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 | 333.21 Bn | 173.07 Bn | - | -160.14 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | -976.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | -73.59 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | -17.32 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | -47.96 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | -2.70 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | -1.35 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | -1.73 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | -15.88 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | -3.89 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 |