Morgan Stanley Return on Investment 2012-2026 | MS
Current and historical return on investment (ROI) values for Morgan Stanley (MS) over the last 10 years.
| Morgan Stanley ROI - Return on Investment Historical Data | |||
|---|---|---|---|
| Date | TTM Net Income | LT Investments & Debt | Return on Investment |
| 2026-03-31 | $23.42B | $220.20B | 10.64% |
| 2025-12-31 | $21.95B | $323.51B | 6.79% |
| 2025-09-30 | $21.10B | $422.07B | 5.00% |
| 2025-06-30 | $19.29B | $412.10B | 4.68% |
| 2025-03-31 | $18.75B | $396.79B | 4.72% |
| 2024-12-31 | $17.60B | $386.36B | 4.55% |
| 2024-09-30 | $14.79B | $378.72B | 3.90% |
| 2024-06-30 | $13.71B | $364.85B | 3.76% |
| 2024-03-31 | $12.45B | $357.98B | 3.48% |
| 2023-12-31 | $11.81B | $353.13B | 3.35% |
| 2023-09-30 | $12.51B | $347.03B | 3.61% |
| 2023-06-30 | $12.75B | $340.82B | 3.74% |
| 2023-03-31 | $13.26B | $335.69B | 3.95% |
| 2022-12-31 | $14.09B | $331.13B | 4.25% |
| 2022-09-30 | $16.18B | $331.24B | 4.88% |
| 2022-06-30 | $17.67B | $334.83B | 5.28% |
| 2022-03-31 | $18.91B | $335.70B | 5.63% |
| 2021-12-31 | $19.67B | $333.08B | 5.90% |
| 2021-09-30 | $19.21B | $328.21B | 5.85% |
| 2021-06-30 | $17.83B | $317.30B | 5.62% |
| 2021-03-31 | $17.62B | $307.59B | 5.73% |
| 2020-12-31 | $14.42B | $297.26B | 4.85% |
| 2020-09-30 | $12.72B | $286.04B | 4.45% |
| 2020-06-30 | $11.94B | $282.02B | 4.24% |
| 2020-03-31 | $10.49B | $278.83B | 3.76% |
| 2019-12-31 | $11.30B | $276.45B | 4.09% |
| 2019-09-30 | $10.43B | $275.39B | 3.79% |
| 2019-06-30 | $10.57B | $273.83B | 3.86% |
| 2019-03-31 | $10.77B | $271.84B | 3.96% |
| 2018-12-31 | $11.24B | $272.31B | 4.13% |
| 2018-09-30 | $11.85B | $272.30B | 4.35% |
| 2018-06-30 | $11.48B | $272.51B | 4.21% |
| 2018-03-31 | $11.02B | $270.34B | 4.07% |
| 2017-12-31 | $10.40B | $264.67B | 3.93% |
| 2017-09-30 | $10.18B | $257.63B | 3.95% |
| 2017-06-30 | $10.08B | $250.28B | 4.03% |
| 2017-03-31 | $9.92B | $244.73B | 4.05% |
| 2016-12-31 | $8.85B | $241.78B | 3.66% |
| 2016-09-30 | $8.04B | $238.55B | 3.37% |
| 2016-06-30 | $7.13B | $237.14B | 3.01% |
| 2016-03-31 | $7.38B | $235.21B | 3.14% |
| 2015-12-31 | $8.50B | $232.97B | 3.65% |
| 2015-09-30 | $4.13B | $231.70B | 1.78% |
| 2015-06-30 | $4.87B | $229.10B | 2.13% |
| 2015-03-31 | $4.08B | $225.99B | 1.80% |
| 2014-12-31 | $3.59B | $224.14B | 1.60% |
| 2014-09-30 | $6.34B | $223.58B | 2.83% |
| 2014-06-30 | $5.48B | $223.49B | 2.45% |
| 2014-03-31 | $5.35B | $224.88B | 2.38% |
| 2013-12-31 | $4.56B | $226.77B | 2.01% |
| 2013-09-30 | $5.68B | $229.87B | 2.47% |
| 2013-06-30 | $2.84B | $231.76B | 1.22% |
| 2013-03-31 | $1.98B | $234.82B | 0.84% |
| 2012-12-31 | $0.60B | $238.85B | 0.25% |
| 2012-09-30 | $-0.79B | $243.68B | -0.32% |
| 2012-06-30 | $4.38B | $250.07B | 1.75% |
| 2012-03-31 | $5.41B | $256.27B | 2.11% |
| 2011-12-31 | $6.11B | $260.10B | 2.35% |
| 2011-09-30 | $7.74B | $260.99B | 2.96% |
| 2011-06-30 | $4.85B | $261.71B | 1.85% |
| 2011-03-31 | $4.58B | $256.14B | 1.79% |
| 2010-12-31 | $6.20B | $251.57B | 2.46% |
| 2010-09-30 | $5.87B | $248.65B | 2.36% |
| 2010-06-30 | $6.56B | $245.29B | 2.68% |
| 2010-03-31 | $4.28B | $244.36B | 1.75% |
| 2009-12-31 | $1.13B | $241.10B | 0.47% |
| 2009-09-30 | $-3.11B | $236.88B | -1.31% |
| 2009-03-31 | $6.66B | $168.90B | 3.94% |
| 2008-12-31 | $9.24B | $170.59B | 5.42% |
| 2008-09-30 | $14.96B | $120.83B | 12.38% |
| 2008-08-31 | $6.32B | $120.83B | 5.23% |
| 2008-06-30 | $6.58B | $119.70B | 5.50% |
| 2008-05-31 | $-0.77B | $119.70B | -0.64% |
| 2008-02-29 | $-1.99B | $166.49B | -1.20% |
| 2007-12-31 | $-0.68B | $160.95B | -0.42% |
| 2007-05-31 | $9.22B | $189.28B | 4.87% |
| 2007-02-28 | $8.56B | $176.48B | 4.85% |
| 2006-05-31 | $7.07B | $145.50B | 4.86% |
| 2006-02-28 | $5.60B | $138.09B | 4.05% |
| 2005-05-31 | $4.76B | $125.10B | 3.81% |
| 2005-02-28 | $5.17B | $119.13B | 4.34% |
| 2004-05-31 | $5.24B | $97.30B | 5.39% |
| 2004-02-29 | $4.36B | $92.63B | 4.70% |
| 2003-05-31 | $3.31B | $81.15B | 4.08% |
| 2003-02-28 | $3.64B | $78.31B | 4.65% |
| 2002-05-31 | $3.77B | $71.29B | 5.28% |
| 2002-02-28 | $3.99B | $69.77B | 5.72% |
| 2001-08-31 | $10.00B | $66.05B | 15.14% |
| 2001-02-28 | $2.76B | $61.59B | 4.48% |
| 2000-12-31 | $2.94B | $46.03B | 6.38% |
| 2000-09-30 | $-5.20B | $29.24B | -17.77% |
| 2000-08-31 | $-5.58B | $13.87B | -40.26% |
| 2000-06-30 | $-5.03B | $13.87B | -36.24% |
| 2000-05-31 | $5.41B | $11.41B | 47.40% |
| 2000-03-31 | $0.55B | $11.41B | 4.83% |
| 2000-02-29 | $7.08B | $22.67B | 31.22% |
| 1999-12-31 | $6.51B | $33.70B | 19.30% |
| 1999-11-30 | $2.52B | $33.08B | 7.61% |
| 1999-09-30 | $9.05B | $43.72B | 20.69% |
| 1999-06-30 | $8.64B | $42.88B | 20.14% |
| 1999-03-31 | $12.20B | $42.40B | 28.77% |
| 1998-12-31 | $11.82B | $41.97B | 28.18% |
| 1998-09-30 | $11.59B | $41.27B | 28.08% |
| 1998-06-30 | $11.56B | $40.58B | 28.48% |
| 1998-03-31 | $7.09B | $39.55B | 17.93% |
| 1997-12-31 | $8.11B | $32.48B | 24.98% |
| 1997-09-30 | $3.92B | $25.87B | 15.14% |
| 1997-06-30 | $3.79B | $19.58B | 19.34% |
| 1997-03-31 | $3.22B | $13.28B | 24.26% |
| 1996-12-31 | $1.30B | $13.22B | 9.84% |
| 1996-09-30 | $0.97B | $12.78B | 7.57% |
| 1996-06-30 | $0.91B | $12.23B | 7.47% |
| 1996-03-31 | $0.91B | $11.69B | 7.79% |
| 1995-12-31 | $0.87B | $10.96B | 7.97% |
| 1995-09-30 | $1.90B | $10.42B | 18.26% |
| 1995-06-30 | $1.28B | $9.63B | 13.28% |
| 1995-03-31 | $1.23B | $8.93B | 13.80% |
| 1994-12-31 | $1.21B | $8.28B | 14.66% |
| 1994-09-30 | $1.21B | $7.58B | 15.90% |
| 1994-06-30 | $1.18B | $6.87B | 17.24% |
| 1994-03-31 | $1.11B | $6.26B | 17.73% |
| 1993-12-31 | $1.00B | $5.65B | 17.66% |
| 1993-09-30 | $2.10B | $3.99B | 52.71% |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Banks | $280.918B | $119.662B |
| Morgan Stanley, being the leading financial services holding company, serves corporations, governments, FIs & individuals world wide. It has 3 business units. The Institutional Securities unit includes capital raising, financial advisory services on mergers & acquisitions, restructurings, real estate & project finance, corporate lending, sales, trading, financing & market-making activities in equity & fixed income securities & related products. The Wealth Management unit provides brokerage & investment advisory services on various investment alternatives, financial & wealth planning services, annuity & other insurance products, credit & other lending products, cash management & retirement services and trust & fiduciary services and engages in fixed income principal trading. The Investment Management unit provides global asset management products & services in equity, fixed income, alternative investments in hedge funds & funds of funds and merchant banking i.e. real estate, private equity & infrastructure. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| JPMorgan Chase (JPM) | United States | $831.139B | 15.24 |
| Bank Of America (BAC) | United States | $375.436B | 13.72 |
| Goldman Sachs (GS) | United States | $267.796B | 17.70 |
| Wells Fargo (WFC) | United States | $263.513B | 13.56 |
| Citigroup (C) | United States | $213.317B | 15.61 |
| Charles Schwab (SCHW) | United States | $164.772B | 19.43 |
| Interactive Brokers (IBKR) | United States | $120.797B | 32.37 |
| PNC Financial Services (PNC) | United States | $89.197B | 13.33 |
| Robinhood Markets (HOOD) | United States | $62.292B | 33.59 |
| Raymond James Financial (RJF) | United States | $28.813B | 13.83 |
| Tradeweb Markets (TW) | United States | $28.617B | 35.00 |
| LPL Financial Holdings (LPLA) | United States | $25.061B | 15.56 |
| Nomura Holdings Inc ADR (NMR) | Japan | $24.498B | 10.57 |
| Evercore Inc (EVR) | United States | $13.383B | 23.27 |
| Stifel Financial (SF) | United States | $11.956B | 17.09 |
| SBI Holdings (SBHGF) | Japan | $6.584B | 3.43 |
| MarketAxess Holdings (MKTX) | United States | $6.112B | 23.27 |
| BGC (BGC) | United States | $5.179B | 9.10 |
| Moelis (MC) | United States | $4.894B | 21.15 |
| UP Fintech Holding (TIGR) | Singapore | $1.243B | 7.31 |
| Oppenheimer Holdings (OPY) | United States | $1.125B | 8.06 |
| Sky Constant Century (SKYC) | Hong Kong, SAR China | $0.920B | 0.00 |
| Diamond Hill Investment (DHIL) | United States | $0.465B | 14.86 |
| Siebert Financial (SIEB) | United States | $0.072B | 13.61 |
| TOP Financial Group (TOP) | Singapore | $0.028B | 0.00 |