Morgan Stanley (MS)
NYSE: MS · Real-Time Price · USD
196.31
-0.01 (-0.01%)
At close: Sep 25, 2026, 4:00 PM EDT
196.65
+0.34 (0.17%)
After-hours: Sep 25, 2026, 7:59 PM EDT
Morgan Stanley Ratios and Metrics
Market cap in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Total Valuation
Fiscal Quarter | Current | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 25, 2026 | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
| 308,318 | 329,716 | 261,314 | 282,150 | 253,754 | 225,984 | 188,172 | 202,539 | 168,646 | 157,950 | 153,977 | 153,052 | 135,324 | 142,628 | 147,674 | 143,693 | 135,646 | 133,051 | 155,686 | 176,139 | 177,548 | |
Market Cap Growth (YoY) | 22.33% | 45.90% | 38.87% | 39.31% | 50.47% | 43.07% | 22.21% | 32.33% | 24.62% | 10.74% | 4.27% | 6.51% | -0.24% | 7.20% | -5.15% | -18.42% | -23.60% | -22.01% | 6.61% | 42.07% | 132.89% |
Last Close Price | 196.31 | 207.90 | 162.79 | 174.65 | 155.44 | 136.79 | 112.39 | 120.31 | 98.97 | 91.46 | 87.79 | 86.10 | 74.50 | 77.19 | 78.68 | 75.58 | 69.56 | 66.33 | 75.57 | 84.29 | 82.99 |
Price Ratios
Fiscal Quarter | Current | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 25, 2026 | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
PE Ratio | 15.86 | 16.87 | 14.93 | 17.36 | 16.31 | 15.98 | 13.74 | 15.82 | 15.88 | 16.03 | 17.18 | 17.94 | 14.61 | 15.03 | 15.02 | 13.63 | 11.29 | 10.15 | 11.02 | 12.09 | 12.47 |
PS Ratio | 3.96 | 4.24 | 3.57 | 4.01 | 3.70 | 3.44 | 2.94 | 3.29 | 2.89 | 2.82 | 2.83 | 2.86 | 2.54 | 2.68 | 2.79 | 2.69 | 2.46 | 2.33 | 2.65 | 2.95 | 3.02 |
PB Ratio | 2.90 | 2.81 | 2.27 | 2.51 | 2.29 | 2.07 | 1.75 | 1.92 | 1.61 | 1.56 | 1.54 | 1.53 | 1.35 | 1.41 | 1.45 | 1.42 | 1.33 | 1.30 | 1.50 | 1.65 | 1.66 |
P/FCF Ratio | - | - | - | - | - | -10.79 | - | -96.45 | - | -14.86 | -6.75 | - | -4.10 | - | - | - | - | 8.92 | - | - | 29.42 |
P/OCF Ratio | - | - | - | - | - | -12.79 | - | 148.71 | - | -22.18 | -7.97 | - | -4.54 | - | - | - | - | 7.55 | 21.24 | 5.19 | 21.57 |
Financial Efficiency
Fiscal Quarter | Current | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 25, 2026 | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Debt / Equity Ratio | 5.17 | 5.17 | 5.02 | 4.56 | 4.21 | 4.39 | 4.17 | 3.97 | 4.06 | 4.01 | 4.16 | 3.95 | 3.79 | 3.52 | 3.57 | 3.63 | 3.43 | 3.44 | 3.41 | 3.35 | 3.29 |
Debt / FCF Ratio | - | - | - | - | - | -22.88 | - | -199.32 | - | -38.33 | -18.27 | - | -11.48 | - | - | - | - | 23.69 | - | - | 58.31 |
Net Debt / Equity Ratio | -1.12 | -1.12 | -0.73 | -0.77 | -0.93 | -0.77 | -0.92 | -1.08 | -1.43 | -1.19 | -3.10 | -1.32 | -1.62 | -1.89 | -2.05 | -1.84 | -1.97 | -2.14 | -2.40 | -1.99 | -2.08 |
Net Debt / FCF Ratio | 7.08 | 7.08 | 21.21 | 4.18 | 15.38 | 4.00 | 3.28 | 54.33 | 4.73 | 11.40 | 13.59 | 3.57 | 4.90 | 4.33 | 10.65 | 19.64 | -40.25 | -14.74 | -50.99 | -6.72 | -37.00 |
Asset Turnover | 0.05 | 0.06 | 0.05 | 0.05 | 0.05 | 0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.04 | 0.05 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.05 | 0.05 | 0.05 | |
Quick Ratio | 1.60 | 1.60 | 1.53 | 1.67 | 1.85 | 1.70 | 1.66 | 1.91 | 1.83 | 1.71 | 1.94 | 1.71 | 1.75 | 1.78 | 1.67 | 1.73 | 1.76 | 1.78 | 1.70 | 1.71 | 1.66 |
Current Ratio | 2.00 | 2.00 | 1.96 | 2.05 | 2.27 | 2.13 | 2.07 | 2.27 | 2.17 | 2.07 | 1.97 | 2.09 | 2.07 | 2.08 | 1.95 | 2.02 | 2.00 | 2.01 | 1.94 | 1.96 | 1.91 |
Return on Equity (ROE) | 19.42% | 19.78% | 15.82% | 16.90% | 13.17% | 16.40% | 14.18% | 12.51% | 12.36% | 13.84% | 6.16% | 9.67% | 8.74% | 11.94% | 8.92% | 10.40% | 9.81% | 14.11% | 13.91% | 13.84% | |
Return on Assets (ROA) | 1.39% | 1.50% | 1.27% | 1.37% | 1.08% | 1.39% | 1.20% | 1.04% | 1.02% | 1.14% | 0.52% | 0.83% | 0.75% | 1.02% | 0.77% | 0.91% | 0.85% | 1.23% | 1.25% | 1.27% | |
Return on Invested Capital (ROIC) | 0.96% | 1.01% | 0.88% | 0.94% | 0.77% | 0.94% | 0.86% | 0.75% | 0.75% | 0.82% | 0.54% | 0.66% | 0.64% | 0.81% | 0.65% | 0.73% | 0.72% | 0.96% | 0.98% | 0.99% |
Yields
Fiscal Quarter | Current | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 25, 2026 | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Earnings Yield | 6.34% | 6.11% | 6.93% | 5.98% | 6.38% | 6.53% | 7.60% | 6.61% | 6.64% | 6.59% | 6.18% | 5.94% | 7.25% | 7.03% | 7.00% | 7.67% | 9.21% | 10.20% | 9.37% | 8.54% | 8.29% |
FCF Yield | -6.03% | -5.64% | -1.51% | -7.37% | -2.66% | -9.27% | -16.12% | -1.04% | -18.80% | -6.73% | -14.82% | -24.14% | -24.41% | -31.04% | -13.30% | -6.59% | 3.68% | 11.21% | 3.15% | 17.98% | 3.40% |
Dividend Yield | 2.34% | 2.03% | 2.50% | 2.29% | 2.53% | 2.81% | 3.36% | 3.08% | 3.59% | 3.80% | 3.87% | 3.86% | 4.36% | 4.11% | 3.94% | 4.00% | 4.24% | 4.33% | 3.71% | 2.91% | 2.53% |
Payout Ratio | 37.17% | 30.05% | 30.68% | 38.39% | 36.98% | 44.76% | 37.45% | 42.68% | 49.88% | 47.69% | 43.84% | 97.36% | 62.33% | 63.20% | 47.18% | 61.63% | 53.38% | 52.26% | 35.84% | 35.55% | 36.58% |
Buyback Yield / Dilution | 1.34% | 1.51% | 1.50% | 1.37% | 1.18% | 1.12% | 0.99% | 1.05% | 2.07% | 2.42% | 2.83% | 3.22% | 3.18% | 4.18% | 5.24% | 5.94% | 6.35% | 6.41% | 3.46% | 0.94% | -15.71% |
Total Shareholder Return | 3.69% | 3.54% | 4.00% | 3.66% | 3.71% | 3.93% | 4.35% | 4.12% | 5.66% | 6.22% | 6.70% | 7.08% | 7.54% | 8.29% | 9.18% | 9.94% | 10.59% | 10.74% | 7.17% | 3.85% | -13.18% |