Where do Morgan Stanley's ratios come from?

Every ratio is computed from Morgan Stanley's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

Morgan Stanley MS Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	24.6%+0.8pp	23.9%+0.4pp	23.5%+1.1pp	22.3%+0.1pp	22.2%+0.5pp
Returns
Return on equity	16.4%+0.8pp	15.6%+0.5pp	15.1%+1.0pp	14.1%+0.3pp	13.9%+0.7pp
Efficiency
Asset turnover	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×
Leverage
Debt-to-equity	3.3×-0.2×	3.4×+0.3×	3.1×0.0×	3.1×+0.2×	2.9×-0.1×
Per Share
Book value per share	$72.52+3.4%	$70.12+1.4%	$69.16+1.8%	$67.91+1.7%	$66.76+2.9%
Valuation
Market capitalization	$261.31B-7.4%	$282.15B+11.2%	$253.75B+16.4%	$218.03B+15.9%	$188.17B-7.1%
Price / earnings	14.4×-2.3×	16.7×+1.0×	15.7×+0.9×	14.8×+1.6×	13.2×-2.0×
Price / sales	3.6×-0.4×	4×+0.3×	3.7×+0.4×	3.3×+0.4×	2.9×-0.4×
Price / book	2.3×-0.2×	2.5×+0.2×	2.3×+0.3×	2×+0.3×	1.8×-0.2×
Dividend yield	2.5%+0.2pp	2.3%-0.2pp	2.5%-0.4pp	2.8%-0.4pp	3.2%+0.3pp

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Where do Morgan Stanley's ratios come from?: Every ratio is computed from Morgan Stanley's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.