Morgan Stanley Stock Retained Earnings

MS Stock

USD 120.14 0.33 0.27%

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.

	Last Reported	Projected for Next Year
Retained Earnings	105 B	110.2 B
Retained Earnings Total Equity	109.1 B	61 B

Retained Earnings is likely to gain to about 110.2 B in 2025, whereas Retained Earnings Total Equity is likely to drop slightly above 61 B in 2025.

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Morgan Stanley Company Retained Earnings Analysis

Morgan Stanley's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.

Retained Earnings

Beginning RE + Income

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Dividends

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Current Morgan Stanley Retained Earnings

104.99 B

Most of Morgan Stanley's fundamental indicators, such as Retained Earnings, 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.

Morgan Retained Earnings Driver Correlations

Understanding the fundamental principles of building solid financial models for Morgan Stanley is extremely important. It helps to project a fair market value of Morgan Stock properly, considering its historical fundamentals such as Retained Earnings. Since Morgan Stanley's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Morgan Stanley's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Morgan Stanley's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Net Receivables	Short Term Investments	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Long Term Debt	Treasury Stock	Intangible Assets	Property Plant Equipment	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Net Invested Capital	Cash And Equivalents	Capital Stock
Total Assets		0.85	0.66	0.75	1.0	0.94	0.6	0.78	0.51	0.89	0.84	0.94	-0.52	0.76	-0.31	0.7	0.85	0.54	0.9	-0.19	0.22	0.56	0.68	0.11
Total Stockholder Equity	0.85		0.85	0.94	0.86	0.81	0.71	0.78	0.66	0.86	0.77	0.87	-0.65	0.65	-0.37	0.84	0.92	0.54	0.89	-0.13	0.51	0.66	0.69	0.36
Net Debt	0.66	0.85		0.96	0.67	0.64	0.85	0.81	0.85	0.54	0.5	0.83	-0.85	0.67	-0.39	0.92	0.79	0.77	0.82	0.08	0.75	0.87	0.8	0.51
Retained Earnings	0.75	0.94	0.96		0.76	0.72	0.85	0.85	0.83	0.69	0.57	0.86	-0.85	0.68	-0.35	0.94	0.89	0.74	0.87	-0.05	0.69	0.84	0.83	0.49
Total Liab	1.0	0.86	0.67	0.76		0.93	0.59	0.78	0.5	0.89	0.84	0.94	-0.53	0.74	-0.31	0.69	0.85	0.53	0.9	-0.21	0.22	0.55	0.67	0.11
Net Receivables	0.94	0.81	0.64	0.72	0.93		0.6	0.75	0.53	0.8	0.71	0.88	-0.47	0.8	-0.21	0.72	0.8	0.59	0.83	-0.14	0.28	0.6	0.74	0.14
Short Term Investments	0.6	0.71	0.85	0.85	0.59	0.6		0.94	0.98	0.44	0.26	0.71	-0.85	0.86	-0.15	0.96	0.6	0.79	0.76	0.27	0.71	0.91	0.91	0.26
Total Current Assets	0.78	0.78	0.81	0.85	0.78	0.75	0.94		0.88	0.65	0.43	0.84	-0.82	0.88	-0.31	0.91	0.74	0.8	0.83	0.05	0.53	0.83	0.9	0.15
Short Term Debt	0.51	0.66	0.85	0.83	0.5	0.53	0.98	0.88		0.32	0.18	0.66	-0.87	0.8	-0.11	0.95	0.56	0.82	0.72	0.31	0.81	0.94	0.9	0.37
Accounts Payable	0.89	0.86	0.54	0.69	0.89	0.8	0.44	0.65	0.32		0.81	0.78	-0.4	0.52	-0.44	0.55	0.83	0.28	0.73	-0.37	0.04	0.32	0.46	0.0
Common Stock	0.84	0.77	0.5	0.57	0.84	0.71	0.26	0.43	0.18	0.81		0.75	-0.2	0.41	-0.3	0.42	0.7	0.13	0.79	-0.17	0.13	0.26	0.28	0.13
Long Term Debt	0.94	0.87	0.83	0.86	0.94	0.88	0.71	0.84	0.66	0.78	0.75		-0.71	0.75	-0.38	0.8	0.9	0.73	0.94	-0.14	0.44	0.74	0.79	0.32
Treasury Stock	-0.52	-0.65	-0.85	-0.85	-0.53	-0.47	-0.85	-0.82	-0.87	-0.4	-0.2	-0.71		-0.6	0.29	-0.83	-0.67	-0.86	-0.65	0.09	-0.62	-0.83	-0.84	-0.4
Intangible Assets	0.76	0.65	0.67	0.68	0.74	0.8	0.86	0.88	0.8	0.52	0.41	0.75	-0.6		-0.01	0.85	0.55	0.71	0.79	0.22	0.45	0.77	0.88	0.07
Property Plant Equipment	-0.31	-0.37	-0.39	-0.35	-0.31	-0.21	-0.15	-0.31	-0.11	-0.44	-0.3	-0.38	0.29	-0.01		-0.18	-0.45	-0.24	-0.23	0.34	-0.01	-0.13	-0.13	-0.08
Good Will	0.7	0.84	0.92	0.94	0.69	0.72	0.96	0.91	0.95	0.55	0.42	0.8	-0.83	0.85	-0.18		0.74	0.78	0.85	0.17	0.75	0.92	0.92	0.42
Net Tangible Assets	0.85	0.92	0.79	0.89	0.85	0.8	0.6	0.74	0.56	0.83	0.7	0.9	-0.67	0.55	-0.45	0.74		0.65	0.83	-0.32	0.43	0.66	0.72	0.46
Long Term Debt Total	0.54	0.54	0.77	0.74	0.53	0.59	0.79	0.8	0.82	0.28	0.13	0.73	-0.86	0.71	-0.24	0.78	0.65		0.64	-0.02	0.64	0.89	0.92	0.46
Capital Surpluse	0.9	0.89	0.82	0.87	0.9	0.83	0.76	0.83	0.72	0.73	0.79	0.94	-0.65	0.79	-0.23	0.85	0.83	0.64		0.06	0.58	0.78	0.78	0.37
Long Term Investments	-0.19	-0.13	0.08	-0.05	-0.21	-0.14	0.27	0.05	0.31	-0.37	-0.17	-0.14	0.09	0.22	0.34	0.17	-0.32	-0.02	0.06		0.48	0.3	0.1	0.02
Short Long Term Debt	0.22	0.51	0.75	0.69	0.22	0.28	0.71	0.53	0.81	0.04	0.13	0.44	-0.62	0.45	-0.01	0.75	0.43	0.64	0.58	0.48		0.85	0.66	0.67
Net Invested Capital	0.56	0.66	0.87	0.84	0.55	0.6	0.91	0.83	0.94	0.32	0.26	0.74	-0.83	0.77	-0.13	0.92	0.66	0.89	0.78	0.3	0.85		0.94	0.57
Cash And Equivalents	0.68	0.69	0.8	0.83	0.67	0.74	0.91	0.9	0.9	0.46	0.28	0.79	-0.84	0.88	-0.13	0.92	0.72	0.92	0.78	0.1	0.66	0.94		0.4
Capital Stock	0.11	0.36	0.51	0.49	0.11	0.14	0.26	0.15	0.37	0.0	0.13	0.32	-0.4	0.07	-0.08	0.42	0.46	0.46	0.37	0.02	0.67	0.57	0.4

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Morgan Retained Earnings Historical Pattern

Today, most investors in Morgan Stanley Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Morgan Stanley's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's retained earnings growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Morgan Stanley retained earnings as a starting point in their analysis.

Morgan Stanley Retained Earnings

Timeline

Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.

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Retained Earnings Over Time

Based on the latest financial disclosure, Morgan Stanley has a Retained Earnings of 104.99 B. This is much higher than that of the Capital Markets sector and 78.66% higher than that of the Financials industry. The retained earnings for all United States stocks is significantly lower than that of the firm.

Morgan Retained Earnings 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 Retained Earnings 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 retained earnings category among its peers.

Morgan Stanley ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Morgan Stanley's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Morgan Stanley's managers, analysts, and investors.

Environmental

Governance

Social

Morgan Fundamentals

	Return On Equity	0.13
	Return On Asset	0.0112
	Profit Margin	0.22 %
	Operating Margin	0.37 %
	Current Valuation	89.89 B
	Shares Outstanding	1.61 B
	Shares Owned By Insiders	23.64 %
	Shares Owned By Institutions	62.12 %
	Number Of Shares Shorted	14.29 M
	Price To Earning	13.51 X
	Price To Book	2.04 X
	Price To Sales	3.16 X
	Revenue	61.5 B
	Gross Profit	53.27 B
	EBITDA	17.6 B
	Net Income	13.53 B
	Cash And Equivalents	122.72 B
	Cash Per Share	325.70 X
	Total Debt	360.49 B
	Debt To Equity	3.42 %
	Current Ratio	2.00 X
	Book Value Per Share	58.98 X
	Cash Flow From Operations	1.36 B
	Short Ratio	2.55 X
	Earnings Per Share	7.95 X
	Price To Earnings To Growth	3.20 X
	Target Price	137.33
	Number Of Employees	80 K
	Beta	1.35
	Market Capitalization	194.3 B
	Total Asset	1.22 T
	Retained Earnings	104.99 B
	Annual Yield	0.03 %
	Five Year Return	2.52 %
	Net Asset	1.22 T
	Last Dividend Paid	3.63

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.

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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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