Morgan Historical Balance Sheet

MS Stock

USD 120.14 0.33 0.27%

Trend analysis of Morgan Stanley balance sheet accounts such as Net Debt of 299 B, Retained Earnings of 110.2 B or Common Stock Shares Outstanding of 1.2 B provides information on Morgan Stanley's total assets, liabilities, and equity, which is the actual value of Morgan Stanley to its prevalent stockholders. By breaking down trends over time using Morgan Stanley balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining Morgan Stanley latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Morgan Stanley is a good buy for the upcoming year.

Morgan Stanley Inventory

(654.4 Billion)

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.

About Morgan Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Morgan Stanley at a specified time, usually calculated after every quarter, six months, or one year. Morgan Stanley Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Morgan Stanley and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Morgan currently owns. An asset can also be divided into two categories, current and non-current.

Morgan Stanley Balance Sheet Chart

At this time, Morgan Stanley's Cash And Short Term Investments are comparatively stable compared to the past year. Short Term Investments is likely to gain to about 342.1 B in 2025, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.2 B in 2025.

Total Assets Short Long Term Debt Total Total Stockholder Equity Liabilities And Stockholders Equity

Add Fundamental

Total Assets

Total assets refers to the total amount of Morgan Stanley assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Morgan Stanley books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Liabilities And Stockholders Equity

The total of all liabilities and equity in the company, which should equal the company's total assets according to the accounting equation.

Most accounts from Morgan Stanley's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Morgan Stanley current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.At this time, Morgan Stanley's Cash And Short Term Investments are comparatively stable compared to the past year. Short Term Investments is likely to gain to about 342.1 B in 2025, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.2 B in 2025.

	2022	2023	2024	2025 (projected)
Short and Long Term Debt Total	308.8B	339.0B	360.5B	378.5B
Total Assets	1.2T	1.2T	1.2T	629.0B

Short Long Term Debt Total Total Assets

Morgan Stanley balance sheet Correlations

	Total Assets	Short Long Term Debt Total	Total Stockholder Equity	Net Debt	Retained Earnings	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Other Current Liab	Total Current Liabilities	Property Plant And Equipment Net	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Short Term Investments	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock Total Equity	Common Stock	Property Plant And Equipment Gross	Other Liab
Total Assets		0.74	0.85	0.66	0.75	0.68	0.72	-0.04	1.0	0.28	0.7	-0.16	0.64	0.53	0.21	0.43	0.64	0.94	0.6	0.78	0.51	0.89	0.84	0.84	-0.3	0.62
Short Long Term Debt Total	0.74		0.91	0.97	0.96	0.33	1.0	-0.46	0.74	0.35	0.62	-0.29	0.39	0.65	0.24	0.8	0.86	0.72	0.85	0.82	0.84	0.62	0.61	0.62	-0.43	0.86
Total Stockholder Equity	0.85	0.91		0.85	0.94	0.55	0.89	-0.23	0.86	0.22	0.6	-0.28	0.48	0.61	0.2	0.68	0.74	0.81	0.71	0.78	0.66	0.86	0.76	0.77	-0.44	0.83
Net Debt	0.66	0.97	0.85		0.96	0.17	0.97	-0.61	0.67	0.26	0.51	-0.46	0.15	0.52	0.1	0.82	0.82	0.64	0.85	0.81	0.85	0.54	0.48	0.5	-0.61	0.9
Retained Earnings	0.75	0.96	0.94	0.96		0.27	0.96	-0.54	0.76	0.2	0.52	-0.42	0.29	0.5	0.07	0.85	0.84	0.72	0.85	0.85	0.83	0.69	0.56	0.57	-0.6	0.94
Common Stock Shares Outstanding	0.68	0.33	0.55	0.17	0.27		0.28	0.58	0.69	0.42	0.67	0.28	0.76	0.7	0.62	-0.12	0.13	0.55	0.03	0.23	-0.08	0.75	0.91	0.91	0.26	0.04
Non Current Liabilities Total	0.72	1.0	0.89	0.97	0.96	0.28		-0.52	0.72	0.36	0.61	-0.32	0.35	0.62	0.21	0.82	0.88	0.7	0.88	0.84	0.88	0.58	0.56	0.57	-0.46	0.88
Other Stockholder Equity	-0.04	-0.46	-0.23	-0.61	-0.54	0.58	-0.52		-0.05	0.08	0.05	0.57	0.44	0.17	0.38	-0.74	-0.53	-0.05	-0.63	-0.5	-0.72	0.1	0.28	0.27	0.7	-0.66
Total Liab	1.0	0.74	0.86	0.67	0.76	0.69	0.72	-0.05		0.29	0.71	-0.19	0.63	0.55	0.23	0.43	0.62	0.93	0.59	0.78	0.5	0.89	0.85	0.84	-0.31	0.62
Other Current Liab	0.28	0.35	0.22	0.26	0.2	0.42	0.36	0.08	0.29		0.88	0.01	0.46	0.79	0.91	0.05	0.4	0.14	0.37	0.39	0.33	0.14	0.38	0.38	0.21	0.1
Total Current Liabilities	0.7	0.62	0.6	0.51	0.52	0.67	0.61	0.05	0.71	0.88		-0.08	0.66	0.84	0.78	0.24	0.62	0.56	0.58	0.68	0.49	0.58	0.69	0.69	0.0	0.39
Property Plant And Equipment Net	-0.16	-0.29	-0.28	-0.46	-0.42	0.28	-0.32	0.57	-0.19	0.01	-0.08		0.49	0.1	0.21	-0.46	-0.28	-0.19	-0.38	-0.48	-0.38	-0.19	0.11	0.11	0.89	-0.58
Cash	0.64	0.39	0.48	0.15	0.29	0.76	0.35	0.44	0.63	0.46	0.66	0.49		0.65	0.53	0.08	0.38	0.59	0.26	0.34	0.19	0.55	0.71	0.71	0.45	0.09
Non Current Assets Total	0.53	0.65	0.61	0.52	0.5	0.7	0.62	0.17	0.55	0.79	0.84	0.1	0.65		0.86	0.25	0.45	0.43	0.38	0.4	0.34	0.46	0.75	0.76	0.18	0.29
Non Currrent Assets Other	0.21	0.24	0.2	0.1	0.07	0.62	0.21	0.38	0.23	0.91	0.78	0.21	0.53	0.86		-0.14	0.16	0.06	0.09	0.13	0.04	0.19	0.5	0.5	0.42	-0.09
Other Assets	0.43	0.8	0.68	0.82	0.85	-0.12	0.82	-0.74	0.43	0.05	0.24	-0.46	0.08	0.25	-0.14		0.74	0.45	0.76	0.69	0.83	0.32	0.21	0.22	-0.62	0.86
Cash And Short Term Investments	0.64	0.86	0.74	0.82	0.84	0.13	0.88	-0.53	0.62	0.4	0.62	-0.28	0.38	0.45	0.16	0.74		0.64	0.99	0.92	0.96	0.5	0.32	0.33	-0.42	0.83
Net Receivables	0.94	0.72	0.81	0.64	0.72	0.55	0.7	-0.05	0.93	0.14	0.56	-0.19	0.59	0.43	0.06	0.45	0.64		0.6	0.75	0.53	0.8	0.71	0.71	-0.32	0.63
Short Term Investments	0.6	0.85	0.71	0.85	0.85	0.03	0.88	-0.63	0.59	0.37	0.58	-0.38	0.26	0.38	0.09	0.76	0.99	0.6		0.94	0.98	0.44	0.25	0.26	-0.51	0.86
Total Current Assets	0.78	0.82	0.78	0.81	0.85	0.23	0.84	-0.5	0.78	0.39	0.68	-0.48	0.34	0.4	0.13	0.69	0.92	0.75	0.94		0.88	0.65	0.43	0.43	-0.57	0.86
Short Term Debt	0.51	0.84	0.66	0.85	0.83	-0.08	0.88	-0.72	0.5	0.33	0.49	-0.38	0.19	0.34	0.04	0.83	0.96	0.53	0.98	0.88		0.32	0.17	0.18	-0.51	0.86
Accounts Payable	0.89	0.62	0.86	0.54	0.69	0.75	0.58	0.1	0.89	0.14	0.58	-0.19	0.55	0.46	0.19	0.32	0.5	0.8	0.44	0.65	0.32		0.81	0.81	-0.33	0.57
Common Stock Total Equity	0.84	0.61	0.76	0.48	0.56	0.91	0.56	0.28	0.85	0.38	0.69	0.11	0.71	0.75	0.5	0.21	0.32	0.71	0.25	0.43	0.17	0.81		1.0	0.02	0.33
Common Stock	0.84	0.62	0.77	0.5	0.57	0.91	0.57	0.27	0.84	0.38	0.69	0.11	0.71	0.76	0.5	0.22	0.33	0.71	0.26	0.43	0.18	0.81	1.0		0.02	0.34
Property Plant And Equipment Gross	-0.3	-0.43	-0.44	-0.61	-0.6	0.26	-0.46	0.7	-0.31	0.21	0.0	0.89	0.45	0.18	0.42	-0.62	-0.42	-0.32	-0.51	-0.57	-0.51	-0.33	0.02	0.02		-0.73
Other Liab	0.62	0.86	0.83	0.9	0.94	0.04	0.88	-0.66	0.62	0.1	0.39	-0.58	0.09	0.29	-0.09	0.86	0.83	0.63	0.86	0.86	0.86	0.57	0.33	0.34	-0.73

Click cells to compare fundamentals

Morgan Stanley Account Relationship Matchups

Morgan Stanley balance sheet Accounts

	2020	2021	2022	2023	2024	2025 (projected)
Total Assets	1.1T	1.2T	1.2T	1.2T	1.2T	629.0B
Short Long Term Debt Total	232.9B	305.4B	308.8B	339.0B	360.5B	378.5B
Total Stockholder Equity	101.8B	105.4B	100.1B	99.0B	104.5B	109.7B
Net Debt	165.5B	218.5B	216.0B	280.4B	284.7B	299.0B
Retained Earnings	78.7B	89.4B	94.9B	98.0B	105.0B	110.2B
Common Stock Shares Outstanding	1.6B	1.8B	1.7B	1.6B	1.6B	1.2B
Liabilities And Stockholders Equity	1.1T	1.2T	1.2T	1.2T	1.2T	629.0B
Non Current Liabilities Total	218.8B	309.0B	322.2B	346.0B	370.2B	388.7B
Other Stockholder Equity	15.8B	11.3B	2.8B	(1.3B)	(3.4B)	(3.3B)
Total Liab	1.0T	1.1T	1.1T	1.1T	1.1T	582.8B
Other Current Liab	(241.6B)	471.3B	472.9B	468.0B	491.8B	325.6B
Total Current Liabilities	241.6B	772.5B	756.8B	747.8B	739.5B	465.2B
Property Plant And Equipment Net	21M	16M	4M	23M	26.5M	25.1M
Cash	67.5B	86.8B	92.7B	58.7B	75.7B	49.3B
Non Current Assets Total	379.0B	591.8B	633.8B	651.7B	727.3B	763.7B
Non Currrent Assets Other	(3.1B)	297.5B	319.3B	341.3B	329.3B	345.8B
Other Assets	461.3B	503.5B	986.6B	339.6B	1.1T	1.1T
Cash And Short Term Investments	177.8B	500.4B	467.9B	461.9B	401.6B	421.7B
Net Receivables	97.7B	96.0B	78.5B	80.1B	86.2B	45.9B
Short Term Investments	110.4B	413.5B	375.1B	403.2B	325.8B	342.1B
Total Current Assets	275.6B	596.4B	546.4B	542.0B	487.7B	323.8B
Accumulated Other Comprehensive Income	(2.0B)	(3.1B)	(6.3B)	(6.4B)	(6.8B)	(6.5B)
Short Term Debt	14.1B	72.5B	67.7B	71.6B	71.7B	75.3B
Accounts Payable	227.4B	228.7B	216.1B	208.1B	175.9B	151.0B
Other Liab	186.3B	312.6B	365.3B	356.2B	409.7B	430.1B
Long Term Debt	217.1B	227.4B	238.1B	267.5B	288.8B	172.9B
Inventory	(648.5B)	(648.0B)	(709.9B)	(765.4B)	(688.8B)	(654.4B)
Treasury Stock	(18.7B)	(9.8B)	(17.5B)	(26.6B)	(23.9B)	(22.7B)
Intangible Assets	5.0B	8.4B	7.6B	7.1B	6.5B	3.7B
Good Will	11.6B	16.8B	16.7B	16.7B	16.7B	17.5B
Other Current Assets	648.5B	648.0B	631.3B	685.3B	616.7B	319.6B
Noncontrolling Interest In Consolidated Entity	1.1B	1.4B	1.2B	1.1B	981M	932.0M
Retained Earnings Total Equity	70.6B	78.7B	89.4B	94.9B	109.1B	61.0B
Net Tangible Assets	72.3B	85.2B	72.8B	75.9B	87.3B	72.1B

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.

Explore Investing Ideas

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Morgan Historical Balance Sheet

Morgan Stanley Inventory

(654.4 Billion)

About Morgan Balance Sheet Analysis

Morgan Stanley Balance Sheet Chart

Total Assets

Total Stockholder Equity

Liabilities And Stockholders Equity

Morgan Stanley balance sheet Correlations

Morgan Stanley Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Morgan Stanley balance sheet Accounts

Thematic Opportunities

Explore Investment Opportunities

Additional Tools for Morgan Stock Analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Total Liab	+ 1.0	Total Assets
Non Current Liabilities Total	+ 1.0	Short Long Term Debt Total
Common Stock	+ 1.0	Common Stock Total Equity
Short Term Investments	+ 0.99	Cash And Short Term Investments
Short Term Debt	+ 0.98	Short Term Investments
Net Debt	+ 0.97	Short Long Term Debt Total

Other Assets	- 0.74	Other Stockholder Equity
Other Liab	- 0.73	Property Plant And Equipment Gross
Short Term Debt	- 0.72	Other Stockholder Equity
Other Liab	- 0.66	Other Stockholder Equity
Short Term Investments	- 0.63	Other Stockholder Equity
Property Plant And Equipment Gross	- 0.62	Other Assets