Company Analysis Morgan Stanley
1. Summary
Advantages
- Dividends (3.5%) are higher than the sector average (2.65%).
- The stock's return over the last year (56.58%) is higher than the sector average (19.81%).
Disadvantages
- Price (123.45 $) is higher than fair price (63.77 $)
- The company's current efficiency (ROE=9.18%) is lower than the sector average (ROE=11.03%)
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 | -0% | 1.8% | -0.4% |
| 90 days | 17.9% | -15.3% | 1.5% |
| 1 year | 56.6% | 19.8% | 21.8% |
MS vs Sector: Morgan Stanley has outperformed the "Financials" sector by 36.77% over the past year.
MS vs Market: Morgan Stanley has outperformed the market by 34.8% 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 1.09% 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 (123.45 $) is higher than the fair price (63.77 $).
Price is higher than fair: The current price (123.45 $) is 48.3% 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 (63.15).
P/E vs Market: The company's P/E (16.74) is lower than that of the market as a whole (47.68).
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 (1.45).
P/BV vs Market: The company's P/BV (1.52) is lower than that of the market as a whole (22.59).
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 (3.58).
P/S vs Market: The company's P/S indicator (2.84) is lower than that of the market as a whole (15.21).
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 (-77.74).
EV/Ebitda vs Market: The company's EV/Ebitda (23.02) is lower than that of the market as a whole (24.31).
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 (-80.32%).
5.4. ROE
ROE vs Sector: The company's ROE (9.18%) is lower than that of the sector as a whole (11.03%).
ROE vs Market: The company's ROE (9.18%) is lower than that of the market as a whole (18.08%).
5.5. ROA
ROA vs Sector: The company's ROA (0.7613%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (0.7613%) is lower than that of the market as a whole (6.49%).
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 3.5% is higher than the average for the sector '2.65%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.5% has been steadily paid over the past 7 years, DSI=0.93.
Dividend growth: Company's dividend yield 3.5% 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.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 21.01.2025 | MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i |
Purchase | 136.95 | 485 899 | 3 548 |
| 26.07.2024 | CRAWLEY MANDELL Chief Human Resources Officer |
Sale | 105.25 | 368 375 | 3 500 |
| 14.05.2024 | CRAWLEY MANDELL Chief Human Resources Officer |
Sale | 99.61 | 692 688 | 6 954 |
| 18.04.2024 | GORMAN JAMES P Executive Chairman |
Sale | 90.21 | 9 021 000 | 100 000 |
| 17.04.2024 | Smith Charles Aubrey III Chief Risk Officer |
Sale | 90.09 | 1 009 010 | 11 200 |
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