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About the company
| 32.88bn | 1.07bn | 1981 | 57.06k | |||
| Revenue in USD (TTM) | Net income in USD | Incorporated | Employees |
|---|
Morgan Stanley is a global financial services company that, through its subsidiaries and affiliates, provides its products and services to a range of clients and customers, including corporations, governments, financial institutions and individuals. The Company is a financial holding company. The Company operates in three segments: Institutional Securities, Global Wealth Management Group and Asset Management. The Company provides financial advisory and capital-raising services to a group of corporate and other institutional clients worldwide. As of December 31, 2011, the Company's Global Wealth Management Group had $1,649 billion in client assets. The Company's Asset Management business segment offers clients an array of equity, fixed income and alternative investments and merchant banking services. On February 17, 2011, the Company completed the sale of Revel Entertainment Group, LLC (Revel). Effective March 14, 2013, Morgan Stanley acquired interest in Auerbach Grayson & Co.
Mergers & acquisitions
| Acquired company | Deal status | Date | MS:NYQ since announced | Transaction value |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Announced | 11 Sep 2012 | +58.46 % | 4.73bn |
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excluding extraordinary items (TTM) | EPS (including extraordinary items) (TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on average assets (TTM) | Return on average assets (5 yr average) | Return on investment (TTM) | Return on investment (5 yr average) | Gross margin (TTM) | Gross margin (5 yr average) | Net profit margin (TTM) | Net Profit margin (5 Yr Average) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr average) | Revenue (Year-over-year change%) | Revenue (5 yr growth rate) | Net income (Year-over-year change%) | Net income (5 Yr growth rate) | Capital expenditure (5 Yr growth rate) | Dividend (5 yr growth rate) | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CME Group Inc | 2.86bn | 865.50m | 25.80bn | 2600 | 29.71 | 1.19 | 24.12 | 9.03 | 2.60 | 2.60 | 8.59 | 64.88 | 0.070 | -- | 8.54 | 1,099,462 | 2.15 | 3.63 | 2.85 | 3.63 | 96.89 | 96.65 | 30.71 | 36.28 | -- | 26.27 | 0.1166 | 54.36 | -11.1565 | 10.66 | -50.5435 | 6.36 | -3.1841 | 40.00 | |
| Charles Schwab Corp | 4.98bn | 886.00m | 26.29bn | 14000 | 29.60 | 2.95 | 24.23 | 5.28 | 0.6939 | 0.6939 | 3.90 | 7.64 | 0.0407 | -- | 0.3832 | 361,159 | 0.7671 | 11.40 | 8.64 | 11.40 | -- | 100.00 | 18.84 | 18.40 | -- | -- | 0.143 | 33.74 | 4.09 | -0.4485 | 2.20 | -4.6439 | -2.5032 | 3.71 | |
| Franklin Resources, Inc. | 7.52bn | 2.02bn | 32.09bn | 8700 | 15.85 | 3.41 | 14.26 | 4.27 | 9.52 | 9.52 | 35.37 | 44.31 | 0.5279 | -- | 8.05 | 873,858 | 14.27 | 15.13 | 16.29 | 15.13 | -- | 93.56 | 27.04 | 25.37 | -- | -- | 0.1926 | 27.87 | -0.5468 | 2.73 | 0.2434 | 1.60 | -3.5939 | 12.47 | |
| BlackRock, Inc. | 9.54bn | 2.52bn | 46.64bn | 10600 | 19.42 | 1.87 | 16.56 | 4.89 | 14.23 | 14.23 | 53.87 | 148.13 | 0.0494 | -- | 3.67 | 908,286 | 1.31 | 1.29 | 1.34 | 1.29 | 89.68 | 88.73 | 26.54 | 22.71 | -- | 100.00 | 0.238 | 43.83 | 2.82 | 14.02 | 6.05 | 20.46 | 6.21 | 17.49 | |
| Morgan Stanley | 32.88bn | 1.07bn | 51.59bn | 57061 | 47.87 | 0.8432 | 15.51 | 1.57 | 0.5498 | 0.5278 | 17.08 | 31.98 | 0.0416 | -- | 0.4178 | 576,261 | 0.2346 | -- | 0.3376 | -- | 66.02 | -- | 5.64 | -- | -- | -- | 0.7137 | -- | -18.146 | -17.4527 | -99.6209 | -67.6758 | -2.2352 | -28.6291 |
Data as of Jun 19 2013. Currency figures normalised to Morgan Stanley's reporting currency: US Dollar USD.
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
Mitsubishi UFJ Asset Management Co. Ltd. as of 31 Mar 2013 | 432.40m | 22.06% |
SSgA Funds Management, Inc. as of 31 Mar 2013 | 178.92m | 7.16% |
China Investment Corp. (Investment Management) as of 31 Dec 2012 | 150.78m | 6.38% |
The Vanguard Group, Inc. as of 31 Mar 2013 | 60.98m | 3.24% |
BlackRock Fund Advisors as of 31 Mar 2013 | 49.24m | 2.58% |
Jennison Associates LLC as of 31 Mar 2013 | 43.87m | 2.18% |
Fidelity Management & Research Co. as of 31 Mar 2013 | 44.62m | 2.17% |
T. Rowe Price Associates, Inc. as of 31 Mar 2013 | 26.69m | 2.11% |
Invesco Advisers, Inc. as of 31 Mar 2013 | 24.89m | 1.50% |
Eagle Capital Management LLC as of 31 Mar 2013 | 27.83m | 1.47% |
Data from 31 Mar 2013 - 22 May 2013Source: FactSet Research Systems Inc.