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Morgan Stanley

MS | US

188.07

USD

-0.58

-0.31%

MS | US
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About Morgan Stanley

Sector

Financial Services

Industry

Capital Markets

Earnings date

30/06/2024

As of date

24/04/2026

Close

188.07

Open

188.79

High

189.03

Low

187.12

Morgan Stanley a financial holding company provides various financial products and services to corporations governments financial institutions and individuals in the Americas Europe the Middle East Africa and Asia. It operates through Institutional Securities Wealth Management and Investment Management segments. The Institutional Securities segment 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 real estate and project finance. This segment also provides equity and fixed income products comprising sales financing prime brokerage and market-making services; foreign exchange and commodities; corporate and commercial real estate loans commercial mortgage and secured lending facilities and financing for sales and trading customers and asset-backed and mortgage lending; and wealth management services investment and research services. The Wealth Management segment offers financial advisor-led brokerage custody administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending residential real estate loans and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment 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 through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York New York.

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MS | US

Risk
30.7
Sharpe
2.65
Luna's Score
72/100
Recommendation
Buy

Luna says (MS | US)

What's Working

Low 6-Month Volatility (<30%)

Megacap (>200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

Strong Sharpe Ratio (> 1.2)

What's not Working

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

28.7%

1 month

30.7%

3 months

33.0%

6 months

29.4%

Returns

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Fundamental Ratios

PE

18.37

Fwd. PE

15.72

Price to book

2.12

Debt to equity

3.72

Debt to assets

0.31

Ent. to EBITDA

-

Ent. to rev.

4.66

PEG

3.57

Other Fundamentals

EBITDA

-

MarketCap

303.17B

MarketCap(USD)

303.17B

Div. yield

3.06

Op. margin

33.17

Erngs. growth

36.20

Rev. growth

16.50

Ret. on equity

10.40

Short ratio

2.82

Short perc.

1.32

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

19.89

Range1M

37.36

Range3M

41.79

Volumes: Market Activity

Volume Averages

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Rel. volume

0.66

Price X volume

639.86M

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  • 1

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Carrier Global CorporationCARRBuilding Products & Equipment60.9755.04B-0.93%21.69100.40%
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PPL CorporationPPLBuilding Products & Equipment38.7528.59B0.54%28.90114.80%
Avery Dennison CorporationAVYBuilding Products & Equipment165.513.33B-1.15%27.93140.74%
Henry Schein IncHSICMedical Distribution77.549.82B-0.87%26.7180.81%
FBINFBINBuilding Products & Equipment41.545.16B0.34%25.57130.24%
Thor Industries IncTHORecreational Vehicles794.18B0.24%23.4427.88%
VeriFone Systems IncPAYBuilding Products & Equipment27.253.39B0.96%102.462.10%
Polaris Industries IncPIIRecreational Vehicles60.043.35B1.06%14.48170.51%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA-9.60-
Ent. to Revenue4.6613.87Cheaper
PE Ratio18.3729.90Cheaper
Price to Book2.125.15Cheaper
Dividend Yield3.061.31Leader
Std. Deviation (3M)33.0254.12Lower Risk
Debt to Equity3.720.88Expensive
Debt to Assets0.310.27Par
Market Cap303.17B25.62BMarket Leader
  • 1

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