Morgan Stanley (BMV:MS)

Morgan Stanley Ratios and Metrics

Market cap in millions MXN. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Oct 9, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Cap	4,495,816	3,755,956	2,820,879	2,648,842	3,234,801	2,306,019
Market Cap Growth	38.48%	33.15%	6.49%	-18.11%	40.28%	52.19%
Enterprise Value	-	15,689,717	14,188,016	12,822,280	13,166,561	11,589,988
PE Ratio	16.86	15.81	18.00	13.82	12.22	10.61
Forward PE	16.38	16.19	15.32	12.45	12.91	13.18
PEG Ratio	-	1.20	3.58	4.15	2.65	1.52
PS Ratio	3.63	3.27	2.80	2.65	2.91	2.54
PB Ratio	2.18	1.93	1.53	1.42	1.65	1.22
P/TBV Ratio	41.96	1.94	1.55	1.45	1.69	1.09
P/FCF Ratio	-	-96.19	-4.11	-15.03	5.49	-4.65
P/OCF Ratio	-	148.30	-4.52	-22.27	5.12	-4.92
EV/Sales Ratio	-	13.66	14.09	12.85	11.85	12.78
EV/EBITDA Ratio	-	37.08	47.48	38.12	29.65	34.27
EV/EBIT Ratio	-	47.95	64.59	48.94	36.00	43.23
EV/FCF Ratio	-	-401.79	-20.65	-72.78	22.36	-23.37
Debt / Equity Ratio	7.42	6.99	6.91	6.57	6.13	5.76
Debt / EBITDA Ratio	33.28	32.36	42.99	36.79	27.34	32.68
Debt / FCF Ratio	-38.74	-350.71	-18.70	-70.23	20.62	-22.28
Asset Turnover	0.05	0.05	0.05	0.05	0.05	0.05
Quick Ratio	0.12	0.13	0.11	0.15	0.15	0.13
Current Ratio	1.24	1.22	1.19	1.15	1.13	1.13
Return on Equity (ROE)	13.88%	13.17%	9.17%	10.76%	14.42%	12.03%
Return on Assets (ROA)	1.16%	1.12%	0.78%	0.94%	1.31%	1.11%
Return on Capital (ROIC)	1.52%	1.48%	1.07%	1.32%	1.84%	1.59%
Return on Capital Employed (ROCE)	4.64%	4.64%	3.36%	4.15%	5.96%	4.84%
Earnings Yield	5.93%	6.32%	5.55%	7.23%	8.18%	9.43%
FCF Yield	-8.78%	-1.04%	-24.36%	-6.65%	18.20%	-21.51%
Dividend Yield	2.60%	3.07%	3.80%	3.76%	2.38%	2.49%
Payout Ratio	43.20%	47.95%	67.56%	51.24%	28.64%	26.09%
Buyback Yield / Dilution	2.14%	2.08%	4.07%	7.63%	6.94%	1.52%
Total Shareholder Return	4.74%	5.15%	7.87%	11.39%	9.32%	4.02%

Updated Jun 30, 2025. Data Source: Fiscal.ai. Capital Markets template. Financial Sources.