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Upturn AI SWOT - About
Morgan Stanley (MS-PQ)
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Upturn Advisory Summary
03/27/2025: MS-PQ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 62936 | Beta 1.36 | 52 Weeks Range 23.34 - 26.27 | Updated Date 03/8/2025 |
52 Weeks Range 23.34 - 26.27 | Updated Date 03/8/2025 | ||
Dividends yield (FY) 6.29% | Basic EPS (TTM) - |
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) 0.94% | Return on Equity (TTM) 13.22% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -96782548992 | Price to Sales(TTM) - |
Enterprise Value -96782548992 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 1225305360 |
Shares Outstanding - | Shares Floating 1225305360 | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | 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. It initially focused on investment banking after the Glass-Steagall Act separated commercial and investment banking. Over time, it expanded into wealth management and other financial services.
Core Business Areas
- Institutional Securities: Provides investment banking, sales and trading, and research services to corporations, governments, and financial institutions. Includes advisory on M&A, underwriting of securities, and trading in fixed income, equities, and commodities.
- Wealth Management: Offers financial planning, investment advice, brokerage services, and trust and fiduciary services to individuals, families, and institutions. Includes managing client assets and providing lending solutions.
- Investment Management: Provides investment solutions across various asset classes, including equity, fixed income, alternative investments, and multi-asset strategies to institutional and individual investors.
Leadership and Structure
James P. Gorman served as CEO until January 2024, succeeded by Ted Pick. The company is structured with business segment heads reporting to the CEO, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Fixed Income Trading: Facilitates trading in fixed income securities for institutional clients. Competitors include Goldman Sachs (GS), Citigroup (C), and Bank of America (BAC). Market share data varies.
- Investment Banking (M&A Advisory): Provides advice to companies on mergers, acquisitions, and restructurings. Competitors include Goldman Sachs (GS), JPMorgan Chase (JPM), and Lazard (LAZ). Morgan Stanley consistently ranks among the top global M&A advisors. Market share fluctuates yearly, but often resides in top 3.
- Equity Trading: Facilitates trading in equity securities for institutional clients. Competitors include Goldman Sachs (GS), Virtu Financial (VIRT), and Citadel Securities. Market share data varies.
- Wealth Management Services: Offers a comprehensive suite of wealth management services, including financial planning, investment management, and private banking. Competitors include Goldman Sachs (GS), Bank of America (BAC), and UBS (UBS). In 2023, Morgan Stanley's Wealth Management unit had approximately $4.9 trillion in client assets.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and technological disruption. Market volatility, interest rate fluctuations, and geopolitical events can significantly impact performance.
Positioning
Morgan Stanley is a leading global financial services firm with a strong presence in investment banking, wealth management, and investment management. It differentiates itself through its global reach, advisory expertise, and comprehensive product offerings.
Total Addressable Market (TAM)
The global financial services market has a multi-trillion dollar TAM, with opportunities in growing economies and underserved segments. Morgan Stanley is well-positioned to capture a significant portion of this market through its diversified business model.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diversified business model
- Experienced leadership team
- Strong capital base
Weaknesses
- High regulatory compliance costs
- Exposure to market volatility
- Dependence on key personnel
- Reputational risk
- Potential conflicts of interest
Opportunities
- Expansion into emerging markets
- Growth in wealth management assets
- Increased demand for advisory services
- Technological innovation
- Strategic acquisitions
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- Goldman Sachs (GS)
- JPMorgan Chase (JPM)
- Bank of America (BAC)
- Citigroup (C)
Competitive Landscape
Morgan Stanley competes fiercely with other major financial institutions for market share in investment banking, wealth management, and trading. Its strengths include its global reach and advisory expertise, while challenges include regulatory compliance and market volatility.
Major Acquisitions
E*TRADE
- Year: 2020
- Acquisition Price (USD millions): 13000
- Strategic Rationale: Expanded Morgan Stanley's wealth management platform and added millions of new clients.
Growth Trajectory and Initiatives
Historical Growth: Morgan Stanley has grown organically and through acquisitions. Wealth management has been a key driver of growth in recent years.
Future Projections: Analysts project moderate revenue growth for Morgan Stanley, driven by its diversified business model and expansion into new markets. EPS growth is expected to be higher due to cost management and share repurchases.
Recent Initiatives: Recent initiatives include expanding its wealth management platform, investing in technology, and streamlining operations.
Summary
Morgan Stanley is a robust financial institution with a diversified business model, particularly strong in wealth management after the E*TRADE acquisition. The company's global presence and brand recognition are significant assets. High regulatory costs and exposure to market volatility remain challenges. Its recent initiatives focus on tech investments and wealth mgmt growth.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
UBS
UBS Group AG
UBS
UBS Group AG
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Financial News Outlets (e.g., Bloomberg, Reuters, WSJ)
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may vary. Financial performance is 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 - | 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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