Morgan Retained Earnings from 2010 to 2024

MS Stock

USD 131.21 0.07 0.05%

Morgan Stanley Retained Earnings yearly trend continues to be comparatively stable with very little volatility. Retained Earnings are likely to outpace its year average in 2024. Retained Earnings is the cumulative amount of net income that Morgan Stanley retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. View All Fundamentals

Retained Earnings

First Reported

1985-12-31

Previous Quarter

101.4 B

Current Value

102.9 B

Quarterly Volatility

28.8 B

Black Monday

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check Morgan Stanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morgan Stanley's main balance sheet or income statement drivers, such as Depreciation And Amortization of 4.5 B, Interest Expense of 44.2 B or Total Revenue of 56.3 B, as well as many indicators such as Price To Sales Ratio of 2.97, Dividend Yield of 0.0393 or PTB Ratio of 1.46. Morgan financial statements analysis is a perfect complement when working with Morgan Stanley Valuation or Volatility modules.

Check out the analysis of Morgan Stanley Correlation against competitors.

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

Latest Morgan Stanley's Retained Earnings Growth Pattern

Below is the plot of the Retained Earnings of Morgan Stanley over the last few years. It is the cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. Morgan Stanley's Retained Earnings 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 98 B

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Retained Earnings

Timeline

Morgan Retained Earnings Regression Statistics

	Arithmetic Mean	61,762,373,333
	Geometric Mean	43,636,061,451
	Coefficient Of Variation	45.12
	Mean Deviation	22,174,291,556
	Median	57,577,000,000
	Standard Deviation	27,865,309,153
	Sample Variance	776475454.2T
	Range	102.6B
	R-Value	0.96
	Mean Square Error	57593910.2T
	R-Squared	0.93
	Slope	6,012,467,857
	Total Sum of Squares	10870656358.4T

Morgan Retained Earnings History

	2024	102.9 B
	2023	98 B
	2022	94.9 B
	2021	89.4 B
	2020	78.7 B
	2019	70.6 B
	2018	64.2 B

Other Fundumenentals of Morgan Stanley

Retained Earnings Total Equity

Morgan Stanley Retained Earnings component correlations

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Net Receivables	Short Term Investments	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Long Term Debt	Treasury Stock	Intangible Assets	Property Plant Equipment	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Net Invested Capital	Cash And Equivalents	Capital Stock
Total Assets		0.86	0.63	0.75	1.0	0.93	0.48	0.57	0.32	0.93	0.86	0.95	-0.45	0.74	-0.31	0.65	0.83	0.48	0.88	-0.29	0.3	0.53	0.64	0.15
Total Stockholder Equity	0.86		0.85	0.94	0.86	0.82	0.41	0.53	0.5	0.9	0.78	0.89	-0.61	0.63	-0.38	0.82	0.91	0.49	0.88	-0.21	0.48	0.65	0.66	0.3
Net Debt	0.63	0.85		0.9	0.64	0.6	0.08	0.24	0.5	0.64	0.61	0.79	-0.71	0.47	-0.5	0.78	0.83	0.63	0.76	-0.15	0.51	0.68	0.63	0.53
Retained Earnings	0.75	0.94	0.9		0.75	0.71	0.17	0.31	0.6	0.76	0.59	0.86	-0.84	0.66	-0.37	0.93	0.9	0.7	0.87	-0.15	0.64	0.83	0.81	0.45
Total Liab	1.0	0.86	0.64	0.75		0.93	0.48	0.58	0.3	0.93	0.86	0.96	-0.46	0.72	-0.31	0.65	0.84	0.48	0.88	-0.31	0.29	0.52	0.62	0.15
Net Receivables	0.93	0.82	0.6	0.71	0.93		0.56	0.56	0.5	0.83	0.71	0.89	-0.4	0.79	-0.2	0.68	0.78	0.53	0.8	-0.23	0.42	0.58	0.7	0.14
Short Term Investments	0.48	0.41	0.08	0.17	0.48	0.56		0.89	0.33	0.61	0.39	0.31	0.19	0.14	-0.16	0.04	0.39	-0.13	0.16	-0.27	-0.09	-0.09	0.05	-0.36
Total Current Assets	0.57	0.53	0.24	0.31	0.58	0.56	0.89		0.17	0.73	0.49	0.46	0.01	0.14	-0.45	0.11	0.51	-0.02	0.26	-0.48	-0.15	-0.05	0.07	-0.35
Short Term Debt	0.32	0.5	0.5	0.6	0.3	0.5	0.33	0.17		0.32	0.05	0.39	-0.53	0.39	0.02	0.6	0.55	0.57	0.37	-0.03	0.61	0.64	0.67	0.41
Accounts Payable	0.93	0.9	0.64	0.76	0.93	0.83	0.61	0.73	0.32		0.85	0.88	-0.42	0.54	-0.45	0.58	0.88	0.33	0.79	-0.38	0.19	0.41	0.51	0.1
Common Stock	0.86	0.78	0.61	0.59	0.86	0.71	0.39	0.49	0.05	0.85		0.81	-0.18	0.43	-0.3	0.43	0.7	0.12	0.8	-0.19	0.09	0.24	0.27	0.17
Long Term Debt	0.95	0.89	0.79	0.86	0.96	0.89	0.31	0.46	0.39	0.88	0.81		-0.64	0.72	-0.4	0.75	0.91	0.66	0.93	-0.29	0.41	0.66	0.73	0.34
Treasury Stock	-0.45	-0.61	-0.71	-0.84	-0.46	-0.4	0.19	0.01	-0.53	-0.42	-0.18	-0.64		-0.54	0.3	-0.8	-0.67	-0.84	-0.62	0.19	-0.62	-0.82	-0.81	-0.43
Intangible Assets	0.74	0.63	0.47	0.66	0.72	0.79	0.14	0.14	0.39	0.54	0.43	0.72	-0.54		0.0	0.83	0.55	0.7	0.79	0.16	0.72	0.81	0.87	0.16
Property Plant Equipment	-0.31	-0.38	-0.5	-0.37	-0.31	-0.2	-0.16	-0.45	0.02	-0.45	-0.3	-0.4	0.3	0.0		-0.18	-0.46	-0.24	-0.23	0.35	0.13	-0.12	-0.12	-0.09
Good Will	0.65	0.82	0.78	0.93	0.65	0.68	0.04	0.11	0.6	0.58	0.43	0.75	-0.8	0.83	-0.18		0.73	0.76	0.84	0.12	0.84	0.95	0.91	0.43
Net Tangible Assets	0.83	0.91	0.83	0.9	0.84	0.78	0.39	0.51	0.55	0.88	0.7	0.91	-0.67	0.55	-0.46	0.73		0.64	0.83	-0.36	0.37	0.66	0.71	0.5
Long Term Debt Total	0.48	0.49	0.63	0.7	0.48	0.53	-0.13	-0.02	0.57	0.33	0.12	0.66	-0.84	0.7	-0.24	0.76	0.64		0.61	-0.08	0.67	0.88	0.91	0.53
Capital Surpluse	0.88	0.88	0.76	0.87	0.88	0.8	0.16	0.26	0.37	0.79	0.8	0.93	-0.62	0.79	-0.23	0.84	0.83	0.61		0.02	0.59	0.76	0.76	0.43
Long Term Investments	-0.29	-0.21	-0.15	-0.15	-0.31	-0.23	-0.27	-0.48	-0.03	-0.38	-0.19	-0.29	0.19	0.16	0.35	0.12	-0.36	-0.08	0.02		0.52	0.2	0.03	0.06
Short Long Term Debt	0.3	0.48	0.51	0.64	0.29	0.42	-0.09	-0.15	0.61	0.19	0.09	0.41	-0.62	0.72	0.13	0.84	0.37	0.67	0.59	0.52		0.88	0.79	0.33
Net Invested Capital	0.53	0.65	0.68	0.83	0.52	0.58	-0.09	-0.05	0.64	0.41	0.24	0.66	-0.82	0.81	-0.12	0.95	0.66	0.88	0.76	0.2	0.88		0.96	0.54
Cash And Equivalents	0.64	0.66	0.63	0.81	0.62	0.7	0.05	0.07	0.67	0.51	0.27	0.73	-0.81	0.87	-0.12	0.91	0.71	0.91	0.76	0.03	0.79	0.96		0.46
Capital Stock	0.15	0.3	0.53	0.45	0.15	0.14	-0.36	-0.35	0.41	0.1	0.17	0.34	-0.43	0.16	-0.09	0.43	0.5	0.53	0.43	0.06	0.33	0.54	0.46

Click cells to compare fundamentals

About Morgan Stanley Financial Statements

Morgan Stanley shareholders use historical fundamental indicators, such as Retained Earnings, to determine how well the company is positioned to perform in the future. Although Morgan Stanley investors may analyze each financial statement separately, they are all interrelated. The changes in Morgan Stanley's assets and liabilities, for example, are also reflected in the revenues and expenses on on Morgan Stanley's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.

	Last Reported	Projected for Next Year
Retained Earnings	98 B	102.9 B
Retained Earnings Total Equity	109.1 B	61 B

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