Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

Information processing and communications

Professional services

Occupancy and equipment

Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Morgan Stanley MS is scheduled to release its financial results for the second quarter, before the opening bell on Tuesday, July 16.

Morgan Stanley Likely To Report Higher Q2 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

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Tapestry

CNBC's Jim Cramer on Monday named stocks that could stand to see gains if former President Donald Trump returns to office, as well as ones that may notch losses. "After this weekend, it sure seems like the Trump stocks are back," he said.

Jim Cramer names stocks that could rally, or fall, during another Trump presidency

Investors will be looking for further signs of a revival in deals when Morgan Stanley reports second-quarter earnings on Tuesday morning.

Morgan Stanley Earnings: Wall Street Expects Rise in Profit, Wealth Management

Morgan Stanley is scheduled to report earnings before Tuesday's open. The stock is currently trading near $105/share.

Earnings Preview: What To Expect From Morgan Stanley

Citigroup

Wells Fargo

Bond yields for three of the four biggest money-center banks have continued to tighten against Treasurys following their earnings updates, in a positive sign of demand ahead of billions of dollars in fresh debt expected from the banks.

Bank bond spreads tighten as earnings spark buying ahead of fresh debt offerings

With this example, the trader either generates a 1.76% return in a few days, or gets to purchase MS stock at a reasonable discount on the current price.

MS Stock Today: Take Advantage Of Earnings Volatility With A Morgan Stanley Cash-Secured Put

Morgan Stanley's (MS) second-quarter 2024 earnings are expected to have been positively impacted by a decent trading performance.

IB, Trading to Support Morgan Stanley's (MS) Q2 Earnings

Morgan Stanley MS will release its financial results for the second quarter, before the opening bell on Tuesday, July 16.

How To Earn $500 A Month From Morgan Stanley Stock Ahead Of Q2 Earnings Report

LOS ANGELES, CA / ACCESSWIRE / July 13, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Of Morgan Stanley With Losses Are Encouraged To Contact As The Schall Law Firm Initiates A Probe Into Claims

In the most recent trading session, Morgan Stanley (MS) closed at $104.09, indicating a -0.53% shift from the previous trading day.

Morgan Stanley (MS) Stock Sinks As Market Gains: Here's Why

LOS ANGELES, CA / ACCESSWIRE / July 12, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Morgan Stanley Investors With Losses Are Urged To Reach Out As The Schall Law Firm Begins An Investigation Into Allegations

LOS ANGELES, CA / ACCESSWIRE / July 11, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Urges Investors Who Have Suffered Losses To Reach Out As They Start A Probe Into Allegations Against Morgan Stanley

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Morgan Stanley (MS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2024.

Seeking Clues to Morgan Stanley (MS) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics

Morgan Stanley (MS) closed at $103.46 in the latest trading session, marking a +0.83% move from the prior day.

Here's Why Morgan Stanley (MS) Gained But Lagged the Market Today

LOS ANGELES, CA / ACCESSWIRE / July 10, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors With Losses Are Encouraged By The Schall Law Firm To Contact As They Initiate An Investigation Into Claims Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 9, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Who Have Incurred Losses Are Urged By The Schall Law Firm To Reach Out As They Start A Probe Into Allegations Against Morgan Stanley

Morgan Stanley (MS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Earnings Expected to Grow: Should You Buy?

The analyst warned investors on Monday of a "choppy" third quarter.

Chief Morgan Stanley strategist predicts 10% market correction is ‘highly likely' before presidential vote

LOS ANGELES, CA / ACCESSWIRE / July 8, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Encourages Investors With Losses To Make Contact As They Have Initiated An Investigation Into Claims Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 7, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Invites Investors Experiencing Losses To Reach Out As They Have Commenced An Inquiry Into Allegations Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 6, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Encourages Investors With Losses To Communicate As They Have Begun A Probe Into Accusations Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 5, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Suffering Losses Are Urged By The Schall Law Firm To Contact As They Have Initiated An Investigation Into Claims Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors With Losses Are Encouraged By The Schall Law Firm To Reach Out As They Have Started A Probe Into Allegations Against Morgan Stanley

LOS ANGELES, CA / ACCESSWIRE / July 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Has Initiated A Probe Into Allegations Against Morgan Stanley And Encourages Investors With Losses To Reach Out

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