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Stock Research Report for MS as of 8/17/11 - Chaikin Power Tools


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Stock Research Report for MS as of 8/17/11 - Chaikin Power Tools

  1. 1. Morgan Stanley (MS) Price: $17.08 Industry: Invest BKRS-MGRS Chaikin Power Gauge Report | Generated: Wed Aug 17 10:47 EDT 2011 MS Morgan Stanley $17.08 Power Gauge Rating MS - Neutral TM The Chaikin Power Gauge Rating for MS is neutral and reflects average financial metrics, weak earnings performance, neutral price/volume activity and negative expert opinions. Financial Metrics An appraisal of MSs financial metrics show a low price to book value. Earnings Performance MSs earnings performance is weak as a result of a relatively poor trend in Price/Volume Activity earnings this year. Expert Opinions News Sentiment Rating Neutral MS Morgan Stanley August 16, 2011 TM Chaikin Sentiment Gauge for MS is neutral. Stories concerning MS have a balanced or neutral sentiment. News Sentiment :Neutral Power Trend - 5 Year Chart The Power Gauge distills a 20 factor model into a concise picture of a stocks potential. High Potential Neutral Low PotentialI want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  2. 2. Financials & Earnings Financial Metrics Financial Metrics Rating LT Debt/Equity Ratio Neutral Price to Book Value MSs financial metrics are neutral. The company may be undervalued and is carrying too much long term debt. Return on Equity The rank is based on a high long term debt to equity ratio, low price to book value, low return on equity, high price to sales ratio and relatively high cash flow. Price to Sales Ratio Business Value Assets and Liabilities Valuation Returns Ratio TTM Ratio TTM Ratio TTM Current Ratio 0.84 Price/Book 0.40 Return on Invest 1.3% LT Debt/Equity 3.45 Price/Sales 0.83 Return on Equity 5.6% Earnings Performance Earnings Performance Rating Earnings Growth Bearish Earnings Surprise MSs earnings performance has been weak. The company experienced relatively poor earnings growth in the past 12 months and has an erratic 5 year earnings trend. Earnings Trend The rank is based on poor EPS growth over the past 3-5 years, better than Projected P/E Ratio expected earnings in recent quarters, a relatively poor trend in earnings this year, a relatively low projected P/E ratio and inconsistent earnings over the past 5 years. Earnings Consistency 5 Year Revenue and Earnings Growth EPS Estimates 12/06 12/07 12/08 12/09 12/10 Factor Actual EPS Prev EST EPS Current Change Revenue(M) 33,858.00 85,328.00 61,883.00 23,358.00 31,622.00 Quarterly EPS $-0.07 $0.48 +0.55 Rev % Growth 26.44% 152.02% -27.48% -62.25% 35.38% Yearly EPS $2.64 $1.26 -1.38 EPS $7.38 $3.13 $1.54 $-0.76 $2.64 Factor Actual EPS Growth Est EPS Growth Change EPS % Growth 81.77% -57.59% -50.80% -149.35% 447.37% 3-5 year EPS 24.82% 10.00% -14.82 EPS Surprise EPS Quarterly Results Estimate Actual Difference % Difference FY Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total Latest Qtr $-0.63 $-0.38 $0.25 39.68 12/09 $-0.57 $-1.10 $0.39 $0.29 $-0.99 1 Qtr Ago $0.34 $0.46 $0.12 35.29 12/10 $1.07 $1.20 $-0.07 $0.42 $2.62 2 Qtr Ago $0.35 $0.43 $0.08 22.86 12/11 $0.51 $-0.38 - - - 3 Qtr Ago $0.19 $0.05 $-0.14 -73.68 Fiscal Year End Month is December. I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  3. 3. Price Trend & Expert Opinions Price/Volume Activity Price/Volume Activity Rating Relative Strength vs Market Neutral Chaikin Money Flow Price and volume activity for MS is neutral. MS is in an accelerating price trend compared to 4 months ago and has underperformed the S&P 500 over 26 weeks. Price Trend The rank for MS is based on its relative weakness versus the market, negative Price Trend ROC Chaikin money flow, a negative Chaikin price trend, a positive Chaikin price trend ROC and an increasing volume trend. Volume Trend Relative Strength vs S&P500 Index Chaikin Money Flow Chart shows whether MS is performing better or worse than the market. Chaikin Money Flow analyzes supply and demand for a companys stock. Price Activity Price Activity Volume Activity Factor Value Factor Value Factor Value 52 Week High 30.99 % Change Price - 4 Weeks -18.64% Average Volume 20 Days 31,816,330 52 Week Low 16.45 % Change Price - 24 Weeks -40.77% Average Volume 90 Days 18,747,194 % Change YTD Rel S&P 500 -33.78% % Change Price - 4 Wks Rel to S&P -9.50% Chaikin Money Flow Persistency 23% % Change Price - 24 Wks Rel to S&P -35.13% Expert Opinions Expert Opinions Earnings Estimate Revisions Bearish Short Interest Expert opinions about MS are negative. Analysts are lowering their EPS estimates for MS and MS has been under-performing the Invest BKRS-MGRS Insider Activity industry over the past 13 weeks. The rank for MS is based on analysts revising earnings estimates downward, a Analyst Opinions low short interest ratio, insiders purchasing stock, pessimistic analyst opinions and relative weakness of the stock versus the Invest BKRS-MGRS industry Relative Strength vs Industry group. Earnings Estimate Revisions Analyst Recommendations EPS Estimates Revision Summary Current 7 Days Ago % Change Factor Value Last Week Last 4 Weeks Current Qtr 0.48 0.48 0.00% Mean this Week Buy Up Down Up Down Next Qtr 0.56 0.57 -1.75% Mean Last Week Buy Curr Qtr 0 0 5 5 Curr Yr 0 1 10 1 Current 30 Days Ago % Change Change 0.00 Next Qtr 0 1 6 4 Current FY 1.26 1.07 0.19 Mean 5 Weeks Ago Buy Next Yr 0 1 4 6 I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  4. 4. The Company & Its Competitors MSs Competitors in Invest BKRS-MGRS News Headlines for MS Company Power Historic EPS Projected EPS Profit Margin PEG PE Revenue(M) Forest Labs plans to buy back $350M in stock - Gauge growth growth Aug 16, 2011 MS 24.82% 10.00% 9.93% 1.36 30.48 31,622 Forest Labs plans to buy back $350M in stock - INTL 998.08% - 0.05% - 13.76 46,940 Aug 16, 2011 News Corp. stock up after 4Q beat, buyback NMR 46.97% 87.13% 3.08% 0.24 29.64 16,626 plan - Aug 11, 2011 RJF 14.49% 12.00% 8.37% 1.01 12.28 2,980 DealBook: Bowing to Citadel, E*Trade Hires Goldman Sachs - Aug 8, 2011 JEF 18.36% 15.00% - 0.71 - 2,797 DealBook: Morgan Stanley C.E.O. Buys $2 SCHW -0.34% 16.00% 15.78% 1.00 20.77 4,248 Million of Firms Stock - Aug 4, 2011 GS 3.96% 11.33% 21.07% 0.89 11.48 39,161 Company Details Company Profile MORGAN STANLEY MORGAN STANLEY is a preeminent global financial services firm that maintains leading 1585 BROADWAY market positions in each of its three primary businesses: securities; asset management; NEW YORK, NY 10036 and credit services. The company combines global strength in investment banking and USA institutional sales and trading with strength in providing full-service and on-line brokerage Phone: 212-761-4000 services, investment and global asset management services and, primarily through its Fax: 212-761-0086 Discover Card brand, quality consumer credit products. Website: http:// m Full Time Employees: 62,542 Sector: Finance Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stocks rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities. LM 2.3 DS 3.0 LS 2.1 Data Provided by ZACKS Investment Research, Inc., Special offers to trade stocks from optionsXpress: