Morgan Stanley MS SPX

Financial Services · Capital Markets · United States

https://www.morganstanley.com

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Market & Price

Market Cap

$328.08B

Current Price

$208.00

High / Low (52W)

$208.00 / $125.01

Beta

1.21

Valuation

Stock P/E

18.84

Industry PE

12.01

Forward P/E

16.38

PEG Ratio

2.50

Book Value

$66.18

Price to Book

3.14

P/S

4.48

EV/EBITDA

Dividend Yield

1.92%

Profitability & Returns

ROCE

ROE

16.39%

ROA

1.27%

Profit Margin

24.75%

Op Margin

40.62%

EPS (Latest Qtr)

$3.43

EPS (TTM)

$11.04

Balance Sheet & Liquidity

Debt/Equity

5.02

Quick Ratio

1.53

Current Ratio

1.96

Debt

$579.51B

Total Assets

$1.42T

Current Assets

Working Capital

Ownership

Promoter Holding

24.33%

Chg in Prom Hold

FII / Inst Holding

62.75%

Chg in FII Hold

-0.00%

Financial Snapshot

Enterprise Value

$255.13B

Total Revenue (TTM)

$73.17B

EBITDA

Free Cash Flow

Operating Cash Flow

$-1.01B

Shares Outstanding

1.58B

Gross Margin

87.39%

Payout Ratio

35.55%

Growth (CAGR)

Revenue 5Y

9.52%

Profit 5Y

15.20%

Revenue (YoY)

16.30%

Earnings (YoY)

31.90%

PROS

Excellent profit margin of 24.8%.
Profit CAGR of 15.2% over 5 years.
In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	MS Morgan Stanley SPX	208.00	18.84	$328.08B	1.92%	-	16.39%	9.52%	15.20%
2	JPM JPMorgan Chase & Co. SPX	299.31	14.33	$802.00B	2.00%	-	16.47%	12.50%	14.83%
3	V Visa Inc. SPX	326.36	28.48	$620.65B	0.82%	38.38%	60.35%	10.92%	10.28%
4	MA Mastercard Incorporated SPX	493.98	28.57	$436.47B	0.70%	61.47%	-	13.82%	14.66%
5	GS The Goldman Sachs Group, Inc. SPX	1,025.56	18.73	$302.55B	1.76%	-	14.55%	7.16%	15.11%
6	WFC Wells Fargo & Company SPX	77.54	11.98	$237.29B	2.32%	-	12.03%	4.02%	15.98%
7	BLK BlackRock, Inc. SPX	1,046.88	26.32	$162.51B	2.19%	4.89%	11.90%	10.65%	2.36%
8	SCHW The Charles Schwab Corporation SPX	87.35	17.37	$151.91B	1.47%	-	19.08%	4.83%	7.21%
9	IBKR Interactive Brokers Group, Inc. SPX	86.97	37.33	$147.85B	0.40%	19.56%	23.56%	34.60%	37.32%

Quarterly Results

Figures in USD.

Metric	Jun 2015	Sep 2015	Dec 2015	Mar 2016	Jun 2016	Sep 2016	Dec 2016	Mar 2017	Jun 2017	Sep 2017	Dec 2017	Mar 2018	Jun 2018	Sep 2018	Dec 2018	Mar 2019	Jun 2019	Sep 2019	Dec 2019	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	-	-	-	-	-	-	-	-	-	-	-	5.91B	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	16.52B	15.60B	17.08B	16.76B	19.32B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	11.39B	12.56B	12.96B	12.10B	12.57B
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	5.54B	4.62B	6.03B	5.76B	7.01B
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1.17B	1.05B	1.37B	1.34B	1.37B
Net Income	1.81B	1.02B	908.00M	1.13B	1.58B	1.60B	1.67B	1.93B	1.76B	1.78B	643.00M	2.67B	2.44B	2.11B	1.53B	2.43B	2.20B	2.17B	2.24B	1.70B	3.20B	2.72B	3.38B	4.12B	3.51B	3.71B	3.67B	2.50B	2.63B	2.98B	2.18B	2.41B	3.41B	3.08B	-	4.32B	3.54B	4.61B	4.40B	5.57B
Diluted EPS	0.85	0.48	0.39	0.55	0.75	0.81	0.81	1.00	0.87	0.93	0.26	1.45	1.30	1.17	0.80	1.39	1.23	1.27	1.30	1.01	1.96	1.66	1.81	2.19	1.85	1.98	2.02	1.39	1.47	1.70	1.24	1.38	2.02	1.82	-	2.60	2.13	2.80	2.68	3.43

Profit & Loss (Annual)

Figures in USD.

Metric	Nov 2007	Nov 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	26.48B	22.14B	23.28B	31.23B	32.23B	26.18B	32.49B	34.27B	-	-	-	-	-	-	-	50.21B	50.67B	57.62B	65.97B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	12.27B	37.62B	45.52B	49.02B
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	14.09B	11.81B	17.60B	21.95B
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.91B	2.58B	4.07B	4.93B
Net Income	3.21B	1.71B	1.35B	4.70B	4.11B	68.00M	2.93B	3.47B	6.13B	5.98B	6.11B	8.75B	9.04B	11.00B	-	11.03B	9.09B	13.39B	16.86B
Diluted EPS	2.90	1.39	-0.77	2.63	1.23	-0.02	1.36	1.60	2.90	2.92	3.07	4.73	5.19	6.46	-	6.15	5.18	7.95	10.21

Compounded Sales Growth

5 Years:	9.52%
1 Year:	16.30%

Compounded Profit Growth

5 Years:	15.20%
1 Year:	31.90%

Stock Price Performance

1 Year:	+66.38%
6 Months:	+27.11%
3 Months:	+25.59%
1 Month:	+11.78%

Balance Sheet (Annual)

Figures in USD.

Metric	Nov 2006	Nov 2007	Nov 2008	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	-	-	676.76B	771.46B	807.70B	749.90B	780.96B	832.70B	801.51B	787.47B	814.95B	851.73B	853.53B	895.43B	1.12T	1.19T	1.18T	1.19T	1.22T	1.42T
Current Assets	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Cash & Equivalents	20.61B	25.60B	78.65B	78.67B	31.99B	47.62B	47.31B	46.90B	59.88B	87.59B	85.55B	77.36B	80.39B	87.20B	82.17B	105.65B	127.72B	92.75B	58.66B	75.74B	81.31B
Inventory	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Receivables	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	78.54B	80.11B	86.16B	114.72B
Total Liabilities	-	-	-	627.31B	718.68B	742.29B	679.82B	711.22B	763.67B	729.41B	711.28B	737.77B	773.27B	772.12B	812.73B	1.01T	1.08T	1.08T	1.09T	1.11T	1.31T
Current Liabilities	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Long Term Debt	-	-	-	179.84B	193.37B	192.46B	184.23B	169.57B	153.57B	152.77B	153.77B	164.78B	191.06B	188.12B	190.06B	213.39B	227.36B	241.08B	267.47B	288.78B	349.39B
Total Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	246.22B	276.39B	310.42B	370.54B
Total Equity	-	-	-	48.75B	46.69B	57.21B	62.05B	62.11B	65.92B	70.90B	75.18B	76.05B	77.39B	80.25B	81.55B	101.78B	105.44B	100.14B	99.04B	104.51B	111.63B
Shares Outstanding	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.04B	2.04B	2.04B	2.04B

Cash Flows (Annual)

Figures in USD.

Metric	Nov 2007	Nov 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	-22.25B	73.42B	-45.95B	40.61B	15.89B	24.55B	-	-	-4.46B	5.38B	-4.50B	7.30B	40.77B	-25.23B	-	-6.40B	-33.54B	1.36B	-17.89B
Investing Cash Flow	-11.44B	-831.00M	-4.47B	-29.46B	-11.24B	-12.41B	-	-	-20.00B	-19.51B	-12.39B	-22.88B	-33.56B	-37.90B	-	-11.63B	-3.08B	-29.46B	-46.78B
Financing Cash Flow	38.09B	-16.98B	3.02B	4.16B	-5.15B	-11.90B	-	-	24.15B	7.36B	16.26B	24.20B	-11.97B	83.78B	-	22.71B	-2.73B	46.76B	67.76B
Capital Expenditure	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.08B	-3.41B	-3.46B	-2.90B
Free Cash Flow	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-9.47B	-36.95B	-2.10B	-20.79B
Net Change in Cash	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	4.68B	-39.35B	18.66B	3.09B
Share Buybacks	438.00M	1.12B	50.00M	317.00M	317.00M	227.00M	691.00M	-	-	-	-	-	-	-	-	-	-	-	-
Dividends Paid	1.22B	1.23B	1.73B	1.16B	834.00M	469.00M	475.00M	904.00M	1.46B	1.75B	2.08B	2.38B	2.63B	2.74B	4.17B	5.40B	5.76B	6.14B	6.59B

Ratios (Annual)

Figures in %.

Metric	Nov 2007	Nov 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Operating Margin %	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Net Margin %	12.1%	7.7%	5.8%	15.1%	12.8%	0.3%	9.0%	10.1%	-	-	-	-	-	-	-	22.0%	17.9%	23.2%	25.6%
ROE %	-	-	2.9%	8.2%	6.6%	0.1%	4.4%	4.9%	8.1%	7.9%	7.9%	10.9%	11.1%	10.8%	-	11.0%	9.2%	12.8%	15.1%
ROCE %	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

Shareholding Pattern

Insiders

24.33%

Institutions

62.75%

Public Float

82.92%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Mitsubishi UFJ Financial Group Inc	23.91%	377.09M	$78.43B
2	State Street Corporation	6.42%	101.34M	$21.08B
3	Blackrock Inc.	6.11%	96.40M	$20.05B
4	Vanguard Capital Management LLC	4.93%	77.72M	$16.16B
5	JPMORGAN CHASE & CO	2.76%	43.58M	$9.06B
6	Vanguard Portfolio Management LLC	1.92%	30.24M	$6.29B
7	Geode Capital Management, LLC	1.76%	27.70M	$5.76B
8	Fisher Asset Management, LLC	1.62%	25.60M	$5.32B
9	FMR, LLC	1.44%	22.73M	$4.73B
10	Capital Research Global Investors	1.29%	20.27M	$4.22B

Analyst View

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Latest News

Recent headlines for MS

Google News US IPO Fri, 16 Jan 2026

2 New IPO Stocks Hit the Market – Morgan Stanley Picks the Superior One to Buy - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMieEFVX3lxTE92TkZpLUJFN0hHUVFoc0pKdVFTSjJ2X2RGVHpKeFNPWWlIakw2aFh2alZUaGxBckdsYzl5RG40cHotM2s0WW5OMEYyeUtvSVNaM3ZkZGlxcF9ydXFONmxCZmtOQnE2YTBHRzhQWWxpSl…

MS · Financial Services

Morgan Stanley

About

Key Facts

Sector	Financial Services
Industry	Capital Markets
Headquarters	United States
Employees	84,000
Website	https://www.morganstanley.com

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Morgan Stanley MS SPX

Market & Price

Valuation

Profitability & Returns

Balance Sheet & Liquidity

Ownership

Financial Snapshot

Growth (CAGR)

PROS

CONS

Price Chart

Technical Trend

Fundamental Growth

Peer comparison

Quarterly Results

Profit & Loss (Annual)

Compounded Sales Growth

Compounded Profit Growth

Stock Price Performance

Balance Sheet (Annual)

Cash Flows (Annual)

Ratios (Annual)

Shareholding Pattern

Top Institutional Holders

Analyst View

Latest News

2 New IPO Stocks Hit the Market – Morgan Stanley Picks the Superior One to Buy - Yahoo Finance

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