Morgan Stanley (MS)
Price: $17.08
Industry: Invest BKRS-MGRS Chaikin Power Gauge Report | Generated: Wed Aug 17 10:47 EDT 2011 MS Morgan Stanley
$17.08
Power Gauge Rating
MS - Neutral TM
The Chaikin Power Gauge Rating for MS is neutral and reflects average financial metrics, weak earnings performance, neutral price/volume activity and negative expert opinions.
Financial Metrics
An appraisal of MS's financial metrics show a low price to book value. Earnings Performance
MS's earnings performance is weak as a result of a relatively poor trend in earnings this year.
Price/Volume Activity
Expert Opinions
News Sentiment Rating
Neutral MS Morgan Stanley
August 16, 2011
TM
Chaikin Sentiment Gauge for MS is neutral. Stories concerning MS have a balanced or neutral sentiment.
News Sentiment :Neutral
Power Trend - 5 Year Chart
The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.
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High Potential
Neutral
Low Potential
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Financials & Earnings
Financial Metrics
Financial Metrics Rating
Neutral
LT Debt/Equity Ratio
MS's financial metrics are neutral. The company may be undervalued and is carrying too much long term debt.
Price to Book Value
The rank is based on a high long term debt to equity ratio, low price to book value, low return on equity, high price to sales ratio and relatively high cash flow.
Return on Equity
Price to Sales Ratio
Business Value
Assets and Liabilities
Valuation
Returns
Ratio
TTM
Ratio
TTM
Ratio
TTM
Current Ratio
0.84
Price/Book
0.40
Return on Invest
1.3%
LT Debt/Equity
3.45
Price/Sales
0.83
Return on Equity
5.6%
Earnings Performance
Earnings Performance Rating
Bearish
Earnings Growth
MS's earnings performance has been weak. The company experienced relatively poor earnings growth in the past 12 months and has an erratic 5 year earnings trend.
Earnings Surprise
Earnings Trend
The rank is based on poor EPS growth over the past 3-5 years, better than expected earnings in recent quarters, a relatively poor trend in earnings this year, a relatively low projected P/E ratio and inconsistent earnings over the past 5 years.
Projected P/E Ratio
Earnings Consistency
5 Year Revenue and Earnings Growth
Revenue(M) Rev % Growth EPS EPS % Growth
EPS Estimates
12/06
12/07
12/08
12/09
12/10
33,858.00
85,328.00
61,883.00
23,358.00
31,622.00
26.44%
152.02%
-27.48%
-62.25%
35.38%
$7.38
$3.13
$1.54
$-0.76
$2.64
81.77%
-57.59%
-50.80%
-149.35%
447.37%
EPS Surprise
Factor
Actual EPS Prev
EST EPS Current
Change
$-0.07
$0.48
+0.55
Quarterly EPS Yearly EPS Factor
$2.64
$1.26
-1.38
Actual EPS Growth
Est EPS Growth
Change
24.82%
10.00%
-14.82
3-5 year EPS
EPS Quarterly Results Estimate
Actual
Difference
% Difference
Latest Qtr
$-0.63
$-0.38
$0.25
39.68
1 Qtr Ago
$0.34
$0.46
$0.12
35.29
2 Qtr Ago
$0.35
$0.43
$0.08
22.86
3 Qtr Ago
$0.19
$0.05
$-0.14
-73.68
FY
Qtr 1
Qtr 2
Qtr 3
Qtr 4
Total
12/09
$-0.57
12/10
$1.07
$-1.10
$0.39
$0.29
$-0.99
$1.20
$-0.07
$0.42
$2.62
12/11
$0.51
$-0.38
-
-
-
Fiscal Year End Month is December.
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Price Trend & Expert Opinions Price/Volume Activity
Price/Volume Activity Rating
Neutral
Relative Strength vs Market
Chaikin Money Flow
Price and volume activity for MS is neutral. MS is in an accelerating price trend compared to 4 months ago and has underperformed the S&P 500 over 26 weeks.
Price Trend
The rank for MS is based on its relative weakness versus the market, negative Chaikin money flow, a negative Chaikin price trend, a positive Chaikin price trend ROC and an increasing volume trend.
Price Trend ROC
Volume Trend
Relative Strength vs S&P500 Index
Chaikin Money Flow
Chart shows whether MS is performing better or worse than the market.
Chaikin Money Flow analyzes supply and demand for a company's stock.
Price Activity
Price Activity
Volume Activity
Factor
Value
Factor
52 Week High
30.99
% Change Price - 4 Weeks
-18.64%
Average Volume 20 Days
31,816,330
52 Week Low
16.45
% Change Price - 24 Weeks
-40.77%
Average Volume 90 Days
18,747,194
% Change YTD Rel S&P 500
-33.78%
Expert Opinions
-35.13%
Chaikin Money Flow Persistency
23%
Expert opinions about MS are negative. Analysts are lowering their EPS estimates for MS and MS has been under-performing the Invest BKRS-MGRS industry over the past 13 weeks.
Insider Activity
The rank for MS is based on analysts revising earnings estimates downward, a low short interest ratio, insiders purchasing stock, pessimistic analyst opinions and relative weakness of the stock versus the Invest BKRS-MGRS industry group.
Analyst Opinions
Relative Strength vs Industry
Earnings Estimate Revisions Current 0.48 0.56 Current Current FY
-9.50%
% Change Price - 24 Wks Rel to S&P
Value
Bearish
Short Interest
Next Qtr
% Change Price - 4 Wks Rel to S&P
Factor
Expert Opinions
Earnings Estimate Revisions
Current Qtr
Value
1.26
Analyst Recommendations
7 Days Ago % Change 0.48 0.57
0.00% -1.75%
30 Days Ago % Change 1.07
0.19
Factor Mean this Week Mean Last Week
EPS Estimates Revision Summary Value
Buy 0.00
Mean 5 Weeks Ago
Buy
Last 4 Weeks
Down
Up
Down
Curr Qtr
0
0
5
5
Curr Yr
0
1
10
1
Next Qtr
0
1
6
4
Next Yr
0
1
4
6
Buy
Change
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Last Week Up
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The Company & Its Competitors
News Headlines for MS
MS's Competitors in Invest BKRS-MGRS Historic EPS growth
Projected EPS growth
Profit Margin
PEG
PE
Revenue(M)
Forest Labs plans to buy back $350M in stock Aug 16, 2011
24.82%
10.00%
9.93%
1.36
30.48
31,622
INTL
998.08%
-
0.05%
-
13.76
46,940
Forest Labs plans to buy back $350M in stock Aug 16, 2011
NMR
46.97%
87.13%
3.08%
0.24
29.64
16,626
RJF
14.49%
12.00%
8.37%
1.01
12.28
2,980
JEF
18.36%
15.00%
-
0.71
-
2,797
SCHW
-0.34%
16.00%
15.78%
1.00
20.77
4,248
3.96%
11.33%
21.07%
0.89
11.48
39,161
Company
Power Gauge
MS
GS
News Corp. stock up after 4Q beat, buyback plan - Aug 11, 2011 DealBook: Bowing to Citadel, E*Trade Hires Goldman Sachs - Aug 8, 2011 DealBook: Morgan Stanley C.E.O. Buys $2 Million of Firm's Stock - Aug 4, 2011
Company Details
Company Profile
MORGAN STANLEY 1585 BROADWAY NEW YORK, NY 10036 USA Phone: 212-761-4000 Fax: 212-761-0086 Website: http://http://www.morganstanley.co m Full Time Employees: 62,542 Sector: Finance
MORGAN STANLEY is a preeminent global financial services firm that maintains leading market positions in each of its three primary businesses: securities; asset management; and credit services. The company combines global strength in investment banking and institutional sales and trading with strength in providing full-service and on-line brokerage services, investment and global asset management services and, primarily through its Discover Card brand, quality consumer credit products.
Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.
LM 2.3 DS 3.0 LS 2.1
Data Provided by ZACKS Investment Research, Inc., www.zacks.com
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