Morgan Stanley Statistics

Total Valuation

Morgan Stanley has a market cap or net worth of GBP 221.77 billion.

Market Cap	221.77B
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	1.58B
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 16.73 and the forward PE ratio is 16.19.

PE Ratio	16.73
Forward PE	16.19
PS Ratio	4.00
PB Ratio	2.60
P/TBV Ratio	3.70
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)	3.90%
Revenue Per Employee	667,651
Profits Per Employee	159,700
Employee Count	83,000
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, Morgan Stanley has paid 3.88 billion in taxes.

Income Tax	3.88B
Effective Tax Rate	21.90%

Stock Price Statistics

The stock price has increased by +62.73% 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	+62.73%
50-Day Moving Average	170.82
200-Day Moving Average	164.50
Relative Strength Index (RSI)	67.52
Average Volume (20 Days)	3,043

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 GBP 55.42 billion and earned 13.26 billion in profits. Earnings per share was 8.36.

Revenue	55.42B
Gross Profit	48.43B
Operating Income	21.18B
Pretax Income	17.74B
Net Income	13.26B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	8.36

Balance Sheet

The company has 454.68 billion in cash and 388.81 billion in debt, giving a net cash position of 65.87 billion.

Cash & Cash Equivalents	454.68B
Total Debt	388.81B
Net Cash	65.87B
Net Cash Per Share	n/a
Equity (Book Value)	85.31B
Book Value Per Share	48.75
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 2.94, which amounts to a dividend yield of 1.55%.

Dividend Per Share	2.94
Dividend Yield	1.55%
Dividend Growth (YoY)	2.79%
Years of Dividend Growth	9
Payout Ratio	35.19%
Buyback Yield	1.31%
Shareholder Yield	2.85%
Earnings Yield	5.98%
FCF Yield	n/a

Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

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