A profitable company with growing sales.
Facts from SEC filings, not a recommendation.
From MS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
Last 12 months: $78.0B, up 18% from the 12 months before. Over 5 years, sales grew about 7.7% a year.
Move the sliders to your own view of MS. Starting points are the company's recent numbers.
What today's price needs: with a 26% margin and a 15x P/E, sales could shrink about 3.1% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
Price chart by TradingView.
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.
From the press release, checked against last year's SEC filing. Cash flow and share count update with the 10-Q.
No open-market insider buys or sells in the last 90 days.
No trades to chart yet.
SEC filings of any kind. 50 means a normal week.
Institutions added 1.6% to their holdings. 1408 bought, 1014 sold.
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Source: SEC EDGAR filings. For informational purposes. Not investment advice.
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