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About the company

Morgan Stanley is a financial holding company. The Company's segments include Institutional Securities, Wealth Management and Investment Management. The Company's Institutional Securities business segment provides investment banking, sales and trading, and other services to corporations, governments, financial institutions and high-to-ultra high net worth clients. The Company's Wealth Management business segment provides an array of financial services and solutions to individual investors and small-to-medium sized businesses and institutions covering brokerage and investment advisory services, market-making activities in fixed income securities, financial and wealth planning services, annuity and insurance products, credit and other lending products, banking and retirement plan services. The Company's Investment Management business segment provides a range of investment strategies and products.

  • Revenue in USD (TTM)56.54bn
  • Net income in USD12.89bn
  • Incorporated1981
  • Employees71.00k
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
MS:NYQ since
announced
Transaction
value
Eaton Vance CorpDeal completed08 Oct 202008 Oct 2020Deal completed79.33%6.86bn
Data delayed at least 15 minutes, as of May 15 2021 00:00 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. 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 avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
T. Rowe Price Group Inc6.57bn2.70bn43.35bn7.68k16.225.4113.086.6011.7811.7828.6335.290.6774--8.93855,808.8032.1824.5139.3829.36----47.5035.98----0.0037.8310.488.1211.1513.847.2411.60
Bank of New York Mellon Corp3.28bn3.33bn45.33bn48.00k13.821.128.872.903.753.7517.5651.35--------0.77071.02--------23.0224.16------27.26-45.564.32-19.682.5715.2512.77
KKR & Co Inc10.09bn4.88bn48.13bn1.58k6.982.483.644.778.048.0416.8225.380.0742--51.726,377,024.009.755.8213.299.5781.9092.89131.3689.34----0.437911.34-0.690434.12-1.3131.84-3.43-23.64
Intercontinental Exchange Inc6.27bn2.09bn63.74bn8.96k30.313.1921.6110.163.743.7411.2635.460.047--4.05705,736.801.572.076.597.16----33.4736.76--10.310.446529.7016.0312.588.0710.408.1615.65
CME Group Inc4.61bn1.91bn77.92bn4.37k40.672.9332.9616.885.345.3412.8774.050.0309--6.851,056,018.001.282.975.237.00----41.4854.84----0.117482.920.32057.98-0.533911.0411.5811.20
Blackstone Group Inc14.48bn3.86bn104.58bn3.17k17.047.70--7.225.135.1317.4511.360.5110--17.314,574,017.0029.0910.4756.2818.23----56.9247.15----0.250891.48-16.855.60-49.008.0513.51-7.92
Goldman Sachs Group Inc60.59bn14.50bn125.29bn40.30k9.171.427.612.0740.2140.21168.59287.230.0507--0.42441,496,148.001.260.9333.012.0581.0369.1824.8917.88----0.883816.622.627.4212.899.8728.0414.42
BlackRock, Inc.16.89bn5.33bn130.70bn16.70k24.833.7020.447.7434.5134.51109.47231.790.1046--4.881,023,818.003.672.183.802.2382.2481.4235.1229.79----0.160546.1411.467.2910.198.08-2.5710.74
Morgan Stanley56.54bn12.89bn162.52bn71.00k11.461.669.632.877.627.6233.5556.860.0537--0.5968831,485.301.290.98142.832.0390.7980.1523.9918.03----0.848426.24-3.306.5523.3613.051.0120.55
JPMorgan Chase & Co.59.63bn38.83bn496.48bn259.35k13.021.9910.454.0212.6012.6040.1192.73--------1.191.13--------32.8227.56------32.62-23.224.83-20.883.89--16.47
Data as of May 15 2021. Currency figures normalised to Morgan Stanley's reporting currency: US Dollar USD

Institutional shareholders

31.89%Per cent of shares held by top holders
HolderShares% Held
SSgA Funds Management, Inc.as of 31 Dec 2020124.07m6.84%
The Vanguard Group, Inc.as of 31 Mar 2021114.79m6.33%
T. Rowe Price Associates, Inc. (Investment Management)as of 31 Dec 202098.46m5.43%
BlackRock Fund Advisorsas of 31 Mar 202166.59m3.67%
JPMorgan Investment Management, Inc.as of 31 Mar 202143.65m2.41%
Fidelity Management & Research Co. LLCas of 31 Mar 202140.39m2.23%
Wellington Management Co. LLPas of 31 Dec 202029.94m1.65%
Geode Capital Management LLCas of 31 Mar 202123.29m1.28%
Norges Bank Investment Managementas of 31 Dec 202019.83m1.09%
Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 202117.27m0.95%
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Data from 31 Dec 2020 - 31 Mar 2021Source: FactSet Research Systems Inc.
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