Financial Resilience | Morgan Stanley's diversified model shows strength amid market fluctuations, with EPS of $1.82 in Q2 2024 surpassing estimates and a $20B stock buyback program announced |
Wealth Management Shift | Explore the firm's strategic adjustments in wealth management, balancing advisory sweep rate increases with potential short-term NII declines |
Regulatory Challenges | Delve into Morgan Stanley's navigation of SEC inquiries and class-action lawsuits, showcasing the firm's ability to maintain focus on strategic goals |
Future Projections | Analyst price targets range from $91 to $121, with EPS estimates for FY 2025 between $7.30 and $7.92, reflecting cautious optimism in the firm's growth potential |
Morgan Stanley is a global financial services company. The Company, through its subsidiaries, provides a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides investment banking, sales and trading, and other services to corporations, governments, financial institutions and high net worth clients. Its Wealth Management segment provides financial services and solutions to individual investors and small-to-medium sized businesses and institutions covering: brokerage and investment advisory services; financial and wealth planning services; workplace services, including stock plan administration; residential real estate loans and other lending products; banking; and retirement plan services. Its Investment Management segment provides a range of investment strategies and products to a diverse group of clients.
Metrics to compare | MS | Sector Sector - Average of metrics from a broad group of related Financial sector companies | Relationship RelationshipMSPeersSector | |
---|---|---|---|---|
P/E Ratio | 18.5x | 14.8x | 8.7x | |
PEG Ratio | 2.71 | 0.45 | 0.03 | |
Price/Book | 2.0x | 1.5x | 1.0x | |
Price / LTM Sales | 3.3x | 2.7x | 2.7x | |
Upside (Analyst Target) | −5.6% | 8.9% | 10.9% | |
Fair Value Upside | Unlock | −8.0% | 2.6% | Unlock |