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Insights for Morgan Stanley
New York Stock Exchange: MS
05 - Growing & Profitable but Heavily Leveraged
Sector: Financial Services & Legal
Industry: Investment Banking & Wealth Management | Brokerage & Trading Platforms
Based on PEG Ratio: 02 - Fairly Valued
Today's Price
updated on: 		141.27 (1.57%)
Open 140.18 (0.78%)
High (Upside %) 141.78 (0.36%)
Low (Downside %) 139.7072 (1.12%)
P. Close 139.09 (1.57%)
Open-High % 1.14%
Open-Low % 0.34%
Low-High % 1.48%
Active Buy Quantity 0
Active Sell Quantity 0
% Overtraded
Current Mood bearish
Previous Data
data from:
Open-High % 0.21%
Open-Low % 2.23%
Low-High % 2.49%
Open-Close % -0.13%
Low-Close % 2.14%
High-Close % 0.34%

MS is a Stock listed in the US on the New York Stock Exchange under the ticker 'MS'

Company Summary

Business Units or Product Lines

Morgan Stanley operates through three primary business segments: Institutional Securities, Wealth Management, and Investment Management. Institutional Securities include trading and capital-raising activities for clients such as corporations, governments, and financial institutions. Wealth Management provides financial services and wealth planning solutions to individual investors. Investment Management offers asset management products and services across diverse asset classes.

Business Models for Each Product Line

Institutional Securities generates revenue through advisory services, equity and debt underwriting, and trading activities, relying heavily on economies of scale and technology infrastructure. Major expenses include compensation and benefits, technology, and operational expenses. Wealth Management earns through advisory fees on client assets, commissions, and lending services. Core expenses include advisor compensation and technology investments. Investment Management earns through management and performance fees, with primary expenses around fund administration, distribution, and personnel costs.

Future Opportunities for Growth

Morgan Stanley has growth opportunities in expanding its wealth management segment, especially within digital platforms to attract younger clients and increase penetration in international markets. Further expansion in sustainable and ESG (Environmental, Social, and Governance) investing products also presents potential. Additionally, enhancing its technology and data analytics capabilities can drive efficiencies and open new service offerings across its business units.

Potential Major Risks

Major risks include volatile financial markets which can impact trading revenues and investment valuations adversely. Regulatory changes impose compliance costs and can constrain business operations. Cybersecurity threats pose risks to client data and could disrupt operations. Furthermore, intense competition from financial technology companies and global banks can affect market share and pricing strategies.

Learn More about Morgan Stanley: Company Insights by Algobear (ChatGPT);

Tell me more about Morgan Stanley's latest earnings (MS:Nyse)
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Also read: https://finance.yahoo.com/MS/profile

Predicted Prices
Key Low (open) Low (high) Close-Down (open) Close-Down (high) Close-Up (open) Close-Up (low) High (open) High (low)
Low Volatility 139.72
42.07% hit 		140.67
54.81% hit 		139.79
15.06% hit 		141.39
44.39% hit 		140.79
19.11% hit 		140.06
45.12% hit 		140.48
43.86% hit 		140.81
54.81% hit
Average Volatility 138.74
29.66% hit 		139.37
34.97% hit 		139.23
13.6% hit 		140.7
31.06% hit 		141.39
15.79% hit 		141.23
32.45% hit 		141.39
31.39% hit 		142.12
34.97% hit
High Volatility 135.79
3.98% hit 		135.83
3.58% hit 		137.81
4.18% hit 		138.48
3.52% hit 		143.61
3.38% hit 		145.21
3.98% hit 		144.56
3.78% hit 		145.83
3.58% hit

MS's predicted prices using open from of 140.18 and data until date . Current Price is 141.27

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Profit Margin Operating Margin Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Operating Cash Flow-Display Operating Cash Flow-Actual Levered Free Cash Flow-Display % Held by Insiders % Held by Institutions
222.27 B 222265819136.0 222.27 133.43 B 133431820288.0 133.43 15.75 17.54 1.72 3.39 2.3 2.03 22.49% 34.12% 65.61 B 65612001280.0 65.61 11.1% nan B 8.83 15.1% 548.95 B 548954996736.0 548.95 449.34 B 449335984128.0 449.34 4.166399999999999 nan B -26973999104.0 nan B 23.82% 63.14%

source:https://finance.yahoo.com/MS/key-statistics

Reading Information

source:https://finance.yahoo.com/MS/key-statistics

source:https://www.google.com/finance/quote/MS:NYSE

source:https://finance.yahoo.com/MS/analysis

source:https://finance.yahoo.com/MS/fair-value

source:https://www.nasdaq.com/market-activity/stocks/MS/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 3.1% 2.98% (145.48) 2.98% (145.48) 2.98% (145.48) 2.98% (145.48) 2.98% (145.48) 2.98% (145.48) 2.98% (145.48)
Downside % (low) 12.57% 3.61% (136.17) 4.25% (135.265) 20.7% (112.03) 33.23% (94.3301) 35.63% (90.94) 50.86% (69.42) 85.02% (21.16)
Spread % -9.47% -0.63% -1.27% -17.72% -30.25% -32.65% -47.88% -82.04%

MS's price used for computing the stats is 141.27 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 1.57% -1.22% 0.31% 0.14% 21.96% 3.88% 36.15% 71.22% 256.74%
Last Price 141.27 141.27 141.27 141.27 141.27 141.27 141.27 141.27 141.27
Trend-Previous Close 139.09 143.01 140.83 141.07 115.83 136 103.76 82.51 39.6

MS's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 0.63% 143.91 1.49% 145.14 2.11% 139.39 148.43
Up 1.86% 145.67 1.81% 145.6 0.42% 144.76 146.58
Down -0.62% 142.13 -0.03% 142.97 1.2% 139.57 144.69
5D Opportunity: BUY-APPROACHING
returns: -1.22% (-2.41%), p.close: 143.01
entry: 139.57, exit: 139.39, min.ret: -0.12%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.4% 143.59 1.31% 144.89 1.88% 139.55 147.63
Up 1.37% 144.97 1.63% 145.34 0.81% 143.24 146.71
Down -0.84% 141.81 -0.43% 142.39 1.12% 139.41 144.2
5D Opportunity: BUY-APPROACHING
returns: -1.22% (-2.52%), p.close: 143.01
entry: 139.41, exit: 139.55, min.ret: 0.1%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.42% 143.61 0.26% 143.38 1.76% 139.83 147.38
Up 1.55% 145.23 1.71% 145.46 1.01% 143.07 147.39
Down -0.86% 141.79 -0.43% 142.39 1.01% 139.63 143.94
5D Opportunity: BUY-APPROACHING
returns: -1.22% (-2.37%), p.close: 143.01
entry: 139.63, exit: 139.83, min.ret: 0.15%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.75% 145.52 1.64% 145.35 3.12% 138.83 152.2
Up 2.63% 146.77 2.25% 146.23 2.39% 141.66 151.89
Down -0.87% 141.76 -0.15% 142.79 1.32% 138.94 144.59
5D Opportunity: BUY-APPROACHING
returns: -1.22% (-2.85%), p.close: 143.01
entry: 138.94, exit: 138.83, min.ret: -0.08%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.31% 143.46 0.86% 144.24 4.88% 132.98 153.93
Up 2.7% 146.87 2.13% 146.06 2.63% 141.23 152.5
Down -2.32% 139.7 -0.84% 141.81 3.47% 132.25 147.14
5D Opportunity:
returns: -1.22% (-7.52%), p.close: 143.01
entry: 132.25, exit: 132.98, min.ret: 0.55%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.76% 144.09 0.9% 144.3 4.79% 133.81 154.38
Up 2.8% 147.01 1.98% 145.84 3.04% 140.5 153.53
Down -2.0% 140.15 -0.82% 141.84 3.01% 133.7 146.6
5D Opportunity:
returns: -1.22% (-6.51%), p.close: 143.01
entry: 133.7, exit: 133.81, min.ret: 0.08%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall 0.15% 141.04 0.03% 140.87 1.68% 137.49 144.59
Up 1.65% 143.16 1.55% 143.01 1.23% 140.56 145.76
Down -1.5% 138.72 -1.26% 139.06 0.93% 136.75 140.68
2W Opportunity:
returns: 0.31% (3.5%), p.close: 140.83
entry: 145.76, exit: 144.59, min.ret: 0.8%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.9% 143.51 0.81% 141.97 3.56% 135.99 151.03
Up 3.32% 145.5 2.39% 144.2 3.0% 139.17 151.84
Down -0.96% 139.48 -0.76% 139.76 1.08% 137.19 141.77
2W Opportunity:
returns: 0.31% (7.82%), p.close: 140.83
entry: 151.84, exit: 151.03, min.ret: 0.53%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 3.86% 146.27 3.59% 145.89 4.28% 137.23 155.31
Up 5.06% 147.96 4.27% 146.84 3.86% 139.81 156.1
Down -1.14% 139.22 -0.61% 139.96 1.4% 136.27 142.17
2W Opportunity:
returns: 0.31% (10.85%), p.close: 140.83
entry: 156.1, exit: 155.31, min.ret: 0.51%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.92% 142.13 1.58% 143.06 7.19% 126.94 157.31
Up 4.51% 147.18 3.05% 145.12 3.89% 138.96 155.41
Down -3.7% 135.62 -1.37% 138.9 5.19% 124.66 146.58
2W Opportunity:
returns: 0.31% (10.35%), p.close: 140.83
entry: 155.41, exit: 157.31, min.ret: -1.22%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.49% 142.93 1.58% 143.06 6.77% 128.64 157.23
Up 4.52% 147.2 2.99% 145.05 4.16% 138.41 156.0
Down -3.23% 136.29 -1.54% 138.66 4.33% 127.13 145.44
2W Opportunity:
returns: 0.31% (10.77%), p.close: 140.83
entry: 156.0, exit: 157.23, min.ret: -0.79%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall 6.85% 150.74 7.5% 151.65 3.47% 143.4 158.07
Up 8.41% 152.93 9.3% 154.2 3.23% 146.1 159.76
Down -0.63% 140.18 -0.3% 140.65 0.75% 138.6 141.76
1M Opportunity:
returns: 0.14% (13.25%), p.close: 141.07
entry: 159.76, exit: 158.07, min.ret: 1.06%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 8.92% 153.66 8.85% 153.55 6.32% 140.28 167.04
Up 10.5% 155.88 10.17% 155.42 6.46% 142.21 169.55
Down -2.21% 137.95 -0.61% 140.21 3.99% 129.51 146.39
1M Opportunity:
returns: 0.14% (20.19%), p.close: 141.07
entry: 169.55, exit: 167.04, min.ret: 1.48%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.4% 144.45 5.45% 148.76 10.65% 121.92 166.98
Up 7.96% 152.3 8.67% 153.3 6.18% 139.23 165.38
Down -6.37% 132.08 -2.62% 137.37 7.17% 116.9 147.26
1M Opportunity:
returns: 0.14% (17.23%), p.close: 141.07
entry: 165.38, exit: 166.98, min.ret: -0.97%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 3.35% 145.8 3.55% 146.08 9.77% 125.12 166.48
Up 7.99% 152.34 7.64% 151.85 6.58% 138.41 166.26
Down -5.45% 133.37 -2.97% 136.87 6.0% 120.69 146.06
1M Opportunity:
returns: 0.14% (17.86%), p.close: 141.07
entry: 166.26, exit: 166.48, min.ret: -0.13%
Using: 1M trend, 0 Days Left

MS's symbol current price is 141.27 (1.57%) as on . Yesterday's close was 139.09. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 35.09% 40.0% 18.18% 45.45% 48.48% 42.06% 42.86%
Open-Low (> 1.0%) 25.12% 20.0% 31.82% 19.7% 36.36% 36.11% 36.51%
Open-Close-Up (> 0.5%) 29.58% 20.0% 31.82% 40.91% 40.91% 37.3% 34.52%
Open-Close-Down (> 0.5%) 22.79% 20.0% 27.27% 18.18% 28.79% 30.56% 30.95%
Low-Close-Up (> 1.0%) 51.43% 60.0% 40.91% 50.0% 56.06% 49.6% 43.52%
High-Close-Down (> 1.0%) 21.31% 20.0% 18.18% 21.21% 35.61% 35.71% 37.96%

MS's symbol win percent is computed basis data from date

Associated Tags