Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

Information processing and communications

Professional services

Occupancy and equipment

Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Denny's

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Richard Herman Driehaus, a renowned American businessman and fund manager, created an investment approach using the buy high and sell higher theory.

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Morgan Stanley is offering new brokerage accounts to its wealth management clients aimed at helping them manage their cash.

Morgan Stanley launches cash accounts for wealth management clients

Many big banks reported earnings last week. There were some winners and losers, but these three bank stocks stood out the most.

The 3 Best Bank Stocks to Buy After Earnings

Veteran Morgan Stanley  executive Rich Portogallo, who played a key role in building the bank's prime-brokerage business, is retiring, according to an internal memo seen by Reuters.

Morgan Stanley executive Rich Portogallo to retire: memo

Goldman Sachs

Wells Fargo

Retail banking will continue to aid big banks since American consumers are in good shape.

Big Bank's Q4 Earnings Synopsis: Near-Term View Constructive

Morgan Stanley: Now That Is Winning

Morgan Stanley  said on Friday that its board lowered Chief Executive Officer James Gorman's total compensation for 2019 to $27 million, from $29 million in 2018, according to regulatory filings.

Morgan Stanley CEO Gorman's total 2019 pay falls 7% to $27 million

Markets charted new high territory Thursday, following the release of earnings from banking giant Morgan Stanley. The S&P 500 popped up nearly 1% to 3,316.81, breaking above the 3,300 level for the first time and closing up there.

Morgan Stanley Aids Stock Rally With Strong Earnings Showing

Align Technology

A company that improves smiles made investors smile, as did a white-shoe investment bank.

2 Stocks That Topped the Market on Thursday

Morgan Stanley (MS) saw a big move last session, as its shares jumped nearly 7% on the day, amid huge volumes.

Morgan Stanley (MS) in Focus: Stock Moves 6.6% Higher

The investment banking giant reported solid quarterly results, driven in part by strength in its wealth management division.

Morgan Stanley Stock Gaps Higher on Earnings

James Gorman is behind the wheel of this bank — and that’s why he hasn’t already reached back and slapped you upside the head. The hard-charging chief executive of Morgan Stanley compared Wall Street analysts to “kids in the back seat in the car” during a Thursday conference call, berating them for nitpicking questions after.

James Gorman delivers rich Morgan Stanley profits, jabs analysts

Microsoft

Tesla shares slipped on Thursday, while Signet and Morgan Stanley ripped. Here's what else happened in the stock market today.

Stock Market Today: Morgan Stanley’s Blowout; Microsoft Going Green

Morgan Stanley (MS) earnings for the financial company's fourth quarter of 2019 have MS stock taking off Thursday on positive results.
The post Morgan Stanley Earnings: MS Stock Surges 7% on Impressive Q4 appeared first on InvestorPlace.

Morgan Stanley Earnings: MS Stock Surges 7% on Impressive Q4

Morgan Stanley (MS) CEO James Gorman on Q4 2019 Results - Earnings Call Transcript

Stocks rose to hit fresh record highs after Morgan Stanley reported quarterly figures that easily topped analyst expectations.

Dow rises 160 points to a record after strong economic data, Morgan Stanley jumps

Strong Retail Sales and Jobless Claims Data.

Strong Retail Sales and Jobless Claims Data

We have now heard from most big U.S. banks. Here’s who produced the most impressive results.

Here’s the Winner of Fourth-Quarter Bank Earnings

Morgan Stanley (NYSE: MS) released its fourth-quarter financial results before the markets opened on Thursday.

How Morgan Stanley Won Big in Q4

Improvement in trading and investment banking performance, and decent loan growth support Morgan Stanley's (MS) Q4 earnings.

Morgan Stanley (MS) Q4 Earnings Top on Trading, Underwriting

Markets are picking up some momentum early Thursday after solid results from Morgan Stanley and strong retail sales.

News for Morgan Stanley Stock (MS)