Morgan Stanley Stock Buy Hold or Sell Recommendation

MS Stock  USD 94.16  0.66  0.71%   
Allowing for the 90-day total investment horizon and your highly speculative risk level, our recommendation regarding Morgan Stanley is 'Buy'. Macroaxis provides Morgan Stanley buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MS positions. The advice algorithm takes into account all of Morgan Stanley's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Morgan Stanley's buy or sell advice are summarized below:
Real Value
86.63
Target Price
86.27
Hype Value
94.16
Market Value
94.16
Naive Value
94.66
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Morgan Stanley given historical horizon and risk tolerance towards Morgan Stanley. When Macroaxis issues a 'buy' or 'sell' recommendation for Morgan Stanley, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
In addition, we conduct extensive research on individual companies such as Morgan and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state.

Execute Morgan Stanley Buy or Sell Advice

The Morgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Morgan Stanley. Macroaxis does not own or have any residual interests in Morgan Stanley or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Morgan Stanley's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Morgan StanleyBuy Morgan Stanley
Buy

Market Performance

WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

BuyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon Morgan Stanley has a Risk Adjusted Performance of 0.0268, Jensen Alpha of (0.13), Total Risk Alpha of (0.28), Sortino Ratio of (0.05) and Treynor Ratio of 0.0321
Macroaxis provides trade recommendations on Morgan Stanley to complement and cross-verify current analyst consensus on Morgan Stanley. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Morgan Stanley is not overpriced, please verify all Morgan Stanley fundamentals, including its debt to equity, and the relationship between the gross profit and price to earnings to growth . Given that Morgan Stanley has a price to earning of 13.51 X, we recommend you to check Morgan Stanley market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Morgan Stanley Trading Alerts and Improvement Suggestions

Morgan Stanley reports about 122.72 B in cash with (33.54 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 325.7.
Roughly 62.0% of the company shares are owned by institutional investors
On 15th of February 2024 Morgan Stanley paid $ 0.85 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: MORNING BID ASIA-Yen dam breached, but not burst

Morgan Stanley Returns Distribution Density

The distribution of Morgan Stanley's historical returns is an attempt to chart the uncertainty of Morgan Stanley's future price movements. The chart of the probability distribution of Morgan Stanley daily returns describes the distribution of returns around its average expected value. We use Morgan Stanley price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Morgan Stanley returns is essential to provide solid investment advice for Morgan Stanley.
Mean Return
0.05
Value At Risk
-2.12
Potential Upside
2.43
Standard Deviation
1.43
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Morgan Stanley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Morgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Morgan Stanley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morgan Stanley backward and forwards among themselves. Morgan Stanley's institutional investor refers to the entity that pools money to purchase Morgan Stanley's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Massachusetts Financial Services Company2023-12-31
20.2 M
Fmr Inc2023-12-31
17.3 M
Capital Research Global Investors2023-12-31
17.1 M
Ameriprise Financial Inc2023-12-31
15.3 M
Royal Bank Of Canada2023-12-31
15 M
Bank Of New York Mellon Corp2023-12-31
14.8 M
T. Rowe Price Associates, Inc.2023-12-31
13.5 M
Northern Trust Corp2023-12-31
12.3 M
Amvescap Plc.2023-12-31
10.8 M
Mitsubishi Ufj Financial Group Inc Junk2023-12-31
377.1 M
State Street Corporation2023-12-31
113.9 M
Note, although Morgan Stanley's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Morgan Stanley Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash(5.0B)23.5B22.1B402M(38.9B)(37.0B)
Free Cash Flow38.9B(26.7B)31.7B(9.5B)(36.9B)(35.1B)
Other Non Cash Items(33M)1.0B(143M)898M840M882M
Dividends Paid2.6B2.7B4.2B5.4B(5.8B)(5.5B)
Capital Expenditures1.8B1.4B2.3B3.1B3.4B3.6B
Net Income8.9B9.2B11.2B15.1B9.2B4.9B
End Period Cash Flow82.2B105.7B127.7B128.1B89.2B93.7B
Depreciation2.6B3.8B4.2B4.0B4.3B4.5B
Change To Inventory14.7B(31.6B)7.8B3.3B3.0B3.1B
Investments(30.8B)(39.5B)(8.0B)(8.2B)(3.1B)(3.2B)
Change Receivables233M(29.8B)774M14.7B16.9B17.7B
Net Borrowings(9.9B)10.2B19.5B37.6B43.2B45.4B
Change To Netincome1.1B1.3B2.0B1.6B1.9B1.8B

Morgan Stanley Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Morgan Stanley or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Morgan Stanley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Morgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.13
β
Beta against NYSE Composite1.35
σ
Overall volatility
1.48
Ir
Information ratio -0.06

Morgan Stanley Volatility Alert

Morgan Stanley has relatively low volatility with skewness of -0.27 and kurtosis of 1.93. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Morgan Stanley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Morgan Stanley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Morgan Stanley Implied Volatility

Morgan Stanley's implied volatility exposes the market's sentiment of Morgan Stanley stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Morgan Stanley's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Morgan Stanley stock will not fluctuate a lot when Morgan Stanley's options are near their expiration.

Morgan Stanley Fundamentals Vs Peers

Comparing Morgan Stanley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Morgan Stanley's direct or indirect competition across all of the common fundamentals between Morgan Stanley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Morgan Stanley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Morgan Stanley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Morgan Stanley to competition
FundamentalsMorgan StanleyPeer Average
Return On Equity0.0917-0.31
Return On Asset0.0078-0.14
Profit Margin0.17 %(1.27) %
Operating Margin0.30 %(5.51) %
Current Valuation40.89 B16.62 B
Shares Outstanding1.64 B571.82 M
Shares Owned By Insiders23.32 %10.09 %
Shares Owned By Institutions62.44 %39.21 %
Number Of Shares Shorted16.39 M4.71 M
Price To Earning13.51 X28.72 X
Price To Book1.71 X9.51 X
Price To Sales2.87 X11.42 X
Revenue50.67 B9.43 B
Gross Profit46.44 B27.38 B
EBITDA15.93 B3.9 B
Net Income9.23 B570.98 M
Cash And Equivalents122.72 B2.7 B
Cash Per Share325.70 X5.01 X
Total Debt276.39 B5.32 B
Debt To Equity3.42 %48.70 %
Current Ratio2.00 X2.16 X
Book Value Per Share55.50 X1.93 K
Cash Flow From Operations(33.54 B)971.22 M
Short Ratio1.69 X4.00 X
Earnings Per Share5.18 X3.12 X
Price To Earnings To Growth3.36 X4.89 X
Target Price94.52
Number Of Employees80 K18.84 K
Beta1.41-0.15
Market Capitalization153.98 B19.03 B
Total Asset1.19 T29.47 B
Retained Earnings98 B9.33 B
Z Score0.548.72
Note: Sale by Wirth Paul C of 25000 shares of Morgan Stanley [view details]

Morgan Stanley Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Morgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Morgan Stanley Buy or Sell Advice

When is the right time to buy or sell Morgan Stanley? Buying financial instruments such as Morgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total243.2B246.2B276.4B290.2B
Total Assets1.2T1.2T1.2T610.9B

Use Investing Ideas to Build Portfolios

In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Marketing Thematic Idea Now

Marketing
Marketing Theme
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Marketing Theme or any other thematic opportunities.
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When determining whether Morgan Stanley is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports:
Check out Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.33)
Dividend Share
3.325
Earnings Share
5.18
Revenue Per Share
32.931
Quarterly Revenue Growth
0.018
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.