MarketCapExport financials
Morgan Stanley (MS)
The export includes the complete available history of financial statements and ratios. Numbers are provided in full, without million or billion abbreviations, in their original reporting units.
CSV downloads as a ZIP archive with one file for each report and frequency.
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Morgan Stanley Financial Ratios 2025-2006 | MS
Brief overview of Morgan Stanley's financial ratios
Ratios are assessed across five available annual reports in the 2021–2025 interval.
The valuation comparison uses P/E 16.28x (median 15.38x), P/B 2.44x (median 1.71x), P/CF 153.41x (median 13.43x). Valuation is 42.9% above five-year reference levels. The premium requires support from earnings and returns.
The inverse P/E implies an earnings yield of 6.1%. This is not a dividend yield, but current earnings relative to market price.
End-period return metrics are ROE 15.1%, ROA 1.2%. Return ratios are at workable levels. The business generates positive returns, though efficiency is not exceptional.
PEG of 0.37x shows valuation is not outpacing embedded growth. The conclusion depends on earnings durability.
For this sector, valuation ratios are useful only alongside capital adequacy, reserves and credit-portfolio quality.
Overall picture
Morgan Stanley demonstrates high business quality but trades at a premium to its own history. Strong future results are needed to preserve valuation.
Annual Financial Ratios Morgan Stanley
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 16.3 | 15.6 | 15.4 | 15.0 | 12.1 | 8.9 | 8.2 | 7.1 | 13.8 | 10.8 | 6.5 | 14.8 | 15.0 | 489.9 | 5.7 | 7.6 | 26.3 | -33.5 | 26.9 | - | |
P/S |
- | - | - | - | - | - | 1.9 | 1.6 | 2.3 | 2.0 | 1.2 | 6.6 | 5.6 | 1.3 | 0.7 | 1.1 | 1.5 | -46.1 | 3.3 | - |
EPS |
10.3 | 8.0 | 5.2 | 6.2 | 8.2 | 6.5 | 5.3 | 4.8 | 3.1 | 3.0 | 3.0 | 1.6 | 1.4 | -0.0 | 1.2 | 2.6 | -0.8 | -1.6 | 3.0 | - |
EV (Enterprise Value) |
1.47 T | 1.21 T | 1.14 T | 1.12 T | 1.14 T | 1 T | 805 B | 747 B | 777 B | 725 B | 665 B | 693 B | 748 B | 698 B | 656 B | 730 B | 722 B | 592 B | 60.6 B | -20.6 B |
EBITDA per Share |
2.96 | 3.24 | 2.61 | 2.36 | 2.36 | 2.35 | 1.63 | 1.08 | 0.98 | 0.94 | 0.75 | 0.6 | 0.79 | 0.84 | 0.85 | 1.04 | 1.03 | 0.1 | 0.47 | - |
EV/EBITDA |
315.7 | 235.1 | 268.9 | 279.1 | 269.0 | 29.7 | 304.5 | 404.9 | 443.2 | 417.5 | 464.2 | 597.0 | 494.8 | 441.3 | 467.2 | 514.6 | 590.0 | 5690.6 | 127.6 | - |
PEG |
3.07 | - | - | - | - | 0.37 | 0.35 | 0.87 | 2.8 | 2.81 | -1.32 | -1.52 | 0.08 | 2.94 | -0.14 | - | - | - | - | - |
P/B |
2.4 | 2.0 | 1.4 | 1.6 | 1.7 | 0.9 | 0.9 | 0.8 | 1.1 | 0.8 | 0.5 | 0.7 | 0.6 | 0.5 | 0.3 | 0.5 | 0.7 | 0.9 | - | - |
P/CF |
-15.3 | 153.4 | -4.2 | -25.8 | 5.4 | -3.9 | 1.8 | 8.4 | -18.7 | 12.0 | -8.9 | 468.0 | 1.7 | 1.4 | 1.5 | 0.9 | -0.8 | -3.0 | -3.9 | - |
ROE % |
15.10 | 12.81 | 9.18 | 11.01 | 14.10 | 10.66 | 11.09 | 10.90 | 7.90 | 7.86 | 8.15 | 4.89 | 4.45 | 0.11 | 6.62 | 8.22 | 2.88 | -2.64 | 9.75 | - |
ROA % |
1.19 | 1.10 | 0.76 | 0.93 | 1.27 | 0.99 | 1.01 | 1.02 | 0.72 | 0.73 | 0.78 | 0.43 | 0.35 | 0.01 | 0.55 | 0.58 | 0.17 | -0.19 | - | - |
Current Ratio |
1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | - | - |
DSO |
- | - | - | - | - | - | 7.8 | 515.8 | 572.0 | 518.4 | 498.3 | 550.4 | 1074.7 | 558.9 | 392.1 | 367.3 | 445.7 | -5700.0 | - | - |
Annual performance
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All numbers in USD currency
Quarterly Financial Ratios Morgan Stanley
| 2026-Q3 | 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | 2010-Q4 | 2010-Q3 | 2010-Q2 | 2010-Q1 | 2009-Q4 | 2009-Q3 | 2009-Q2 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPS |
3.07 | 3.5 | 3.47 | 2.71 | 2.83 | 2.15 | 2.62 | 2.249999999999999 | 1.91 | 1.85 | 2.04 | 0.8700000000000001 | 1.39 | 1.25 | 1.72 | - | 1.49 | 1.4 | 2.04 | 2.05 | 2.01 | 1.88 | 2.22 | 1.84 | 1.68 | 1.98 | 1.02 | 1.33 | 1.28 | 1.24 | 1.41 | 0.81 | 1.19 | 1.32 | 1.48 | 0.27 | 0.95 | 0.89 | 1.03 | 0.84 | 0.82 | 0.77 | 0.56 | 0.4 | 0.49 | 0.87 | 1.21 | -0.91 | 0.85 | 0.94 | 0.75 | 0.02 | 0.45 | 0.44 | 0.5 | 0.34 | -0.55 | 0.28 | -0.05 | -0.13 | 1.16 | -0.36 | 0.51 | 0.44 | 0.07 | 0.85 | 1.11 | 0.18 | 0.51 | -1.35 |
EBITDA per Share |
- | 1.23 | 0.46 | - | 0.86 | - | 0.55 | - | 0.8 | - | 0.61 | - | 0.61 | - | 0.57 | - | 1.67 | 0.54 | 0.54 | 197 | 0.58 | 0.58 | 0.49 | -34.9 | 0.55 | 0.45 | 0.53 | 112 | 0.41 | 0.41 | 0.4 | 93.7 | 0.28 | 0.3 | 0.22 | 115 | 0.25 | 0.25 | 0.24 | 76.1 | 0.26 | 0.25 | 0.22 | 102 | 0.19 | 0.17 | 0.17 | 385 | 0.07 | 0.28 | 0.04 | -709 | 0.05 | 0.04 | 0.05 | -0.45 | 0.22 | 0.22 | 0.2 | 3.33 | 0.23 | 0.26 | 0.26 | -16.6 | 0.47 | 0.79 | 0.12 | 10.6 | 0.36 | 0.32 |
ROE % |
17.46 | 17.45 | 15.76 | 14.89 | 14.49 | 13.38 | 13.17 | 12.58 | 10.58 | 9.94 | 9.07 | 8.59 | 9.78 | 9.85 | 11.23 | 8.31 | 11.68 | 12.45 | 13.27 | 13.57 | 13.36 | 12.91 | 13.22 | 11.34 | 10.70 | 10.27 | 9.26 | 10.29 | 9.44 | 9.50 | 9.86 | 10.25 | 9.18 | 8.77 | 7.93 | 7.02 | 8.37 | 8.20 | 8.04 | 7.08 | 6.11 | 5.40 | 5.77 | 7.47 | 4.06 | 5.03 | 5.36 | 4.36 | 6.84 | 5.92 | 4.62 | 3.97 | 4.79 | 1.89 | 1.47 | -0.12 | -1.38 | 3.30 | 1.69 | 2.97 | 4.28 | 1.07 | 4.55 | 6.00 | 5.80 | 6.89 | 1.78 | 0.71 | 0.95 | -2.44 |
ROA % |
1.27 | 1.31 | 1.23 | 1.21 | 1.20 | 1.12 | 1.11 | 1.05 | 0.88 | 0.83 | 0.76 | 0.73 | 0.84 | 0.85 | 0.97 | 0.72 | 1.02 | 1.10 | 1.19 | 1.24 | 1.23 | 1.20 | 1.22 | 1.04 | 0.98 | 0.94 | 0.86 | 0.96 | 0.88 | 0.89 | 0.92 | 0.95 | 0.85 | 0.81 | 0.74 | 0.66 | 0.79 | 0.78 | 0.76 | 0.67 | 0.58 | 0.51 | 0.54 | 0.69 | 0.38 | 0.46 | 0.48 | 0.38 | 0.60 | 0.50 | 0.38 | 0.33 | 0.40 | 0.15 | 0.13 | -0.00 | -0.11 | 0.29 | 0.15 | 0.26 | 0.37 | 0.08 | 0.35 | 0.43 | 0.41 | 0.48 | 0.10 | 0.05 | 0.06 | -0.19 |
Current Ratio |
1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 |
DSO |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 241.3 | - | 311.4 | 326.8 | 206.7 | - | 364.8 | 318.1 | 416.4 | - | 261.8 | 301.3 | 163.3 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 257.9 | 600.9 | 719.0 | 503.8 | 480.8 | 547.9 | 341.2 | 412.1 | 478.2 | 403.0 | 412.5 | 309.1 | 271.9 | 356.7 | 292.4 | - |
Quarterly performance
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All numbers in USD currency
Multiples are an important financial analysis tool for the company Morgan Stanley, allowing investors and analysts to quickly assess the company’s value and investment attractiveness based on the ratio of market indicators to the company’s financial performance. Essentially, multiples express how the market values the company relative to its earnings, revenue, equity, or other key metrics.
Advantages of Using Financial Ratios- Simplified Data Analysis
Financial ratios transform large volumes of accounting data into compact and easily interpretable indicators, significantly simplifying the assessment of the company’s condition. - Comparability Between Companies
Multiples standardize financial metrics, enabling objective comparison of companies of different sizes, industries, and market capitalizations. - Identification of Trends and Issues
Regular analysis of ratios helps track the dynamics of financial health, identify strengths and weaknesses of the business, as well as potential risks. - Decision Support
Financial multiples serve as an important tool for investors, creditors, and company management in making investment, credit, and managerial decisions. - Accelerated Assessment of Investment Attractiveness
Ratios allow quick determination of key performance, liquidity, and financial stability indicators, facilitating prompt evaluation of companies’ attractiveness for investments.
Using multiples enables comparison between companies, even if they differ in size or industry, as they standardize financial data into ratios convenient for analysis. This is especially useful for evaluating companies where direct analysis of financial statements may be complex or require in-depth knowledge.
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