Morgan Stanley (MS-PI) Equity Ratio (2009 - 2026)

Morgan Stanley (MS-PI) 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-PI) 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-PI 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
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