 X | ||||
| Number Of Employees | 80 K | ||||
| Beta | 1.34 | ||||
| Total Asset | 1.19 T | ||||
| Retained Earnings | 98 B | ||||
| Net Asset | 1.19 T |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Total Revenue | 53.6 B | 56.3 B | |
| Cost Of Revenue | 162.9 M | 154.8 M | |
| Stock Based Compensation To Revenue | 0.03 | 0.05 | |
| Sales General And Administrative To Revenue | 0.45 | 0.42 | |
| Capex To Revenue | 0.06 | 0.06 | |
| Revenue Per Share | 32.93 | 34.58 | |
| Ebit Per Revenue | 0.44 | 0.48 |
Pair Trading with Morgan Stanley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Moving against Morgan Stock
| 0.53 | OPY | Oppenheimer Holdings | PairCorr |
| 0.51 | RJF | Raymond James Financial | PairCorr |
| 0.48 | SAIHW | SAIHEAT Limited Symbol Change | PairCorr |
| 0.47 | WULF | Terawulf Buyout Trend | PairCorr |
| 0.46 | HUT | Hut 8 Corp | PairCorr |
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.