What is Morgan Stanley's cumulative cost basis?

Morgan Stanley (MS) reported cumulative cost basis of $300K in Q1 2026.

What is the long-term trend for Morgan Stanley's cumulative cost basis?

Over 2 years (2021 to 2025), Morgan Stanley's cumulative cost basis has grown at a -99.6% compound annual growth rate (CAGR), from $102.52B to $2M.

Morgan Stanley MS Cumulative Cost Basis

Cumulative Cost Basis at other companies

Bank of AmericaBAC

$523M+15.5%

JPMorgan ChaseJPM

——

Charles Schwab CorporationSCHW

——

Stifel FinancialSF

——

Piper SandlerPIPR

——

LazardLAZ

——

Other financials

Income statement

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Revenue$20.6B+16.0%

Net income$5.6B+29.0%

EPS (diluted)$3.43+31.9%

Balance sheet

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Cash & equivalents$133.53B+47.2%

Total debt$371.57B+18.4%

Total equity$114.29B+7.0%

Total assets$1.58T+21.6%

Cash flow

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Operating cash flow-$7.1B+70.4%

CapEx$754.0M+5.8%

Free cash flow-$7.9B+68.2%

Valuation

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Market cap$348.64B+63.8%

Enterprise value$586.68B+34.6%

P/E19.3×+4.4×

P/S4.7×+1.4×

Profitability

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Net margin24.6%+2.4pp

FCF margin-54.3%-8.4pp

Returns & leverage

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Return on equity16.4%+2.5pp

Debt / equity3.3×+0.3×

Where this comes from

Reported directly by Morgan Stanley in its filing.

Tagged under the XBRL concept us-gaap:HedgedAssetFairValueHedgeLastOfLayerCumulativeIncreaseDecrease.

The official record: Morgan Stanley’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morgan Stanley's cumulative cost basis?: Morgan Stanley (MS) reported cumulative cost basis of $300K in Q1 2026.
What is the long-term trend for Morgan Stanley's cumulative cost basis?: Over 2 years (2021 to 2025), Morgan Stanley's cumulative cost basis has grown at a -99.6% compound annual growth rate (CAGR), from $102.52B to $2M.