ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Morgan Stanley ?
1
The Bank has a high Capital Adequacy Ratio of 17.32% signifying high buffers against its risk based assets
2
The company has declared Positive results for the last 3 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 23,299 MM
- ROCE(HY) Highest at 1.15%
- DIVIDEND PER SHARE(HY) Highest at USD 0
3
With ROA of 0.79%, it has a expensive valuation with a 2.28 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 41.30%, its profits have risen by 50.2% ; the PEG ratio of the company is 0.3
4
Market Beating performance in long term as well as near term
- Along with generating 41.30% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Morgan Stanley should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Morgan Stanley for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Morgan Stanley
51.27%
2.81
31.03%
S&P 500
21.51%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
42.19%
EBIT Growth (5y)
7.94%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
37.72%
Pledged Shares
0
Institutional Holding
86.42%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
2.89
EV to EBIT
38.94
EV to EBITDA
30.61
EV to Capital Employed
1.46
EV to Sales
11.29
PEG Ratio
0.69
Dividend Yield
1.96%
ROCE (Latest)
3.75%
ROE (Latest)
15.10%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend15What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 28,545 MM
ROCE(HY)
Highest at 1.33%
DIVIDEND PER SHARE(HY)
Highest at USD 0
OPERATING PROFIT MARGIN(Q)
Highest at 44.79 %
CREDIT DEPOSIT RATIO(HY)
Highest at 71.04%
NET SALES(Q)
Highest at USD 15,902 MM
OPERATING PROFIT(Q)
Highest at USD 7,122 MM
PRE-TAX PROFIT(Q)
Highest at USD 7,348 MM
NET PROFIT(Q)
Highest at USD 5,581 MM
EPS(Q)
Highest at USD 3.46
-5What is not working for the Company
ROCE(HY)
Lowest at 1.33%
DIVIDEND PAYOUT RATIO(Y)
Lowest at 28.9%
CASH AND EQV(HY)
Lowest at USD 6,012 MM
Here's what is working for Morgan Stanley
Operating Cash Flow
Highest at USD 28,545 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Operating Profit Margin
Highest at 44.79 % and Grown
In each period in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 15,902 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Operating Profit
Highest at USD 7,122 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Pre-Tax Profit
Highest at USD 7,348 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 5,581 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 3.46
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Credit Deposit Ratio
Highest at 71.04%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Here's what is not working for Morgan Stanley
Cash and Eqv
Lowest at USD 6,012 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Dividend Payout Ratio
Lowest at 28.9%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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