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Upturn AI SWOT - About
MS 
Morgan Stanley (MS)
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Upturn Advisory Summary
10/13/2025: MS (4-star) is a REGULAR-BUY. BUY since 100 days. Simulated Profits (24.66%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $154.75
1 Year Target Price $154.75
| 5 | Strong Buy |
| 1 | Buy |
| 17 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 45.55% | Avg. Invested days 58 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 247.64B USD | Price to earnings Ratio 17.59 | 1Y Target Price 154.75 |
Price to earnings Ratio 17.59 | 1Y Target Price 154.75 | ||
Volume (30-day avg) 24 | Beta 1.32 | 52 Weeks Range 92.93 - 163.98 | Updated Date 10/13/2025 |
52 Weeks Range 92.93 - 163.98 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 2.49% | Basic EPS (TTM) 8.82 |
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 2025-10-15 | When Before Market | Estimate 2.06 | Actual - |
Profitability
Profit Margin 22.49% | Operating Margin (TTM) 34.12% |
Management Effectiveness
Return on Assets (TTM) 1.16% | Return on Equity (TTM) 14.13% |
Valuation
Trailing PE 17.59 | Forward PE 16.05 | Enterprise Value 169447555072 | Price to Sales(TTM) 3.77 |
Enterprise Value 169447555072 | Price to Sales(TTM) 3.77 | ||
Enterprise Value to Revenue 5.91 | Enterprise Value to EBITDA - | Shares Outstanding 1596335756 | Shares Floating 1214699767 |
Shares Outstanding 1596335756 | Shares Floating 1214699767 | ||
Percent Insiders 23.85 | Percent Institutions 62.6 |
Upturn AI SWOT
Morgan Stanley
Company Overview
History and Background
Morgan Stanley was founded in 1935 by Henry S. Morgan and Harold Stanley as a result of the Glass-Steagall Act. It initially focused on investment banking and securities activities. Over time, it expanded into wealth management and asset management, becoming a global financial services firm.
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, and banking services to individuals, families, and institutions.
- Investment Management: Provides asset management products and services to institutional and individual investors.
Leadership and Structure
James P. Gorman served as CEO until January 2024, succeeded by Ted Pick. The organizational structure is hierarchical, with divisions for Institutional Securities, Wealth Management, and Investment Management, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Investment Banking: Advises corporations on mergers and acquisitions, IPOs, and other financial transactions. Competitors include Goldman Sachs (GS), J.P. Morgan Chase (JPM), and Bank of America (BAC). Market share varies by deal size and sector but is generally within the top 3 globally.
- Wealth Management: Provides financial planning and investment management services to high-net-worth individuals and families. Competitors include UBS (UBS), Merrill Lynch (BAC), and Raymond James (RJF). Morgan Stanleyu2019s wealth management business has approximately $5.8 trillion in client assets.
- Fixed Income and Equity Trading: Facilitates trading in fixed income securities and equities for institutional clients. Competitors include Goldman Sachs (GS), J.P. Morgan Chase (JPM), and Citigroup (C). Market share is competitive, fluctuating with market conditions.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and technological disruption. Trends include increasing demand for sustainable investing, the rise of fintech, and changing client expectations.
Positioning
Morgan Stanley is a leading global financial services firm with a strong brand reputation, a diversified business model, and a global presence. Its competitive advantages include its expertise in investment banking, its large wealth management platform, and its strong capital base.
Total Addressable Market (TAM)
The total addressable market (TAM) for financial services is in the trillions of dollars. Morgan Stanley is well-positioned to capture a significant share of this market through its diversified business model and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified business model
- Global presence
- Strong capital base
- Experienced management team
Weaknesses
- Exposure to market volatility
- Regulatory risk
- Dependence on key personnel
- Potential for reputational damage
- Cost structure
Opportunities
- Growth in emerging markets
- Expansion into new business lines
- Acquisitions of smaller firms
- Increased demand for sustainable investing
- Technological innovation
Threats
- Increased competition
- Economic downturn
- Geopolitical instability
- Cybersecurity threats
- Regulatory changes
Competitors and Market Share
Key Competitors
- GS
- JPM
- MS
- UBS
- BAC
Competitive Landscape
Morgan Stanley competes with other global financial services firms on price, service quality, and brand reputation. It has advantages in wealth management and investment banking, but faces challenges from competitors with larger balance sheets.
Major Acquisitions
E*TRADE
- Year: 2020
- Acquisition Price (USD millions): 13000
- Strategic Rationale: Expanded Morgan Stanley's wealth management business and increased its client base.
Parametric Portfolio Associates
- Year: 2021
- Acquisition Price (USD millions): 8000
- Strategic Rationale: Enhanced Morgan Stanley's capabilities in customized investment solutions.
Growth Trajectory and Initiatives
Historical Growth: Morgan Stanley has grown organically and through acquisitions. Its wealth management business has been a significant driver of growth.
Future Projections: Analysts project continued growth for Morgan Stanley, driven by its wealth management and investment banking businesses. Revenue growth is expected to be in the low-to-mid single digits.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and acquisitions of smaller firms.
Summary
Morgan Stanley is a robust global financial institution with a diversified business model, particularly strong in wealth management and investment banking. Its growth trajectory is positive, albeit influenced by market volatility. Regulatory oversight and competition are continuous factors that require careful management for the company's future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morgan Stanley Investor Relations
- SEC Filings
- Analyst Reports
- Company Press Releases
- Third-party Market Research
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data and financial metrics are subject to change and may vary depending on the source.
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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