Morgan Stanley
ISIN US6174464486
|WKN 885836
Market cap (in EUR)
185.907,00 m
Country
Estados Unidos
Sector
Finanzas
Dividend yield
2,86%
Overview
Quote
EUR 117.27
14/05/2025 20:59:51 (gettex)
+1.62|+1.40%
daily change
Spread0.56%
52 weeks low/high
84.00
135.86
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Description
Morgan Stanley opera como una empresa global de servicios financieros. La empresa ofrece productos y servicios de banca de inversión a sus clientes, entre los que se incluyen empresas, gobiernos, instituciones financieras y particulares. Opera a través de los siguientes segmentos: Valores Institucionales, Gestión de Patrimonios y Gestión de Inversiones. El segmento de Servicios Institucionales ofrece asesoramiento financiero, servicios de captación de capital y servicios de financiación relacionados en nombre de inversores institucionales. El segmento de Gestión Patrimonial ofrece servicios de corretaje y asesoramiento de inversiones que abarcan diversos tipos de inversiones, como acciones, opciones, futuros, divisas, metales preciosos, valores de renta fija, fondos de inversión, productos estructurados, inversiones alternativas, fondos comunes de inversión, futuros gestionados, cuentas gestionadas por separado y programas de asignación de activos de fondos de inversión. El segmento de gestión de inversiones ofrece estrategias de renta variable, renta fija, inversiones alternativas, bienes inmuebles y banca comercial. La empresa fue fundada por Harold Stanley y Henry S. Morgan en 1924 y tiene su sede en Nueva York, NY.
Finanzas Servicios de Inversión Estados Unidos
Financials
Key metrics
| Market capitalisation, EUR | 185.907,00 m |
| EPS, EUR | 7,94 |
| P/B ratio | 2,14 |
| P/E ratio | 15,18 |
| Dividend yield | 2,86% |
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.
Savings plan offers
Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
Source: justETF Research; As of 5/2025; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
Performance
Returns overview
| YTD | -2.36% |
| 1 month | +22.09% |
| 3 months | -11.50% |
| 6 months | -6.83% |
| 1 year | +27.70% |
| 3 years | +51.34% |
| 5 years | +236.02% |
| Since inception (MAX) | +275.62% |
| 2024 | +42.03% |
| 2023 | +6.27% |
| 2022 | -8.65% |
| 2021 | +57.14% |
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 | 34.99% |
| Volatility 3 years | 28.48% |
| Volatility 5 years | 29.43% |
| Return per risk 1 year | 0.79 |
| Return per risk 3 years | 0.52 |
| Return per risk 5 years | 0.93 |
| Maximum drawdown 1 year | -33.40% |
| Maximum drawdown 3 years | -33.40% |
| Maximum drawdown 5 years | -33.40% |
| Maximum drawdown since inception | -49.98% |
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.
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