Morgan Stanley Revenue vs. Price To Book

MS Stock  USD 129.03  0.00  0.00%   
Based on the key profitability measurements obtained from Morgan Stanley's financial statements, Morgan Stanley's profitability may be sliding down. It has an above-average chance of reporting lower numbers next quarter. Profitability indicators assess Morgan Stanley's ability to earn profits and add value for shareholders.
 
Total Revenue  
First Reported
1989-06-30
Previous Quarter
14.9 B
Current Value
13.2 B
Quarterly Volatility
4.1 B
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
At this time, Morgan Stanley's Price To Sales Ratio is comparatively stable compared to the past year. Price Sales Ratio is likely to gain to 2.97 in 2024, whereas Days Sales Outstanding is likely to drop 425.28 in 2024. At this time, Morgan Stanley's Operating Income is comparatively stable compared to the past year. Net Income Applicable To Common Shares is likely to gain to about 12.7 B in 2024, whereas Income Before Tax is likely to drop slightly above 6.1 B in 2024.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.720.85
Fairly Down
Pretty Stable
Net Profit Margin0.120.1695
Way Down
Slightly volatile
Operating Profit Margin0.480.4394
Significantly Up
Very volatile
Pretax Profit Margin0.180.2203
Significantly Down
Slightly volatile
Return On Assets0.00960.0076
Significantly Up
Slightly volatile
Return On Equity0.170.0918
Way Up
Slightly volatile
For Morgan Stanley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morgan Stanley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Morgan Stanley utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Morgan Stanley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Morgan Stanley over time as well as its relative position and ranking within its peers.
  

Morgan Stanley's Revenue Breakdown by Earning Segment

Check out Correlation Analysis.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.362
Dividend Share
3.55
Earnings Share
6.57
Revenue Per Share
36.489
Quarterly Revenue Growth
0.165
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Morgan Stanley Price To Book vs. Revenue Fundamental Analysis

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.
Morgan Stanley is rated top company in revenue category among its peers. It is regarded fifth in price to book category among its peers . The ratio of Revenue to Price To Book for Morgan Stanley is about  24,525,824,603 . At this time, Morgan Stanley's Total Revenue is comparatively 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 Revenue vs. Competition

Morgan Stanley is rated top company in revenue category among its peers. Market size based on revenue of Financials industry is now estimated at about 58.22 Billion. Morgan Stanley totals roughly 53.61 Billion in revenue claiming about 92% of equities under Financials industry.

Morgan Price To Book vs. Revenue

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Morgan Stanley

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
53.61 B
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

Morgan Stanley

P/B

 = 

MV Per Share

BV Per Share

 = 
2.19 X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.

Morgan Price To Book Comparison

Morgan Stanley is currently under evaluation in price to book category among its peers.

Morgan Stanley Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Morgan Stanley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Morgan Stanley will eventually generate negative long term returns. The profitability progress is the general direction of Morgan Stanley's change in net profit over the period of time. It can combine multiple indicators of Morgan Stanley, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-6.4 B-6.1 B
Operating Income23.6 B24.7 B
Income Before Tax11.8 B6.1 B
Total Other Income Expense Net-11.7 B-12.3 B
Net Income9.1 B4.9 B
Income Tax Expense2.6 B1.6 B
Net Income Applicable To Common Shares12.1 B12.7 B
Net Income From Continuing Ops9.2 B8.2 B
Net Interest Income8.2 B6.5 B
Interest Income50.3 B52.8 B
Change To Netincome1.9 B1.8 B
Net Income Per Share 5.58  5.86 
Income Quality(3.69)(3.51)
Net Income Per E B T 0.77  0.55 

Morgan Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Morgan Stanley. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Morgan Stanley position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Morgan Stanley's important profitability drivers and their relationship over time.

Use Morgan Stanley in pair-trading

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.

Morgan Stanley Pair Trading

Morgan Stanley Pair Trading Analysis

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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Morgan Stanley position

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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.