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Morgan Stanley (MS-PQ)



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Upturn Advisory Summary
08/14/2025: MS-PQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 - |
Upturn AI SWOT
Morgan Stanley
Company Overview
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.
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 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
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
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
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.
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 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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