Stock Scorecard
Stock Summary for Morgan Stanley (MS) - $131.69 as of 11/20/2024 8:27:28 PM EST
Total Score
11 out of 30
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for MS
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for MS
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for MS
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for MS
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for MS (76 out of 90)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 8 |
Latest News for for MS
Financial Details for MS
Company Overview |
|
|---|---|
| Ticker | MS |
| Company Name | Morgan Stanley |
| Country | USA |
| Description | Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. |
| Sector Name | FINANCE |
| Industry Name | SECURITY BROKERS, DEALERS & FLOTATION COMPANIES |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 1/16/2025 |
Stock Price History |
|
| Last Day Price | 131.69 |
| Price 4 Years Ago | 60.14 |
| Last Day Price Updated | 11/20/2024 8:27:28 PM EST |
| Last Day Volume | 4,968,733 |
| Average Daily Volume | 7,155,183 |
| 52-Week High | 135.50 |
| 52-Week Low | 73.65 |
| Last Price to 52 Week Low | 78.81% |
Valuation Measures |
|
| Trailing PE | 20.33 |
| Industry PE | 22.45 |
| Sector PE | 21.40 |
| 5-Year Average PE | 13.61 |
| Free Cash Flow Ratio | 2.33 |
| Industry Free Cash Flow Ratio | 6.30 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 1.37 |
| Total Cash Per Share | 56.54 |
| Book Value Per Share Most Recent Quarter | 58.25 |
| Price to Book Ratio | 2.30 |
| Industry Price to Book Ratio | 2.68 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 3.70 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.41 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 5 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 1,611,040,000 |
| Market Capitalization | 212,157,857,600 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 10/31/2024 |
| Last Dividend Amount | 0.93 |
| Current Dividend Amount | 0.93 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.55 |
| Trailing Annual Dividend Yield | 2.70% |
| Forward Annual Dividend Rate | 4.46 |
| Forward Annual Dividend Yield | 3.39% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 3.03% |
| 5-Year Average Dividend Yield | 2.74% |
| 1-Year Dividend Growth Rate Percentage | 10.17% |
| 3-Year Dividend Growth Rate Percentage | 24.40% |
| 5-Year Dividend Growth Rate Percentage | 25.74% |
| All-Time Dividend Growth Rate Percentage | 11.48% |
| Dividend Payout Ratio | 53.95% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 36.20% |
| Annual Earnings Growth | -17.61% |
| Reported EPS 12 Trailing Months | 6.58 |
| Reported EPS Past Year | 5.72 |
| Reported EPS Prior Year | 5.31 |
| Net Income Twelve Trailing Months | 11,193,000,000 |
| Net Income Past Year | 9,087,000,000 |
| Net Income Prior Year | 11,029,000,000 |
| Quarterly Revenue Growth YOY | 16.50% |
| 5-Year Revenue Growth | 13.89% |
| Operating Margin Twelve Trailing Months | 0.33 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 91,084,000,000 |
| Total Cash Past Year | 89,232,000,000 |
| Total Cash Prior Year | 128,127,000,000 |
| Net Cash Position Most Recent Quarter | -200,139,000,000 |
| Net Cash Position Past Year | -171,312,000,000 |
| Long Term Debt Past Year | 260,544,000,000 |
| Long Term Debt Prior Year | 233,867,000,000 |
| Total Debt Most Recent Quarter | 291,223,000,000 |
| Equity to Debt Ratio Past Year | 0.28 |
| Equity to Debt Ratio Most Recent Quarter | 0.26 |
| Total Stockholder Equity Past Year | 99,038,000,000 |
| Total Stockholder Equity Prior Year | 100,141,000,000 |
| Total Stockholder Equity Most Recent Quarter | 103,647,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -31,702,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -19.68 |
| Free Cash Flow Past Year | -36,948,000,000 |
| Free Cash Flow Prior Year | -9,475,000,000 |
Options |
|
| Put/Call Ratio | 1.08 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 6.12 |
| MACD Signal | 5.13 |
| 20-Day Bollinger Lower Band | 84.73 |
| 20-Day Bollinger Middle Band | 106.32 |
| 20-Day Bollinger Upper Band | 127.92 |
| Beta | 1.34 |
| RSI | 78.45 |
| 50-Day SMA | 94.98 |
| 150-Day SMA | 85.28 |
| 200-Day SMA | 84.17 |
System |
|
| Modified | 11/19/2024 7:19:36 AM EST |