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

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM Q1 '25
Profitability
Net margin	94.3%+2.4pp	91.8%+2.2pp	89.7%+4.3pp	85.4%+3.8pp	81.5%+4.8pp
Returns
Return on equity	61.3%+2.5pp	58.8%+2.4pp	56.3%+4.1pp	52.2%+3.8pp	48.4%+4.4pp
Efficiency
Asset turnover	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×
Leverage
Debt-to-equity	12.9×+0.3×	12.5×+0.4×	12.2×+0.1×	12×+0.3×	11.7×+0.1×
Per Share
Book value per share	$279.71+2.1%	$273.95+2.0%	$268.70+1.8%	$263.96+2.1%	$258.56+2.1%
Valuation
Market capitalization	$1.02T+7.8%	$942.1B+9.2%	$862.49B+11.3%	$774.9B+8.9%	$711.79B+5.5%
Price / earnings	61.6×+1.3×	60.4×+1.6×	58.8×+0.8×	57.9×-0.1×	58×-2.7×
Price / sales	14.5×+0.6×	13.9×+0.7×	13.2×+0.8×	12.3×+0.5×	11.8×+0.2×
Price / book	9.1×+0.5×	8.6×+0.6×	8×+0.7×	7.3×+0.5×	6.8×+0.2×
Dividend yield	10%-0.8pp	10.8%-0.7pp	11.5%-1.0pp	12.5%-0.9pp	13.4%-0.5pp

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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.