8-K Announcements
1Material company update
Apr 15, 2026·SEC
Morgan Stanley(MS)Earnings, Financials & Key Ratios
MS•NYSE•Banking & Credit
$189.21
$301.05B mkt cap·23.8× P/E·Price updated May 6, 2026
AboutMorgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.Show more
- Net Interest Income$8.61B+4.6%
- Total Revenue$103.14B+16.8%
- Net Income$13.39B+47.4%
- Return on Equity13.04%+44.3%
- Net Interest Margin0.71%+2.8%
- Efficiency Ratio38.55%-11.2%
- ROA1.11%+45.2%
- Equity / Assets8.68%+3.6%
- Book Value per Share65.44+7.7%
- Tangible BV/Share51.07+10.3%
- Debt/Equity3.42+0.8%
MS Key Insights
Morgan Stanley (MS) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Efficient operations: 38.5% efficiency ratio
- ✓11 consecutive years of dividend growth
- ✓Healthy dividend yield of 2.0%
- ✓Share count reduced 2.1% through buybacks
- ✓Diversified revenue: 47.5% from non-interest income
- ✓Trading near 52-week high
✗Weaknesses
- ✗High debt to equity ratio of 3.4x
- ✗Weak NIM of 0.7%
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
MS Price & Volume
Morgan Stanley (MS) stock price & volume — 10-year historical chart
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MS Growth Metrics
Morgan Stanley (MS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years11.05%
5 Years14.92%
3 Years21.31%
TTM-
Profit CAGR
10 Years14.47%
5 Years8.17%
3 Years-3.79%
TTM44.54%
EPS CAGR
10 Years17.39%
5 Years8.9%
3 Years-0.33%
TTM48.4%
Return on Capital
10 Years3.4%
5 Years3.72%
3 Years3.3%
Last Year3.82%
MS Recent Earnings
Morgan Stanley (MS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 15, 2026EPS
$3.43
Est $3.02
+13.6%
Revenue
$20.6B
Est $19.7B
+4.3%
Q1 2026
Jan 15, 2026EPS
$2.68
Est $2.43
+10.3%
Revenue
$17.9B
Est $17.7B
+0.8%
Q4 2025
Oct 15, 2025EPS
$2.80
Est $2.10
+33.3%
Revenue
$17.1B
Est $16.7B
+2.4%
Q3 2025
Jul 16, 2025EPS
$2.13
Est $1.98
+7.6%
Revenue
$15.6B
Est $16.1B
-2.9%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 15, 2026 | $3.43vs $3.02+13.6% | $20.6Bvs $19.7B+4.3% |
| Q1 2026 | Jan 15, 2026 | $2.68vs $2.43+10.3% | $17.9Bvs $17.7B+0.8% |
| Q4 2025 | Oct 15, 2025 | $2.80vs $2.10+33.3% | $17.1Bvs $16.7B+2.4% |
| Q3 2025 | Jul 16, 2025 | $2.13vs $1.98+7.6% | $15.6Bvs $16.1B-2.9% |
Based on last 12 quarters of dataView full earnings history →
MS Peer Comparison
Morgan Stanley (MS) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 GS | 285.46B | 918.89 | 22.67 | 17% | 11.25% | 12.59% | 5.06 | |
 JPM | 834.2B | 309.40 | 15.67 | 14.61% | 21.59% | 16.11% | 2.18 | |
 BAC | 404.29B | 53.12 | 13.91 | -1.91% | 16.23% | 10.1% | 3.12% | 1.21 |
 C | 223.75B | 128.04 | 21.52 | 9.86% | 7.43% | 6.87% | 2.82 | |
 WFC | 247.08B | 79.90 | 14.88 | 8.72% | 15.73% | 11.51% | 1.23% | 1.56 |
 UBS | 136.86B | 44.10 | 23.58 | -20.43% | 10.43% | 7% | 3.94 | |
 RJF | 31.31B | 158.87 | 15.42 | 7.94% | 13.42% | 16.36% | 7.17% | 0.36 |
 SF | 12.03B | 77.75 | 13.22 | 6.94% | 10.86% | 11.96% | 9.98% | 0.36 |
Compare MS vs Peers
Morgan Stanley (MS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MS Income Statement
Morgan Stanley (MS) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 3.7B | 3.3B | 3.81B | 4.69B | 6.31B | 8.04B | 9.33B | 8.23B | 8.61B | 9.74B |
| NII Growth % | 19.56% | -10.76% | 15.33% | 23.33% | 34.49% | 27.44% | 15.94% | -11.76% | 4.63% | 92.52% |
| Net Interest Margin % | 0.45% | 0.39% | 0.45% | 0.52% | 0.57% | 0.68% | 0.79% | 0.69% | 0.71% | 0.71% |
| Interest Income | 7.02B | 9B | 13.89B | 17.1B | 10.16B | 9.41B | 21.59B | 45.85B | 54.13B | 57.6B |
| Interest Expense | 3.32B | 5.7B | 10.09B | 12.4B | 3.85B | 1.37B | 12.27B | 37.62B | 45.52B | 47.86B |
| Loan Loss Provision | 0 | 0 | 0 | 161M | 761M | 4M | 280M | 532M | 264M | 446M |
| Non-Interest Income | 29.01B | 32.55B | 33.91B | 34.35B | 39.52B | 48.37B | 40.88B | 42.44B | 49.01B | 54.5B |
| Non-Interest Income % | 80.53% | 78.35% | 70.94% | 66.77% | 79.54% | 83.71% | 65.44% | 48.07% | 47.52% | 48.62% |
| Total Revenue | 36.03B▲ 0% | 41.55B▲ 15.3% | 47.8B▲ 15.0% | 51.45B▲ 7.6% | 49.68B▼ 3.4% | 57.78B▲ 16.3% | 62.48B▲ 8.1% | 88.29B▲ 41.3% | 103.14B▲ 16.8% | 112.1B▲ 0% |
| Revenue Growth % | 0.07% | 15.32% | 15.04% | 7.63% | -3.44% | 16.31% | 8.13% | 41.31% | 16.83% | 42.14% |
| Non-Interest Expense | 23.86B | 25.45B | 26.48B | 27.58B | 30.65B | 36.74B | 35.84B | 38.32B | 39.76B | 42.7B |
| Efficiency Ratio | 66.23% | 61.25% | 55.39% | 53.61% | 61.7% | 63.59% | 57.37% | 43.41% | 38.55% | 38.09% |
| Operating Income | 8.85B▲ 0% | 10.4B▲ 17.6% | 11.24B▲ 8.0% | 11.3B▲ 0.6% | 14.42B▲ 27.6% | 19.67B▲ 36.4% | 14.09B▼ 28.4% | 11.81B▼ 16.2% | 17.6B▲ 49.0% | 21.1B▲ 0% |
| Operating Margin % | 24.56% | 25.04% | 23.51% | 21.97% | 29.02% | 34.04% | 22.55% | 13.38% | 17.06% | 18.82% |
| Operating Income Growth % | 4.16% | 17.57% | 8.02% | 0.57% | 27.58% | 36.41% | -28.37% | -16.15% | 48.95% | - |
| Pretax Income | 8.85B▲ 0% | 10.4B▲ 17.6% | 11.24B▲ 8.0% | 11.3B▲ 0.6% | 14.42B▲ 27.6% | 19.67B▲ 36.4% | 14.09B▼ 28.4% | 11.81B▼ 16.2% | 17.6B▲ 49.0% | 21.1B▲ 0% |
| Pretax Margin % | 24.56% | 25.04% | 23.51% | 21.97% | 29.02% | 34.04% | 22.55% | 13.38% | 17.06% | 18.82% |
| Income Tax | 2.73B | 4.17B | 2.35B | 2.06B | 3.24B | 4.55B | 2.91B | 2.58B | 4.07B | 4.78B |
| Effective Tax Rate % | 30.81% | 40.07% | 20.91% | 18.26% | 22.46% | 23.12% | 20.65% | 21.87% | 23.11% | 22.63% |
| Net Income | 5.98B▲ 0% | 6.11B▲ 2.2% | 8.75B▲ 43.2% | 9.04B▲ 3.4% | 11B▲ 21.6% | 15.03B▲ 36.7% | 11.03B▼ 26.6% | 9.09B▼ 17.6% | 13.39B▲ 47.4% | 16.18B▲ 0% |
| Net Margin % | 16.59% | 14.71% | 18.3% | 17.57% | 22.13% | 26.02% | 17.65% | 10.29% | 12.98% | 14.43% |
| Net Income Growth % | -2.42% | 2.21% | 43.15% | 3.36% | 21.61% | 36.72% | -26.64% | -17.61% | 47.35% | 44.54% |
| Net Income (Continuing) | 6.12B | 6.24B | 8.89B | 9.24B | 11.18B | 15.12B | 11.18B | 9.23B | 13.53B | 16.32B |
| EPS (Diluted) | 2.92▲ 0% | 3.08▲ 5.5% | 4.73▲ 53.6% | 5.19▲ 9.7% | 6.46▲ 24.5% | 8.03▲ 24.3% | 6.15▼ 23.4% | 5.18▼ 15.8% | 7.95▲ 53.5% | 10.16▲ 0% |
| EPS Growth % | 0.34% | 5.48% | 53.57% | 9.73% | 24.47% | 24.3% | -23.41% | -15.77% | 53.47% | 48.4% |
| EPS (Basic) | 2.98 | 3.15 | 4.82 | 5.26 | 6.55 | 8.16 | 6.23 | 5.24 | 8.04 | - |
| Diluted Shares Outstanding | 1.89B | 1.82B | 1.74B | 1.64B | 1.62B | 1.81B | 1.71B | 1.65B | 1.61B | 1.59B |
MS Balance Sheet
Morgan Stanley (MS) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 318.11B | 314.17B | 357.29B | 368.83B | 474.23B | 500.35B | 467.86B | 461.89B | 401.59B | 808.21B |
| Cash & Due from Banks | 43.38B | 46.16B | 51.84B | 49.66B | 67.45B | 86.84B | 92.75B | 58.66B | 75.74B | 73.47B |
| Short Term Investments | 274.73B | 268.01B | 305.44B | 319.17B | 406.78B | 413.51B | 375.11B | 403.23B | 325.85B | 29.58B |
| Total Investments | 386.3B | 396.1B | 452.15B | 493.77B | 630B | 682.58B | 665.41B | 689.86B | 700.7B | 430.83B |
| Investments Growth % | 8.05% | 2.54% | 14.15% | 9.21% | 27.59% | 8.35% | -2.52% | 3.67% | 1.57% | -109.43% |
| Long-Term Investments | 111.57B | 128.09B | 146.7B | 174.6B | 223.22B | 269.07B | 290.3B | 286.63B | 374.86B | 1.57T |
| Accounts Receivables | 46.46B | 56.19B | 53.3B | 55.65B | 97.74B | 96.02B | 78.54B | 80.11B | 86.16B | 113.26B |
| Goodwill & Intangibles | 9.3B | 9.04B | 8.85B | 9.25B | 16.61B | 25.19B | 24.27B | 23.76B | 23.16B | 22.82B |
| Goodwill | 6.58B | 6.6B | 6.69B | 7.14B | 11.63B | 16.83B | 16.65B | 16.71B | 16.71B | 16.73B |
| Intangible Assets | 2.72B | 2.45B | 2.16B | 2.11B | 4.98B | 8.36B | 7.62B | 7.05B | 6.45B | 6.1B |
| PP&E (Net) | 25M | 0 | 0 | 0 | 21M | 16M | 4M | 23M | 23M | 0 |
| Other Assets | 329.49B | 344.24B | 287.39B | 287.1B | 304.04B | 297.5B | 319.26B | 341.28B | 329.29B | 724.42B |
| Total Current Assets | 364.57B | 370.36B | 410.58B | 424.48B | 571.97B | 596.37B | 546.39B | 542B | 487.75B | 216.31B |
| Total Non-Current Assets | 450.38B | 481.37B | 442.95B | 470.95B | 543.9B | 591.77B | 633.84B | 651.7B | 727.32B | 1.15T |
| Total Assets | 814.95B▲ 0% | 851.73B▲ 4.5% | 853.53B▲ 0.2% | 895.43B▲ 4.9% | 1.12T▲ 24.6% | 1.19T▲ 6.5% | 1.18T▼ 0.7% | 1.19T▲ 1.1% | 1.22T▲ 1.8% | 1.36T▲ 0% |
| Asset Growth % | 3.49% | 4.51% | 0.21% | 4.91% | 24.62% | 6.48% | -0.67% | 1.14% | 1.79% | 27.79% |
| Return on Assets (ROA) | 0.75% | 0.73% | 1.03% | 1.03% | 1.09% | 1.31% | 0.93% | 0.77% | 1.11% | 1.19% |
| Accounts Payable | 190.51B | 191.51B | 179.56B | 197.83B | 227.44B | 228.69B | 216.13B | 208.15B | 175.94B | 226.44B |
| Total Debt | 251.72B | 260.28B | 248.89B | 261.52B | 283.53B | 305.36B | 308.75B | 339.04B | 360.49B | 414.62B |
| Net Debt | 208.34B | 214.11B | 197.05B | 211.87B | 216.08B | 218.52B | 216B | 280.38B | 284.75B | 341.15B |
| Long-Term Debt | 174.46B | 200.3B | 195.55B | 197.66B | 218.8B | 232.83B | 241.08B | 267.47B | 288.78B | 332.2B |
| Short-Term Debt | 57B | 59.98B | 53.34B | 63.87B | 64.73B | 72.53B | 67.67B | 71.57B | 71.71B | 82.43B |
| Other Liabilities | 40.79B | 57.44B | 56.37B | 58.09B | 78.27B | 76.17B | 81.17B | 78.48B | 81.38B | 81.26B |
| Total Current Liabilities | 502.25B | 515.52B | 520.21B | 556.98B | 715.64B | 772.54B | 756.75B | 747.76B | 739.49B | 840.3B |
| Total Non-Current Liabilities | 235.52B | 257.74B | 251.92B | 255.75B | 297.07B | 309B | 322.25B | 345.95B | 370.15B | 413.45B |
| Total Liabilities | 737.77B | 773.27B | 772.13B | 812.73B | 1.01T | 1.08T | 1.08T | 1.09T | 1.11T | 1.25T |
| Total Equity | 77.18B▲ 0% | 78.47B▲ 1.7% | 81.41B▲ 3.7% | 82.7B▲ 1.6% | 103.15B▲ 24.7% | 106.6B▲ 3.3% | 101.23B▼ 5.0% | 99.98B▼ 1.2% | 105.43B▲ 5.4% | 111.05B▲ 0% |
| Equity Growth % | 1.3% | 1.67% | 3.75% | 1.59% | 24.73% | 3.34% | -5.03% | -1.23% | 5.45% | 26.78% |
| Equity / Assets (Capital Ratio) | 9.47% | 9.21% | 9.54% | 9.24% | 9.24% | 8.97% | 8.58% | 8.38% | 8.68% | 8.14% |
| Return on Equity (ROE) | 7.8% | 7.85% | 10.94% | 11.02% | 11.83% | 14.34% | 10.61% | 9.03% | 13.04% | 14.57% |
| Book Value per Share | 40.90 | 43.09 | 46.84 | 50.43 | 63.52 | 58.76 | 59.10 | 60.74 | 65.44 | 69.71 |
| Tangible BV per Share | 35.97 | 38.12 | 41.75 | 44.78 | 53.28 | 44.88 | 44.93 | 46.31 | 51.07 | 55.39 |
| Common Stock | 20M | 20M | 20M | 20M | 20M | 20M | 20M | 20M | 20M | 20M |
| Additional Paid-in Capital | 23.27B | 23.55B | 23.79B | 23.93B | 25.55B | 28.84B | 29.34B | 29.83B | 30.18B | 30.73B |
| Retained Earnings | 53.68B | 57.58B | 64.17B | 70.59B | 78.69B | 89.43B | 94.86B | 98B | 104.99B | 112.43B |
| Accumulated OCI | -2.64B | -3.06B | -2.29B | -2.79B | -1.96B | -3.1B | -6.25B | -6.42B | -6.81B | -6.35B |
| Treasury Stock | -5.8B | -9.21B | -13.97B | -18.73B | -9.77B | -17.5B | -26.58B | -31.14B | -33.61B | -36.62B |
| Preferred Stock | 7.52B | 8.52B | 8.52B | 8.52B | 9.25B | 7.75B | 8.75B | 8.75B | 9.75B | 9.75B |
MS Cash Flow Statement
Morgan Stanley (MS) cash flow — operating, investing & free cash flow history
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 2.45B | -4.5B | 7.3B | 40.77B | -25.23B | 33.97B | -6.4B | -33.54B | 1.36B | 1.36B |
| Operating CF Growth % | -33.4% | -284.1% | 262.15% | 458.15% | -161.88% | 234.64% | -118.83% | -424.25% | 104.06% | -34.2% |
| Net Income | 6.12B | 6.22B | 8.88B | 9.24B | 11.18B | 15.12B | 11.18B | 9.09B | 13.53B | 16.18B |
| Depreciation & Amortization | 1.74B | 1.75B | 1.84B | 2.64B | 3.77B | 4.22B | 4B | 4.26B | 5.16B | 5.17B |
| Deferred Taxes | 1.58B | 2.75B | 449M | 165M | -250M | 4M | -849M | -463M | 152M | 0 |
| Other Non-Cash Items | 42M | 182M | 184M | -33M | 1.04B | -143M | 898M | 983M | 268M | 749M |
| Working Capital Changes | -8.17B | -16.43B | -4.97B | 27.61B | -42.28B | 12.69B | -23.5B | -49.11B | -19.37B | -27.77B |
| Cash from Investing | -19.51B | -12.39B | -22.88B | -33.56B | -37.9B | -49.9B | -11.63B | -3.08B | -29.46B | -43.53B |
| Purchase of Investments | -50.91B | -23.96B | -27.8B | -42.59B | -59.78B | -69.57B | -29.83B | -23.08B | -39.19B | -36.71B |
| Sale/Maturity of Investments | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 4M |
| Net Investment Activity | -50.91B | -23.96B | -27.8B | -42.59B | -59.78B | -69.57B | -29.83B | -23.08B | -39.19B | -36.71B |
| Acquisitions | -9.6B | -12.13B | -8.79B | -17.36B | 3.81B | -2.65B | 0 | 0 | 0 | 0 |
| Other Investing | 200M | -251M | -298M | -953M | -18.75B | -36.94B | -24B | -4.98B | -24.1B | -38.49B |
| Cash from Financing | 7.36B | 16.26B | 24.2B | -11.97B | 83.78B | 41.55B | 22.71B | -2.73B | 46.76B | 59.04B |
| Dividends Paid | -1.75B | -2.08B | -2.38B | -2.63B | -2.74B | -4.17B | -5.4B | -5.76B | -6.14B | -6.49B |
| Share Repurchases | -3.93B | -4.29B | -5.57B | -5.95B | -1.89B | -12.07B | -10.87B | -6.18B | -4.2B | -5.16B |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -3.93B | -4.29B | -5.57B | -5.95B | -1.89B | -12.07B | -10.87B | -6.18B | -4.2B | -5.16B |
| Debt Issuance (Net) | 1000K | 1000K | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 2M |
| Other Financing | -14.74B | 2.05B | 26.87B | 2.37B | 78.17B | 36.37B | 430M | -4.4B | 27.96B | 45.34B |
| Net Change in Cash | -10.7B▲ 0% | 3.04B▲ 128.4% | 6.8B▲ 124.1% | -5.03B▼ 173.9% | 23.48B▲ 567.3% | 22.07B▼ 6.0% | 402M▼ 98.2% | -38.9B▼ 9775.4% | 16.15B▲ 141.5% | 12.65B▲ 0% |
| Exchange Rate Effect | -1000K | 1000K | -1000K | -1000K | 1000K | -1000K | -1000K | 1000K | -1000K | 0 |
| Cash at Beginning | 54.08B | 77.36B | 80.39B | 87.2B | 82.17B | 105.65B | 127.72B | 128.13B | 89.23B | 109.13B |
| Cash at End | 43.38B | 80.39B | 87.2B | 82.17B | 105.65B | 127.72B | 128.13B | 89.23B | 105.39B | 103.73B |
| Interest Paid | 2.83B | 5.38B | 9.98B | 12.51B | 4.12B | 1.3B | 9.82B | 41.94B | 46.36B | 46.54B |
| Income Taxes Paid | 831M | 1.39B | 1.38B | 1.91B | 2.59B | 4.23B | 4.15B | 2.04B | 1.89B | 1.24B |
| Free Cash Flow | 1.17B▲ 0% | -6.13B▼ 623.8% | 5.44B▲ 188.7% | 38.95B▲ 615.9% | -26.68B▼ 168.5% | 31.66B▲ 218.7% | -9.47B▼ 129.9% | -36.95B▼ 290.0% | -2.1B▲ 94.3% | -6.75B▲ 0% |
| FCF Growth % | -49.11% | -623.83% | 188.69% | 615.94% | -168.49% | 218.7% | -129.92% | -289.95% | 94.32% | 78.72% |
MS Banking Ratios
Morgan Stanley (MS) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 7.8% | 7.85% | 10.94% | 11.02% | 11.83% | 14.34% | 10.61% | 9.03% | 13.04% | 14.57% |
| Return on Assets (ROA) | 0.75% | 0.73% | 1.03% | 1.03% | 1.09% | 1.31% | 0.93% | 0.77% | 1.11% | 1.19% |
| Net Interest Margin | 0.45% | 0.39% | 0.45% | 0.52% | 0.57% | 0.68% | 0.79% | 0.69% | 0.71% | 0.71% |
| Efficiency Ratio | 66.23% | 61.25% | 55.39% | 53.61% | 61.7% | 63.59% | 57.37% | 43.41% | 38.55% | 38.09% |
| Equity / Assets | 9.47% | 9.21% | 9.54% | 9.24% | 9.24% | 8.97% | 8.58% | 8.38% | 8.68% | 8.14% |
| Book Value / Share | 40.9 | 43.09 | 46.84 | 50.42 | 63.52 | 58.76 | 59.1 | 60.74 | 65.44 | 69.71 |
| NII Growth | 19.56% | -10.76% | 15.33% | 23.33% | 34.49% | 27.44% | 15.94% | -11.76% | 4.63% | 22.46% |
| Dividend Payout | 29.2% | 34.12% | 27.15% | 29.05% | 24.91% | 27.74% | 48.97% | 63.42% | 45.84% | 40.12% |
MS SEC Filings & Documents
Morgan Stanley (MS) SEC filings — annual & quarterly reports (10-K, 10-Q)
MS Frequently Asked Questions
Morgan Stanley (MS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Morgan Stanley (MS) grew revenue by 16.8% over the past year. This is strong growth.
Yes, Morgan Stanley (MS) is profitable, generating $16.18B in net income for fiscal year 2024 (13.0% net margin).
Dividend & Returns
Yes, Morgan Stanley (MS) pays a dividend with a yield of 2.01%. This makes it attractive for income-focused investors.
Morgan Stanley (MS) has a return on equity (ROE) of 13.0%. This is reasonable for most industries.
Industry Metrics
Morgan Stanley (MS) has a net interest margin (NIM) of 0.7%. NIM has been under pressure due to interest rate environment.
Morgan Stanley (MS) has an efficiency ratio of 38.5%. This is excellent, indicating strong cost control.
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