MORGAN STANLEY (MS) 96.86 +0.36 (+0.37%)
96.86 +0.36 (+0.37%)
US6174464486 - Common Stock - After market: 96.98 +0.12 (+0.12%)
Fundamental Rating
Taking everything into account, MS scores 2 out of 10 in our fundamental rating. MS was compared to 208 industry peers in the Capital Markets industry. MS has a bad profitability rating. Also its financial health evaluation is rather negative. MS is not valued too expensively and it also shows a decent growth rate.
Note: MS has only limited data available, so a full analysis was not possible, which makes the total rating unfair.
Profitability
Profitability Rating
MS's Profit Margin of 15.99% is in line with the rest of the industry. The industry average Profit Margin is 19.06%.
MS has a very weak Piotroski-F score of 0.00. This is an indication of health and profitability issues for MS.
VS Industry
Profit Margin (15.99%) VS Industry: 41% outperformed.
0.30
84,632.11
Valuation
Valuation Rating
The low PEG Ratio, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The Price/Earnings Ratio is 15.65, which indicates a correct valuation of MS.
The Forward Price/Earnings Ratio of 12.59 indicates a correct valuation of MS.
Compared to an average industry Price/Earning Ratio of 11.03, MS is valued slightly more expensive.
VS Industry
Price/Earnings (15.65) VS Industry: 31% outperformed.
249.88
0.93
Growth
Growth Rating
The Earnings Per Share has been growing by 11.51% on average over the past 5 years. This is quite good.
The Earnings Per Share is expected to grow by 13.77% on average over the next 5 years. This is quite good.
The EPS growth is stable: in the next 5 years the growth will be about the same than in the last 5 years.
MS shows a small growth in Revenue. In the last year, the Revenue has grown by 7.88%.
Measured over the past 5 years, MS shows a small growth in Revenue. The Revenue has been growing by 8.60% on average per year.
MS is expected to show a small growth in Revenue. In the coming 5 years, the Revenue will grow by 5.46% yearly.
The earnings per share for MS have decreased strongly by -22.91% in the last year.
The Revenue growth is decreasing: in the next 5 years the growth will be less than in the last years.
| Past | Future | ||||||
|---|---|---|---|---|---|---|---|
| 5Y | 3Y | 1Y | 1Y | 2Y | 3Y | 5Y | |
| EPS | 11.51% | 6.05% | -22.91% | 24.31% | 18% | 14.97% | 13.77% |
| Revenue | 8.6% | 7% | 7.88% | 4.23% | 4.47% | 5.59% | 5.46% |
Health
Health Rating
MS has a very weak Piotroski-F score of 0.00. This is an indication of health and profitability issues for MS.
VS Industry
Dividend
Dividend Rating
Compared to an average S&P500 Dividend Yield of 2.41, MS pays a bit more dividend than the S&P500 average.
On average, the dividend of MS grows each year by 31.41%, which is quite nice.
MS has paid a dividend for at least 10 years, which is a reliable track record.
With a Yearly Dividend Yield of 3.22%, MS has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 5.06, MS is paying slightly less dividend.
The dividend of MS is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
VS Industry
Dividend Yield (3.22%) VS Industry: 40% outperformed.
0.02
152.17
MORGAN STANLEY96.86
NYSE:MS (1/27/2023, 7:22:58 PM)+0.36 (+0.37%)
| GICS Sector | Financials | ||
| GICS IndustryGroup | Diversified Financials | ||
| GICS Industry | Capital Markets | ||
| Earnings (Last) | 01-17 2023-01-17 | Earnings (Next) | 04-12 2023-04-12 |
| Inst Owners | 84.02% | Inst Owner Change | 0.01% |
| Ins Owners | 0.25% | Ins Owner Change | -7.61% |
| Market Cap | 163.70B | Analysts | 77.78 |
| Price Target | 96.52 (-0.35%) | ||
| Dividend Yield | 3.22% | Dividend Growth | 31.41% |
| DP | 0% | Ex-Date | 01-30 2023-01-30 (0.775) |
| EPS beat(2) | N/A | Avg EPS beat(2) | -6.78% |
| Min EPS beat(2) | -9.58% | Max EPS beat(2) | -3.97% |
| EPS beat(4) | 1 | Avg EPS beat(4) | -2.25% |
| Min EPS beat(4) | -11.84% | Max EPS beat(4) | 16.4% |
| Revenue beat(2) | 2 | Avg Revenue beat(2) | 34.78% |
| Min Revenue beat(2) | 21.06% | Max Revenue beat(2) | 48.49% |
| Revenue beat(4) | 4 | Avg Revenue beat(4) | 19.35% |
| Min Revenue beat(4) | 3.67% | Max Revenue beat(4) | 48.49% |
| PT rev (1m) | 1.79% | EPS NQ rev (1m) | 0% |
| EPS NY rev (1m) | 0% | Revenue NQ rev (1m) | 0% |
| Revenue NY rev (1m) | 0% | ||
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.65 | ||
| Fwd PE | 12.59 | ||
| P/S | 2.48 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | N/A |
| EPS(TTM) | 6.19 | EY | 6.39% |
| EPS(NY) | 7.69 | Fwd EY | 7.94% |
| FCF(TTM) | N/A | FCFY | N/A |
| OCF(TTM) | N/A | OCFY | N/A |
| SpS | 39.01 | BVpS | N/A |
| TBVpS | N/A | PEG (NY) | 0.64 |
| PEG (5Y) | 1.36 | ||
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | N/A | ||
| ROE | N/A | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 21.37% | ||
| PM | 15.99% | ||
| GM | 76.15% |
| ROICexgc(3y) | N/A | ROICexcg growth 3Y | N/A |
| ROICexcg growth 5Y | N/A | ROICexc(3y) | N/A |
| ROICexc growth 3Y | N/A | ROICexc growth 5Y | N/A |
| OM growth 3Y | 0.59% | OM growth 5Y | -2.16% |
| PM growth 3Y | 0.36% | PM growth 5Y | 4.54% |
| GM growth 3Y | 1.73% | GM growth 5Y | -1.51% |
| F-Score | N/A | Asset Turnover | N/A |
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | N/A | ||
| Quick Ratio | N/A | ||
| Altman-Z | N/A |
| F-Score | N/A | WACC | N/A |
| ROIC/WACC | N/A | Cap/Depr(3y) | N/A |
| Cap/Depr(5y) | N/A | Profit Quality(3y) | N/A |
| Profit Quality(5y) | N/A | ||
| EPS 1Y | -22.91% | EPS 3Y | 6.05% |
| EPS 5Y | 11.51% | EPS growth Q2Q | -34.83% |
| EPS Next Y | 24.31% | EPS Next 2Y | 18% |
| EPS Next 3Y | 14.97% | EPS Next 5Y | 13.77% |
| Revenue growth 1Y | 7.88% | Revenue growth 3Y | 7% |
| Revenue growth 5Y | 8.6% | Revenue growth Q2Q | 32.44% |
| Revenue Next Year | 4.23% | Revenue Next 2Y | 4.47% |
| Revenue Next 3Y | 5.59% | Revenue Next 5Y | 5.46% |
| EBIT growth 1Y | -28.37% | EBIT growth 3Y | 7.63% |
| EBIT growth 5Y | 6.25% | EBIT Next Year | N/A |
| EBIT Next 3Y | N/A | EBIT Next 5Y | N/A |
| FCF growth 1Y | N/A | FCF growth 3Y | N/A |
| FCF growth 5Y | N/A | OCF growth 1Y | N/A |
| OCF growth 3Y | N/A | OCF growth 5Y | N/A |
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