Morgan Stanley (MS) Enterprise Value (2009 - 2026)
Morgan Stanley (MS) posted quarterly 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% quarter-over-quarter from -$111.7 billion in Q4 2025.
Morgan Stanley (MS) Enterprise Value (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Enterprise Value for 18 consecutive years, with -$133.5 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Enterprise Value fell 47.16% year-over-year to -$133.5 billion; the TTM figure through Mar 2026 stood at -$133.5 billion (down 47.16% YoY), while the FY2025 annual figure was -$111.7 billion, down 5.99% from the prior year.
- Enterprise Value retreated to -$133.5 billion in Q1 2026 per MS'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.
- Historically, Enterprise Value has averaged -$109.3 billion across 5 years, with a median of -$108.4 billion in 2023.
- Annual changes were most pronounced in 2023 — Enterprise Value soared 30.36% — and 2026, when it plunged 47.16%.
- Morgan Stanley's Enterprise Value stood at -$128.1 billion in 2022, then jumped by 30.36% to -$89.2 billion in 2023, then retreated by 18.1% to -$105.4 billion in 2024, then retreated by 5.99% to -$111.7 billion in 2025, then slipped by 19.55% to -$133.5 billion in 2026.
- Business Quant data shows MS's Enterprise Value at -$133.5 billion in Q1 2026, -$111.7 billion in Q4 2025, and -$103.7 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | -160.14 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | -976.35 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | -84.75 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | -15.88 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | -17.32 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -2.21 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -1.52 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | -42.82 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | -2.70 Bn |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | -1.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -160.14 Bn |
| 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 |