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Upturn AI SWOT - About
MS 
Morgan Stanley (MS)
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Upturn Advisory Summary
07/11/2025: MS (3-star) is a STRONG-BUY. BUY since 35 days. Profits (13.55%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $126.44
1 Year Target Price $126.44
| 5 | Strong Buy |
| 1 | Buy |
| 17 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 32.56% | Avg. Invested days 48 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 229.56B USD | Price to earnings Ratio 16.78 | 1Y Target Price 126.44 |
Price to earnings Ratio 16.78 | 1Y Target Price 126.44 | ||
Volume (30-day avg) 24 | Beta 1.29 | 52 Weeks Range 88.92 - 145.16 | Updated Date 07/11/2025 |
52 Weeks Range 88.92 - 145.16 | Updated Date 07/11/2025 | ||
Dividends yield (FY) 2.63% | Basic EPS (TTM) 8.48 |
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 2025-07-16 | When Before Market | Estimate 2.05 | Actual - |
Profitability
Profit Margin 22.35% | Operating Margin (TTM) 37.46% |
Management Effectiveness
Return on Assets (TTM) 1.14% | Return on Equity (TTM) 13.88% |
Valuation
Trailing PE 16.78 | Forward PE 17.21 | Enterprise Value 137150398464 | Price to Sales(TTM) 3.59 |
Enterprise Value 137150398464 | Price to Sales(TTM) 3.59 | ||
Enterprise Value to Revenue 5.13 | Enterprise Value to EBITDA - | Shares Outstanding 1604320000 | Shares Floating 1222507242 |
Shares Outstanding 1604320000 | Shares Floating 1222507242 | ||
Percent Insiders 23.74 | Percent Institutions 62.89 |
Upturn AI SWOT
Morgan Stanley
Company Overview
History and Background
Morgan Stanley was founded in 1935 as a result of the Glass-Steagall Act, which required commercial banks to separate from investment banking. It was initially formed by former partners of J.P. Morgan & Co. The firm grew to become a leading global investment bank and wealth management firm.
Core Business Areas
- Institutional Securities: Provides investment banking, sales and trading, and lending services to corporations, governments, and institutional investors.
- Wealth Management: Offers financial planning, investment advice, and brokerage services to high-net-worth individuals and families.
- Investment Management: Manages assets for institutions and individuals through various investment strategies.
Leadership and Structure
James P. Gorman is the Executive Chairman. Ted Pick is the current Chief Executive Officer. The company operates with a board of directors overseeing management, and is structured into three main business segments.
Top Products and Market Share
Key Offerings
- Investment Banking: Advisory services for mergers, acquisitions, restructurings, and underwriting services for debt and equity offerings. Morgan Stanley consistently ranks among the top investment banks globally. Competitors: Goldman Sachs, J.P. Morgan, Bank of America.
- Sales and Trading: Facilitates trading in various financial instruments, including equities, fixed income, currencies, and commodities. Competitors: Goldman Sachs, J.P. Morgan, Citigroup.
- Wealth Management: Provides comprehensive wealth management services, including financial planning, investment advice, and estate planning. Competitors: UBS, Bank of America (Merrill Lynch), Charles Schwab.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, economic cycles, and technological disruption. The industry is influenced by factors such as interest rates, inflation, and geopolitical events.
Positioning
Morgan Stanley is a leading global investment bank and wealth management firm with a strong brand reputation. Its diverse business mix and global reach provide a competitive advantage. It is focused on expanding its wealth management business and leveraging technology to improve efficiency and client experience.
Total Addressable Market (TAM)
The TAM for global investment banking and wealth management is estimated to be in the trillions of dollars. Morgan Stanley is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diverse business mix
- Experienced management team
- Leading position in investment banking and wealth management
Weaknesses
- Exposure to market volatility
- Regulatory risks
- Reliance on key personnel
- Potential for reputational damage
- High operating costs
Opportunities
- Growth in emerging markets
- Increasing demand for wealth management services
- Technological innovation
- Strategic acquisitions
- Expansion of product offerings
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Cybersecurity risks
- Geopolitical instability
Competitors and Market Share
Key Competitors
- GS
- JPM
- MS
- UBS
- BAC
Competitive Landscape
Morgan Stanley faces intense competition from other global investment banks and wealth management firms. Its advantages include its strong brand reputation, global presence, and diverse business mix. Its disadvantages include its exposure to market volatility and regulatory risks.
Major Acquisitions
E*Trade
- Year: 2020
- Acquisition Price (USD millions): 13000
- Strategic Rationale: Expanded Morgan Stanley's wealth management business and provided access to a larger client base and digital platform.
Eaton Vance
- Year: 2021
- Acquisition Price (USD millions): 7000
- Strategic Rationale: Enhanced Morgan Stanley's investment management capabilities and expanded its product offerings.
Growth Trajectory and Initiatives
Historical Growth: Morgan Stanley has experienced steady growth in revenue and earnings over the past decade, driven by its strong performance in investment banking and wealth management.
Future Projections: Analysts expect Morgan Stanley to continue to grow its revenue and earnings in the coming years, driven by its strategic initiatives and the growth in the global economy.
Recent Initiatives: Recent strategic initiatives include expanding its wealth management business, investing in technology, and making strategic acquisitions.
Summary
Morgan Stanley is a strong global investment bank and wealth management firm with a diversified business model. Its strengths include a leading market position, strong brand, and global reach. However, it is exposed to market volatility, regulatory risks, and intense competition, and will need to continue innovating to maintain market share. These actions make MS a leader.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- News articles
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The information provided is based on publicly available data and analyst estimates, which are subject to change. Market conditions and other factors can affect the company's performance.
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 81000 | Website https://www.morganstanley.com |
Full time employees 81000 | 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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