Morgan Stanley (MEX:MS) Enterprise Value: MXN11,428,708 Mil (As of Jun. 25, 2026) ***


MEX:MS Morgan Stanley MEX:MS
60 GF Score
Price MXN3,970.00
GF Value MXN2,707.46
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Morgan Stanley Enterprise Value?

Morgan Stanley MEX:MS 60 Enterprise Value is MXN11,428,708 Mil as of Jun. 25, 2026. GuruFocus rates MEX:MS with a GF Score™ of 60/100 and a GF Value™ of MXN2,707.46 (Significantly Overvalued). The stock has 8 warning signs investors should review.

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Morgan Stanley's Enterprise Value is MXN11,428,708 Mil. Morgan Stanley's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 was MXN1,257,460 Mil. Therefore, Morgan Stanley's EV-to-Revenue ratio for today is 9.09.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, Morgan Stanley's Enterprise Value is MXN11,428,708 Mil. Morgan Stanley's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was MXN-9,782 Mil. Therefore, Morgan Stanley's EV-to-OCF ratio for today is -1,168.33.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Morgan Stanley's Enterprise Value is MXN11,428,708 Mil. Morgan Stanley's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 was MXN-63,591 Mil. Therefore, Morgan Stanley's EV-to-FCF ratio for today is -179.72.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


Morgan Stanley  (MEX:MS) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Morgan Stanley's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=11428708.109/1257460.245
=9.09

Morgan Stanley's current Enterprise Value is MXN11,428,708 Mil.
Morgan Stanley's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN1,257,460 Mil.

2. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

Morgan Stanley's EV-to-OCF for today is:

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=11428708.109/-9782.109
=-1,168.33

Morgan Stanley's current Enterprise Value is MXN11,428,708 Mil.
Morgan Stanley's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN-9,782 Mil.

3. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

Morgan Stanley's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=11428708.109/-63590.901
=-179.72

Morgan Stanley's current Enterprise Value is MXN11,428,708 Mil.
Morgan Stanley's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN-63,591 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Morgan Stanley Enterprise Value Related Terms


Morgan Stanley Enterprise Value Historical Data

* Premium members only.

The historical data trend for Morgan Stanley's Enterprise Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Morgan Stanley Enterprise Value Chart

Morgan Stanley Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7,075,903.98 5,914,122.27 6,380,907.05 9,298,255.15 10,491,909.85

Morgan Stanley Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Enterprise Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9,447,347.81 9,570,187.30 10,008,134.86 10,491,909.85 10,234,278.44

MEX:MS vs GS, SCHW, HOOD: Enterprise Value Comparison

For the Capital Markets subindustry, Morgan Stanley's Enterprise Value, along with its competitors' market caps and Enterprise Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Morgan Stanley Enterprise Value vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morgan Stanley's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Morgan Stanley's Enterprise Value falls into.


MEX:MS
60GF Score
Morgan Stanley MEX:MS
Enterprise Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Morgan Stanley Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Morgan Stanley's Enterprise Value for the fiscal year that ended in Dec. 2025 is calculated as

Enterprise Value (A: Dec. 2025 )
=Market Cap+Preferred Stock+Long-Term Debt & Capital Lease Obligation
=5090235.8606+175555.575+6291047.538
+Short-Term Debt & Capital Lease Obligation+Minority Interest-Balance Sheet Cash And Cash Equivalents
+380748.532+18365.814-1464043.468
=10,491,910

Morgan Stanley's Enterprise Value for the quarter that ended in Mar. 2026 is calculated as

Enterprise Value (Q: Mar. 2026 )
=Market Cap+Preferred Stock+Long-Term Debt & Capital Lease Obligation
=4656746.292+175818.825+6681710.435
+Short-Term Debt & Capital Lease Obligation+Minority Interest-Balance Sheet Cash And Cash Equivalents
+427393.023+19799.905-1727190.04
=10,234,278

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of MXN11,428,708 Mil mean?
Morgan Stanley (MEX:MS) has a Enterprise Value of MXN11,428,708 Mil as of Jun. 25, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Morgan Stanley and its competitors.
Is Morgan Stanley's Enterprise Value too high?
Morgan Stanley's current Enterprise Value is MXN11,428,708 Mil. Overall, Morgan Stanley has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morgan Stanley's Enterprise Value compare to GS and SCHW?
Morgan Stanley's Enterprise Value of MXN11,428,708 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for a Capital Markets company?
A good Enterprise Value depends on the Capital Markets industry context. However, Enterprise Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Morgan Stanley and its competitors. Morgan Stanley's current Enterprise Value is MXN11,428,708 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morgan Stanley stock overvalued right now?
Based on GuruFocus' analysis, Morgan Stanley (MEX:MS) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN2,707.46, compared to a current price of MXN3,970.00 — trading 46.6% above its estimated fair value. The current Enterprise Value is MXN11,428,708 Mil. Morgan Stanley's overall GF Score™ is 60/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Morgan Stanley (MEX:MS), the current Enterprise Value is MXN11,428,708 Mil as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Morgan Stanley (MEX:MS) Overvalued in 2026?

Based on GuruFocus' analysis, Morgan Stanley stock appears to be overvalued. The current stock price of MXN3,970.00 is trading 46.6% above its estimated GF Value™ of MXN2,707.46. GuruFocus considers Morgan Stanley to be Significantly Overvalued.

Key valuation signals for MEX:MS:

  • Enterprise Value: MXN11,428,708 Mil
  • GF Value™: MXN2,707.46 vs. price of MXN3,970.00 (46.6% above fair value)
  • GF Score™: 60/100 with 8 warning signs

No single metric tells the full story. See the MEX:MS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Morgan Stanley Business Description

Address 1585 Broadway, New York, NY, USA, 10036
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
60GF Score

Get the complete analysis for MEX:MS

Enterprise Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,970.00
Price
MXN2,707.46
GF Value