Morgan Stanley (MS-PE) Equity Ratio (2009 - 2026)
Morgan Stanley (MS-PE) posted quarterly Equity Ratio of 0.07 for Q1 2026, down 12.03% YoY from 0.08 in Q1 2025, and down 7.17% sequentially from 0.08 in Q4 2025.
Morgan Stanley (MS-PE) Equity Ratio (2009 - 2026) Analysis & Trends
Morgan Stanley has disclosed Equity Ratio across 18 years of filings, most recently posting 0.07 for Q1 2026.
- In Q1 2026, Equity Ratio fell 12.03% year-over-year to 0.07; the TTM figure through Mar 2026 stood at 0.07 (down 12.03% YoY), while the FY2025 annual figure was 0.08, up 216.46% from the prior year.
- Equity Ratio slipped to 0.07 in Q1 2026, from 0.08 in the prior quarter.
- Over the last five years, Equity Ratio for MS-PE reached as high as 0.09 in Q3 2022 and fell as low as 0.0 in Q1 2023.
- The 5-year median for Equity Ratio is 0.07 (2026), against an average of 0.05.
- Annual changes were most pronounced in 2023 — Equity Ratio slumped 120.77% — and 2025, when it surged 1840.81%.
- A 5-year view of Equity Ratio shows it stood at 0.02 in 2022, then surged by 236.94% to 0.08 in 2023, then tumbled by 70.35% to 0.02 in 2024, then jumped by 216.46% to 0.08 in 2025, then declined by 7.17% to 0.07 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.07, 0.08, and 0.08 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 0.07 |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 0.06 |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 0.10 |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 0.18 |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 0.21 |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 0.30 |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 0.88 |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 0.04 |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 0.37 |
| 10 | Morgan Stanley | - | - | - | 0.07 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.07 |
| Dec 31, 2025 | 0.08 |
| Sep 30, 2025 | 0.08 |
| Jun 30, 2025 | 0.01 |
| Mar 31, 2025 | 0.08 |
| Dec 31, 2024 | 0.02 |
| Sep 30, 2024 | 0.08 |
| Jun 30, 2024 | 0.00 |
| Mar 31, 2024 | 0.00 |
| Dec 31, 2023 | 0.08 |
| Sep 30, 2023 | 0.09 |
| Jun 30, 2023 | 0.03 |
| Mar 31, 2023 | 0.00 |
| Dec 31, 2022 | 0.02 |
| Sep 30, 2022 | 0.09 |
| Jun 30, 2022 | 0.08 |
| Mar 31, 2022 | 0.02 |
| Dec 31, 2021 | 0.01 |
| Sep 30, 2021 | 0.09 |
| Jun 30, 2021 | 0.07 |