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
36.71%
2.81
31.03%
S&P 500
14.9%
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
86.45%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
2.84
EV to EBIT
38.62
EV to EBITDA
30.36
EV to Capital Employed
1.45
EV to Sales
11.20
PEG Ratio
0.68
Dividend Yield
2.00%
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
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 48,998 MM
ROCE(HY)
Highest at 1.28%
DIVIDEND PER SHARE(HY)
Highest at USD 0
GROSS NPA (%)
(Q
NII(Q)
Highest at USD 2,855 MM
CREDIT DEPOSIT RATIO(HY)
Highest at 64.94%
-3What is not working for the Company
ROCE(HY)
Lowest at 1.28%
CASH AND EQV(HY)
Lowest at USD 9,978 MM
Here's what is working for Morgan Stanley
Non Performing Loans (%)
Lowest at 0.43%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are falling
Non Performing Loans (%)
NII
Highest at USD 2,855 MM
in the last five periodsMOJO Watch
The bank's income from core business is increasing
NII (USD MM)
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)
Operating Cash Flow
Highest at USD 48,998 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Credit Deposit Ratio
Highest at 64.94%
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 (%)
CASA
Highest at 18%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is improving. However, the bank may not be taking adequate risk in its lending book.
CAR (%)
Here's what is not working for Morgan Stanley
Cash and Eqv
Lowest at USD 9,978 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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