Stock Scorecard
Stock Summary for Morgan Stanley (MS) - $93.99 as of 4/24/2024 4:02:36 PM EST
Total Score
12 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 |
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 | 3/31/2024 |
| Next Earnings Date | 7/16/2024 |
Stock Price History |
|
| Last Day Price | 93.99 |
| Last Day Price Updated | 4/24/2024 4:02:36 PM EST |
| Last Day Volume | 0 |
| Average Daily Volume | 8,374,876 |
| 52-Week High | 94.74 |
| 52-Week Low | 68.67 |
| Last Price to 52 Week Low | 36.87% |
Valuation Measures |
|
| Trailing PE | 17.05 |
| Industry PE | 20.52 |
| Sector PE | 18.25 |
| 5-Year Average PE | 19.58 |
| Free Cash Flow Ratio | 1.71 |
| Industry Free Cash Flow Ratio | 4.84 |
| Sector Free Cash Flow Ratio | 8.74 |
| Current Ratio Most Recent Quarter | 1.34 |
| Total Cash Per Share | 54.86 |
| Book Value Per Share Most Recent Quarter | 55.50 |
| Price to Book Ratio | 1.55 |
| Industry Price to Book Ratio | 2.15 |
| Sector Price to Book Ratio | 1.71 |
| Price to Sales Ratio Twelve Trailing Months | 2.62 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.47 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.70 |
Share Statistics |
|
| Total Shares Outstanding | 1,626,630,000 |
| Market Capitalization | 152,886,953,700 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 4/29/2024 |
| Last Dividend Amount | 0.85 |
| Current Dividend Amount | 0.85 |
| Dividend Aristocrat? | False |
| Trailing Annual Dividend Rate | 4.18 |
| Trailing Annual Dividend Yield | 4.45% |
| Forward Annual Dividend Rate | 5.25 |
| Forward Annual Dividend Yield | 5.59% |
| 5-Year Dividend Payments Count | 21 |
| 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 | 75.91% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 18.80% |
| Annual Earnings Growth | -17.61% |
| Reported EPS 12 Trailing Months | 5.50 |
| Reported EPS Past Year | 2.02 |
| Reported EPS Prior Year | 5.31 |
| Net Income Twelve Trailing Months | 9,087,000,000 |
| Net Income Past Year | 9,087,000,000 |
| Net Income Prior Year | 11,029,000,000 |
| Quarterly Revenue Growth YOY | 6.00% |
| 5-Year Revenue Growth | 13.89% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 89,232,000,000 |
| Total Cash Past Year | 89,232,000,000 |
| Total Cash Prior Year | 128,127,000,000 |
| Net Cash Position Most Recent Quarter | -171,312,000,000 |
| 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 | 260,544,000,000 |
| Equity to Debt Ratio Past Year | 0.28 |
| Equity to Debt Ratio Most Recent Quarter | 0.28 |
| Total Stockholder Equity Past Year | 99,038,000,000 |
| Total Stockholder Equity Prior Year | 100,141,000,000 |
| Total Stockholder Equity Most Recent Quarter | 99,038,000,000 |
Options |
|
| Put/Call Ratio | 0.49 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.24 |
| MACD Signal | 0.72 |
| 20-Day Bollinger Lower Band | 82.24 |
| 20-Day Bollinger Middle Band | 88.59 |
| 20-Day Bollinger Upper Band | 94.94 |
| Beta | 1.40 |
| RSI | 50.78 |
| 50-Day SMA | 83.96 |
| 200-Day SMA | 78.18 |
System |
|
| Modified | 4/25/2024 6:15:42 AM EST |