Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had over $4 trillion of client assets as well as over 80,000 employees at the end of 2022. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.

Financial Strength

3/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	0.21
Equity-to-Asset	0.08
Debt-to-Equity	2.79
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	3/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.27	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

7/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	2.9
	3-Year EPS without NRI Growth Rate	-4.5
	3-Year FCF Growth Rate	-11
	3-Year Book Growth Rate	2.8
	Future 3-5Y EPS without NRI Growth Rate	8
	Future 3-5Y Total Revenue Growth Rate	3.2

Momentum Rank

8/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	61.28
	9-Day RSI	58.34
	14-Day RSI	56.75
	6-1 Month Momentum %	26.65
	12-1 Month Momentum %	3.21

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	3.59
	Dividend Payout Ratio	0.58
	3-Year Dividend Growth Rate	32.4
	Forward Dividend Yield %	3.66
	5-Year Yield-on-Cost %	11.72
	3-Year Average Share Buyback Ratio	3.5
	Shareholder Yield %	-9.26

Profitability Rank

6/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	18.58
	FCF Margin %	-72.1
	ROE %	9.53
	ROA %	0.81
	Years of Profitability over Past 10-Year	10

GF Value Rank

6/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	16.91
	Forward PE Ratio	14.52
	PE Ratio without NRI	16.27
	Shiller PE Ratio	16.76
	PEG Ratio	2.81
	PS Ratio	2.97
	PB Ratio	1.67
	Price-to-Tangible-Book	2.27
	EV-to-Forward-EBIT	15.33
	EV-to-Revenue	7.38
	EV-to-Forward-Revenue	3.57
	EV-to-FCF	-10.23
	Price-to-Projected-FCF	1.65
	Price-to-DCF (Earnings Based)	0.62
	Price-to-Median-PS-Value	1.29
	Price-to-Peter-Lynch-Fair-Value	3.07
	Price-to-Graham-Number	1.32
	FCF Yield %	-24.47
	Forward Rate of Return (Yacktman) %	4.17

GF Value: $94.46

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