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MS-PQ
Upturn stock ratingUpturn stock rating

Morgan Stanley (MS-PQ)

Upturn stock ratingUpturn stock rating
$25.98
Last Close (24-hour delay)
Profit since last BUY2.36%
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Consider higher Upturn Star rating
BUY since 49 days
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Upturn Advisory Summary

08/14/2025: MS-PQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 2.36%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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) -
Beta 1.36
52 Weeks Range 23.34 - 26.27
Updated Date 05/10/2025
52 Weeks Range 23.34 - 26.27
Updated Date 05/10/2025
Dividends yield (FY) 6.29%
Basic EPS (TTM) -

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 -

ai summary icon Upturn AI SWOT

Morgan Stanley

stock logo

Company Overview

overview logo History and Background

Morgan Stanley was founded in 1935 as a result of the Glass-Steagall Act, separating commercial and investment banking. It quickly became a leading investment bank, advising on major corporate transactions. Over time, it expanded into wealth management and other financial services, becoming a global financial powerhouse.

business area logo Core Business Areas

  • Institutional Securities: Provides investment banking, sales and trading, and research services to corporations, governments, and institutional investors.
  • Wealth Management: Offers financial advisory, brokerage, and investment management services to individuals and families.
  • Investment Management: Manages assets for institutional and individual clients across various asset classes.

leadership logo Leadership and Structure

The current CEO is Ted Pick. The company is structured with distinct business segments, each led by senior executives, and a board of directors providing oversight.

Top Products and Market Share

overview logo Key Offerings

  • Investment Banking: Provides advisory services for mergers and acquisitions, underwriting of securities offerings. Competitors include Goldman Sachs (GS), JPMorgan Chase (JPM), and Bank of America (BAC). Market share fluctuates but is consistently a top player.
  • Wealth Management Advisory: Offers personalized financial advice and investment management solutions. Competitors include Merrill Lynch (BAC), UBS (UBS), and Charles Schwab (SCHW). Assets Under Management (AUM) are a key performance indicator.
  • Sales and Trading: Engages in trading activities across various asset classes. Competitors include Goldman Sachs (GS) and J.P. Morgan (JPM).

Market Dynamics

industry overview logo Industry Overview

The financial services industry is subject to economic cycles, regulatory changes, and technological advancements. Competition is intense, and firms must adapt to changing client needs and market conditions.

Positioning

Morgan Stanley is a leading global financial services firm with a strong reputation for investment banking, wealth management, and trading. Its diversified business model and global reach provide a competitive advantage.

Total Addressable Market (TAM)

The global financial services market is estimated to be in the trillions of dollars. Morgan Stanley is positioned to capture a significant portion of this TAM through its diverse offerings.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Diversified business model
  • Global reach
  • Experienced management team
  • Leading position in investment banking and wealth management

Weaknesses

  • Sensitivity to economic cycles
  • Exposure to regulatory risks
  • Potential for reputational damage
  • Operational complexity
  • High compensation costs

Opportunities

  • Expanding into new markets
  • Acquiring new businesses
  • Developing new products and services
  • Leveraging technology to improve efficiency
  • Increasing wealth management penetration

Threats

  • Increased competition
  • Economic downturn
  • Regulatory changes
  • Cybersecurity risks
  • Geopolitical instability

Competitors and Market Share

competitor logo Key Competitors

  • GS
  • JPM
  • BAC
  • UBS
  • MS

Competitive Landscape

Morgan Stanley has strong investment banking and wealth management but must deal with rivals like GS, JPM, and BAC.

Major Acquisitions

Eaton Vance

  • Year: 2021
  • Acquisition Price (USD millions): 7000
  • Strategic Rationale: Expanded Morgan Stanley's investment management capabilities and AUM.

Growth Trajectory and Initiatives

Historical Growth: Morgan Stanley's growth has been driven by its diverse business segments and strategic acquisitions.

Future Projections: Analysts' projections vary, but generally expect Morgan Stanley to continue to grow its revenues and earnings over the long term.

Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and acquisitions of complementary businesses.

Summary

Morgan Stanley demonstrates strengths in diversification and global reach, particularly within investment banking and wealth management. However, its financials are sensitive to economic cycles, it faces regulatory risks, and competition is fierce. Strategic acquisitions and technological advancements are being undertaken to maintain growth, but market volatility and cybersecurity issues remain threats. They are doing well with their wealth management business, however, the rising interest rates can affect the future growth trajectory.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Investor Relations Presentations
  • Analyst Reports
  • Financial News Outlets

Disclaimers:

The information provided is for informational purposes only and should not be construed as financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 81000
Full time employees 81000

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.