SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

Morgan Stanley

MS
United States · USRegulated by Federal ReserveLatest: 2024-Q4
39LOW

CET1 Ratio

15.20%

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$456.0B

+0.90% QoQ growth

Total Loan Book

$272.0B

+6.3% YoY growth

Leverage Ratio

5.60%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2024-Q4

Comm. Real Estate10.0%
Consumer14.0%
SME / C&I16.0%
Other60.0%

Metric History

8 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2024-Q4latest15.20%5.60%$456.0B$272.0B+6.3%+0.90%10.0%14.0%16.0%39
2024-Q315.10%5.50%$452.0B$268.0B+6.3%+0.90%10.0%14.0%16.0%21
2024-Q215.00%5.50%$448.0B$264.0B+6.5%+0.90%10.0%14.0%16.0%29
2024-Q115.10%5.50%$444.0B$260.0B+4.8%+0.90%10.0%14.0%16.0%13
2023-Q415.20%5.60%$440.0B$256.0B+8.2%+0.90%10.0%14.0%16.0%16
2023-Q315.10%5.50%$436.0B$252.0B+8.5%+0.90%10.0%14.0%16.0%29
2023-Q215.20%5.50%$432.0B$248.0B+8.6%+0.90%10.0%14.0%16.0%16
2023-Q115.30%5.60%$428.0B$244.0B+8.4%+0.50%10.0%14.0%16.0%16

Latest Earnings Signals

From 2026-04-15 SEC 8-K earnings release · composite 1/4

Neutral
CET1 pressure
RWA growth
Provisions rising

Provision for credit losses in the quarter was driven by individual assessments for certain commercial real estate loans in addition to increased macroeconomic uncertainty.

Capital optimisation
View source filing ↗

AI Investment Memo

Llama will analyze Morgan Stanley across 4 data dimensions and write a structured memo

Score: 39/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

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Score Breakdown

39/100 —LOW

Live score · base 37 pts +2 macro adj

Capital Pressure2/40

CET1 15.20% — large-bank proactive optimisation

+1

-3.20pp headroom above 8% regulatory floor

+0

Leverage ratio 5.60% — near US enhanced SLR floor

+1
Loan Book Growth8/30

Loan book grew 6.3% YoY

+3

RWA grew 0.9% QoQ

+2

CRE: 10%, Lev.Loans: 23%, max(Consumer/SME): 16%

+3
Historical SRT15/25

Bank has previously issued SRT transactions

+15

0 months since last deal — recently completed

+0
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Large Bank

$500B–$1.25T total assets — active repeat issuers, genuine sourcing targets

+5
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood39/100