Morgan Stanley Return on Investment 2010-2024 | MS (2024)

FAQs

What is the average return on investment for Morgan Stanley? ›

Morgan Stanley achieved a return on average invested assets (ROI) of 0.81 % in its first quarter of 2024, which is below Morgan Stanley's average return on investment, which stands at 1.43%. ROI has improved compared to 0.78% in the fourth quarter of 2023, due to net income growth.

The bank said first-quarter profit rose 14% from a year earlier to $3.41 billion, or $2.02 a share, helped by rising results at each of its three main divisions. Revenue climbed 4% to $15.14 billion. Shares of the bank jumped about 2.5%.

Return on invested capital (ROIC) assesses a company's efficiency in allocating capital to profitable investments. It is calculated by dividing net operating profit after tax (NOPAT) by invested capital. ROIC gives a sense of how well a company is using its capital to generate profits.

Compared to those prior years, 2023 was normalized and the asset class continues to grow. We believe the market environment in 2024 will continue to support private credit, through increased private equity activity, decreasing interest rates and capital structure optimization.

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

What do analysts say about Morgan Stanley? Morgan Stanley's analyst rating consensus is a Moderate Buy. This is based on the ratings of 18 Wall Streets Analysts.

Their resources, infrastructure and training empower firms like The Clarity Group to do what we do best on the individual level. If someone is a Morgan Stanley Financial Advisor, you know they have undergone rigorous training, have access to helpful resources and have committed to a set of core values.

ROIC is often expressed as a percentage. For instance, a 50% ROIC tells you that for every dollar invested in a company, it would generate 50 cents in income. Some investors go for companies with a consistently high ROIC, as it's a good sign of business performance.

Are ROI and ROIC the same? ›

No, ROI is different from ROIC. ROI is short for return on investment and measures how much money a company makes on its investments. ROIC, or return on invested capital, is a more specific measurement that considers both the income and the investments of a company.

Generally speaking, the higher the return on invested capital (ROIC), the more likely the company is to achieve sustainable long-term value creation. 50% ROIC ➝ A 50% ROIC means that a company provided with $1.00 in funding can reinvest those proceeds to turn the investment into $1.50.

As a result of strong net new asset growth, the Firm has reached $7 trillion of client assets across Wealth and Investment Management. Institutional Securities also saw strength across the markets and underwriting businesses. The Morgan Stanley Integrated Firm model is delivering durable results.”

In fact, 97% of our clients say they are satisfied with the firm, and 98% are satisfied with how their Morgan Stanley Financial Advisor handles questions and requests. And, nine in 10 Morgan Stanley clients surveyed say they felt prepared financially for the COVID-19 crisis. What's next?

FACTS: 97% of our clients say they are satisfied with the firm, and 98% are satisfied with how their Morgan Stanley Financial Advisor handles questions and requests (Morgan Stanley Client Council Survey, Q2 2021).

Morgan Stanley is one of the top investment banks in both the U.S. and around the world. They have solidified its position at the top of the bulge bracket group, consistently operating on the largest M&A and IPO transactions.

Generally speaking, if you're estimating how much your stock-market investment will return over time, we suggest using an average annual return of 6% and understanding that you'll experience down years as well as up years.

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