Morgan Stanley
ISIN US6174464486
|WKN 885836
Market cap (in EUR)
173,266.74 m
Country
United States
Sector
Finance
Dividend yield
3.04%
Overview
Quote
GBP 97.26
13/05/2025 (gettex)
+0.80|+0.83%
daily change
52 weeks low/high
72.11
113.45
Description
Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
Finance Investment Services United States
Financials
Key metrics
| Market capitalisation, EUR | 173,266.74 m |
| EPS, EUR | 7.94 |
| P/B ratio | 2.01 |
| P/E ratio | 14.28 |
| Dividend yield | 3.04% |
Income statement (2024)
| Revenue, EUR | 99,285.83 m |
| Net income, EUR | 12,378.72 m |
| Profit margin | 12.47% |
What ETF is Morgan Stanley in?
There are 311 ETFs which contain Morgan Stanley. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morgan Stanley is the WisdomTree US Equity Income UCITS ETF GBP Hedged Acc.
Performance
Returns overview
| YTD | -3.15% |
| 1 month | +16.98% |
| 3 months | -12.50% |
| 6 months | -7.04% |
| 1 year | +22.96% |
| 3 years | +50.27% |
| 5 years | +209.17% |
| Since inception (MAX) | +313.46% |
| 2024 | +35.53% |
| 2023 | +4.14% |
| 2022 | -3.46% |
| 2021 | +46.02% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 33.79% |
| Volatility 3 years | 28.51% |
| Volatility 5 years | 29.49% |
| Return per risk 1 year | 0.68 |
| Return per risk 3 years | 0.51 |
| Return per risk 5 years | 0.86 |
| Maximum drawdown 1 year | -32.24% |
| Maximum drawdown 3 years | -32.24% |
| Maximum drawdown 5 years | -32.24% |
| Maximum drawdown since inception | -45.18% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
