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Last update at 2024-12-19T18:55:00Z
Japan’s Central Bank Holds Rates as Uncertainties Complicate Outlook
Thu 19 Dec 24, 04:46 AMChina Moves to Trump-Proof Its Economy
Thu 12 Dec 24, 02:08 PMMorgan Stanley Option Trade Offers 25% Return On Risk, If You're Winning To Wait
Thu 31 Oct 24, 12:19 PMDisney's Leadership Shift: James Gorman Named As Chairman, CEO Search Underway
Mon 21 Oct 24, 03:14 PMMorgan Stanley Study Unpacks Plan Sponsor Trends Amid Increasing Demand for Consultancy Services
Mon 21 Oct 24, 01:30 PMResults: Morgan Stanley Beat Earnings Expectations And Analysts Now Have New Forecasts
Fri 18 Oct 24, 01:28 PMMorgan Stanley reports Q3 EPS $1.88, consensus $1.58
Thu 17 Oct 24, 11:41 AM| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | 14089.00M | 19668.00M | 14418.00M | 11301.00M | 11237.00M |
| Minority interest | -150.00000M | -86.00000M | 183.00M | 195.00M | 135.00M |
| Net income | 11029.00M | 15034.00M | 10996.00M | 9042.00M | 8748.00M |
| Selling general administrative | 3070.00M | 2933.00M | 2205.00M | 2137.00M | 2265.00M |
| Selling and marketing expenses | 905.00M | 643.00M | 434.00M | 660.00M | 691.00M |
| Gross profit | 50210.00M | 56414.00M | 45269.00M | 38926.00M | 37714.00M |
| Reconciled depreciation | 3998.00M | 4216.00M | 3769.00M | 2643.00M | 1844.00M |
| Ebit | 9452.00M | 14898.00M | 9970.00M | 7933.00M | 8732.00M |
| Ebitda | 13450.00M | 19114.00M | 13739.00M | 10576.00M | 10576.00M |
| Depreciation and amortization | 3998.00M | 4216.00M | 3769.00M | 2643.00M | 1844.00M |
| Non operating income net other | - | - | - | - | - |
| Operating income | 10911.00M | 16331.00M | 11691.00M | 8850.00M | 8844.00M |
| Other operating expenses | 39299.00M | 40083.00M | 33578.00M | 30076.00M | 28870.00M |
| Interest expense | 12268.00M | 1366.00M | 3849.00M | 12404.00M | 10086.00M |
| Tax provision | 2910.00M | 4548.00M | 3239.00M | 2064.00M | 2350.00M |
| Interest income | 21595.00M | 9411.00M | 10162.00M | 17098.00M | 13892.00M |
| Net interest income | 9327.00M | 8045.00M | 6313.00M | 4694.00M | 3806.00M |
| Extraordinary items | - | - | - | 0.00000M | -4.00000M |
| Non recurring | - | - | - | - | - |
| Other items | - | - | - | - | - |
| Income tax expense | 2910.00M | 4548.00M | 3239.00M | 2064.00M | 2350.00M |
| Total revenue | 50210.00M | 56414.00M | 45269.00M | 38926.00M | 37714.00M |
| Total operating expenses | 39299.00M | 40083.00M | 33578.00M | 30076.00M | 28870.00M |
| Cost of revenue | 26123.00M | 4707.00M | 6778.00M | 14897.00M | 12479.00M |
| Total other income expense net | 14089.00M | 19668.00M | 14418.00M | 11301.00M | 11237.00M |
| Discontinued operations | - | - | - | - | -4.00000M |
| Net income from continuing ops | 11179.00M | 15120.00M | 11179.00M | 9237.00M | 8887.00M |
| Net income applicable to common shares | 10540.00M | 14566.00M | 10500.00M | 8512.00M | 8222.00M |
| Preferred stock and other adjustments | 489.00M | 468.00M | 496.00M | 530.00M | 526.00M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Total assets | 1180231.00M | 1188140.00M | 1115862.00M | 895429.00M | 853531.00M |
| Intangible assets | 7618.00M | 8360.00M | 4980.00M | 2107.00M | 2163.00M |
| Earning assets | - | - | - | - | - |
| Other current assets | 133374.00M | 503452.00M | -97737.00000M | -37648.00000M | 142934.00M |
| Total liab | 1079000.00M | 1081542.00M | 1012713.00M | 812732.00M | 853531.00M |
| Total stockholder equity | 100141.00M | 105441.00M | 101781.00M | 81549.00M | 80246.00M |
| Deferred long term liab | - | - | - | - | - |
| Other current liab | -221269.00000M | -239022.00000M | -241581.00000M | -207504.00000M | 400483.00M |
| Common stock | 20.00M | 20.00M | 20.00M | 20.00M | 20.00M |
| Capital stock | 8770.00M | 7770.00M | 9270.00M | 8540.00M | 8540.00M |
| Retained earnings | 94862.00M | 89432.00M | 78694.00M | 70589.00M | 64175.00M |
| Other liab | 356227.00M | 365313.00M | 312581.00M | 186252.00M | 205024.00M |
| Good will | 16652.00M | 16833.00M | 11635.00M | 7143.00M | 6688.00M |
| Other assets | 986637.00M | 503452.00M | 461324.00M | 444089.00M | 248072.00M |
| Cash | 92747.00M | 86838.00M | 67452.00M | 49659.00M | 51840.00M |
| Cash and equivalents | 122718.00M | 119331.00M | 95862.00M | 45366.00M | 21299.00M |
| Total current liabilities | 221269.00M | 239022.00M | 241581.00M | 207504.00M | 583623.00M |
| Current deferred revenue | - | - | - | - | - |
| Net debt | 153469.00M | 156330.00M | 165490.00M | 157666.00M | 147288.00M |
| Short term debt | 5135.00M | 10337.00M | 14144.00M | 9670.00M | 3581.00M |
| Short long term debt | 5135.00M | 10337.00M | 3691.00M | 2567.00M | 1545.00M |
| Short long term debt total | 246216.00M | 243168.00M | 232942.00M | 207325.00M | 199128.00M |
| Other stockholder equity | 2762.00M | 11341.00M | 15779.00M | 5208.00M | 9823.00M |
| Property plant equipment | 4073.00M | 4268.00M | 4419.00M | 3998.00M | - |
| Total current assets | 128843.00M | 285686.00M | 275572.00M | 167528.00M | 248072.00M |
| Long term investments | 14788.00M | 373689.00M | 12813.00M | 12577.00M | 15764.00M |
| Net tangible assets | 75871.00M | 72807.00M | 85166.00M | 72299.00M | 71395.00M |
| Short term investments | 20509.00M | 102830.00M | 110383.00M | 62223.00M | 61061.00M |
| Net receivables | 78540.00M | 96018.00M | 97737.00M | 55646.00M | 53298.00M |
| Long term debt | 238058.00M | 227363.00M | 217079.00M | 192627.00M | 189662.00M |
| Inventory | - | - | - | - | - |
| Accounts payable | 216134.00M | 228685.00M | 227437.00M | 197834.00M | 179559.00M |
| Total permanent equity | - | - | - | - | - |
| Noncontrolling interest in consolidated entity | 1090.00M | 1157.00M | 1368.00M | 1148.00M | 1160.00M |
| Temporary equity redeemable noncontrolling interests | - | - | - | - | - |
| Accumulated other comprehensive income | -6253.00000M | -3102.00000M | -1962.00000M | -2788.00000M | -2292.00000M |
| Additional paid in capital | - | - | - | - | - |
| Common stock total equity | 20.00M | 20.00M | 20.00M | 20.00M | 20.00M |
| Preferred stock total equity | - | - | - | - | - |
| Retained earnings total equity | 94862.00M | 89432.00M | 78694.00M | 70589.00M | 64175.00M |
| Treasury stock | -26577.00000M | -17500.00000M | -9767.00000M | -18727.00000M | -13971.00000M |
| Accumulated amortization | - | - | - | - | - |
| Non currrent assets other | -296404.00000M | -399002.00000M | -378966.00000M | -283812.00000M | 358800.00M |
| Deferred long term asset charges | - | - | - | - | - |
| Non current assets total | 64751.00M | 399002.00M | 378966.00M | 283812.00M | 605459.00M |
| Capital lease obligations | - | - | - | - | - |
| Long term debt total | 238058.00M | 227363.00M | 217079.00M | 192627.00M | 189662.00M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Investments | -8207.00000M | -8003.00000M | -39459.00000M | -30782.00000M | -20718.00000M |
| Change to liabilities | -4832.00000M | 7758.00M | -43.00000M | 30745.00M | -13715.00000M |
| Total cashflows from investing activities | -11632.00000M | -49897.00000M | -37898.00000M | -33561.00000M | -22881.00000M |
| Net borrowings | 37562.00M | 19524.00M | 10242.00M | -9943.00000M | 5278.00M |
| Total cash from financing activities | 22714.00M | 41547.00M | 83784.00M | -11966.00000M | 24205.00M |
| Change to operating activities | 6157.00M | -4918.00000M | -38240.00000M | 21101.00M | -14916.00000M |
| Net income | 11179.00M | 15120.00M | 11179.00M | 9237.00M | 8883.00M |
| Change in cash | 402.00M | 22071.00M | 23483.00M | -5025.00000M | 6801.00M |
| Begin period cash flow | 127725.00M | 105654.00M | 82171.00M | 87196.00M | 80395.00M |
| End period cash flow | 128127.00M | 127725.00M | 105654.00M | 82171.00M | 87196.00M |
| Total cash from operating activities | -6397.00000M | 33971.00M | -25231.00000M | 40773.00M | 7305.00M |
| Issuance of capital stock | 994.00M | 1275.00M | 0.00000M | 497.00M | 0.00000M |
| Depreciation | 3998.00M | 4216.00M | 3769.00M | 2643.00M | 1844.00M |
| Other cashflows from investing activities | -347.00000M | -47589.00000M | 3005.00M | -953.00000M | -298.00000M |
| Dividends paid | -5401.00000M | -4171.00000M | -2739.00000M | -2627.00000M | 2375.00M |
| Change to inventory | - | 7836.00M | -31623.00000M | 14739.00M | -20929.00000M |
| Change to account receivables | 14664.00M | 774.00M | -29774.00000M | 233.00M | -728.00000M |
| Sale purchase of stock | -10871.00000M | -12075.00000M | -1890.00000M | -5954.00000M | -5566.00000M |
| Other cashflows from financing activities | 72890.00M | -528.00000M | 2754.00M | 3548.00M | -1516.00000M |
| Change to netincome | 1644.00M | 2032.00M | 1336.00M | 1123.00M | 1568.00M |
| Capital expenditures | 3078.00M | 2308.00M | 1444.00M | 1826.00M | 1865.00M |
| Change receivables | 14664.00M | 774.00M | -29774.00000M | 233.00M | -728.00000M |
| Cash flows other operating | -33050.00000M | 5314.00M | -11698.00000M | -3208.00000M | 9453.00M |
| Exchange rate changes | - | - | - | - | -1828.00000M |
| Cash and cash equivalents changes | 4685.00M | 25621.00M | 20655.00M | -4754.00000M | 6801.00M |
| Change in working capital | -23498.00000M | 12689.00M | -42277.00000M | 27608.00M | -4975.00000M |
| Stock based compensation | 1875.00M | 2085.00M | 1312.00M | 1153.00M | 920.00M |
| Other non cash items | 898.00M | -143.00000M | 1036.00M | -33.00000M | 184.00M |
| Free cash flow | -9475.00000M | 31663.00M | -26675.00000M | 38947.00M | 5440.00M |
Sector: Financial Services Industry: Capital Markets
| Company | Change (USD) | Price (USD) | Trailing PE (x) | Forward PE (x) | Price Sales TTM (x) | Price to Book Value (x) | ||
|---|---|---|---|---|---|---|---|---|
| MS Morgan Stanley |
0.69 0.57% | 121.72 | 16.50 | 13.76 | 2.80 | 1.65 | ||
| SCHW Charles Schwab Corp |
0.28 0.39% | 74.25 | 22.86 | 17.39 | 6.14 | 4.28 | ||
| GS Goldman Sachs Group Inc |
8.62 1.57% | 558.87 | 18.44 | 10.60 | 2.83 | 1.16 | ||
| CIIHY CITIC Securities Co Ltd ADR |
- -% | 30.18 | 15.86 | 7.89 | 0.98 | 1.07 | 10.27 | |
| IBKR Interactive Brokers Group Inc |
2.00 1.15% | 175.79 | 21.95 | 17.48 | 10.41 | 3.30 | 1.04 | 1.22 |
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 equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and 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, custody, administrative, 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, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
1585 Broadway, New York, NY, United States, 10036
| Name | Title | Year Born |
|---|---|---|
| Mr. James Patrick Gorman | Chairman & CEO | 1958 |
| Mr. Andrew Michael Saperstein | Co-Pres & Head of Wealth Management | 1967 |
| Mr. Edward N. Pick | Co-Pres, Head of Institutional Securities Group & Co-Head of Corp. Strategy | 1969 |
| Ms. Sharon Yeshaya | Exec. VP & CFO | 1980 |
| Mr. Jonathan M. Pruzan | Exec. VP & COO | 1969 |
| Mr. Daniel Aaron Simkowitz | Head of Investment Management and Co-Head of Corp. Strategy | 1966 |
| Mr. Michael Wilson | Chief U.S. Equity Strategist & Chief Investment Officer | NA |
| Mr. Raja J. Akram | Chief Accounting Officer, Deputy CFO & Controller | 1972 |
| Sarah D. McDaniel C.F.A. | MD and Head of Wealth Strategies Group & Advanced Planning Centers | NA |
| Mr. Marc Sgaraglino | Managing Director | NA |
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