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Upturn AI SWOT - About
MS 
Morgan Stanley (MS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
03/27/2025: MS (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 6.65% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 192.37B USD | Price to earnings Ratio 15 | 1Y Target Price 133.71 |
Price to earnings Ratio 15 | 1Y Target Price 133.71 | ||
Volume (30-day avg) 7606740 | Beta 1.34 | 52 Weeks Range 82.28 - 142.03 | Updated Date 04/2/2025 |
52 Weeks Range 82.28 - 142.03 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.20% | Basic EPS (TTM) 7.95 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.77% | Operating Margin (TTM) 37.1% |
Management Effectiveness
Return on Assets (TTM) 1.12% | Return on Equity (TTM) 13.17% |
Valuation
Trailing PE 15 | Forward PE 13.35 | Enterprise Value 83256901632 | Price to Sales(TTM) 3.13 |
Enterprise Value 83256901632 | Price to Sales(TTM) 3.13 | ||
Enterprise Value to Revenue 4.59 | Enterprise Value to EBITDA - | Shares Outstanding 1612860032 | Shares Floating 1230979768 |
Shares Outstanding 1612860032 | Shares Floating 1230979768 | ||
Percent Insiders 23.64 | Percent Institutions 62.09 |
Analyst Ratings
Rating 3.43 | Target Price 130.56 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 16 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Morgan Stanley
Company Overview
History and Background
Morgan Stanley was founded in 1935 by Henry S. Morgan and Harold Stanley, among others, after the Glass-Steagall Act separated commercial and investment banking. It has grown into a leading global financial services firm, navigating numerous market cycles and expanding its service offerings.
Core Business Areas
- Institutional Securities: Provides investment banking, sales and trading, and research services to corporations, governments, and institutional investors.
- Wealth Management: Offers financial planning, investment advice, brokerage services, and private banking to individuals, families, and institutions.
- Investment Management: Delivers asset management products and services across various asset classes to institutional and individual clients.
Leadership and Structure
The CEO is Ted Pick. The organizational structure includes business unit heads reporting to executive management, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Investment Banking: Provides advisory services for mergers and acquisitions, underwriting of equity and debt offerings. Market share varies by deal volume and value; competes with Goldman Sachs, JP Morgan, and BofA Securities. Ranked within top 3 globally in terms of revenue.
- Wealth Management Platform: Offers comprehensive financial planning and investment solutions. Competes with UBS, Merrill Lynch (BofA), and Goldman Sachs Personal Financial Management. Has over $5 Trillion Assets Under Management.
- Trading and Sales: Sales and trading services for equities, fixed income, currencies, and commodities. Competes with Goldman Sachs, JP Morgan, and Citigroup.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory changes, technological disruption, and fluctuating market conditions.
Positioning
Morgan Stanley is a leading global financial services firm with a strong brand, extensive global presence, and diversified revenue streams. Its competitive advantage lies in its expertise, client relationships, and integrated platform.
Total Addressable Market (TAM)
The total addressable market (TAM) for global financial services is estimated to be in the trillions of dollars annually. Morgan Stanley is well-positioned to capture a significant portion of this TAM through its diversified business model and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diversified revenue streams
- Experienced leadership team
- Strong capital base
Weaknesses
- Exposure to market volatility
- Operational risk
- Regulatory compliance costs
- Reputational risk
- Dependence on key personnel
Opportunities
- Expansion into emerging markets
- Growth in wealth management
- Technological innovation
- Strategic acquisitions
- Increased demand for advisory services
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- GS
- JPM
- BLK
- MSCI
Competitive Landscape
Morgan Stanley's advantages include its strong brand, global presence, and diversified revenue streams. Disadvantages may include exposure to market volatility and regulatory scrutiny.
Major Acquisitions
E*Trade
- Year: 2020
- Acquisition Price (USD millions): 13000
- Strategic Rationale: Expanded wealth management capabilities and access to a large retail brokerage customer base.
Solium Capital
- Year: 2019
- Acquisition Price (USD millions): 900
- Strategic Rationale: Enhanced employee stock plan administration services.
Growth Trajectory and Initiatives
Historical Growth: Morgan Stanley's growth has been driven by organic expansion, strategic acquisitions, and market trends.
Future Projections: Analyst estimates for future growth vary depending on market conditions and company-specific factors.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and strategic acquisitions. Example: the acquisition of E*Trade
Summary
Morgan Stanley is a well-established global financial services firm with a strong presence in investment banking and wealth management. Its diversified revenue streams and global reach are strengths, but it faces ongoing challenges from market volatility and regulatory changes. Strategic acquisitions and investments in technology are aimed at driving future growth, while it must navigate a highly competitive landscape. The acquisition of E*Trade added a solid growth engine.
Similar Companies
BAC
Bank of America Corp
BAC
Bank of America Corp
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MSCI
MSCI Inc
MSCI
MSCI Inc
Sources and Disclaimers
Data Sources:
- Company reports
- Financial news articles
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Morgan Stanley
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-02-23 | CEO & Chairman of the Board Mr. Edward N. Pick | ||
Sector Financial Services | Industry Capital Markets | Full time employees 80000 | Website https://www.morganstanley.com |
Full time employees 80000 | Website https://www.morganstanley.com | ||
Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It 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, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it 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. The company was founded in 1924 and is headquartered in New York, New York.
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