Morgan Stanley (MS-PF) Equity Ratio (2009 - 2026)
Morgan Stanley (MS-PF) reported Equity Ratio of 0.07 for Q1 2026, down 12.03% year-over-year from 0.08 in Q1 2025, and down 7.17% quarter-over-quarter from 0.08 in Q4 2025.
Morgan Stanley (MS-PF) Equity Ratio (2009 - 2026) Analysis & Trends
Morgan Stanley (MS-PF) has 18 years of Equity Ratio data on file, last reported at 0.07 in Q1 2026.
- Equity Ratio for Q1 2026 came in at 0.07, down 12.03% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.07 (down 12.03% YoY), and the FY2025 annual result was 0.08, up 216.46% from the prior year.
- Equity Ratio fell to 0.07 in Q1 2026 per MS-PF's latest filing, from 0.08 in the prior quarter.
- Over five years, Equity Ratio peaked at 0.09 in Q3 2022 and troughed at 0.0 in Q1 2023.
- A 5-year average of 0.05 and a median of 0.07 in 2026 frame the typical range for Equity Ratio.
- The sharpest annual moves came in 2023 and 2025: Equity Ratio plunged 120.77% in 2023, then surged 1840.81% in 2025.
- 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 sank 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.
- Business Quant data shows MS-PF's Equity Ratio at 0.07 in Q1 2026, 0.08 in Q4 2025, and 0.08 in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 0.07 |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 0.06 |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 0.10 |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | 0.21 |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 0.03 |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 0.30 |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 0.88 |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 0.04 |
| 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 |