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

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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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

Morgan Stanley's MS, -0.11% stock is down 0.2% to $83.46 a share in Monday trading. If it ends the session at that level on Monday, it will secure its lowest close since June 1, when it ended the session at $82.07, according to Dow Jones Market Data.

Morgan Stanley trading near lows for the month in its sixth straight day of declines

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Large banks, including Goldman, Bank of America, Morgan Stanley, JPMorgan and Citigroup, will be in spotlight as the Fed releases 2023 stress test results later this week.

How are 23 Large Banks Going to Fare in 2023 Stress Test?

Wells Fargo

The Federal Reserve will release the results of this year's banking "stress tests" on Wednesday, helping assess the stability of financial instutions.

Big US banks to face Fed's annual stress tests this week

Big U.S. lenders are expected to show they have ample capital to weather any fresh turmoil in the banking sector during this week's Federal Reserve health checks, although resulting investor payouts are likely to dip slightly, analysts said.

Big US banks to fare well in annual health checks despite spring turmoil

Bank stocks are down on Thursday for the fourth straight day amid talk of higher interest rates and increased capital requirements by regulators to strengthen the banking system. Eighty-eight out of 89 components of the SPDR S&P Bank ETF KBE, -2.19% are down, while the overall index is lower by 2.4%.

Bank stocks fall again in fourth straight day of losses

Citizens Financial Group

Fifth Third Bancorp

KeyCorp

SPDR S&P Regional Banking ETF

Truist Financial

Zions Bancorp

Higher funding costs are putting pressure on net interest income and margins. Several management teams seem to have underestimated just how tough conditions might become.

Regional Banks Have Begun to Adjust Their Second-Quarter Guidance

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that all U.S. law-governed U.S. dollar LIBOR ICE Swap Rate (“USD LIBOR ISR”)-linked debt securities issued by Morgan Stanley and Morgan Stanley Finance LLC, and certificates of deposit issued by Morgan Stanley Bank, National Association, and Morgan Stanley Private Bank, National Association, (collectively, “Morgan Stanley USD LIBOR ISR Instruments”) provide that if the relevant USD LIBOR ISR setting is not displayed on the rel.

Replacement Rate for U.S. Law-Governed U.S. Dollar LIBOR ICE Swap Rate-Linked Debt Securities and Certificates of Deposit

Bank of America Corp. BAC, Citigroup Inc. C and Wells Fargo & Co. WFC reported drops in uninsured deposits as of March 31 as part of an overall sequential decline of 7.8% or $597.49 billion in uninsured deposits by all U.S. banks as of the end of the first quarter, S&P Global Inc. said in a research note published Thursday. JPMorgan Chase & Co. JPM reported a 1.9% increase in uninsured deposits.

Banks report the largest-ever quarterly sequential drop in uninsured deposits in Q1: S&P

Banks are undervalued right now, but picking the winners is a challenge, given the uncertain environment. Bank exchange-traded funds, like the SPDR S&P 500 Bank ETF, offer broad exposure to the industry.

You Don't Have to Pick a Winner Among Banks. Here's Why.

Financial Select Sector SPDR Fund

Bank stocks moved mostly lower in mixed trading on Wednesday after the U.S. Federal Reserve left interest rates unchanged as expected, but stressed that another 50 basis points of rate hikes are on the table this year. JPMorgan Chase & Co JPM is down 0.5%, lower than is 0.2% drop prior to the Fed's move.

Bank stocks move lower after Fed eyes more rate hikes after June pause

Evercore

A muted IB performance amid rising rates and other macroeconomic woes will keep hurting the Zacks Investment Bank industry. Yet, a decent trading business is likely to offer some support to industry players like Morgan Stanley (MS), Goldman (GS) & Evercore (EVR).

3 Investment Bank Stocks on the Radar Despite Industry Woes

Morgan Stanley CEO James Gorman says he hopes to leave successor with a "clean sheet."

Morgan Stanley CEO James Gorman gives clues on succession timing and layoffs

Morgan Stanley (NYSE:MS.PK ) Morgan Stanley US Financials, Payments and CRE Conference June 12, 2023 12:00 PM ET Company Participants James Gorman - Chairman and CEO Conference Call Participants Unidentified Analyst All right. Thank you everybody.

Morgan Stanley (MS) Morgan Stanley US Financials, Payments and CRE Conference (Transcript)

Morgan Stanley CEO James Gorman said the bank could look for more deals in asset management.

Morgan Stanley CEO sees deals in asset management

Morgan Stanley has become the latest Wall Street bank to turn bullish on local emerging market bonds, though its strategists said they remained wary of developing economies' currencies in the face of a dollar that is set to remain strong.

Morgan Stanley, JPMorgan turn bullish on emerging market local bonds

The broking operations of Goldman Sachs (NYSE:GS), JPMorgan, and Morgan Stanley (NYSE:MS), are reassessing their relationships with Odey Asset Management amid sexual misconduct allegations against the firm's founder, Crispin Odey, Reuters has reported, citing sources familiar with the matter. The allegations, stemming from a joint investigation by the Financial Times and Tortoise Media, include accusations from 13 women over a span of 25 years.

Odey Asset Management reportedly faces losing access to key brokers

NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), an international securities and consumer rights litigation firm, continues to investigate whether certain directors and officers of Morgan Stanley (NYSE: MS) breached their fiduciary duties to Morgan Stanley and its shareholders. If you are a Morgan Stanley shareholder, you may contact attorney Joe Pettigrew for additional information toll-free at 844-818-6982, or jpettigrew@scott-scott.com. Scott+Scott is investigatin.

INVESTIGATION ALERT REMINDER: Scott+Scott Attorneys at Law LLP Investigates Morgan Stanley's Directors and Officers for Breach of Fiduciary Duties – MS

Shares of major U.S. banks and regional lenders outperformed broader markets in morning trading on Tuesday with the KBW Regional Banking index hitting its highest since late April.

US bank stocks rebound, regional banking index hits 6-week high

NEW YORK--(BUSINESS WIRE)--Evercore Chairman and Chief Executive Officer John S. Weinberg to Participate in the Morgan Stanley U.S. Financials Conference on June 13.

Evercore Chairman and Chief Executive Officer John S. Weinberg to Participate in the Morgan Stanley U.S. Financials Conference on June 13

Comerica

PacWest Bancorp

Western Alliance Bancorporation

Shares of U.S. banks fell on Monday with some investors pointing to worries that a flood of Treasury bill issuance following the raising of the U.S. debt ceiling would drain liquidity from lenders.

US bank shares fall after Treasury debt issuance, proposed new capital requirements

The Journal said that the precise amount of capital requirements will depend on the bank's business, with US megabanks with big trading businesses expected to face the largest increases.

Banks reportedly could face 20% hike to capital rules after string of failures

The investment bank forecast a decline of 10% or more for the S&P 500, citing high valuations and risks to corporate earnings.

Stocks Are Trying to Break Out. Morgan Stanley Expects a Big Drop.

American Express

U.S. regulators are preparing to force large banks to shore up their financial footing, the Wall Street Journal reported on Monday, to help boost the resilience of the system after a spate of midsize bank failures this year.

US banks could face 20% boost to capital requirements - WSJ

Best Buy

Paychex

PNC Financial Services

Pioneer Natural Resources

State Street

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The top 10 stocks on the watchlist offer a collective 5.08% dividend yield and have grown their dividends at a historical rate of 35.55% per year over the last five years. New stocks on the watchlist include Best Buy, Goldman Sachs, and Paychex, all of which appear undervalued based on dividend yield theory and have strong dividend growth histories.

My Top 10 High Yield Dividend Stocks For June 2023

NEW YORK--(BUSINESS WIRE)--Mark Mason, Chief Financial Officer of Citi, will present at Morgan Stanley's US Financials, Payments & CRE Conference on Wednesday, June 14. The presentation is expected to begin at approximately 2:30 p.m. (Eastern). A live webcast will be available at http://www.citigroup.com/citi/investor. A replay and transcript of the webcast will be available shortly after the event. About Citi Citi is a preeminent banking partner for institutions with cross-border needs, a.

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