Morgan Stanley Statistics

Total Valuation

Morgan Stanley has a market cap or net worth of BRL 1.50 trillion.

Market Cap	1.50T
Enterprise Value	n/a

Important Dates

The last earnings date was Wednesday, April 15, 2026.

Earnings Date	Apr 15, 2026
Ex-Dividend Date	Jan 30, 2026

Share Statistics

Current Share Class	n/a
Shares Outstanding	n/a
Shares Change (YoY)	-1.31%
Shares Change (QoQ)	-0.63%
Owned by Insiders (%)	0.16%
Owned by Institutions (%)	62.44%
Float	1.20B

Valuation Ratios

The trailing PE ratio is 16.48 and the forward PE ratio is 16.26.

PE Ratio	16.48
Forward PE	16.26
PS Ratio	3.94
PB Ratio	2.56
P/TBV Ratio	3.64
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	n/a
EV / Sales	n/a
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	4.56
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	n/a

Financial Efficiency

Return on Equity (ROE)	n/a
Return on Assets (ROA)	n/a
Return on Invested Capital (ROIC)	3.49%
Return on Capital Employed (ROCE)	n/a
Weighted Average Cost of Capital (WACC)	3.87%
Revenue Per Employee	4.60M
Profits Per Employee	1.10M
Employee Count	83,000
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, Morgan Stanley has paid 26.76 billion in taxes.

Income Tax	26.76B
Effective Tax Rate	21.90%

Stock Price Statistics

The stock price has increased by +43.36% in the last 52 weeks. The beta is 1.18, so Morgan Stanley's price volatility has been higher than the market average.

Beta (5Y)	1.18
52-Week Price Change	+43.36%
50-Day Moving Average	175.54
200-Day Moving Average	175.39
Relative Strength Index (RSI)	62.23
Average Volume (20 Days)	1,398

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	2.14

Income Statement

In the last 12 months, Morgan Stanley had revenue of BRL 381.73 billion and earned 91.31 billion in profits. Earnings per share was 57.56.

Revenue	381.73B
Gross Profit	333.58B
Operating Income	145.90B
Pretax Income	122.18B
Net Income	91.31B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	57.56

Balance Sheet

The company has 3.13 trillion in cash and 2.68 trillion in debt, giving a net cash position of 453.77 billion.

Cash & Cash Equivalents	3.13T
Total Debt	2.68T
Net Cash	453.77B
Net Cash Per Share	n/a
Equity (Book Value)	587.67B
Book Value Per Share	335.78
Working Capital	n/a

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Depreciation & Amortization	n/a
Net Borrowing	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 87.39%, with operating and profit margins of 38.22% and 24.75%.

Gross Margin	87.39%
Operating Margin	38.22%
Pretax Margin	32.01%
Profit Margin	24.75%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 2.79, which amounts to a dividend yield of 1.48%.

Dividend Per Share	2.79
Dividend Yield	1.48%
Dividend Growth (YoY)	3.89%
Years of Dividend Growth	13
Payout Ratio	n/a
Buyback Yield	1.31%
Shareholder Yield	2.79%
Earnings Yield	6.07%
FCF Yield	n/a

Dividend Details

Stock Splits

The last stock split was on January 27, 2021. It was a forward split with a ratio of 5.

Last Split Date	Jan 27, 2021
Split Type	Forward
Split Ratio	5

Scores

Altman Z-Score	n/a
Piotroski F-Score	1