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

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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

Merck

Merck & Co., Inc. (MRK) CEO Ken Frazier Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

ACADIA Pharma

ACADIA Pharmaceuticals Inc. (ACAD) CEO Steve Davis Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Medtronic

Medtronic PLC (MDT) CEO Geoff Martha Presents at 2020 Morgan Stanley Global Healthcare Conference (Transcript)

Moderna

Moderna, Inc. (MRNA) CEO Stéphane Bancel at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Biogen

Biogen Inc. (BIIB) CEO Michel Vounatsos Presents at Morgan Stanley Global Healthcare Conference (Transcript)

Cardinal Health

Cardinal Health, Inc. (CAH) CEO Mike Kaufmann Presents at Morgan Stanley 18th Annual Global Healthcare Conference (Transcript)

Mitsubishi UFJ Financial

Morgan Stanley's (MS) Shareworks enters an alliance with Mitsubishi UFJ Trust and Banking Corp.

Morgan Stanley's Shareworks Enters Alliance With Mitsubishi

NEW YORK & CALGARY, Alberta & TOKYO--(BUSINESS WIRE)--Morgan Stanley today announced a strategic alliance between Shareworks by Morgan Stanley (Shareworks) and Mitsubishi UFJ Trust and Banking Corporation. The alliance will provide market leading stock plan administrative services to executives and employees of Japanese companies.

Morgan Stanley and Mitsubishi UFJ Trust and Banking Corporation Enter Into a Strategic Alliance to Provide Stock Plan Solutions to Japanese Companies

HCA Healthcare

Lincoln National

Marathon Petroleum

T-Mobile US

The people who were late to the fear of missing out “buy momentum” club have gotten a hard lesson in stock market investing recently.

Why 5 BofA Securities Top Value Picks May Be the Best 2021 Ideas Now

Goldman Sachs

The Federal Reserve said it made an error when calculating trading losses, resulting in Goldman and Morgan seeing different capital ratio requirements.

Capital Requirements of Goldman Sachs and Morgan Stanley Slightly Lowered After Fed's Mistake

Goldman Sachs Group Inc and Morgan Stanley on Friday revised lower two key measures of the banks' ability to deploy cash in an emergency, after the Federal Reserve said it made an error in its June stress test results.

Goldman Sachs, Morgan Stanley lower stress capital buffers after Fed's correction

NEW YORK--(BUSINESS WIRE)--On September 4, 2020, the Board of Governors of the Federal Reserve System (FRB) released corrected CCAR 2020 results showing that Morgan Stanley (NYSE: MS) will be subject to a Stress Capital Buffer (SCB) of 5.7%, which is 0.2% lower than the previously announced SCB of 5.9%. This SCB will be in effect from October 1, 2020 to September 30, 2021.

Morgan Stanley Announces Revision to Stress Capital Buffer

Solid prospects driven by revenue and balance sheet strength make Morgan Stanley (MS) stock an attractive pick for your portfolio.

What Makes Morgan Stanley (MS) Stock a Must Buy Right Now?

Morgan Stanley is a successful organization that manages a combined $2 trillion in assets for clients ranging from small families to major institutions. It's also had a decent month.

Why You Should Not Buy Morgan Stanley Shares Right Now

Deutsche Bank

First Republic

Live Oak Bancshares

SVB Financial Group

While most bank indexes are down 30% on the year, these banks are only slightly below, and in some cases even ahead of, where they started 2020.

5 of the Top-Performing Bank Stocks in 2020

Bank of America

Citigroup

JPMorgan Chase & Co

Wells Fargo

While small bank stocks are more reliant on loans, they also face less regulatory scrutiny and could reap more profits from the Paycheck Protection Program.

The Pros and Cons of Smaller Bank Stocks

Morgan Stanley (NYSE: MS) stock has just surpassed the level seen at the end of 2019, with its market cap standing at roughly $82 billion. The stock now trades at just above a 10x PE multiple based on the 2020 expected earnings, although the company is likely to post a drop in EPS for this year.

Morgan Stanley Stock Can Grow 40% By 2023

NEW YORK & MEXICO CITY--(BUSINESS WIRE)--Today, Morgan Stanley (NYSE: MS) announced a $100,000 grant to Doctors Without Borders/Médecins Sans Frontières (MSF) for its work in Latin America. This funding, which is in addition to an existing Morgan Stanley grant for MSF work across Europe, will support MSF in its mission to provide intensive care for critically ill patients, medical isolation for mild or moderate cases of COVID-19, and health promotion in urban and rural areas of Mexico and Brazi

Morgan Stanley Announces $100,000 Grant to Doctors Without Borders to Support COVID-19 Recovery in Mexico and Brazil

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Morgan Stanley (MS) Down 0.7% Since Last Earnings Report: Can It Rebound?

Datadog

Palo Alto Networks

PNC Financial Services

Splunk

Zendesk

Billionaire George Soros showed interest in big banks and cloud-computing companies in the second quarter, according to a filing with the Securities and Exchange Commission.

Soros loads up on banks, cloud-based software companies

The Fed recently released the new required common equity tier 1 capital ratios for the largest banks, and many saw increases.

7 U.S. Banks That Will Need to Hold More Regulatory Capital

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced the launch of the Morgan Stanley Sustainable Solutions Accelerator – a new strategic initiative to identify breakthrough innovations focused on systemic change for sustainability. The Initiative will have three major elements: a new Sustainable Solutions Innovation Award; a year-long intensive partnership with Morgan Stanley; and an ongoing Sustainable Solutions Collaborative that will provide an ongoing forum for cross-sector

Morgan Stanley Launches Sustainable Solutions Accelerator to Address Global Sustainability Challenges

Credit Suisse

Huntington Bancshares

KeyCorp

The central bank has calculated capital buffers for individual banks based on their performance in the 2020 stress test, with a view to avoid any economic downturn.

Fed States Capital Requirements for Banks Amid Coronavirus Scare

The Federal Reserve on Monday released individual bank capital requirements that become effective on October 1.

News for Morgan Stanley Stock (MS)