Morgan Stanley's ROE % for the quarter that ended in Mar. 2026 was 19.73%. Morgan Stanley's PB Ratio for the quarter that ended in Mar. 2026 was 2.47.
Morgan Stanley's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.99%.
Morgan Stanley ROE % Adjusted to Book Value Related Terms
Morgan Stanley ROE % Adjusted to Book Value Historical Data
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The historical data trend for Morgan Stanley's ROE % Adjusted to Book 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.
MEX:MS vs GS, SCHW, HOOD: ROE % Adjusted to Book Value Comparison
For the Capital Markets subindustry, Morgan Stanley's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book 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 ROE % Adjusted to Book Value vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morgan Stanley's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Morgan Stanley's ROE % Adjusted to Book Value falls into.
* 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.
What does a ROE % Adjusted to Book Value of 7.99% mean?
Morgan Stanley (MEX:MS) has a ROE % Adjusted to Book Value of 7.99% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Morgan Stanley and its competitors.
Is Morgan Stanley's ROE % Adjusted to Book Value too high?
Morgan Stanley's current ROE % Adjusted to Book Value is 7.99%. 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 ROE % Adjusted to Book Value compare to GS and SCHW?
Morgan Stanley's ROE % Adjusted to Book Value of 7.99% 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 ROE % Adjusted to Book Value for a Capital Markets company?
A good ROE % Adjusted to Book Value depends on the Capital Markets industry context. However, ROE % Adjusted to Book 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Morgan Stanley and its competitors. Morgan Stanley's current ROE % Adjusted to Book Value is 7.99%. 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 ROE % Adjusted to Book Value is 7.99%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Morgan Stanley (MEX:MS), the current ROE % Adjusted to Book Value is 7.99% as of Mar. 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:
ROE % Adjusted to Book Value: 7.99%
GF Value™: MXN2,707.46 vs. price of MXN3,970.00 (46.6% above fair value)
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 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
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