VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
MS
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
MSMorgan Stanley
$222.04$350.2B
Overview & Verdict
OverviewShould I Buy?
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. MS
  4. Financial Ratios

Morgan Stanley (MS) Financial Ratios

Latest Ratios: P/E Ratio 21.8x · EV/EBITDA 26.8x · ROE 15.5%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$350.2B$282.8B$202.5B$153.5B$145.6B$178.1B$111.3B$83.8B$68.9B$95.5B$79.7B
Enterprise Value$714.1B$646.7B$487.3B$433.9B$361.6B$396.6B$327.4B$295.7B$266.0B$309.7B$288.1B
P/E Ratio →21.7717.4015.8118.0013.8212.2210.619.858.3817.0414.47
P/S Ratio3.052.461.961.742.333.082.241.631.442.302.21
P/B Ratio3.142.511.921.541.441.671.081.010.851.221.03
P/FCF7.606.13———5.62—2.1512.67—68.08
P/OCF7.155.77148.70——5.24—2.069.43—32.58

P/E links to full P/E history page with 30-year chart

MS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—5.624.724.915.796.866.595.755.567.458.00
EV / EBITDA26.8324.3021.4127.0019.9916.6018.0021.2120.3325.4727.22
EV / EBIT32.5329.4627.6936.7325.6720.1622.7126.1723.6729.7732.56
EV / FCF—14.03———12.53—7.5948.89—246.00

MS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin57.1%57.1%55.6%56.8%79.9%97.6%90.7%75.6%78.9%86.3%90.8%
Operating Margin19.1%19.1%17.1%13.4%22.6%34.0%29.0%22.0%23.5%25.0%24.6%
Net Profit Margin14.7%14.7%13.0%10.3%17.7%26.0%22.1%17.6%18.3%14.7%16.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE15.5%15.5%13.0%9.0%10.6%14.3%11.8%11.0%10.9%7.9%7.8%
ROA1.3%1.3%1.1%0.8%0.9%1.3%1.1%1.0%1.0%0.7%0.7%
ROIC3.1%3.1%2.9%2.1%2.6%3.7%3.0%2.5%2.5%2.3%2.1%
ROCE3.3%3.3%3.8%2.7%3.4%4.8%3.9%3.4%3.4%3.2%2.9%

MS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity4.224.223.423.393.052.862.753.163.063.323.26
Debt / EBITDA17.8717.8715.8421.1017.0712.7815.5918.7619.0321.4123.78
Net Debt / Equity—3.232.702.802.132.052.092.562.422.732.70
Net Debt / EBITDA13.6713.6712.5117.4511.949.1511.8815.1915.0617.6119.68
Debt / FCF—7.89———6.90—5.4436.22—177.92
Interest Coverage0.450.450.390.311.1514.403.750.911.111.832.67

MS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.171.170.660.720.720.770.800.760.790.720.73
Quick Ratio1.171.170.660.720.720.770.800.760.790.720.73
Cash Ratio0.200.200.100.080.120.110.090.090.100.090.09
Asset Turnover—0.080.080.070.050.050.040.060.060.050.04
Inventory Turnover———————————
Days Sales Outstanding———————————

MS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.9%2.3%3.0%3.8%3.7%2.3%2.5%3.1%3.4%2.2%2.2%
Payout Ratio39.1%39.1%45.8%63.4%49.0%27.7%24.9%29.1%27.1%34.1%29.2%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.6%5.7%6.3%5.6%7.2%8.2%9.4%10.2%11.9%5.9%6.9%
FCF Yield13.2%16.3%———17.8%—46.5%7.9%—1.5%
Buyback Yield1.7%2.1%2.1%4.0%7.5%6.8%1.7%7.1%8.1%4.5%4.9%
Total Shareholder Yield3.5%4.4%5.1%7.8%11.2%9.1%4.2%10.2%11.5%6.7%7.1%
Shares Outstanding—$1.6B$1.6B$1.6B$1.7B$1.8B$1.6B$1.6B$1.7B$1.8B$1.9B

Key Metrics

Growth RegimeExpanding
ProfitabilityStrong
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Market-Driven Asset Volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 8-K (2026Q1)

Premium Valuation Reflects Earnings Stability

Based on reported figures, Morgan Stanley trades at a P/E of 20.79, which suggests the market assigns a premium valuation relative to peers like JPMorgan Chase, likely reflecting investor confidence in the firm's transition toward recurring, fee-based wealth management revenue streams over traditional institutional trading volatility.

The current forward P/E of 17.80 implies that investors are pricing in sustained growth, yet the PEG ratio of 2.17 warrants caution regarding the pace of future earnings expansion. This valuation appears to hinge on the market's perception of the firm as a hybrid wealth-tech entity rather than a pure-play investment bank.

Capital Efficiency Remains Under Pressure

As reported in financial statements, Morgan Stanley's ROIC has remained constrained between 0.4% and 1.0% over the last ten quarters, indicating that the firm is struggling to compound returns on its capital base compared to the more efficient performance of diversified banking peers like JPMorgan Chase.

The persistent low ROIC suggests that the capital-intensive nature of the institutional securities segment continues to dilute the higher-margin returns generated by the wealth management business. Investors should monitor whether the integration of recent acquisitions can eventually drive a meaningful improvement in these capital efficiency metrics.

Working Capital Cycles Obscure Efficiency

According to recent SEC filings, the firm's asset turnover remains consistently low at 0.02, which reflects the unique balance sheet structure of a capital markets firm where massive asset holdings are required to support trading operations rather than traditional inventory-based manufacturing or service-based revenue generation.

The lack of meaningful DIO or DPO data highlights that standard working capital metrics are largely irrelevant for this business model. Instead, the focus should remain on the compensation-to-revenue ratio, which serves as the primary lever for managing operational efficiency in a talent-dependent industry.

Disciplined Leverage Amid Market Swings

Based on the provided data, Morgan Stanley has maintained a debt-to-equity ratio fluctuating between 3.39 and 4.22, suggesting that management is successfully balancing the need for capital to support institutional activities while maintaining a stable equity buffer to protect against periods of heightened market volatility.

The interest coverage ratio, which has hovered at low levels, indicates that debt service remains a sensitive area that warrants further investigation during periods of rising rates. The firm's ability to maintain this leverage profile while returning capital to shareholders suggests a conservative approach to balance sheet risk.

Misapplication of Standard Asset Turnover

The most commonly misapplied ratio for Morgan Stanley is asset turnover, which analysts often use to gauge operational efficiency, yet this metric fails to account for the massive, non-operating financial assets held on the balance sheet that are inherent to the firm's capital markets business model.

Using asset turnover to compare Morgan Stanley against non-financial firms obscures the reality that the firm's assets are primarily financial instruments rather than productive capital. A more appropriate metric for assessing efficiency would be the operating margin or the compensation-to-revenue ratio, which better reflects the firm's true earning power.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

Consensus-Based Analysis Tools

Should I Buy MS?

Wall Street verdict, signals, and target summaries.

See Verdict

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

DCA Calculator

See how regular investing compounds over time.

Run Numbers

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

MS — Frequently Asked Questions

Quick answers to the most common questions about buying MS stock.

What is Morgan Stanley's P/E ratio?

Morgan Stanley's current P/E ratio is 21.8x. The historical average is 13.4x. This places it at the 93th percentile of its historical range.

What is Morgan Stanley's EV/EBITDA?

Morgan Stanley's current EV/EBITDA is 26.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 37.4x.

What is Morgan Stanley's ROE?

Morgan Stanley's return on equity (ROE) is 15.5%. The historical average is 12.9%.

Is MS stock overvalued?

Based on historical data, Morgan Stanley is trading at a P/E of 21.8x. This is at the 93th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Morgan Stanley's dividend yield?

Morgan Stanley's current dividend yield is 1.86% with a payout ratio of 39.1%.

What are Morgan Stanley's profit margins?

Morgan Stanley has 57.1% gross margin and 19.1% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Morgan Stanley have?

Morgan Stanley's Debt/EBITDA ratio is 17.9x, indicating high leverage. A ratio above 4x may signal elevated financial risk.