Morgan Stanley chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 32.32
Dividend & YieldN/A£ (N/A)
Beta 1.33
Market capitalization 1.36B
Operating cash flow N/A
ESG Scores 22.2

Company description

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Sector: - Industry:

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities -13.06B 19.94B 10.19B 7.76B
Total Cashflows From Investing Activities -22.88B -33.56B -37.9B -49.9B
Net Borrowings 4.05B -6.25B 13.04B 19.52B
Total Cash From Financing Activities 24.2B -11.97B 83.78B 41.55B
Change To Operating Activities -14.92B 21.1B -38.24B -4.92B
Issuance Of Stock
Net Income 8.75B 9.04B 11B 15.03B
Change In Cash 6.8B -5.03B 23.48B 22.07B
Effect Of Exchange Rate -1.83B -271M 2.83B -3.55B
Total Cash From Operating Activities 7.3B 40.77B -25.23B 33.97B
Depreciation 1.84B 2.64B 3.77B 4.22B
Change To Account Receivables -728M 233M -29.77B 774M
Other Cashflows From Financing Activities 28.09B 2.37B 75.38B 36.99B
Change To Netincome 1.69B 1.48B 2.28B 2.03B
Capital Expenditures -1.86B -1.83B -1.44B -2.31B

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 11.24B 11.3B 14.42B 19.67B
Net Income 8.75B 9.04B 11B 15.03B
Selling General Administrative 21.98B 22.89B 24.9B 29.83B
Gross Profit 35.7B 36.85B 43.36B 53.3B
Ebit
Operating Income 13.72B 13.8B 17.7B 23.46B
Interest Expense
Income Tax Expense 2.35B 2.06B 3.24B 4.55B
Total Revenue 40.11B 41.54B 48.76B 59.76B
Cost Of Revenue 4.41B 4.69B 5.39B 6.46B
Total Other Income ExpenseNet -2.48B -2.5B -3.28B -3.8B
Net Income From Continuing Ops 8.89B 9.24B 11.18B 15.12B
Net Income Applicable To Common Shares 8.22B 8.51B 10.5B 14.57B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 772.12B 812.73B 1.01T 1.08T
Total Stockholder Equity 71.73B 73.03B 92.53B 97.69B
Other Current Liabilities 99.49B 104.92B 112.69B 130.16B
Total Assets 853.53B 895.43B 1.12T 1.19T
Common Stock 20M 20M 20M 20M
Other Current Assets 192.86B 140.96B 145.39B 118.02B
Retained Earnings 64.17B 70.59B 78.69B 89.43B
Treasury Stock -16.26B -21.52B -11.73B -20.6B
Cash 30.54B 82.17B 105.65B 127.72B
Total Current Liabilities 402.19B 426.6B 484.57B 495.64B
Other Stockholder Equity -2.29B -2.79B -1.96B -3.1B
Property, Plant, and Equipment 4B 4.42B 4.27B
Total Current Assets 737.21B 760.34B 895.35B 956.46B
Net Tangible Assets 62.88B 63.78B 75.92B 72.5B
Net Receivables 152.5B 173.34B 234.65B 268.42B
Accounts Payable 179.56B 197.83B 227.44B 228.69B


Insider Transactions

Here are the insider transactions of stock shares related to Morgan Stanley:

Filer Name Transaction Text Ownership Date Filer Relation Shares
PICK EDWARD N.Stock Gift at price 0.00 per share.D2022-07-18Officer126
LUCZO STEPHEN JAMESStock Award(Grant) at price 0.00 - 84.90 per share.D2022-06-01Director3.59k
SCHAPIRO MARY LStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
WILKINS RAYFORDJRStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
GLOCER THOMAS HENRYStock Award(Grant) at price 0.00 - 84.90 per share.D2022-06-01Director3.89k
TRAQUINA PERRY MStock Award(Grant) at price 0.00 - 84.90 per share.D2022-06-01Director3.74k
HERZ ROBERT HStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
MISCIK JUDITH AStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
LEIBOWITZ SHELLEY BStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
DARLING ALISTAIRStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
NALLY DENNIS MStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
JAMES ERIKA HAYESStock Award(Grant) at price 0.00 per share.D2022-06-01Director2.94k
LUCZO STEPHEN JAMESPurchase at price 79.30 per share.I2022-05-12Director25k
PICK EDWARD N.Stock Gift at price 0.00 per share.D2022-05-03President8.11k
YESHAYA SHARONStock Gift at price 0.00 per share.D2022-04-27Chief Financial Officer4.79k
CORLEY ELIZABETHStock Award(Grant) at price 90.39 per share.D2022-04-21Director438
GORMAN JAMES PStock Award(Grant) at price 0.00 per share.D2022-02-24Chief Executive Officer476.39k
SAPERSTEIN ANDREW MStock Award(Grant) at price 0.00 per share.D2022-02-24Officer90.08k
HOTSUKI KEISHIStock Award(Grant) at price 0.00 per share.D2022-02-24Officer58.9k
GROSSMAN ERIC F.Stock Award(Grant) at price 0.00 per share.D2022-02-24Officer74.49k
PRUZAN JONATHAN MStock Award(Grant) at price 0.00 per share.D2022-02-24Chief Operating Officer100.47k
SIMKOWITZ DANIEL AStock Award(Grant) at price 0.00 per share.D2022-02-24Officer100.47k
PICK EDWARD N.Stock Award(Grant) at price 0.00 per share.D2022-02-24President220.87k
GORMAN JAMES PStock Gift at price 0.00 per share.D2022-02-14Chief Executive Officer2k
GORMAN JAMES PStock Gift at price 0.00 per share.D2022-02-09Chief Executive Officer2.72k
SAPERSTEIN ANDREW MSale at price 105.70 per share.D2022-02-08Officer17.16k
HOTSUKI KEISHISale at price 105.00 per share.D2022-02-07Officer24.5k
JAMES ERIKA HAYESStock Award(Grant) at price 0.00 per share.D2022-02-01Director806
SIMKOWITZ DANIEL ASale at price 102.56 per share.D2022-01-31Officer18.41k
PRUZAN JONATHAN MSale at price 101.05 per share.D2022-01-26Chief Operating Officer18.41k
CRAWLEY MANDELL L.Sale at price 97.08 - 98.93 per share.D2022-01-21Officer7.47k
GORMAN JAMES PStock Award(Grant) at price 0.00 per share.D2022-01-20Chief Executive Officer50.19k
SAPERSTEIN ANDREW MStock Award(Grant) at price 0.00 per share.D2022-01-20President52.06k
SAPERSTEIN ANDREW MSale at price 96.80 per share.D2022-01-20President15.47k
HOTSUKI KEISHIStock Award(Grant) at price 0.00 per share.D2022-01-20Officer28.09k
GROSSMAN ERIC F.Stock Award(Grant) at price 0.00 per share.D2022-01-20Officer44.07k
GROSSMAN ERIC F.Sale at price 101.63 per share.D2022-01-20Officer33.21k
PRUZAN JONATHAN MStock Award(Grant) at price 0.00 per share.D2022-01-20Chief Operating Officer60.05k
SIMKOWITZ DANIEL AStock Award(Grant) at price 0.00 per share.D2022-01-20Officer68.04k
AKRAM RAJAStock Award(Grant) at price 0.00 per share.D2022-01-20Chief Financial Officer23.95k
ROONEY ROBERT P.Stock Award(Grant) at price 0.00 per share.D2022-01-20Officer40.08k
PICK EDWARD N.Stock Award(Grant) at price 0.00 per share.D2022-01-20President70.04k
CRAWLEY MANDELL L.Stock Award(Grant) at price 0.00 per share.D2022-01-20Officer10.11k
YESHAYA SHARONStock Award(Grant) at price 0.00 per share.D2022-01-20Chief Financial Officer24.76k
LUCZO STEPHEN JAMESStock Award(Grant) at price 96.92 per share.D2021-12-01Director567
GLOCER THOMAS HENRYStock Award(Grant) at price 96.92 per share.D2021-12-01Director825
TRAQUINA PERRY MStock Award(Grant) at price 96.92 per share.D2021-12-01Director696
CORLEY ELIZABETHStock Award(Grant) at price 96.92 per share.D2021-12-01Director490
DARLING ALISTAIRSale at price 99.46 per share.D2021-11-09Director1k
GORMAN JAMES PStock Gift at price 0.00 per share.D2021-11-08Chief Executive Officer50.55k
YESHAYA SHARONSale at price 95.64 per share.D2021-07-21Chief Financial Officer2.5k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Morgan Stanley. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Morgan Stanley

Here is the result of two systematic investment strategies applied to Morgan Stanley. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Morgan Stanley

The following chart shows the equity curve of the two systematic investment strategies applied to Morgan Stanley:

Morgan Stanley automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on Morgan Stanley

This is the result of two momentum investment strategies applied to Morgan Stanley. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Morgan Stanley

The following chart shows all the entries opened by the momentum investment system on Morgan Stanley:

Morgan Stanley momentum entries
  • The first momentum investment strategy would give -3.95% of return on Morgan Stanley. That represents -8.16£ of latent gain with 206.36£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Morgan Stanley. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

-3.95 %

Latent gain

-8.16 £

Invested capital

206.36 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Morgan Stanley

The following chart shows the equity curve of the two momentum strategies applied to Morgan Stanley:

Morgan Stanley momentum equity

Note: the dividends potentially given by Morgan Stanley are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Morgan Stanley

The following chart shows the employed capital evolution of the two momentum strategies on Morgan Stanley since the beginning:

Morgan Stanley

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Morgan Stanley

Buy the dip entry openings on Morgan Stanley

Morgan Stanley

The performance achieved by the robo-advisor on Morgan Stanley is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Morgan Stanley stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Morgan Stanley, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Morgan Stanley

The following chart shows the result of the investment strategy applied to Morgan Stanley:

Morgan Stanley

Note: the dividends potentially given by Morgan Stanley are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Morgan Stanley

The following chart shows the employed capital evolution since the beginning of the investment strategy on Morgan Stanley:

Morgan Stanley

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Morgan Stanley

In this section, I will compare the three previous investment strategies applied to Morgan Stanley.

Equity curve comparison on Morgan Stanley

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Morgan Stanley investment strategy comparison

Employed capital comparison on Morgan Stanley

Morgan Stanley investment comparison

Performance comparison on Morgan Stanley

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter -3.95% -8.16£ 206.36£ -98.75%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Morgan Stanley:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Morgan Stanley and the other stocks. There may be false positives or some missing correlated stocks. If the price of Morgan Stanley does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Morgan Stanley
Country United States
City New York
Address 1585 Broadway
Phone 212 761 4000
Website www.morganstanley.com
FullTime employees 81567
Industry
Sector
Exchange XLON
Ticker 0QYU.XLON
Market www.londonstockexchange.com

Morgan Stanley ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0.7
Peer Environment Performance 1.2188095238095
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 11.8
Peer Social Performance 8.1233333333333
Social Percentile unknown
Highest Controversy 3
Peer Highest Controversy Performance 1.5697674418605
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Society & Community IncidentsBusiness Ethics Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 9.7
Peer Governance Performance 9.9191666666667
Governance Percentile unknown

ESG at glance
Total ESG Scores: 22.2
Environment Score: 0.7
Social Score: 11.8
Governance Score: 9.7

ESG Performance: AVG_PERF

Peer Group: Diversified Financials

Peer Esg Score Performance: 19.482906976744

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 33