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Oct 08, 2020

Morgan Stanley (MS, $49.16) to buy Eaton Vance in $7 billion deal

Financial behemoth Morgan Stanley   agreed to acquire asset management company Eaton Vance .

It will be a 50-50 cash-and-stock deal with an equity value of about $7 billion. Under the agreement, Eaton Vance shareholders will receive $28.25 per share in cash and 0.5833 a share of Morgan Stanley common stock - a total consideration of about $56.50 a share.

The deal  is expected to close in the second quarter of 2021.

James P. Gorman, Morgan Stanley chairman and CEO, said that with the addition of Eaton Vance, Morgan Stanley will oversee $4.4 trillion of client assets and AUM across its Wealth Management and Investment Management segments.

According to Tickeron, MS's RSI Oscillator recovers from oversold territory

The RSI Oscillator for MS moved out of oversold territory on September 25, 2020. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 28 similar instances when the indicator left oversold territory. In 24 of the 28 cases the stock moved higher. This puts the odds of a move higher at 86%.

Current price $49.16 crossed the resistance line at $48.98 and is trading between $49.17 support and $48.98 resistance lines. Throughout the month of 09/04/20 - 10/07/20, the price experienced a -8% Downtrend, while the week of 09/30/20 - 10/07/20 shows a +0.74% Uptrend.

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 05, 2020. You may want to consider a long position or call options on MS as a result. In 71 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.

The Moving Average Convergence Divergence (MACD) for MS just turned positive on October 06, 2020. Looking at past instances where MS's MACD turned positive, the stock continued to rise in 36 of 51 cases over the following month. The odds of a continued upward trend are 71%.

Following a +2.84% 3-day Advance, the price is estimated to grow further. Considering data from situations where MS advanced for three days, in 205 of 313 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.

MS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

The Stochastic Indicator entered the overbought zone. Expect a price pull-back in the foreseeable future.

MS moved below its 50-day Moving Average on September 17, 2020 date and that indicates a change from an upward trend to a downward trend.

The 10-day Moving Average for MS crossed bearishly below the 50-day moving average on September 18, 2020. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 56%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where Apple declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 54%.

The Aroon Indicator for MS entered a downward trend on October 05, 2020. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

Tickeron has a positive outlook on this ticker and predicts a further increase by more than 4.00% within the next month with a likelihood of 69%. During the last month, the daily ratio of advancing to declining volumes was 1.03 to 1.

The Tickeron Valuation Rating of 17 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.98) is normal, around the industry mean (3.40). P/E Ratio (8.80) is within average values for comparable stocks, (21.65). Projected Growth (PEG Ratio) (0.43) is also within normal values, averaging (1.03). Dividend Yield (2.54) settles around the average of (2.25) among similar stocks. P/S Ratio (2.36) is also within normal values, averaging (27.77).

The Tickeron Profit vs. Risk Rating rating for this company is 49 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is 52 (best 1 - 100 worst), indicating fairly steady price growth. MS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron PE Growth Rating for this company is 62 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is 90 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

Related Ticker: MS

MS in upward trend: price rose above 50-day moving average on March 13, 2024

MS moved above its 50-day moving average on March 13, 2024 date and that indicates a change from a downward trend to an upward trend. In of 44 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on March 20, 2024. You may want to consider a long position or call options on MS as a result. In of 70 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The 10-day moving average for MS crossed bullishly above the 50-day moving average on March 13, 2024. This indicates that the trend has shifted higher and could be considered a buy signal. In of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where MS advanced for three days, in of 333 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 299 cases where MS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The 10-day RSI Indicator for MS moved out of overbought territory on April 01, 2024. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where MS declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

MS broke above its upper Bollinger Band on March 20, 2024. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Fundamental Analysis (Ratings)

Fear & Greed

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating outstanding price growth. MS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.694) is normal, around the industry mean (5.081). P/E Ratio (18.056) is within average values for comparable stocks, (37.644). Projected Growth (PEG Ratio) (3.334) is also within normal values, averaging (2.594). Dividend Yield (0.036) settles around the average of (0.036) among similar stocks. P/S Ratio (3.039) is also within normal values, averaging (96.575).

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), CME Group (NASDAQ:CME).

Industry description

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

Market Cap

The average market capitalization across the Investment Banks/Brokers Industry is 10.85B. The market cap for tickers in the group ranges from 13 to 928.5B. PKRSF holds the highest valuation in this group at 928.5B. The lowest valued company is BFCH at 13.

High and low price notable news

The average weekly price growth across all stocks in the Investment Banks/Brokers Industry was 0%. For the same Industry, the average monthly price growth was -2%, and the average quarterly price growth was 31%. ABIT experienced the highest price growth at 94%, while PIHG experienced the biggest fall at -75%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was -26%. For the same stocks of the Industry, the average monthly volume growth was -11% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 65
Price Growth Rating: 50
SMR Rating: 69
Profit Risk Rating: 72
Seasonality Score: -11 (-100 ... +100)
Related Portfolios: Investment Firms,BANKS
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A.I.Advisor
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General Information

a provider of diversified financial services including brokerage, investment management and venture capital services

Industry InvestmentBanksBrokers

Profile
Fundamentals
Details
Industry
Investment Banks Or Brokers
Address
1585 Broadway
Phone
+1 212 761-4000
Employees
80000
Web
https://www.morganstanley.com
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