Other

Amortized Cost

Morgan Stanley Amortized Cost increased by 32.2% to $887.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 314.5%, from $214.00M to $887.00M. Over 2 years (FY 2023 to FY 2025), Amortized Cost shows relatively stable performance with a 1.3% CAGR.

Analysis

StatementCash Flow Statement
SectionOther
CategoryGrowth
SignalContext dependent
VolatilityStable
First reportedQ1 2023
Last reportedQ1 2026May 5, 2026

How to read this metric

Growth in amortized cost generally indicates an expanding loan portfolio, while a decline suggests portfolio contraction or significant write-offs.

Detailed definition

This metric represents the amortized cost of financing receivables, which is the amount at which the receivable is measu...

Peer comparison

Standard accounting metric for all lending institutions under GAAP/IFRS.

Metric ID: other_financing_receivable_excluding_accrued_interest_mo_e4d439

Historical Data

13 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$147.00M$176.00M$385.00M$559.00M$301.00M$116.00M$212.00M$17.00M$214.00M$242.00M$174.00M$671.00M$887.00M
QoQ Change+19.7%+118.8%+45.2%-46.2%-61.5%+82.8%-92.0%>999%+13.1%-28.1%+285.6%+32.2%
YoY Change+104.8%-34.1%-44.9%-97.0%-28.9%+108.6%-17.9%>999%+314.5%
Range$17.00M$887.00M
CAGR+82.1%
Avg YoY Growth+461.3%
Median YoY Growth-17.9%
Current Streak2 quarters growth

Frequently Asked Questions

What is Morgan Stanley's amortized cost?
Morgan Stanley (MS) reported amortized cost of $887.00M in Q1 2026.
How has Morgan Stanley's amortized cost changed year-over-year?
Morgan Stanley's amortized cost increased by 314.5% year-over-year, from $214.00M to $887.00M.
What is the long-term trend for Morgan Stanley's amortized cost?
Over 2 years (2023 to 2025), Morgan Stanley's amortized cost has grown at a 1.3% compound annual growth rate (CAGR), from $1.27B to $1.30B.
What does amortized cost mean?
The carrying value of loans and receivables after accounting for principal payments and write-offs.