KPIs & Operating Metrics(New)

Morgan Stanley (MS) Invested Capital (2016 - 2025)

Morgan Stanley (MS) has disclosed Invested Capital for 17 consecutive years, with $331.7 billion as the latest value for Q3 2025.

  • On a quarterly basis, Invested Capital rose 216.88% to $331.7 billion in Q3 2025 year-over-year; TTM through Jun 2025 was $9.8 billion, a 614.78% increase, with the full-year FY2024 number at $394.2 billion, up 44.69% from a year prior.
  • Invested Capital was $331.7 billion for Q3 2025 at Morgan Stanley, up from $9.8 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $394.2 billion in Q4 2024 to a low of -$2.2 billion in Q1 2025.
  • A 5-year average of $124.8 billion and a median of $100.2 billion in 2023 define the central range for Invested Capital.
  • Peak YoY movement for Invested Capital: skyrocketed 4610.0% in 2024, then tumbled 335.14% in 2025.
  • Morgan Stanley's Invested Capital stood at $237.1 billion in 2021, then rose by 0.41% to $238.1 billion in 2022, then rose by 14.46% to $272.5 billion in 2023, then surged by 44.69% to $394.2 billion in 2024, then fell by 15.87% to $331.7 billion in 2025.
  • Per Business Quant, the three most recent readings for MS's Invested Capital are $331.7 billion (Q3 2025), $9.8 billion (Q2 2025), and -$2.2 billion (Q1 2025).