Morgan Stanley Stock Performance
| MS Stock | USD 129.60 0.37 0.28% |
The company secures a Beta (Market Risk) of 0.89, which conveys possible diversification benefits within a given portfolio. Morgan Stanley returns are very sensitive to returns on the market. As the market goes up or down, Morgan Stanley is expected to follow. At this point, Morgan Stanley has a negative expected return of -0.0015%. Please make sure to verify Morgan Stanley's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , 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. In spite of comparatively stable basic indicators, Morgan Stanley is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return (0.28) | Five Day Return (4.13) | Year To Date Return 3.86 | Ten Year Return 259.4 | All Time Return 1.9 K |
Forward Dividend Yield 0.0285 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.7 | Dividend Date 2025-02-14 |
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4 | Disposition of 735 shares by Sharon Yeshaya of Morgan Stanley subject to Rule 16b-3 | 01/22/2025 |
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6 | Choreo LLC Sells 349 Shares of Solventum Co. | 02/10/2025 |
7 | Curtiss-Wright Issues FY 2025 Earnings Guidance | 02/12/2025 |
| Morgan Stanley dividend paid on 14th of February 2025 | 02/14/2025 |
9 | Excelerate Energy, Inc. Plans Quarterly Dividend of 0.06 | 02/20/2025 |
10 | Advent-Backed Prisma Taps Morgan Stanley for Potential Exit | 02/24/2025 |
| Begin Period Cash Flow | 89.2 B |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 13,074 in Morgan Stanley on November 28, 2024 and sell it today you would lose (114.00) from holding Morgan Stanley or give up 0.87% of portfolio value over 90 days. Morgan Stanley is generating negative expected returns and assumes 1.6586% volatility on return distribution over the 90 days horizon. Put differently, 14% of stocks are less risky than Morgan on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 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 = -9.0E-4
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MS |
Estimated Market Risk
| 1.66 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 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 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 | 0.13 | ||||
| Return On Asset | 0.0112 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 106.21 B | ||||
| Shares Outstanding | 1.61 B | ||||
| Price To Earning | 13.51 X | ||||
| Price To Book | 2.21 X | ||||
| Price To Sales | 3.40 X | ||||
| Revenue | 61.5 B | ||||
| Gross Profit | 53.27 B | ||||
| EBITDA | 17.6 B | ||||
| Net Income | 13.39 B | ||||
| Cash And Equivalents | 122.72 B | ||||
| Cash Per Share | 325.70 X | ||||
| Total Debt | 21.64 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 | ||||
| Earnings Per Share | 7.95 X | ||||
| Market Capitalization | 209.03 B | ||||
| Total Asset | 1.22 T | ||||
| Retained Earnings | 104.99 B | ||||
About Morgan Stanley Performance
Assessing Morgan Stanley's fundamental ratios provides investors with valuable insights into Morgan Stanley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Morgan Stanley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.4 K | 1.3 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.13 | 0.17 |
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.| Morgan Stanley generated a negative expected return over the last 90 days | |
| 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 finance.yahoo.com: Advent-Backed Prisma Taps Morgan Stanley for Potential Exit |
- 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.
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.