Event-Driven Stocks

MORGAN STANLEY

MSNYSE

Financials · Security Brokers, Dealers & Flotation Companies · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 2 good● 2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue——————
Operating income——————
Net income$16.86B$13.39B$9.09B$11.03B$15.03B$11.00B
Total assets$1.42T$1.22T$1.19T$1.18T$1.19T$1.12T
Total liabilities$1.31T$1.11T$1.09T$1.08T$1.08T$1.01T
Equity$111.63B$104.51B$99.04B$100.14B$105.44B$101.78B
EPS (diluted)$10.21$7.95$5.18$6.15$8.03$6.46
Shares out.1.61B1.64B1.68B1.78B1.81B1.60B

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
—
Net margin
—
Return on equity
15.1%
Return on assets
1.2%
Return on capital (ROCE)
—
Liabilities / assets
92.1%
Debt / equity
11.71×
Book value / share
$69.21
Revenue growth (YoY)
—
Net income growth (YoY)
25.9%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
2.4%clean
Piotroski F-Score
3/6weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
70
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 33Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 2 warning● 2 good
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Strong return on equity (>15%)
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202615.3M3.0+5.0%
Apr 30, 202614.6M2.8-5.7%
Apr 15, 202615.5M2.4-4.8%
Mar 31, 202616.3M2.1-8.7%
Mar 13, 202617.8M2.5+12.0%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Corporate family

Spin-offs from MORGAN STANLEY (1)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.