Company Analysis Morgan Stanley
1. Summary
Advantages
- Dividends (3.2%) are higher than the sector average (2.69%).
- The stock's return over the last year (37.16%) is higher than the sector average (23.11%).
Disadvantages
- Price (125.2 $) is higher than fair price (63.77 $)
- The company's current efficiency (ROE=9.18%) is lower than the sector average (ROE=10.99%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
18 november 17:55 Morgan Stanley's next CEO likely insider
18 november 17:05 Biden Fed nominee says too little has been done about inflation
18 november 16:35 Morgan Stanley profit beats as wealth business cushions deals slump
2.3. Market efficiency
| Morgan Stanley | Financials | Index | |
|---|---|---|---|
| 7 days | 4.5% | -9.2% | 0.4% |
| 90 days | -1.5% | 10.8% | -4.6% |
| 1 year | 37.2% | 23.1% | 9% |
MS vs Sector: Morgan Stanley has outperformed the "Financials" sector by 14.05% over the past year.
MS vs Market: Morgan Stanley has outperformed the market by 28.18% over the past year.
Stable price: MS is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: MS with weekly volatility of 0.7146% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (125.2 $) is higher than the fair price (63.77 $).
Price is higher than fair: The current price (125.2 $) is 49.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.74) is lower than that of the sector as a whole (62.98).
P/E vs Market: The company's P/E (16.74) is lower than that of the market as a whole (73.03).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.52) is higher than that of the sector as a whole (1.47).
P/BV vs Market: The company's P/BV (1.52) is lower than that of the market as a whole (22.33).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.84) is lower than that of the sector as a whole (3.6).
P/S vs Market: The company's P/S indicator (2.84) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (23.02) is higher than that of the sector as a whole (-77.97).
EV/Ebitda vs Market: The company's EV/Ebitda (23.02) is lower than that of the market as a whole (23.03).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -3.48% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-3.48%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (9.18%) is lower than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (9.18%) is lower than that of the market as a whole (25.16%).
5.5. ROA
ROA vs Sector: The company's ROA (0.7613%) is lower than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (0.7613%) is lower than that of the market as a whole (6.67%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.2% is higher than the average for the sector '2.69%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.2% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.2% has been growing over the last 5 years. Growth over 10 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (63.42%) are at a comfortable level.
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