Morgan Stanley Net Income
| MS Stock | USD 171.13 0.02 0.01% |
As of the 16th of February 2026, Morgan Stanley secures the Risk Adjusted Performance of 0.0416, mean deviation of 1.33, and Downside Deviation of 1.8. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morgan Stanley, as well as the relationship between them. Please verify Morgan Stanley variance and potential upside to decide if Morgan Stanley is priced some-what accurately, providing market reflects its recent price of 171.13 per share. Given that Morgan Stanley has jensen alpha of (0.02), we recommend you to check Morgan Stanley's last-minute market performance to make sure the company can sustain itself at a future point.
Morgan Stanley Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 5.9569 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 15.6 B | 16.3 B | |
| Net Income Applicable To Common Shares | 16.2 B | 17.1 B | |
| Net Income From Continuing Ops | 15.6 B | 8.7 B | |
| Net Income Per Share | 10.73 | 11.27 | |
| Net Income Per E B T | 0.77 | 0.56 |
Morgan | Net Income | Build AI portfolio with Morgan Stock |
The evolution of Net Income for Morgan Stanley provides essential context for understanding the company's financial health trajectory. By analyzing this metric's behavior over time, investors can assess whether recent trends align with long-term patterns, and how Morgan Stanley compares to historical norms and industry peers.
Latest Morgan Stanley's Net Income Growth Pattern
Below is the plot of the Net Income of Morgan Stanley over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Morgan Stanley financial statement analysis. It represents the amount of money remaining after all of Morgan Stanley operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Morgan Stanley's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Morgan Stanley's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 13.53 B | 10 Years Trend |
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Net Income |
| Timeline |
Morgan Net Income Regression Statistics
| Arithmetic Mean | 8,280,232,353 | |
| Geometric Mean | 4,768,127,897 | |
| Coefficient Of Variation | 65.37 | |
| Mean Deviation | 4,396,348,097 | |
| Median | 8,748,000,000 | |
| Standard Deviation | 5,413,200,557 | |
| Sample Variance | 29302740.3T | |
| Range | 17.6B | |
| R-Value | 0.94 | |
| Mean Square Error | 3672216.9T | |
| R-Squared | 0.88 | |
| Slope | 1,007,034,804 | |
| Total Sum of Squares | 468843844.3T |
Morgan Net Income History
Other Fundumenentals of Morgan Stanley
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Morgan Stanley Net Income component correlations
Morgan Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Morgan Stanley is extremely important. It helps to project a fair market value of Morgan Stock properly, considering its historical fundamentals such as Net Income. Since Morgan Stanley's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Morgan Stanley's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Morgan Stanley's interrelated accounts and indicators.
Click cells to compare fundamentals
Is there potential for Investment Banking & Brokerage market expansion? Will Morgan introduce new products? Factors like these will boost the valuation of Morgan Stanley. Expected growth trajectory for Morgan significantly influences the price investors are willing to assign. Understanding fair value requires weighing current performance against future potential. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.207 | Dividend Share 3.925 | Earnings Share 10.22 | Revenue Per Share | Quarterly Revenue Growth 0.11 |
Investors evaluate Morgan Stanley using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Morgan Stanley's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Morgan Stanley's market price to deviate significantly from intrinsic value.
Understanding that Morgan Stanley's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Morgan Stanley represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Morgan Stanley's market price signifies the transaction level at which participants voluntarily complete trades.
Morgan Stanley 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Morgan Stanley's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Morgan Stanley.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Morgan Stanley on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Morgan Stanley or generate 0.0% return on investment in Morgan Stanley over 90 days. Morgan Stanley is related to or competes with Goldman Sachs, Riot Blockchain, Marathon Digital, Applied Digital, Hut 8, CleanSpark, and Bit Digital. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governmen... More
Morgan Stanley Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Morgan Stanley's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Morgan Stanley upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.8 | |||
| Information Ratio | 0.0048 | |||
| Maximum Drawdown | 10.66 | |||
| Value At Risk | (2.54) | |||
| Potential Upside | 2.55 |
Morgan Stanley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Morgan Stanley's standard deviation. In reality, there are many statistical measures that can use Morgan Stanley historical prices to predict the future Morgan Stanley's volatility.| Risk Adjusted Performance | 0.0416 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0047 | |||
| Treynor Ratio | 0.0459 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Morgan Stanley's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Morgan Stanley February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0416 | |||
| Market Risk Adjusted Performance | 0.0559 | |||
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.71 | |||
| Downside Deviation | 1.8 | |||
| Coefficient Of Variation | 2230.29 | |||
| Standard Deviation | 1.75 | |||
| Variance | 3.05 | |||
| Information Ratio | 0.0048 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0047 | |||
| Treynor Ratio | 0.0459 | |||
| Maximum Drawdown | 10.66 | |||
| Value At Risk | (2.54) | |||
| Potential Upside | 2.55 | |||
| Downside Variance | 3.22 | |||
| Semi Variance | 2.93 | |||
| Expected Short fall | (1.33) | |||
| Skewness | 0.0489 | |||
| Kurtosis | 1.3 |
Morgan Stanley Backtested Returns
Currently, Morgan Stanley is very steady. Morgan Stanley has Sharpe Ratio of 0.0782, which conveys that the firm had a 0.0782 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Morgan Stanley, which you can use to evaluate the volatility of the firm. Please verify Morgan Stanley's Mean Deviation of 1.33, downside deviation of 1.8, and Risk Adjusted Performance of 0.0416 to check out if the risk estimate we provide is consistent with the expected return of 0.13%. Morgan Stanley has a performance score of 6 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 1.49, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Morgan Stanley will likely underperform. Morgan Stanley right now secures a risk of 1.71%. Please verify Morgan Stanley potential upside, as well as the relationship between the accumulation distribution and price action indicator , to decide if Morgan Stanley will be following its current price movements.
Auto-correlation | -0.54 |
Good reverse predictability
Morgan Stanley has good reverse predictability. Overlapping area represents the amount of predictability between Morgan Stanley time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Morgan Stanley price movement. The serial correlation of -0.54 indicates that about 54.0% of current Morgan Stanley price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.54 | |
| Spearman Rank Test | -0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 22.57 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Morgan Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Morgan Stanley reported net income of 13.53 B. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The net income for all United States stocks is significantly lower than that of the firm.
Morgan Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in net income category among its peers.
Morgan Stanley ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Morgan Stanley's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Morgan Stanley's managers, analysts, and investors.Environmental | Governance | Social |
Morgan Stanley Institutional Holders
Institutional Holdings refers to the ownership stake in Morgan Stanley that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Morgan Stanley's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Morgan Stanley's value.| Shares | Bank Of America Corp | 2025-06-30 | 17.1 M | Norges Bank | 2025-06-30 | 15.9 M | Goldman Sachs Group Inc | 2025-06-30 | 15.8 M | Massachusetts Financial Services Company | 2025-06-30 | 13.7 M | Northern Trust Corp | 2025-06-30 | 13.7 M | Ameriprise Financial Inc | 2025-06-30 | 13.4 M | T. Rowe Price Associates, Inc. | 2025-06-30 | 12.2 M | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 11.2 M | Ubs Group Ag | 2025-06-30 | 11.1 M | Mitsubishi Ufj Financial Group Inc Junk | 2025-06-30 | 377.1 M | Vanguard Group Inc | 2025-06-30 | 119.1 M |
Morgan Fundamentals
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0125 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 178.02 B | ||||
| Shares Outstanding | 1.58 B | ||||
| Shares Owned By Insiders | 24.04 % | ||||
| Shares Owned By Institutions | 62.04 % | ||||
| Number Of Shares Shorted | 14.1 M | ||||
| Price To Earning | 13.51 X | ||||
| Price To Book | 2.70 X | ||||
| Price To Sales | 3.87 X | ||||
| Revenue | 116.11 B | ||||
| Gross Profit | 61.2 B | ||||
| EBITDA | 26.56 B | ||||
| Net Income | 13.53 B | ||||
| Cash And Equivalents | 100.95 B | ||||
| Cash Per Share | 325.70 X | ||||
| Total Debt | 360.49 B | ||||
| Debt To Equity | 3.42 % | ||||
| Current Ratio | 2.00 X | ||||
| Book Value Per Share | 62.98 X | ||||
| Cash Flow From Operations | 1.36 B | ||||
| Short Ratio | 2.11 X | ||||
| Earnings Per Share | 10.22 X | ||||
| Price To Earnings To Growth | 1.95 X | ||||
| Target Price | 195.52 | ||||
| Number Of Employees | 82.99 K | ||||
| Beta | 1.18 | ||||
| Market Capitalization | 272.01 B | ||||
| Total Asset | 1.22 T | ||||
| Retained Earnings | 104.99 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 2.52 % | ||||
| Net Asset | 1.22 T | ||||
| Last Dividend Paid | 3.93 |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional Tools for Morgan Stock Analysis
When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.