Morgan Stanley Statistics
Total Valuation
Morgan Stanley has a market cap or net worth of MXN 4.96 trillion.
| Market Cap | 4.96T |
| Enterprise Value | n/a |
Important Dates
The last earnings date was Thursday, January 15, 2026.
| Earnings Date | Jan 15, 2026 |
| Ex-Dividend Date | Jan 30, 2026 |
Share Statistics
| Current Share Class | 1.58B |
| Shares Outstanding | n/a |
| Shares Change (YoY) | -1.18% |
| Shares Change (QoQ) | -0.25% |
| Owned by Insiders (%) | 0.19% |
| Owned by Institutions (%) | 62.20% |
| Float | 1.20B |
Valuation Ratios
The trailing PE ratio is 16.96 and the forward PE ratio is 16.16.
| PE Ratio | 16.96 |
| Forward PE | 16.16 |
| PS Ratio | 3.92 |
| PB Ratio | 2.48 |
| P/TBV Ratio | 3.56 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | n/a |
Enterprise Valuation
| EV / Earnings | n/a |
| EV / Sales | n/a |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 4.21 |
| Debt / EBITDA | n/a |
| Debt / FCF | n/a |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 15.73% and return on invested capital (ROIC) is 3.52%.
| Return on Equity (ROE) | 15.73% |
| Return on Assets (ROA) | n/a |
| Return on Invested Capital (ROIC) | 3.52% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 3.98% |
| Revenue Per Employee | 15.43M |
| Profits Per Employee | 3.57M |
| Employee Count | 82,992 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, Morgan Stanley has paid 88.74 billion in taxes.
| Income Tax | 88.74B |
| Effective Tax Rate | 22.45% |
Stock Price Statistics
The stock price has increased by +7.65% in the last 52 weeks. The beta is 1.18, so Morgan Stanley's price volatility has been higher than the market average.
| Beta (5Y) | 1.18 |
| 52-Week Price Change | +7.65% |
| 50-Day Moving Average | 3,107.44 |
| 200-Day Moving Average | 2,671.23 |
| Relative Strength Index (RSI) | 46.60 |
| Average Volume (20 Days) | 1,446 |
Short Selling Information
| Short Interest | n/a |
| Short Previous Month | n/a |
| Short % of Shares Out | n/a |
| Short % of Float | n/a |
| Short Ratio (days to cover) | 2.57 |
Income Statement
In the last 12 months, Morgan Stanley had revenue of MXN 1.27 trillion and earned 292.53 billion in profits. Earnings per share was 183.81.
| Revenue | 1.27T |
| Gross Profit | 1.10T |
| Operating Income | 472.46B |
| Pretax Income | 395.24B |
| Net Income | 292.53B |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | 183.81 |
Balance Sheet
The company has 10.28 trillion in cash and 8.41 trillion in debt, with a net cash position of 1.87 trillion.
| Cash & Cash Equivalents | 10.28T |
| Total Debt | 8.41T |
| Net Cash | 1.87T |
| Net Cash Per Share | n/a |
| Equity (Book Value) | 2.00T |
| Book Value Per Share | 1,133.90 |
| Working Capital | n/a |
Cash Flow
| Operating Cash Flow | n/a |
| Capital Expenditures | n/a |
| Free Cash Flow | n/a |
| FCF Per Share | n/a |
Margins
Gross margin is 87.06%, with operating and profit margins of 37.33% and 23.99%.
| Gross Margin | 87.06% |
| Operating Margin | 37.33% |
| Pretax Margin | 31.23% |
| Profit Margin | 23.99% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of 72.72, which amounts to a dividend yield of 2.34%.
| Dividend Per Share | 72.72 |
| Dividend Yield | 2.34% |
| Dividend Growth (YoY) | 4.59% |
| Years of Dividend Growth | 2 |
| Payout Ratio | n/a |
| Buyback Yield | 1.18% |
| Shareholder Yield | 3.51% |
| Earnings Yield | 5.90% |
| FCF Yield | n/a |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 1 |