Morgan Stanley Preferred Stock Performance
The company secures a Beta (Market Risk) of 0.12, 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. At this point, Morgan Stanley has a negative expected return of -0.0299%. Please make sure to verify Morgan Stanley's coefficient of variation, treynor ratio, skewness, as well as the relationship between the variance and value at risk , to decide if Morgan Stanley performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Morgan Stanley has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Morgan Stanley is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 127.7 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 2,385 in Morgan Stanley on December 21, 2024 and sell it today you would lose (43.00) from holding Morgan Stanley or give up 1.8% of portfolio value over 90 days. Morgan Stanley is currently producing negative expected returns and takes up 0.4319% volatility of returns over 90 trading days. Put another way, 3% of traded preferred stocks are less volatile than Morgan, and 99% of all traded equity instruments are likely to generate higher returns 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 preferred 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 = -0.0693
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morgan Stanley is not performing at its full potential. However, 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 Morgan Stanley to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Preferred 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 Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0108 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | (167.77 B) | ||||
| Shares Outstanding | 1.72 B | ||||
| Price To Earning | 4.71 X | ||||
| Price To Sales | 1.24 X | ||||
| Revenue | 50.21 B | ||||
| EBITDA | 25.16 B | ||||
| Cash And Equivalents | 536.48 B | ||||
| Cash Per Share | 323.37 X | ||||
| Total Debt | 233.13 B | ||||
| Debt To Equity | 358.50 % | ||||
| Book Value Per Share | 54.46 X | ||||
| Cash Flow From Operations | 33.97 B | ||||
| Earnings Per Share | 7.86 X | ||||
| Total Asset | 792.13 B | ||||
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. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Morgan Stanley operates under Capital Markets classification in USA and is traded on New York Stock Exchange. It employs 59513 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. Preferred 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.| Morgan Stanley generated a negative expected return over the last 90 days | |
| Morgan Stanley has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations |
- 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 preferred 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 Preferred 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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