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 |
| 2026-06-30 | $76.90B | $475.32B | 16.18% |
| 2026-03-31 | $73.61B | $457.34B | 16.10% |
| 2025-12-31 | $70.97B | $438.91B | 16.17% |
| 2025-09-30 | $68.96B | $422.07B | 16.34% |
| 2025-06-30 | $66.17B | $412.10B | 16.06% |
| 2025-03-31 | $64.53B | $396.79B | 16.26% |
| 2024-12-31 | $63.12B | $386.36B | 16.34% |
| 2024-09-30 | $60.30B | $378.72B | 15.92% |
| 2024-06-30 | $57.39B | $364.85B | 15.73% |
| 2024-03-31 | $53.57B | $357.98B | 14.96% |
| 2023-12-31 | $49.43B | $353.13B | 14.00% |
| 2023-09-30 | $46.11B | $347.03B | 13.29% |
| 2023-06-30 | $39.80B | $340.82B | 11.68% |
| 2023-03-31 | $32.73B | $335.69B | 9.75% |
| 2022-12-31 | $26.36B | $331.13B | 7.96% |
| 2022-09-30 | $21.86B | $331.24B | 6.60% |
| 2022-06-30 | $20.04B | $334.83B | 5.98% |
| 2022-03-31 | $20.30B | $335.70B | 6.05% |
| 2021-12-31 | $21.03B | $333.08B | 6.31% |
| 2021-09-30 | $20.63B | $328.21B | 6.29% |
| 2021-06-30 | $19.53B | $317.30B | 6.15% |
| 2021-03-31 | $19.73B | $307.59B | 6.41% |
| 2020-12-31 | $18.27B | $297.26B | 6.15% |
| 2020-09-30 | $18.72B | $286.04B | 6.54% |
| 2020-06-30 | $20.50B | $282.02B | 7.27% |
| 2020-03-31 | $21.77B | $278.83B | 7.81% |
| 2019-12-31 | $23.71B | $276.45B | 8.57% |
| 2019-09-30 | $23.43B | $275.39B | 8.51% |
| 2019-06-30 | $23.13B | $273.83B | 8.45% |
| 2019-03-31 | $22.25B | $271.84B | 8.18% |
| 2018-12-31 | $21.32B | $272.31B | 7.83% |
| 2018-09-30 | $20.41B | $272.30B | 7.49% |
| 2018-06-30 | $18.90B | $272.51B | 6.94% |
| 2018-03-31 | $17.40B | $270.34B | 6.44% |
| 2017-12-31 | $16.10B | $264.67B | 6.08% |
| 2017-09-30 | $15.27B | $257.63B | 5.93% |
| 2017-06-30 | $14.34B | $250.28B | 5.73% |
| 2017-03-31 | $13.58B | $244.73B | 5.55% |
| 2016-12-31 | $12.17B | $241.78B | 5.03% |
| 2016-09-30 | $10.85B | $238.55B | 4.55% |
| 2016-06-30 | $9.90B | $237.14B | 4.18% |
| 2016-03-31 | $10.08B | $235.21B | 4.29% |
| 2015-12-31 | $11.24B | $232.97B | 4.82% |
| 2015-09-30 | $7.22B | $231.70B | 3.12% |
| 2015-06-30 | $8.11B | $229.10B | 3.54% |
| 2015-03-31 | $7.61B | $225.99B | 3.37% |
| 2014-12-31 | $7.27B | $224.14B | 3.24% |
| 2014-09-30 | $10.19B | $223.58B | 4.56% |
| 2014-06-30 | $9.66B | $223.49B | 4.32% |
| 2014-03-31 | $9.61B | $224.88B | 4.27% |
| 2013-12-31 | $8.99B | $226.77B | 3.96% |
| 2013-09-30 | $10.38B | $229.87B | 4.52% |
| 2013-06-30 | $7.92B | $231.76B | 3.42% |
| 2013-03-31 | $7.48B | $234.82B | 3.18% |
| 2012-12-31 | $6.49B | $238.85B | 2.72% |
| 2012-09-30 | $5.22B | $243.68B | 2.14% |
| 2012-06-30 | $10.46B | $250.07B | 4.18% |
| 2012-03-31 | $12.04B | $256.27B | 4.70% |
| 2011-12-31 | $12.99B | $260.10B | 5.00% |
| 2011-09-30 | $14.91B | $260.99B | 5.71% |
| 2011-06-30 | $12.17B | $261.71B | 4.65% |
| 2011-03-31 | $11.48B | $256.14B | 4.48% |
| 2010-12-31 | $12.61B | $251.57B | 5.01% |
| 2010-09-30 | $11.77B | $248.65B | 4.73% |
| 2010-06-30 | $12.07B | $245.29B | 4.92% |
| 2010-03-31 | $10.02B | $244.36B | 4.10% |
| 2009-12-31 | $7.82B | $241.10B | 3.24% |
| 2009-09-30 | $8.75B | $236.88B | 3.69% |
| 2009-06-30 | $11.16B | $228.46B | 4.88% |
| 2009-03-31 | $29.43B | $168.90B | 17.42% |
| 2008-12-31 | $38.35B | $170.59B | 22.48% |
| 2008-11-30 | $45.33B | $113.27B | 40.02% |
| 2008-09-30 | $51.54B | $120.83B | 42.65% |
| 2008-08-31 | $45.84B | $120.83B | 37.94% |
| 2008-06-30 | $50.32B | $119.70B | 42.04% |
| 2008-05-31 | $49.04B | $119.70B | 40.97% |
| 2008-02-29 | $39.29B | $166.49B | 23.60% |
| 2007-12-31 | $43.41B | $160.95B | 26.97% |
| 2007-05-31 | $49.64B | $189.28B | 26.23% |
| 2007-02-28 | $43.28B | $176.48B | 24.52% |
| 2006-05-31 | $32.48B | $145.50B | 22.32% |
| 2006-02-28 | $26.60B | $138.09B | 19.27% |
| 2005-05-31 | $19.10B | $125.10B | 15.27% |
| 2005-02-28 | $16.90B | $119.13B | 14.18% |
| 2004-05-31 | $14.53B | $97.30B | 14.94% |
| 2004-02-29 | $13.60B | $92.63B | 14.68% |
| 2003-05-31 | $12.09B | $81.15B | 14.90% |
| 2003-02-28 | $12.36B | $78.31B | 15.79% |
| 2002-05-31 | $14.42B | $71.29B | 20.22% |
| 2002-02-28 | $18.20B | $69.77B | 26.09% |
| 2001-08-31 | $27.45B | $66.05B | 41.55% |
| 2001-02-28 | $8.93B | $61.59B | 14.50% |
| 2000-12-31 | $8.18B | $46.03B | 17.76% |
| 2000-09-30 | $4.47B | $29.24B | 15.27% |
| 2000-08-31 | $4.08B | $13.87B | 29.42% |
| 2000-06-30 | $3.33B | $13.87B | 23.99% |
| 2000-05-31 | $13.76B | $11.41B | 120.64% |
| 2000-03-31 | $4.48B | $11.41B | 39.31% |
| 2000-02-29 | $11.01B | $22.67B | 48.57% |
| 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 | $325.836B | $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 | $930.711B | 15.65 |
| Bank Of America (BAC) | United States | $415.859B | 13.64 |
| Goldman Sachs (GS) | United States | $287.808B | 15.26 |
| Wells Fargo (WFC) | United States | $268.259B | 12.65 |
| Citigroup (C) | United States | $232.265B | 13.27 |
| Charles Schwab (SCHW) | United States | $185.575B | 18.66 |
| Interactive Brokers (IBKR) | United States | $154.403B | 36.15 |
| Robinhood Markets (HOOD) | United States | $102.792B | 50.37 |
| PNC Financial Services (PNC) | United States | $96.832B | 13.19 |
| Raymond James Financial (RJF) | United States | $32.855B | 14.31 |
| Nomura Holdings Inc ADR (NMR) | Japan | $31.480B | 12.48 |
| LPL Financial Holdings (LPLA) | United States | $27.218B | 15.81 |
| Tradeweb Markets (TW) | United States | $24.386B | 27.49 |
| Stifel Financial (SF) | United States | $11.774B | 13.16 |
| Evercore Inc (EVR) | United States | $10.657B | 14.46 |
| SBI Holdings (SBHGF) | Japan | $7.085B | 3.69 |
| BGC (BGC) | United States | $5.782B | 8.94 |
| MarketAxess Holdings (MKTX) | United States | $5.740B | 21.13 |
| Moelis (MC) | United States | $4.908B | 21.33 |
| TOP Financial Group (TOP) | Singapore | $1.811B | 0.00 |
| Oppenheimer Holdings (OPY) | United States | $1.279B | 7.20 |
| UP Fintech Holding (TIGR) | Singapore | $0.920B | 8.22 |
| Sky Constant Century (SKYC) | Hong Kong, SAR China | $0.565B | 0.00 |
| Diamond Hill Investment (DHIL) | United States | $0.465B | 14.86 |
| Siebert Financial (SIEB) | United States | $0.104B | 0.00 |