| P/E (FY) | 20.7 | Sales (TTM) | $73.49B |
| Earnings (TTM) | $18.11B | ROE | 15.60% |
| Net Margin | 23.87% | ROIC | — |
| Debt / Equity | 3.06 | TD / EBITDA | — |
| EPS Growth 3Y | 18.41% | Sales Growth 3Y | 9.59% |
Morgan Stanley is a financial holding company offering financial products and services to corporations, governments, financial institutions, and individuals across the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. Services include capital raising and financial advisory such as debt and equity underwriting and merger advice; equity and fixed income sales, financing, prime brokerage, and market-making; wealth management; and corporate and commercial real estate lending.
| Market Cap | $333.72B | Trading Days | 6678 |
| 52W High | 232.23 |
| 52W Low | 136.17 |
| % Off High | −8.89% |
| YTD | 20.48% | 1Y | 52.00% |
| 3Y | 151.93% | 5Y | 158.74% |
| 10Y | 866.08% | Since incept. (ann.) | 7.29% |
| Ann. Volatility (1Y) | 27.42% | Ann. Volatility (3Y) | 28.64% |
| Sharpe (1Y) | 1.69 | Sharpe (3Y) | 1.22 |
| Max Drawdown (1Y) | −18.83% | Max Drawdown (3Y) | −29.24% |
| Beta (3Y, vs SPY) | 1.49 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $304.84B | 20.1 |
| SCHW | SCHWAB CHARLES CORP | $184.30B | 22.8 |
| BLK | BlackRock, Inc. | $170.04B | 31.1 |
| HOOD | Robinhood Markets, Inc. | $85.23B | 45.2 |
| IBKR | Interactive Brokers Group, Inc. | $40.35B | 9.3 |
| RJF | RAYMOND JAMES FINANCIAL INC | $34.53B | 17.2 |
| SEIC | SEI INVESTMENTS CO | $12.38B | 18.3 |
| JEF | Jefferies Financial Group Inc. | $11.70B | 20.2 |
| GLXY | Galaxy Digital Inc. | $9.84B | — |
| FRHC | Freedom Holding Corp. | $9.48B | 61.6 |
| SF | STIFEL FINANCIAL CORP | $9.31B | 14.4 |
| PIPR | PIPER SANDLER COMPANIES | $5.50B |
| 19.6 |
