Morgan Total Assets from 2010 to 2024

MS Stock  USD 97.84  0.61  0.63%   
Morgan Stanley Total Assets yearly trend continues to be comparatively stable with very little volatility. Total Assets will likely drop to about 610.9 B in 2024. Total Assets is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. View All Fundamentals
 
Total Assets  
First Reported
1985-12-31
Previous Quarter
1.2 T
Current Value
1.2 T
Quarterly Volatility
394.8 B
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Morgan Stanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morgan main balance sheet or income statement drivers, such as Depreciation And Amortization of 4.5 B, Interest Expense of 44.2 B or Total Revenue of 53.2 B, as well as many exotic indicators such as Price To Sales Ratio of 3.15, Dividend Yield of 0.0393 or PTB Ratio of 1.46. Morgan financial statements analysis is a perfect complement when working with Morgan Stanley Valuation or Volatility modules.
  
This module can also supplement Morgan Stanley's financial leverage analysis and stock options assessment as well as various Morgan Stanley Technical models . Check out the analysis of Morgan Stanley Correlation against competitors.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.

Latest Morgan Stanley's Total Assets Growth Pattern

Below is the plot of the Total Assets of Morgan Stanley over the last few years. Total assets refers to the total amount of Morgan Stanley assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Morgan Stanley books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. Morgan Stanley's Total Assets historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Morgan Stanley's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 1.19 T10 Years Trend
Slightly volatile
   Total Assets   
       Timeline  

Morgan Total Assets Regression Statistics

Arithmetic Mean844,850,124,462
Geometric Mean678,028,140,002
Coefficient Of Variation34.50
Mean Deviation181,955,750,503
Median832,702,000,000
Standard Deviation291,492,055,651
Sample Variance84967618507.6T
Range1.2T
R-Value0.63
Mean Square Error55524988279.2T
R-Squared0.39
Significance0.01
Slope40,870,955,959
Total Sum of Squares1189546659105.9T

Morgan Total Assets History

2024610.9 B
20231.2 T
20221.2 T
20211.2 T
20201.1 T
2019895.4 B
2018853.5 B

Other Fundumenentals of Morgan Stanley

Morgan Stanley Total Assets component correlations

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0.860.850.940.860.820.410.530.50.90.780.89-0.610.63-0.380.820.910.490.88-0.210.480.650.660.3
0.630.850.90.640.60.080.240.50.640.610.79-0.710.47-0.50.780.830.630.76-0.150.510.680.630.53
0.750.940.90.750.710.170.310.60.760.590.86-0.840.66-0.370.930.90.70.87-0.150.640.830.810.45
1.00.860.640.750.930.470.580.30.930.860.96-0.460.72-0.310.650.840.480.88-0.310.290.520.620.15
0.930.820.60.710.930.560.560.50.830.710.89-0.40.79-0.20.680.780.530.8-0.230.420.580.70.14
0.480.410.080.170.470.560.890.330.610.390.310.190.14-0.160.040.39-0.130.16-0.27-0.09-0.090.05-0.36
0.570.530.240.310.580.560.890.170.730.490.460.010.14-0.450.110.51-0.020.26-0.48-0.15-0.050.07-0.35
0.320.50.50.60.30.50.330.170.320.050.39-0.530.390.020.60.550.570.37-0.030.610.640.670.41
0.930.90.640.760.930.830.610.730.320.850.88-0.420.54-0.450.580.880.330.79-0.380.190.410.510.1
0.860.780.610.590.860.710.390.490.050.850.81-0.180.43-0.30.430.70.120.8-0.190.090.240.270.17
0.950.890.790.860.960.890.310.460.390.880.81-0.640.72-0.40.750.910.660.93-0.290.410.660.730.34
-0.45-0.61-0.71-0.84-0.46-0.40.190.01-0.53-0.42-0.18-0.64-0.540.3-0.8-0.67-0.84-0.620.19-0.62-0.82-0.81-0.43
0.740.630.470.660.720.790.140.140.390.540.430.72-0.540.00.830.550.70.790.160.720.810.870.16
-0.31-0.38-0.5-0.37-0.31-0.2-0.16-0.450.02-0.45-0.3-0.40.30.0-0.18-0.46-0.24-0.230.350.13-0.12-0.12-0.09
0.650.820.780.930.650.680.040.110.60.580.430.75-0.80.83-0.180.730.760.840.120.840.950.910.43
0.830.910.830.90.840.780.390.510.550.880.70.91-0.670.55-0.460.730.640.83-0.360.370.660.710.5
0.480.490.630.70.480.53-0.13-0.020.570.330.120.66-0.840.7-0.240.760.640.61-0.080.670.880.910.53
0.880.880.760.870.880.80.160.260.370.790.80.93-0.620.79-0.230.840.830.610.020.590.760.760.43
-0.29-0.21-0.15-0.15-0.31-0.23-0.27-0.48-0.03-0.38-0.19-0.290.190.160.350.12-0.36-0.080.020.520.20.030.06
0.30.480.510.640.290.42-0.09-0.150.610.190.090.41-0.620.720.130.840.370.670.590.520.880.790.33
0.530.650.680.830.520.58-0.09-0.050.640.410.240.66-0.820.81-0.120.950.660.880.760.20.880.960.54
0.640.660.630.810.620.70.050.070.670.510.270.73-0.810.87-0.120.910.710.910.760.030.790.960.46
0.150.30.530.450.150.14-0.36-0.350.410.10.170.34-0.430.16-0.090.430.50.530.430.060.330.540.46
Click cells to compare fundamentals

About Morgan Stanley Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Morgan Stanley income statement, its balance sheet, and the statement of cash flows. Morgan Stanley investors use historical funamental indicators, such as Morgan Stanley's Total Assets, to determine how well the company is positioned to perform in the future. Although Morgan Stanley investors may use each financial statement separately, they are all related. The changes in Morgan Stanley's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Morgan Stanley's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Morgan Stanley Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Morgan Stanley. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Total Assets1.2 T610.9 B
Intangibles To Total Assets 0.02  0.02 

Pair Trading with Morgan Stanley

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.

Moving together with Morgan Stock

  0.61DHIL Diamond Hill InvestmentPairCorr

Moving against Morgan Stock

  0.66CDAQW Compass Digital AcquPairCorr
  0.6XP Xp IncPairCorr
  0.53CG Carlyle GroupPairCorr
  0.52MA MastercardPairCorr
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Morgan Stanley is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports:
Check out the analysis of Morgan Stanley Correlation against competitors.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.188
Dividend Share
3.4
Earnings Share
5.5
Revenue Per Share
33.686
Quarterly Revenue Growth
0.06
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.