MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
MORGAN STANLEY
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$178.47−2.10 (-1.16%)
Close on Oct 19, 2026
- Market cap
- $280.02B
- P/E (TTM)
- 14.4
- Dividend yield
- 2.16%
Morgan Stanley statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Security Brokers, Dealers & Flotation Companies companies for comparison
Valuation
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Market Cap | $280.30B | $773.71M |
| Enterprise Value | $120.16B | $580.14M |
| PE Ratio | 14.43 | 19.40 |
| PS Ratio | 3.59 | 3.50 |
| PB Ratio | 2.41 | 1.52 |
| P/TBV Ratio | 3.00 | 1.50 |
Enterprise value
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| EV / Sales | 1.54 | 2.82 |
Income (trailing twelve months)
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Revenue | $78.04B | $858.37M |
| Pretax Income | $26.15B | $269.30M |
| Net Income | $20.16B | $33.63M |
| EPS (Diluted) | $12.37 | $2.27 |
Margins
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Pretax Margin | 33.5% | 22.3% |
| Profit Margin | 25.8% | 14.5% |
Returns
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Return on Equity (ROE) | 18.0% | 14.5% |
| Return on Assets (ROA) | 1.33% | 2.25% |
Growth
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 18.0% | 15.2% |
| Net Income Growth (YoY) | 36.6% | 7.71% |
| EPS Growth (YoY) | 40.1% | 15.0% |
| Revenue Growth (3Y CAGR) | 9.59% | 11.9% |
| Revenue Growth (5Y CAGR) | 7.70% | 9.48% |
| EPS Growth (3Y CAGR) | 18.4% | 11.0% |
| EPS Growth (5Y CAGR) | 9.59% | 9.30% |
Balance sheet
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $160.14B | $64.64M |
| Net Cash (Debt) | $160.14B | $37.55M |
| Net Cash Per Share | $101.96 | $1.24 |
| Equity (Book Value) | $116.33B | $505.81M |
| Book Value Per Share | $74.07 | $17.04 |
| Tangible Book Value | $93.35B | $210.80M |
Cash flow (trailing twelve months)
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Operating Cash Flow | -$15.59B | $11.08M |
Efficiency
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Asset Turnover | 0.05 | 0.25 |
| Revenue Per Employee | $940.27K | $1.03M |
| Profits Per Employee | $242.83K | $147.65K |
| Employee Count | 83,000 | 700 |
Dividends and yields
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Earnings Yield | 7.19% | 3.20% |
| Dividend Yield | 2.16% | 1.85% |
| Shareholder Yield | 2.16% | 1.82% |
| Dividend Per Share | $3.85 | $1.40 |
| Dividend Growth (YoY) | 8.45% | 5.80% |
| Years of Dividend Growth | 11 | 2 |
| Payout Ratio | 33.6% | 36.7% |
Shares
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Shares Outstanding | 1,570,570,000 | 41,100,900 |
| Shares Change (YoY) | -1.39% | 0.87% |
| Shares Change (QoQ) | -0.49% | 0.00% |
| Float | 1,187,040,000 | 27,062,500 |
| Shares Held by Insiders | 24.4% | 0.00% |
| Shares Held by Institutions | 85.9% | 36.9% |
Taxes
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Income Tax | $5.78B | $39.89M |
| Effective Tax Rate | 22.1% | 21.6% |
Scores
| Measure | Morgan Stanley | Industry median |
|---|---|---|
| Graham Number | $143.58 | $40.68 |
| Graham Upside | -19.5% | -38.1% |
| Altman Z-Score | 0.26 | 9.82 |
| Piotroski F-Score | 5 | 5 |
Calculated by StockData from Morgan Stanley's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.