Morgan Stanley (LON:0QYU)

Morgan Stanley Statistics

Total Valuation

Morgan Stanley has a market cap or net worth of GBP 210.93 billion.

Market Cap	210.93B
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 (%)	61.37%
Float	1.20B

Valuation Ratios

The trailing PE ratio is 17.47 and the forward PE ratio is 16.20.

PE Ratio	17.47
Forward PE	16.20
PS Ratio	4.04
PB Ratio	2.56
P/TBV Ratio	3.67
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)	4.10%
Revenue Per Employee	636,950
Profits Per Employee	147,232
Employee Count	82,992
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, Morgan Stanley has paid 3.66 billion in taxes.

Income Tax	3.66B
Effective Tax Rate	22.45%

Stock Price Statistics

The stock price has increased by +30.65% in the last 52 weeks. The beta is 1.20, so Morgan Stanley's price volatility has been higher than the market average.

Beta (5Y)	1.20
52-Week Price Change	+30.65%
50-Day Moving Average	177.37
200-Day Moving Average	151.43
Relative Strength Index (RSI)	49.67
Average Volume (20 Days)	7,172

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)	2.69

Income Statement

In the last 12 months, Morgan Stanley had revenue of GBP 52.23 billion and earned 12.07 billion in profits. Earnings per share was 7.59.

Revenue	52.23B
Gross Profit	45.47B
Operating Income	19.50B
Pretax Income	16.31B
Net Income	12.07B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	7.59

Balance Sheet

The company has 424.09 billion in cash and 347.00 billion in debt, with a net cash position of 77.09 billion.

Cash & Cash Equivalents	424.09B
Total Debt	347.00B
Net Cash	77.09B
Net Cash Per Share	n/a
Equity (Book Value)	82.51B
Book Value Per Share	46.80
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 2.94, which amounts to a dividend yield of 1.62%.

Dividend Per Share	2.94
Dividend Yield	1.62%
Dividend Growth (YoY)	2.79%
Years of Dividend Growth	9
Payout Ratio	n/a
Buyback Yield	1.18%
Shareholder Yield	2.80%
Earnings Yield	5.72%
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