MS:NYE-Morgan Stanley

EQUITY | Brokers & Exchanges | New York Stock Exchange

Last Closing

USD 44.49

Change

+1.61 (+3.75)%

Market Cap

USD 75.98B

Volume

0.03B

Analyst Target

USD 56.22
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Morgan Stanley through its subsidiaries and affiliates, provides financial products and services to a diversified group of clients and customers, including corporations, governments, financial institutions and individuals.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Brokers & Exchanges

ETFs Containing MS

DXF:CA Dynamic Active Global Fin.. 9.84 % 0.86 %

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CAD 0.01B
KBWB Invesco KBW Bank ETF 8.08 % 0.35 %

+0.44 (+0.57%)

USD 1.51B
ICAP InfraCap Equity Income Fu.. 5.79 % 0.00 %

+0.25 (+0.57%)

USD 0.05B
BFIN:CA Brompton North American F.. 5.42 % 0.96 %

+0.19 (+0.57%)

CAD 0.05B
EBNK:CA Evolve European Banks Enh.. 5.32 % 0.00 %

-0.02 (0.57%)

CAD 2.14M
HBF:CA Harvest Brand Leaders Plu.. 5.03 % 1.16 %

+0.05 (+0.57%)

CAD 0.43B
CBBB:PA 3.98 % 0.00 %

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CAB3:F 3.98 % 0.00 %

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CAB3:XETRA 3.98 % 0.00 %

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JHAC John Hancock Fundamental .. 3.57 % 0.00 %

+0.07 (+0.57%)

USD 2.57M
DHS:SW WisdomTree US Equity Inco.. 3.29 % 0.00 %

+0.25 (+0.57%)

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DHSA:SW WisdomTree US Equity Inco.. 3.29 % 0.00 %

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USD 0.04B
TUSB:CA TD Select U.S. Short Term.. 2.42 % 0.28 %

-0.08 (0.57%)

CAD 7.90M
TUSB-U:CA TD Select U.S. Short Term.. 2.42 % 0.00 %

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CAD 7.90M
CC4:PA Amundi Index Solutions - .. 2.32 % 0.00 %

-0.11 (0.57%)

USD 0.47B
TCC4:F Amundi Index Solutions - .. 2.32 % 0.00 %

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USD 0.55B
TCC4:XETRA Amundi Index Solutions - .. 2.32 % 0.00 %

+0.17 (+0.57%)

USD 0.55B
BUYB:SW Invesco Global Buyback Ac.. 2.23 % 0.00 %

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GXLF:LSE SPDR® S&P® U.S. Financi.. 2.06 % 0.00 %

+0.45 (+0.57%)

USD 0.33B
SXLF:SW SPDR S&P U.S. Financials .. 2.06 % 0.00 %

+0.57 (+0.57%)

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IUFS:SW iShares S&P 500 Financial.. 2.05 % 0.00 %

+0.13 (+0.57%)

USD 1.08B
WDFE:SW Invesco Markets II plc - .. 2.00 % 0.00 %

N/A

USD 2.31M
AFLE:PA Amundi Index Solutions - .. 1.96 % 0.00 %

+0.07 (+0.57%)

USD 0.24B
AFLT:PA Amundi Index Solutions - .. 1.96 % 0.00 %

-0.04 (0.57%)

USD 0.33B
FRNH:F Amundi Index Solutions - .. 1.96 % 0.00 %

+0.02 (+0.57%)

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FRNU:F Amundi Index Solutions - .. 1.96 % 0.00 %

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FRNH:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

+0.11 (+0.57%)

USD 0.83B
FRNU:XETRA Amundi Index Solutions - .. 1.96 % 0.00 %

+0.22 (+0.57%)

USD 0.69B
AFLE:SW Amundi Index Solutions - .. 1.96 % 0.00 %

+0.02 (+0.57%)

USD 0.24B
AFLT:SW Amundi Index Solutions - .. 1.96 % 0.00 %

+0.45 (+0.57%)

USD 0.33B
WF1E:XETRA Invesco Markets II plc - .. 1.96 % 0.00 %

+0.06 (+0.57%)

USD 2.31M
PFF iShares Preferred and Inc.. 1.85 % 0.46 %

-0.18 (0.57%)

USD 14.58B
UC82:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

+0.25 (+0.57%)

USD 0.07B
UC86:LSE UBS(Lux)Fund Solutions .. 1.37 % 0.00 %

-0.01 (0.57%)

USD 0.29B
UEF7:F UBS ETF - Bloomberg Barcl.. 1.01 % 0.00 %

+0.04 (+0.57%)

USD 0.29B
UEF8:F UBS Barclays US Liquid Co.. 1.01 % 0.00 %

-0.01 (0.57%)

N/A
UEF8:XETRA UBS Barclays US Liquid Co.. 1.01 % 0.00 %

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USD 0.28B
UEF7:XETRA UBS Barclays US Liquid Co.. 1.01 % 0.00 %

+0.02 (+0.57%)

USD 0.25B
CBUS5:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.03 (0.57%)

USD 0.29B
CBUS5H:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

N/A

USD 0.07B
CBUS5S:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.03 (0.57%)

USD 0.16B
CBUS5E:SW UBS(Lux)Fund Solutions .. 1.01 % 0.00 %

-0.01 (0.57%)

USD 0.65B
UC98:LSE UBS(Lux)Fund Solutions .. 0.85 % 0.00 %

+2.50 (+0.57%)

USD 0.18B
BSUS:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

+2.80 (+0.57%)

USD 0.06B
UC97:LSE UBS(Lux)Fund Solutions .. 0.79 % 0.00 %

+0.04 (+0.57%)

USD 0.18B
4UBP:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

+0.03 (+0.57%)

USD 0.04B
4UBR:XETRA UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

+0.01 (+0.57%)

USD 0.03B
CORPS:SW UBS(Lux)Fund Solutions .. 0.63 % 0.00 %

+0.03 (+0.57%)

USD 8.66M
DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

+0.73 (+0.57%)

USD 1.05B
FAZZ 0.00 % 0.45 %

N/A

N/A
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+1.06 (+0.57%)

USD 0.38B
IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

N/A

USD 2.73B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+0.45 (+0.57%)

USD 2.52B
JHMF 0.00 % 0.47 %

N/A

N/A
PWV Invesco Dynamic Large Cap.. 0.00 % 0.55 %

+0.31 (+0.57%)

USD 0.84B
PXLV 0.00 % 0.39 %

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BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

-0.09 (0.57%)

USD 0.01B
BNKO 0.00 % 0.00 %

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BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

+0.57 (+0.57%)

USD 0.26B
BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

-0.04 (0.57%)

CAD 0.27B
HBF-U:CA Harvest Brand Leaders Plu.. 0.00 % 0.00 %

N/A

N/A
BUYB:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.42 (+0.57%)

USD 0.05B
RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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BVAL 0.00 % 0.65 %

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DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

+23.80 (+0.57%)

USD 0.03B
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.43 (+0.57%)

USD 0.04B
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.36 (+0.57%)

USD 0.03B
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

+29.75 (+0.57%)

USD 0.55M
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

+30.25 (+0.57%)

USD 0.04B
SBUY:LSE Invesco Global Buyback Ac.. 0.00 % 0.00 %

+30.00 (+0.57%)

USD 0.05B
BUYB:PA Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.46 (+0.57%)

USD 0.05B
BBCK:F Invesco Markets III plc -.. 0.00 % 0.00 %

+0.38 (+0.57%)

USD 0.05B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.00 % 0.00 %

+0.11 (+0.57%)

USD 0.22B
WTD9:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.41 (+0.57%)

USD 0.06B
WTDY:F WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

+0.28 (+0.57%)

USD 0.62M
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.35 (+0.57%)

USD 0.11B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.59 (+0.57%)

USD 0.33B
BBCK:XETRA Invesco Global Buyback Ac.. 0.00 % 0.00 %

+0.43 (+0.57%)

USD 0.05B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.00 % 0.00 %

+0.07 (+0.57%)

USD 0.22B
WTD9:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

+0.40 (+0.57%)

USD 0.05B
WTDY:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

+0.29 (+0.57%)

USD 0.85M
WTEU:XETRA WisdomTree US Equity Inco.. 0.00 % 0.00 %

+0.34 (+0.57%)

USD 0.11B
ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.60 (+0.57%)

USD 0.33B
2825:HK W.I.S.E. CSI HK 100 Track.. 0.00 % 0.00 %

+0.07 (+0.57%)

N/A
BFIN-U:CA 0.00 % 0.00 %

N/A

N/A
HFG:CA Hamilton Global Financial.. 0.00 % 0.00 %

+0.03 (+0.57%)

CAD 0.05B
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

-0.07 (0.57%)

USD 6.31B
ESNG 0.00 % 0.00 %

N/A

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FUD-A:CA 0.00 % 0.00 %

N/A

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HBF-B:CA Harvest Brand Leaders Plu.. 0.00 % 0.00 %

+0.03 (+0.57%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Brokers & Exchanges) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.21% 84% B 84% B
Dividend Return N/A N/A N/A N/A F
Total Return 12.21% 84% B 84% B
Trailing 12 Months  
Capital Gain -18.52% 18% F 27% F
Dividend Return 2.01% 49% F 38% F
Total Return -16.50% 16% F 26% F
Trailing 5 Years  
Capital Gain 39.03% 68% D+ 81% B-
Dividend Return 11.25% 44% F 39% F
Total Return 50.28% 68% D+ 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.13% 78% C+ 87% B+
Dividend Return 17.17% 78% C+ 87% B+
Total Return 2.04% 38% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 32.34% 12% F 15% F
Risk Adjusted Return 53.07% 33% F 59% D-
Market Capitalization 75.98B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Brokers & Exchanges) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.20 59% 55%
Price/Book Ratio 1.09 57% 61%
Price / Cash Flow Ratio 1.06 70% 77%
Price/Free Cash Flow Ratio 4.67 61% 67%
Management Effectiveness  
Return on Equity 10.04% 60% 56%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.91% 51% 32%
Debt to Equity Ratio 276.00% 33% 11%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.