Powerpack

Unlock full stockrow access for only $9.90/month and boost yourself as an investor.

  • Full quarterly history

    Every quarter and TTM period we hold, not just the last 12.

  • Analyst estimates

    Three years of forward estimates and dividend forecasts.

  • Unlimited screener

    All results, unlimited saved screens, email when a screen changes.

  • Unlimited Excel

    Full workbooks and screener exports.

  • Unlimited follows

See Powerpack
Screener Weekly Summary Pricing

Morgan Stanley MS

Financial  —  Capital Markets
196.31 (0.01) (0.01%) as of 25 Sep
Market cap
$309.4B
P/E
15.7×
S&P 500 Member Dividend Champion (10y) Revenue Champion (5y)
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Morgan Stanley (MS) Return on invested capital

Morgan Stanley's return on invested capital over the twelve months to 30 June 2026 was 123.3%, up 66.2 percentage points from fiscal 2025 (57.1%). Over the past ten years it has ranged from 0.00% (fiscal 2022) to 85.0% (fiscal 2024); the current reading is higher than 82% of that period. That is above the Capital Markets industry median of 0.00% and above the Financial sector median of 4.85%.

Return on invested capital, annual

Annual

Period Return on invested capital Change (points)
FY2025 57.1% (27.89)
FY2024 85.0% 12.51
FY2023 72.4% 72.44
FY2022 0.00% 0.00
FY2021 0.00% 0.00
FY2020 0.00% 0.00
FY2019 0.00% 0.00
FY2018 0.00% 0.00
FY2017 0.00% 0.00
FY2016 0.00% 0.00

Against its own ten years

Low 0.00% High 85.0%
Ten-year median 0.00%
Current reading's percentile 82

Return on invested capital against peers

Company Return on invested capital
MS Morgan Stanley 123.3%
HOOD Robinhood Markets, Inc. compare 34.9%
TW Tradeweb Markets Inc. compare 11.4%
LPLA LPL Financial Holdings Inc. compare 11.0%
NMR Nomura Holdings Inc ADR compare 0.00%
GS The Goldman Sachs Group, Inc. compare 0.00%
CRCL Circle Internet Group, Inc. compare 0.00%
SCHW The Charles Schwab Corporation compare 0.00%
IBKR Interactive Brokers Group, Inc. compare 0.00%
Capital Markets industry median 0.00%
Financial sector median 4.85%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

More on MS