Morgan Stanley Return on Investment 2012-2025 | 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 |
| 2025-09-30 | $21.10B | $442.73B | 5.00% |
| 2025-06-30 | $19.29B | $438.07B | 4.68% |
| 2025-03-31 | $18.75B | $413.24B | 4.72% |
| 2024-12-31 | $17.60B | $394.25B | 4.55% |
| 2024-09-30 | $14.79B | $402.85B | 3.90% |
| 2024-06-30 | $13.71B | $376.80B | 3.76% |
| 2024-03-31 | $12.45B | $371.52B | 3.48% |
| 2023-12-31 | $11.81B | $363.71B | 3.35% |
| 2023-09-30 | $12.51B | $347.35B | 3.61% |
| 2023-06-30 | $12.75B | $349.33B | 3.74% |
| 2023-03-31 | $13.26B | $352.14B | 3.95% |
| 2022-12-31 | $14.09B | $339.29B | 4.25% |
| 2022-09-30 | $16.18B | $322.51B | 4.88% |
| 2022-06-30 | $17.67B | $328.84B | 5.28% |
| 2022-03-31 | $18.91B | $333.89B | 5.63% |
| 2021-12-31 | $19.67B | $339.73B | 5.90% |
| 2021-09-30 | $19.21B | $336.88B | 5.85% |
| 2021-06-30 | $17.83B | $332.30B | 5.62% |
| 2021-03-31 | $17.62B | $323.41B | 5.73% |
| 2020-12-31 | $14.42B | $320.23B | 4.85% |
| 2020-09-30 | $12.72B | $293.26B | 4.45% |
| 2020-06-30 | $11.94B | $293.47B | 4.24% |
| 2020-03-31 | $10.49B | $282.08B | 3.76% |
| 2019-12-31 | $11.30B | $275.32B | 4.09% |
| 2019-09-30 | $10.43B | $277.21B | 3.79% |
| 2019-06-30 | $10.57B | $280.69B | 3.86% |
| 2019-03-31 | $10.77B | $272.58B | 3.96% |
| 2018-12-31 | $11.24B | $271.07B | 4.13% |
| 2018-09-30 | $11.85B | $270.96B | 4.35% |
| 2018-06-30 | $11.48B | $272.75B | 4.21% |
| 2018-03-31 | $11.02B | $274.45B | 4.07% |
| 2017-12-31 | $10.40B | $271.05B | 3.93% |
| 2017-09-30 | $10.18B | $271.79B | 3.95% |
| 2017-06-30 | $10.08B | $264.08B | 4.03% |
| 2017-03-31 | $9.92B | $251.77B | 4.05% |
| 2016-12-31 | $8.85B | $242.89B | 3.66% |
| 2016-09-30 | $8.04B | $242.39B | 3.37% |
| 2016-06-30 | $7.13B | $241.87B | 3.01% |
| 2016-03-31 | $7.38B | $239.98B | 3.14% |
| 2015-12-31 | $8.50B | $229.95B | 3.65% |
| 2015-09-30 | $4.13B | $236.76B | 1.78% |
| 2015-06-30 | $4.87B | $234.16B | 2.13% |
| 2015-03-31 | $4.08B | $231.01B | 1.80% |
| 2014-12-31 | $3.59B | $224.88B | 1.60% |
| 2014-09-30 | $6.34B | $226.37B | 2.83% |
| 2014-06-30 | $5.48B | $221.68B | 2.45% |
| 2014-03-31 | $5.35B | $223.64B | 2.38% |
| 2013-12-31 | $4.56B | $222.61B | 2.01% |
| 2013-09-30 | $5.68B | $226.05B | 2.47% |
| 2013-06-30 | $2.84B | $227.21B | 1.22% |
| 2013-03-31 | $1.98B | $231.21B | 0.84% |
| 2012-12-31 | $0.60B | $235.00B | 0.25% |
| 2012-09-30 | $-0.79B | $233.61B | -0.32% |
| 2012-06-30 | $4.38B | $239.47B | 1.75% |
| 2012-03-31 | $5.41B | $247.32B | 2.11% |
| 2011-12-31 | $6.11B | $254.31B | 2.35% |
| 2011-09-30 | $7.74B | $259.19B | 2.96% |
| 2011-06-30 | $4.85B | $264.25B | 1.85% |
| 2011-03-31 | $4.58B | $262.64B | 1.79% |
| 2010-12-31 | $6.20B | $257.86B | 2.46% |
| 2010-09-30 | $5.87B | $262.07B | 2.36% |
| 2010-06-30 | $6.56B | $241.97B | 2.68% |
| 2010-03-31 | $4.28B | $244.38B | 1.75% |
| 2009-12-31 | $1.13B | $246.15B | 0.47% |
| 2009-09-30 | $-13.46B | $248.66B | -5.68% |
| 2009-03-31 | $-3.69B | $231.32B | -2.18% |
| 2008-12-31 | $-1.11B | $229.29B | -0.65% |
| 2008-09-30 | $14.96B | 12.38% | |
| 2008-08-31 | $6.32B | $238.09B | 5.23% |
| 2008-06-30 | $6.58B | 5.50% | |
| 2008-05-31 | $-0.77B | $245.22B | -0.64% |
| 2008-02-29 | $-1.99B | $233.60B | -1.20% |
| 2007-12-31 | $-0.68B | -0.42% | |
| 2007-05-31 | $9.22B | $211.44B | 4.87% |
| 2007-02-28 | $8.56B | $197.79B | 4.85% |
| 2006-05-31 | $7.07B | $160.24B | 4.86% |
| 2006-02-28 | $5.60B | $151.52B | 4.05% |
| 2005-05-31 | $4.76B | $130.63B | 3.81% |
| 2005-02-28 | $5.17B | $132.85B | 4.34% |
| 2004-05-31 | $5.24B | $106.75B | 5.39% |
| 2004-02-29 | $4.36B | $104.99B | 4.70% |
| 2003-05-31 | $3.31B | $88.06B | 4.08% |
| 2003-02-28 | $3.64B | $82.93B | 4.65% |
| 2002-05-31 | $3.77B | $76.72B | 5.28% |
| 2002-02-28 | $3.99B | $68.09B | 5.72% |
| 2001-08-31 | $10.00B | $69.98B | 15.14% |
| 2001-02-28 | $2.76B | $62.25B | 4.48% |
| 2000-12-31 | $2.94B | $61.32B | 6.38% |
| 2000-09-30 | $-5.20B | $61.49B | -17.77% |
| 2000-08-31 | $-5.58B | -40.26% | |
| 2000-06-30 | $-5.03B | $55.47B | -36.24% |
| 2000-05-31 | $5.41B | 47.40% | |
| 2000-03-31 | $0.55B | 4.83% | |
| 2000-02-29 | $7.08B | 31.22% | |
| 1999-12-31 | $6.51B | $45.62B | 19.30% |
| 1999-11-30 | $2.52B | 7.61% | |
| 1999-09-30 | $9.05B | $45.07B | 20.69% |
| 1999-06-30 | $8.64B | $44.13B | 20.14% |
| 1999-03-31 | $12.20B | $43.13B | 28.77% |
| 1998-12-31 | $11.82B | $42.55B | 28.18% |
| 1998-09-30 | $11.59B | $41.71B | 28.08% |
| 1998-06-30 | $11.56B | $42.18B | 28.48% |
| 1998-03-31 | $7.09B | $41.42B | 17.93% |
| 1997-12-31 | $8.11B | $39.75B | 24.98% |
| 1997-09-30 | $3.92B | $38.98B | 15.14% |
| 1997-06-30 | $3.79B | $38.05B | 19.34% |
| 1997-03-31 | $3.22B | $13.15B | 24.26% |
| 1996-12-31 | $1.30B | $13.31B | 9.84% |
| 1996-09-30 | $0.97B | $13.80B | 7.57% |
| 1996-06-30 | $0.91B | $12.84B | 7.47% |
| 1996-03-31 | $0.91B | $12.91B | 7.79% |
| 1995-12-31 | $0.87B | $11.57B | 7.97% |
| 1995-09-30 | $1.90B | $11.60B | 18.26% |
| 1995-06-30 | $1.28B | $10.69B | 13.28% |
| 1995-03-31 | $1.23B | $9.97B | 13.80% |
| 1994-12-31 | $1.21B | $9.40B | 14.66% |
| 1994-09-30 | $1.21B | $8.46B | 15.90% |
| 1994-06-30 | $1.18B | $7.86B | 17.24% |
| 1994-03-31 | $1.11B | $7.39B | 17.73% |
| 1993-12-31 | $1.00B | $6.62B | 17.66% |
| 1993-09-30 | $2.10B | $5.60B | 52.71% |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Banks | $296.517B | $107.285B |
| 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 | $883.347B | 16.30 |
| Bank Of America (BAC) | United States | $403.025B | 15.04 |
| Wells Fargo (WFC) | United States | $298.087B | 15.93 |
| Goldman Sachs (GS) | United States | $284.797B | 19.29 |
| Citigroup (C) | United States | $210.597B | 15.69 |
| Charles Schwab (SCHW) | United States | $181.070B | 22.64 |
| Interactive Brokers (IBKR) | United States | $120.070B | 34.41 |
| Robinhood Markets (HOOD) | United States | $105.673B | 60.58 |
| PNC Financial Services (PNC) | United States | $84.604B | 13.94 |
| Raymond James Financial (RJF) | United States | $33.746B | 16.06 |
| LPL Financial Holdings (LPLA) | United States | $29.243B | 19.12 |
| Nomura Holdings Inc ADR (NMR) | Japan | $26.901B | 11.05 |
| Tradeweb Markets (TW) | United States | $24.814B | 31.23 |
| Evercore Inc (EVR) | United States | $14.337B | 28.96 |
| Stifel Financial (SF) | United States | $13.397B | 20.62 |
| SBI Holdings (SBHGF) | Japan | $6.934B | 3.95 |
| Piper Sandler (PIPR) | United States | $6.400B | 23.10 |
| MarketAxess Holdings (MKTX) | United States | $6.323B | 22.86 |
| Moelis (MC) | United States | $5.876B | 24.76 |
| BGC (BGC) | United States | $4.120B | 7.71 |
| UP Fintech Holding (TIGR) | Singapore | $1.906B | 12.43 |
| Oppenheimer Holdings (OPY) | United States | $0.785B | 10.01 |
| Sky Constant Century (SKYC) | Hong Kong, SAR China | $0.773B | 0.00 |
| Diamond Hill Investment (DHIL) | United States | $0.462B | 13.14 |
| Siebert Financial (SIEB) | United States | $0.134B | 18.44 |
| TOP Financial Group (TOP) | Singapore | $0.038B | 0.00 |