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Morgan Stanley (MS)

point-in-time fundamentals

The latest fundamentals for Morgan Stanley that were publicly knowable as of 2026-02-19, straight from its SEC filings. Every value is stamped with the date it first became public — so a backtest of MS can only see what was real at the time. No lookahead bias.

Latest knowable fundamentals

ConceptFYFirst-reported valueBecame public
RevenueFY2014$34.3B2015-03-02
Net incomeFY2025$16.9B2026-02-19
Operating cash flowFY2025$-17.9B2026-02-19
Total assetsFY2025$1420.3B2026-02-19
Stockholders' equityFY2025$111.6B2026-02-19
Diluted EPSFY2025$10.212026-02-19
Diluted sharesFY20251.59B sh2026-02-19

Revenue, as first reported

What MS's annual revenue was on the day each 10-K was filed — the honest number a backtest could have used.

Fiscal yearRevenue (first reported)Filed
FY2014$34.3B2015-03-02
FY2013$32.4B2014-02-25
FY2012$26.1B2013-02-26
FY2011$32.4Brestated2012-02-27
FY2010$31.6Brestated2011-02-28
FY2009$23.4Brestated2010-02-26
get this via API
curl "https://tradevodata.com/v1/fundamentals?ticker=MS&as_of=2023-06-30" \
  -H "x-api-key: tvd_your_key"

The API returns every concept, up to 12 years of history, and point-in-time as_of queries — ask what was knowable on any past date. This page shows only the latest snapshot.

Why does the filing date matter? Read: your backtest saw the future.

Backtest MS — and 5,200+ others — without lookahead bias.

Source: U.S. SEC EDGAR (public domain). Values are first-reported (point-in-time); not investment advice. Verify against primary filings before relying on them.