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Morgan Stanley's Institutional Securities segment to make 52% of $44.3 billion in Morgan Stanley's 2020 revenues, but Morgan Stanley's Investment Management segment is key to the company's revenue growth
Institutional Securities segment expected to be the single-biggest revenue driver with $23.0 billion in revenues (52% of Total Revenues) in 2020Investment Management will be the fastest-growing segment - adding $1.3 billion over 2017-2020 (20% of $6.4 billion in incremental revenues)

Total Revenue

WHAT IS BIG?

(1) Institutional Securities : $23.0 billion (52%)

(2) Investment Management : $3.9 billion (9%)

(3) Wealth Management : $17.5 billion (39%)

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TOTAL Revenues in 2020: $44.3 billion

WHAT HAS CHANGED?

From 2017-2020

+ Change in Institutional Securities : $4.4 billion

+ Change in Investment Management : $1.3 billion

+ Change in Wealth Management : $0.6 billion

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TOTAL Change 2017-2020 $6.4 billion

+ Morgan Stanley's Revenues in 2017 $37.9 billion

= TOTAL Revenues in 2020 $44.3 billion

Below we discuss Morgan Stanley's business model, followed by sections that review past performance as well as expectations for Morgan Stanley's revenue drivers for 2020 and 2021, along with competitive comparisons with peers Bank of America and JP Morgan Chase

Morgan Stanley's Business Model

What Does Morgan Stanley Offer?

Morgan Stanley provides investment banking, sales & trading, investment management and wealth management services to its clients.

Who Pays?

Corporates Governments Institutional Investors such as pension funds, mutual funds and hedge funds High Net-worth Individuals

What Are The Alternatives?

JPMorgan Goldman Sachs Wells Fargo Citigroup Bank of America

Has 3 Operating Segments:

Institutional Securities : It consists of five sub-divisions: Equity Trading – makes market in and trades equities and equity-related products, structures & derivatives FICC Trading – makes markets in and trades interest rate products, mortgage-related securities, loan products, currencies, commodities etc. Equity Underwriting & Debt Origination – offers equity & debt underwriting services, which includes public offerings and private placements. M&A Advisory – provides advisory services in Mergers & Acquisitions (M&A) and financial restructuring Principal Investments & Other – includes returns and overrides on corporate & real estate investments made by bank-managed merchant banking funds

Investment Management : This division provides retail investors with a full range of mutual fund and alternative investment products, and institutional clients with a fully-integrated asset management offering.

Wealth Management : It provides financial services (like brokerage, investment advisory, financial planning, insurance, securities-based loans etc.) to wealthy individuals as well as small- to medium-sized businesses and institutions.

Morgan Stanley's Revenues have seen a increase of 9.2% from around $37.9 billion in FY2017 to $41.4 billion in FY2019 and we expect it to increase to $44.3 billion in FY2020

Total Revenue

Comparing Morgan Stanley's Total Revenues with that of its Peers

Morgan Stanley - Total Revenue

Bank of America - Total Revenue

JPMorgan - Total Revenue

Revenue growth of about $3.5 billion over 2017-2019 driven primarily by the contribution from the Investment Management segment.

Total Revenue [A+B+C]

Institutional Securities [A]

Investment Management [B]

Wealth Management [C]

A.) Institutional Securities has increased from $18.5 billion in FY2017 to $19.9 billion in FY2019 and we expect it to grow 15% to $23.0 billion in FY2020

Institutional Securities [A]

Change in Institutional Securities

B.) Investment Management has increased from $2.6 billion in FY2017 to $3.8 billion in FY2019 and we expect it to grow 3% to $3.9 billion in FY2020

Investment Management

Change in Investment Management

C.) Wealth Management has increased from $16.8 billion in FY2017 to $17.7 billion in FY2019 and we expect it to shrink 1% to $17.5 billion in FY2020

Wealth Management

Change in Wealth Management

Related Analysis

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