Stock Scorecard

Stock Summary for Morgan Stanley (MS)

Total Score

13 out of 29

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

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

Financial Details for MS

Company Overview
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 9/30/2022
Next Earnings Date 1/17/2023

Stock Price History
Last Day Price 90.91
Last Day Volume 0
Average Daily Volume 7,466,230
52-Week High 106.74
52-Week Low 70.69
Last Price to 52 Week Low 28.60 %

Valuation Measures
Trailing PE 13.19
Industry PE 21.86
Sector PE 25.22
5-Year Average PE 10.89
Free Cash Flow Ratio 1.38
Industry Free Cash Flow Ratio 4.32
Sector Free Cash Flow Ratio 14.36
Book Value Per Share Most Recent Quarter 54.46
Price to Book Ratio 1.65
Industry Price to Book Ratio 2.15
Sector Price to Book Ratio 2.52
Price to Sales Ratio Twelve Trailing Months 2.78
Industry Price to Sales Ratio Twelve Trailing Months 4.15
Sector Price to Sales Ratio Twelve Trailing Months 2.82

Share Statistics
Total Shares Outstanding 1,690,110,000
Market Capitalization 153,647,900,100
Institutional Ownership 66.35 %

Dividends
Ex-Dividend Date 10/28/2022
Last Dividend Amount 0.78
Current Dividend Amount 0.78
Dividend Aristocrat? False
Forward Annual Dividend Rate 2.80
Forward Annual Dividend Yield 2.73 %
Trailing Annual Dividend Rate 2.95
Trailing Annual Dividend Yield 3.45 %
5-Year Average Dividend Yield 0.00 %
5-Year Dividend Payments Count 20
Dividend Payout Ratio 26.00 %

Income Statement
Quarterly Earnings Growth YOY -25.80 %
Annual Earnings Growth 36.72 %
Reported EPS Past Year 4.88
Reported EPS Prior Year 8.03
Net Income Twelve Trailing Months 12,489,000,000
Net Income Past Year 15,034,000,000
Net Income Prior Year 10,996,000,000
Quarterly Revenue Growth YOY -12.10 %
5-Year Revenue Growth 8.79 %

Balance Sheet
Total Cash Per Share 66.09
Total Cash Most Recent Quarter 111,696,000,000
Total Cash Past Year 127,725,000,000
Total Cash Prior Year 105,654,000,000
Net Cash Position Most Recent Quarter -104,665,000,000
Net Cash Position Past Year -99,638,000,000
Long Term Debt Past Year 227,363,000,000
Long Term Debt Prior Year 213,388,000,000
Total Debt Most Recent Quarter 216,361,000,000
Equity to Debt Ratio Past Year 0.32
Equity to Debt Ratio Most Recent Quarter 0.32
Current Ratio Most Recent Quarter 1.71
Total Stockholder Equity Past Year 105,441,000,000
Total Stockholder Equity Prior Year 101,781,000,000
Total Stockholder Equity Most Recent Quarter 101,011,000,000

Options
Put/Call Ratio 1.00
Has Options Options Chain
Liquidity Rating

Technical Analysis
MACD 2.40
MACD Signal 2.18
20-Day Bollinger Lower Band 86.86
20-Day Bollinger Middle Band 97.88
20-Day Bollinger Upper Band 108.89
Beta 1.30
RSI 63.30
50-Day SMA 85.51
200-Day SMA 64.16

System
Modified 11/26/2022 7:28:53 PM