Morgan Stanley
MSCompany Overview
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.
Shariah Compliance Benchmarks:
- Business Compliance: Non-Shariah compliant revenue must be less than 5% of total revenue
- Liabilities Compliance: Interest-bearing debt must be less than 33% of market capitalization
This stock does not meet all Shariah compliance criteria according to AAOIFI standards.
| Name | Morgan Stanley |
| Ticker | MS |
| Main Business | Capital Markets |
| Type | Common Stock |
| Industry | Capital Markets |
| Country | US |
| Market Cap | $150.13 B |
Shariah Analysis Breakdown
| Revenue Segment | Value ($M) | Non-Compliant ($M) | Reason |
|---|---|---|---|
| Wealth Management (WM) | $24,420.0 | $0.0 | - |
| Institutional Securities (IS) | $24,390.0 | $24,390.0 | Securities |
| Investment Management (IM) | $5,380.0 | $5,380.0 | Investment |
| Intersegment Eliminations (I/E) | $-517.0 | $0.0 | - |
| Interest income | $0.0 | $0.0 | - |
| Total | $53,673.0 | $29,770.0 | 35.68% (failed) |
| Liability Item | Value ($M) | % of Market Cap |
|---|---|---|
| long term debt and capital lease obligation non current | $267,470,000,000.0 | 178.16% |
| derivative product liabilities non current | $35,280,000,000.0 | 23.50% |
| current debt and capital lease obligation current | $8,920,000,000.0 | 5.94% |
| Total Interest-Bearing Debt | $311,670,000,000.0 | 207.60% |
| Market Capitalization | $150,132,500,000.0 | 100.00% |
| Compliance Status | Threshold: 33% | failed |