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
DateValue
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