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
Return on assets	1.3%0.0pp	1.3%0.0pp	1.2%+0.1pp	1.2%0.0pp	1.1%0.0pp
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×
Debt-to-assets	0.2×0.0×	0.3×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×
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%
Enterprise value	$499.35B-9.3%	$550.62B+12.5%	$489.25B+9.6%	$446.37B+8.5%	$411.22B-0.4%
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×
EV / sales	6.8×-1.0×	7.8×+0.7×	7.1×+0.3×	6.7×+0.4×	6.4×-0.3×
Earnings yield	6.9%+1.0pp	6%-0.4pp	6.4%-0.4pp	6.8%-0.8pp	7.6%+1.0pp
Dividend yield	2.5%+0.2pp	2.3%-0.2pp	2.5%-0.4pp	2.8%-0.4pp	3.2%+0.3pp
PEG ratio	0.5×-0.1×	0.6×+0.3×	0.4×0.0×	0.4×+0.1×	0.3×-0.1×

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Questions, answered.

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.