Morgan Stanley (MS-PI) Enterprise Value (2009 - 2026)

Morgan Stanley (MS-PI) reported Enterprise Value of -$133.5 billion for Q1 2026, down 47.16% year-over-year from -$252.7 billion in Q1 2025, and down 19.55% on a QoQ basis from -$111.7 billion in Q4 2025.

Morgan Stanley (MS-PI) has 17 years of Enterprise Value data on file, last reported at -$133.5 billion in Q1 2026.

  • Quarterly Enterprise Value fell 47.16% year-over-year to -$133.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$133.5 billion (down 47.16% YoY) and the FY2025 annual result came in at -$111.7 billion, down 5.99% from the prior year.
  • Enterprise Value declined to -$133.5 billion in Q1 2026 per MS-PI's latest filing, from -$111.7 billion in the prior quarter.
  • Across five years, Enterprise Value topped out at -$89.2 billion in Q4 2023 and bottomed at -$136.1 billion in Q1 2022.
  • The 5-year median for Enterprise Value is -$108.4 billion (2023), against an average of -$109.3 billion.
  • The widest annual swing landed in 2023, when Enterprise Value jumped 30.36%; it then slumped 47.16% in 2026.
  • Tracing MS-PI's Enterprise Value over 5 years: stood at -$128.1 billion in 2022, then jumped by 30.36% to -$89.2 billion in 2023, then dropped by 18.1% to -$105.4 billion in 2024, then dropped by 5.99% to -$111.7 billion in 2025, then fell by 19.55% to -$133.5 billion in 2026.
  • Per Business Quant, the three latest MS-PI Enterprise Value figures stand at -$133.5 billion (Q1 2026), -$111.7 billion (Q4 2025), and -$103.7 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - -133.53 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - -937.55 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - -44.98 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -4.64 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 10.59 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -1.52 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -1.02 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -2.21 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -1.25 Bn
10 Morgan Stanley - - - -133.53 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 -133.53 Bn
Dec 31, 2025 -111.70 Bn
Sep 30, 2025 -103.73 Bn
Jun 30, 2025 -109.13 Bn
Mar 31, 2025 -90.74 Bn
Dec 31, 2024 -105.39 Bn
Sep 30, 2024 -91.08 Bn
Jun 30, 2024 -90.16 Bn
Mar 31, 2024 -102.31 Bn
Dec 31, 2023 -89.23 Bn
Sep 30, 2023 -108.40 Bn
Jun 30, 2023 -104.99 Bn
Mar 31, 2023 -111.26 Bn
Dec 31, 2022 -128.13 Bn
Sep 30, 2022 -111.70 Bn
Jun 30, 2022 -131.29 Bn
Mar 31, 2022 -136.09 Bn
Dec 31, 2021 -127.73 Bn
Sep 30, 2021 -123.86 Bn
Jun 30, 2021 -126.48 Bn
Mar 31, 2021 -118.12 Bn
Dec 31, 2020 -105.65 Bn
Sep 30, 2020 -94.77 Bn
Jun 30, 2020 -106.28 Bn
Mar 31, 2020 -131.51 Bn
Dec 31, 2019 -82.17 Bn
Sep 30, 2019 -174.39 Bn
Jun 30, 2019 -213.58 Bn
Dec 31, 2018 -324.78 Bn
Dec 31, 2016 -123.00 Mn
Sep 30, 2015 -4.28 Bn
Jun 30, 2015 -4.17 Bn
Mar 31, 2015 -4.32 Bn
Dec 31, 2014 -46.00 Mn
Sep 30, 2014 -38.00 Mn
Jun 30, 2014 -485.00 Mn
Mar 31, 2014 -1.73 Bn
Dec 31, 2013 -1.66 Bn
Sep 30, 2013 -457.00 Mn
Jun 30, 2013 -1.32 Bn
Mar 31, 2013 3.87 Bn
Dec 31, 2012 2.55 Bn
Sep 30, 2012 4.08 Bn
Jun 30, 2012 8.01 Bn
Mar 31, 2012 8.02 Bn
Dec 31, 2011 -71.00 Mn
Sep 30, 2011 8.11 Bn
Jun 30, 2011 8.35 Bn
Mar 31, 2011 8.25 Bn
Dec 31, 2010 8.08 Bn
Jun 30, 2010 -625.00 Mn
Mar 31, 2010 -656.00 Mn
Dec 31, 2009 516.00 Mn