Exploring Analyst Estimates for Morgan Stanley (MS) Q4 Earnings, Beyond Revenue and EPS

Core Insights - Analysts expect Morgan Stanley (MS) to report quarterly earnings of $1.62 per share, reflecting a year-over-year increase of 43.4$14.8 billion, indicating a 14.7% increase from the previous year [1] - The consensus EPS estimate has been revised upward by 1.1% over the past 30 days, showing analysts' reappraisal of initial projections [1] Revenue Estimates - The consensus estimate for 'Revenues- Investment banking' is $1.72 billion, representing a year-over-year change of +21.5$1.52 billion, indicating a +3.8% change from the year-ago quarter [4] - 'Revenues- Asset management' are estimated at $5.77 billion, reflecting a +14.6$12.58 billion, suggesting a +14.4% year-over-year change [5] - The 'Book value per common share' is expected to be $58.14, up from$55.50 in the same quarter last year [5] Return on Equity and Client Assets - The consensus for 'Return on average common equity' is 10.7%, compared to 6.2% reported in the same quarter last year [6] - 'Wealth Management - Total client assets' is projected to reach $5,779.08 billion, up from$5,129 billion in the previous year [6] Assets Under Management - 'Total assets under management' is expected to be $1,545.39 billion, compared to$1,459 billion in the same quarter last year [7] - 'Assets under management - Liquidity and Overlay Services' is estimated at $490.87 billion, slightly up from$485 billion year-over-year [7] - 'Assets under management - Fixed income' is projected to reach $181.04 billion, compared to$171 billion in the previous year [8] Market Performance - Over the past month, Morgan Stanley shares have recorded a return of -3.1%, compared to the Zacks S&P 500 composite's -2.2% change [9]