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Upturn AI SWOT - About
Morgan Stanley (MS-PQ)
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Upturn Advisory Summary
06/30/2025: MS-PQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.85% | Avg. Invested days 17 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Morgan Stanley
Company Overview
History and Background
Morgan Stanley was founded in 1935 after the Glass-Steagall Act separated commercial and investment banking. It has evolved into a global financial services firm, weathering market fluctuations and expanding its offerings.
Core Business Areas
- Institutional Securities: Provides investment banking, sales and trading, and other financial services to corporations, governments, and institutions.
- Wealth Management: Offers financial planning, investment advice, and asset management services to individuals and families.
- Investment Management: Delivers asset management products and services to institutional and retail clients globally.
Leadership and Structure
James P. Gorman served as Executive Chairman, Theodore N. Pick is the CEO. The company has a board of directors and operates with a divisional structure based on its core business areas.
Top Products and Market Share
Key Offerings
- Investment Banking: Advisory services for mergers and acquisitions (M&A), underwriting of equity and debt offerings. Competitors include Goldman Sachs, JPMorgan Chase, and Bank of America. Market Share estimated is 8-12%.
- Sales and Trading: Facilitates trading of securities for institutional clients. Competitors include Goldman Sachs, Citigroup, and Barclays. Market share varies by product category.
- Wealth Management Products: Fee-based accounts, brokerage services, and wealth planning solutions. Competitors include Merrill Lynch (Bank of America), UBS, and Schwab. Morgan Stanley holds a large percentage of high net-worth clients, but no one company dominates.
- Investment Management Products: Various mutual funds, hedge funds and exchange traded funds. Competitors include Blackrock, Vanguard and State Street.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and sensitivity to economic conditions.
Positioning
Morgan Stanley is a leading global financial services firm with a strong brand and diversified business model, placing it among the top players in the industry.
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 across its various business segments.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diversified business model
- Experienced management team
- Leading wealth management franchise
Weaknesses
- Susceptibility to market volatility
- Regulatory risks
- Operational risks
- Dependence on key personnel
- Litigation risks
Opportunities
- Expansion into emerging markets
- Technological innovation
- Increasing demand for wealth management services
- Strategic acquisitions
- Growth in alternative investments
Threats
- Economic downturns
- Increased competition
- Changing regulations
- Geopolitical instability
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- GS
- JPM
- MS
- BLK
- UBS
- SCHW
Competitive Landscape
Morgan Stanley faces intense competition from other global financial services firms. It competes on the basis of brand, reputation, service quality, and product innovation.
Major Acquisitions
E*TRADE
- Year: 2020
- Acquisition Price (USD millions): 13000
- Strategic Rationale: Expanded Morgan Stanley's reach into the self-directed brokerage market and broadened its wealth management offerings.
Growth Trajectory and Initiatives
Historical Growth: Morgan Stanley's growth has been driven by its diversified business model and strategic acquisitions. Historical growth rates vary based on market conditions.
Future Projections: Analyst estimates for future growth depend on various factors, including economic conditions, regulatory changes, and market trends.
Recent Initiatives: Recent initiatives include investments in technology, expansion of wealth management services, and strategic acquisitions.
Summary
Morgan Stanley is a leading global financial firm with a diversified revenue base, but is susceptible to financial market volatilty. The company's wealth management business is a strength, while regulatory issues pose ongoing risks. Strategic acquisitions drive growth and are helping to innovate. Continued investment in technology and emerging markets is important.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Articles
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence.
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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