XBRL Metrics
This pipeline fetches SEC EDGAR 10k and 10q filings of more than 600 companies, extracts the XBRL facts, computes derived metrics, and links them to yfinance course data. This data stream is as pure as possible.
The green circle is the current multiple — today's price against the latest available fundamentals — not a filed period. It is excluded from the mean line, and hidden when the as-of date predates it.
Everything the charts are drawn from, for MS, in pipeline order: what EDGAR returned, what was derived from it, what was computed, and the latest state. Every table downloads at full precision.
MS is covered here under the financial profile. Every figure below is computed from MS's own SEC EDGAR XBRL filings, as of 2026-09-18. Trailing-twelve-month revenue is 78.04B; year-over-year revenue growth is 18.00%. MS trades at a P/TBV of 3.2214, on a market capitalisation of 319.64B.
Showing the most recent 16 periods. Raw is what EDGAR returned; derived is what the pipeline computed from it. Columns are grouped so a concept sits next to its own derivations.
Raw & derived facts
Straight from EDGAR, plus what the pipeline built on top. Revenue next to Revenue_TTM is the TTM derivation, auditable.
16 of 77 periods · 37 concepts · 4 null in every period shown — kept on purpose, an empty column is a finding
| end | Assets | CashAndEquivalents | DepreciationAndAmortization | DepreciationAndAmortization_TTM | DividendsPerShare | DividendsPerShare_TTM | EPS_QUARTERLY_CALC | EPS_TTM_CALC | Goodwill | IncomeTaxExpense | IncomeTaxExpense_TTM | LongTermDebt | NetIncomeLoss | NetIncomeLoss_TTM | NetInterestIncome | NetInterestIncome_TTM | NoninterestExpense | NoninterestExpense_TTM | NoninterestIncome | NoninterestIncome_TTM | OperatingCashFlow | OperatingCashFlow_TTM | PPNR | PPNR_QUARTERLY | PretaxIncome | PretaxIncome_TTM | ProvisionForCreditLosses | ProvisionForCreditLosses_TTM | Revenue | Revenue_TTM | SharesOutstanding | StockIssued | StockIssued_TTM | StockRepurchased | StockRepurchased_TTM | StockholdersEquity | TangibleEquity |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | 1.68T | 160.13B | 1.20B | 4.40B | 1.0000 | 4.0000 | 3.5570 | 12.8458 | 17.11B | 1.70B | 5.78B | 383.16B | 5.58B | 20.16B | 2.78B | 10.83B | 13.90B | 51.68B | 18.57B | 67.21B | -2.75B | -15.59B | 26.36B | 7.45B | 7.35B | 26.15B | — | — | 21.35B | 78.04B | 1.57B | — | — | 1.50B | 5.83B | 116.33B | 99.22B |
| 2026-03-31 | 1.58T | 133.53B | 714.00M | 4.51B | 1.0000 | 3.9250 | 3.5324 | 11.4930 | 17.11B | 1.37B | 5.13B | 363.01B | 5.57B | 18.11B | 2.70B | 10.40B | 13.47B | 49.75B | 17.88B | 63.09B | -7.10B | -1.01B | 23.73B | 7.11B | 7.01B | 23.42B | — | — | 20.58B | 73.49B | 1.58B | — | — | 1.75B | 5.33B | 114.29B | 97.18B |
| 2025-12-31 | 1.42T | 111.69B | 1.14B | 4.66B | 1.0000 | 3.8500 | 2.7619 | 10.5911 | 16.73B | 1.34B | 4.93B | 341.68B | 4.40B | 16.86B | 2.85B | 10.05B | 12.11B | 48.34B | 15.04B | 60.60B | -2.41B | -17.89B | 22.30B | 5.78B | 5.76B | 21.95B | — | — | 17.89B | 70.64B | 1.59B | — | — | 1.50B | 4.58B | 111.63B | 94.91B |
| 2025-09-30 | 1.36T | 103.73B | 1.35B | 5.17B | 1.0000 | 3.7750 | 2.8994 | 10.1748 | 16.73B | 1.37B | 4.78B | 324.13B | 4.61B | 16.18B | 2.49B | 9.74B | 12.20B | 47.43B | 15.73B | 59.23B | -3.33B | -3.68B | 21.55B | 6.03B | 6.03B | 21.10B | — | — | 18.22B | 68.98B | 1.59B | — | — | 1.08B | 3.83B | 109.96B | 93.24B |
| 2025-06-30 | 1.35T | 109.13B | 1.31B | 5.09B | 0.9250 | 3.7000 | 2.2216 | 9.2630 | 16.73B | 1.05B | 4.40B | 320.13B | 3.54B | 14.76B | 2.35B | 9.45B | 11.97B | 46.32B | 14.45B | 56.69B | 11.83B | -17.67B | 19.82B | 4.82B | 4.62B | 19.29B | — | — | 16.79B | 66.14B | 1.59B | — | — | 1.00B | 3.50B | 108.18B | 91.45B |
| 2025-03-31 | 1.30T | 90.74B | 865.00M | 5.05B | 0.9250 | 3.6250 | 2.6969 | 8.9331 | 16.71B | 1.17B | 4.31B | 297.00B | 4.32B | 14.29B | 2.35B | 9.17B | 12.06B | 45.21B | 15.39B | 55.20B | -23.98B | -26.97B | 19.15B | 5.68B | 5.54B | 18.75B | — | — | 17.74B | 64.36B | 1.60B | — | — | 1.00B | 3.25B | 106.81B | 90.10B |
| 2024-12-31 | 1.22T | 105.39B | 1.65B | 5.16B | 0.9250 | 3.5500 | 2.3054 | 8.3116 | 16.71B | 1.18B | 4.07B | 284.31B | 3.71B | 13.39B | 2.55B | 8.61B | 11.20B | 43.90B | 13.67B | 53.15B | 11.80B | 1.36B | 17.86B | 5.02B | 4.91B | 17.60B | — | — | 16.22B | 61.76B | 1.61B | — | — | 750.00M | 3.25B | 104.51B | 87.81B |
| 2024-09-30 | 1.26T | 91.08B | 1.27B | 4.92B | 0.9250 | 3.4750 | 1.9814 | 6.9565 | 16.73B | 995.00M | 3.44B | 291.22B | 3.19B | 11.19B | 2.20B | 7.96B | 11.08B | 43.50B | 13.19B | 50.48B | -17.32B | -28.19B | 14.94B | 4.30B | 4.22B | 14.79B | — | — | 15.38B | 58.43B | 1.61B | — | — | 750.00M | 3.80B | 103.65B | 86.91B |
| 2024-06-30 | 1.21T | 90.16B | 1.27B | 4.64B | 0.8500 | 3.4000 | 1.9094 | 6.4637 | 16.72B | 957.00M | 3.15B | 269.90B | 3.08B | 10.41B | 2.07B | 7.74B | 10.87B | 42.41B | 12.95B | 48.59B | 2.52B | -7.12B | 13.92B | 4.15B | 4.07B | 13.71B | — | — | 15.02B | 56.32B | 1.61B | — | — | 750.00M | 4.55B | 100.71B | 84.00B |
| 2024-03-31 | 1.23T | 102.31B | 975.00M | 4.29B | 0.8500 | 3.3250 | 2.1114 | 5.8905 | 16.72B | 933.00M | 2.79B | 266.15B | 3.41B | 9.52B | 1.80B | 7.68B | 10.75B | 42.02B | 13.34B | 47.08B | 4.36B | -19.31B | 12.74B | 4.39B | 4.39B | 12.45B | — | — | 15.14B | 54.76B | 1.62B | — | — | 1.00B | 4.80B | 99.20B | 82.48B |
| 2023-12-31 | 1.19T | 89.23B | 1.41B | 4.26B | 0.8500 | 3.2500 | 0.9216 | 5.5207 | 16.71B | 555.00M | 2.58B | 260.54B | 1.52B | 9.09B | 1.90B | 8.23B | 10.80B | 41.80B | 11.00B | 45.91B | -17.75B | -33.54B | 12.35B | 2.10B | 2.10B | 11.81B | — | — | 12.90B | 54.14B | 1.65B | — | — | 1.30B | 5.30B | 99.04B | 82.33B |
| 2023-09-30 | 1.17T | 108.40B | 988.00M | 4.06B | 0.8500 | 3.1750 | 1.4656 | 5.9684 | 16.70B | 710.00M | 2.56B | 242.84B | 2.41B | 9.81B | 1.98B | 8.65B | 9.99B | 40.87B | 11.30B | 45.34B | 3.75B | -29.78B | 13.13B | 3.28B | 3.15B | 12.51B | — | — | 13.27B | 54.00B | 1.64B | — | — | 1.50B | 5.70B | 99.21B | 82.51B |
| 2023-06-30 | 1.16T | 104.99B | 922.00M | 4.00B | 0.7750 | 3.1000 | 1.3216 | 6.0751 | 16.65B | 591.00M | 2.57B | 243.82B | 2.18B | 10.03B | 2.01B | 9.19B | 10.48B | 40.44B | 11.45B | 44.52B | -9.67B | -41.08B | 13.27B | 2.97B | 2.81B | 12.75B | — | — | 13.46B | 53.71B | 1.65B | — | — | 1.00B | 6.75B | 100.39B | 83.73B |
| 2023-03-31 | 1.20T | 111.26B | 940.00M | 4.00B | 0.7750 | 3.0250 | 1.7919 | 6.2195 | 16.66B | 727.00M | 2.76B | 245.59B | 2.98B | 10.34B | 2.35B | 9.46B | 10.52B | 39.67B | 12.17B | 43.93B | -9.87B | -16.50B | 13.72B | 3.99B | 3.76B | 13.26B | — | — | 14.52B | 53.38B | 1.66B | — | — | 1.50B | 8.49B | 100.83B | 84.17B |
| 2022-12-31 | 1.18T | 128.13B | 1.21B | 4.00B | 0.7750 | 2.9500 | 1.3053 | 6.4384 | 16.65B | 528.00M | 2.91B | 233.87B | 2.24B | 11.03B | 2.32B | 9.33B | 9.87B | 39.30B | 10.43B | 44.34B | -14.00B | -6.40B | 14.37B | 2.88B | 2.79B | 14.09B | — | — | 12.75B | 53.67B | 1.71B | — | — | 1.70B | 9.87B | 100.14B | 83.49B |
| 2022-09-30 | 1.16T | 111.70B | 928.00M | 4.03B | 0.7750 | 2.8750 | 1.5510 | 7.3595 | 16.72B | 726.00M | 3.55B | 216.36B | 2.63B | 12.49B | 2.51B | 9.10B | 9.56B | 39.07B | 10.48B | 46.35B | -7.55B | 7.95B | 16.38B | 3.42B | 3.39B | 16.18B | — | — | 12.99B | 55.44B | 1.70B | — | — | 2.56B | 11.00B | 101.01B | 84.29B |
Copy table — 8 periods, ~4,341 characters
end,Assets,CashAndEquivalents,DepreciationAndAmortization,DepreciationAndAmortization_TTM,DividendsPerShare,DividendsPerShare_TTM,EPS_QUARTERLY_CALC,EPS_TTM_CALC,Goodwill,IncomeTaxExpense,IncomeTaxExpense_TTM,LongTermDebt,NetIncomeLoss,NetIncomeLoss_TTM,NetInterestIncome,NetInterestIncome_TTM,NoninterestExpense,NoninterestExpense_TTM,NoninterestIncome,NoninterestIncome_TTM,OperatingCashFlow,OperatingCashFlow_TTM,PPNR,PPNR_QUARTERLY,PretaxIncome,PretaxIncome_TTM,ProvisionForCreditLosses,ProvisionForCreditLosses_TTM,Revenue,Revenue_TTM,SharesOutstanding,StockIssued,StockIssued_TTM,StockRepurchased,StockRepurchased_TTM,StockholdersEquity,TangibleEquity 2026-06-30,1675057000000.0,160135000000.0,1202000000.0,4402000000.0,1.0,4.0,3.55704270235819,12.845761631612492,17105000000.0,1695000000.0,5777000000.0,383156000000.0,5581000000.0,20155000000.0,2780000000.0,10829000000.0,13902000000.0,51681000000.0,18568000000.0,67213000000.0,-2747000000.0,-15587000000.0,26361000000.0,7446000000.0,7348000000.0,26147000000.0,,,21348000000.0,78042000000.0,1569000000.0,,,1500000000.0,5835000000.0,116329000000.0,99224000000.0 2026-03-31,1581418000000.0,133529000000.0,714000000.0,4507000000.0,1.0,3.925,3.5323604060913705,11.493020304568528,17105000000.0,1373000000.0,5129000000.0,363010000000.0,5567000000.0,18113000000.0,2703000000.0,10396000000.0,13471000000.0,49753000000.0,17877000000.0,63090000000.0,-7098000000.0,-1011000000.0,23733000000.0,7109000000.0,7011000000.0,23421000000.0,,,20580000000.0,73486000000.0,1576000000.0,,,1750000000.0,5335000000.0,114286000000.0,97181000000.0 2025-12-31,1420270000000.0,111695000000.0,1138000000.0,4658000000.0,1.0,3.85,2.761934673366834,10.59108040201005,16726000000.0,1336000000.0,4929000000.0,341681000000.0,4397000000.0,16861000000.0,2855000000.0,10046000000.0,12112000000.0,48342000000.0,15035000000.0,60599000000.0,-2410000000.0,-17889000000.0,22303000000.0,5778000000.0,5760000000.0,21954000000.0,,,17890000000.0,70645000000.0,1592000000.0,,,1500000000.0,4585000000.0,111632000000.0,94906000000.0 2025-09-30,1364806000000.0,103734000000.0,1348000000.0,5165000000.0,1.0,3.775,2.89937106918239,10.174842767295598,16725000000.0,1373000000.0,4775000000.0,324128000000.0,4610000000.0,16178000000.0,2491000000.0,9743000000.0,12196000000.0,47432000000.0,15733000000.0,59235000000.0,-3332000000.0,-3679000000.0,21546000000.0,6028000000.0,6028000000.0,21100000000.0,,,18224000000.0,68978000000.0,1590000000.0,,,1085000000.0,3835000000.0,109962000000.0,93237000000.0 2025-06-30,1353870000000.0,109130000000.0,1307000000.0,5087000000.0,0.925,3.7,2.221594475831764,9.263025737602009,16734000000.0,1047000000.0,4397000000.0,320128000000.0,3539000000.0,14756000000.0,2347000000.0,9448000000.0,11974000000.0,46319000000.0,14445000000.0,56689000000.0,11829000000.0,-17670000000.0,19818000000.0,4818000000.0,4622000000.0,19293000000.0,,,16792000000.0,66137000000.0,1593000000.0,,,1000000000.0,3500000000.0,108184000000.0,91450000000.0 2025-03-31,1300296000000.0,90739000000.0,865000000.0,5051000000.0,0.925,3.625,2.696875,8.933125,16714000000.0,1173000000.0,4307000000.0,296997000000.0,4315000000.0,14293000000.0,2353000000.0,9168000000.0,12060000000.0,45214000000.0,15386000000.0,55196000000.0,-23976000000.0,-26974000000.0,19150000000.0,5679000000.0,5544000000.0,18745000000.0,,,17739000000.0,64364000000.0,1600000000.0,,,1000000000.0,3250000000.0,106812000000.0,90098000000.0 2024-12-31,1215071000000.0,105386000000.0,1645000000.0,5161000000.0,0.9249999999999998,3.55,2.3054003724394785,8.311607697082557,16706000000.0,1182000000.0,4067000000.0,284307000000.0,3714000000.0,13390000000.0,2552000000.0,8611000000.0,11202000000.0,43901000000.0,13671000000.0,53150000000.0,11800000000.0,1362000000.0,17860000000.0,5021000000.0,4906000000.0,17596000000.0,,,16223000000.0,61761000000.0,1611000000.0,,,750000000.0,3250000000.0,104511000000.0,87805000000.0 2024-09-30,1258027000000.0,91084000000.0,1270000000.0,4922000000.0,0.925,3.475,1.9813548788067123,6.956494717215662,16735000000.0,995000000.0,3440000000.0,291223000000.0,3188000000.0,11193000000.0,2196000000.0,7956000000.0,11083000000.0,43496000000.0,13187000000.0,50478000000.0,-17323000000.0,-28190000000.0,14938000000.0,4300000000.0,4221000000.0,14786000000.0,,,15383000000.0,58434000000.0,1609000000.0,,,750000000.0,3800000000.0,103647000000.0,86912000000.0
Calculated metrics
What the pipeline computes from the facts above. Quality flags are pulled out below rather than left as 0/1 columns between the ratios.
16 of 74 periods · 14 concepts · 2 null in every period shown — kept on purpose, an empty column is a finding
| end | effective_tax_rate | efficiency_ratio | efficiency_ratio_quarterly | equity_to_assets | income_yoy_growth | net_interest_margin | payout_ratio | payout_ratio_quarterly | provision_ratio | provision_ratio_quarterly | revenue_yoy_growth | roa | roe | rotce |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | 0.2209 | 66.22% | 0.6512 | 6.94% | 36.59% | 0.65% | 31.14% | 0.2811 | — | — | 18.00% | 1.20% | 17.33% | 0.2031 |
| 2026-03-31 | 0.2190 | 67.70% | 0.6546 | 7.23% | 26.73% | 0.66% | 34.15% | 0.2831 | — | — | 14.17% | 1.15% | 15.85% | 0.1864 |
| 2025-12-31 | 0.2245 | 68.43% | 0.6770 | 7.86% | 25.92% | 0.71% | 36.35% | 0.3621 | — | — | 14.38% | 1.19% | 15.10% | 0.1777 |
| 2025-09-30 | 0.2263 | 68.76% | 0.6692 | 8.06% | 44.54% | 0.71% | 37.10% | 0.3449 | — | — | 18.04% | 1.19% | 14.71% | 0.1735 |
| 2025-06-30 | 0.2279 | 70.03% | 0.7131 | 7.99% | 41.71% | 0.70% | 39.94% | 0.4164 | — | — | 17.42% | 1.09% | 13.64% | 0.1614 |
| 2025-03-31 | 0.2298 | 70.25% | 0.6799 | 8.21% | 50.15% | 0.71% | 40.58% | 0.3430 | — | — | 17.53% | 1.10% | 13.38% | 0.1586 |
| 2024-12-31 | 0.2311 | 71.08% | 0.6905 | 8.60% | 47.35% | 0.71% | 42.71% | 0.4012 | — | — | 14.07% | 1.10% | 12.81% | 0.1525 |
| 2024-09-30 | 0.2327 | 74.44% | 0.7205 | 8.24% | 14.14% | 0.63% | 49.95% | 0.4669 | — | — | 8.22% | 0.89% | 10.80% | 0.1288 |
| 2024-06-30 | 0.2301 | 75.29% | 0.7237 | 8.31% | 3.82% | 0.64% | 52.60% | 0.4452 | — | — | 4.87% | 0.86% | 10.34% | 0.1240 |
| 2024-03-31 | 0.2241 | 76.74% | 0.7100 | 8.07% | -7.97% | 0.63% | 56.45% | 0.4026 | — | — | 2.58% | 0.77% | 9.60% | 0.1154 |
| 2023-12-31 | 0.2187 | 77.20% | 0.8372 | 8.30% | -17.61% | 0.69% | 58.87% | 0.9223 | — | — | 0.89% | 0.76% | 9.18% | 0.1104 |
| 2023-09-30 | 0.2043 | 75.69% | 0.7530 | 8.49% | -21.48% | 0.74% | 53.20% | 0.5800 | — | — | -2.61% | 0.84% | 9.88% | 0.1188 |
| 2023-06-30 | 0.2017 | 75.29% | 0.7791 | 8.62% | -26.05% | 0.79% | 51.03% | 0.5864 | — | — | -6.12% | 0.86% | 9.99% | 0.1198 |
| 2023-03-31 | 0.2084 | 74.30% | 0.7249 | 8.40% | -29.06% | 0.79% | 48.64% | 0.4325 | — | — | -9.27% | 0.86% | 10.26% | 0.1229 |
| 2022-12-31 | 0.2065 | 73.23% | 0.7740 | 8.48% | -26.64% | 0.79% | 45.82% | 0.5937 | — | — | -10.19% | 0.93% | 11.01% | 0.1321 |
| 2022-09-30 | 0.2194 | 70.46% | 0.7364 | 8.71% | -15.17% | 0.78% | 39.07% | 0.4997 | — | — | -5.82% | 1.08% | 12.36% | 0.1482 |
Copy table — 8 periods, ~2,228 characters
end,effective_tax_rate,efficiency_ratio,efficiency_ratio_quarterly,equity_to_assets,income_yoy_growth,net_interest_margin,payout_ratio,payout_ratio_quarterly,provision_ratio,provision_ratio_quarterly,revenue_yoy_growth,roa,roe,rotce 2026-06-30,0.2209431292308869,0.6622203428922888,0.6512085441259134,0.0694477859559406,0.3658850637029005,0.006464854628827556,0.3113867526668321,0.2811324135459595,,,0.18000514084400554,0.012032426359222402,0.17325860275597657,0.20312625977586068 2026-03-31,0.21899150335169293,0.6770405247257981,0.6545675413022352,0.07226805310170999,0.26726369551528717,0.0065738470157795095,0.3415116214873295,0.28309682054966767,,,0.14172518799328815,0.01145364476691172,0.15848835377911555,0.1863841697451148 2025-12-31,0.22451489477999453,0.6842947130016278,0.6770262716601453,0.07859913960021686,0.25922330097087376,0.007073302963521021,0.3635134333669415,0.3620650443484194,,,0.14384482116546038,0.011871686369493125,0.15104092016626058,0.17766000042146968 2025-09-30,0.22630331753554503,0.6876395372437589,0.6692273924495171,0.08056969268892429,0.44536764048959165,0.007138743528384254,0.3710131042156014,0.34490238611713664,,,0.1804428928363624,0.011853699353607765,0.14712355177243047,0.17351480635370078 2025-06-30,0.2279064945835277,0.7003492749897939,0.7130776560266794,0.07990722890676358,0.41707481033323734,0.006978513446638156,0.3994375169422608,0.4163676179711783,,,0.17422413180882046,0.010899126208572463,0.13639724913110995,0.16135593220338984 2025-03-31,0.22976793811683116,0.7024734323534896,0.6798579401319127,0.0821443732811606,0.5015232692509717,0.007050702301629783,0.40579304554677115,0.342989571263036,,,0.17534056462510494,0.010992112565139014,0.13381455267198442,0.15863837155097782 2024-12-31,0.23113207547169812,0.7108207444827642,0.6905011403562843,0.08601225771991924,0.4735336194563662,0.007086828670917172,0.4271135175504107,0.40123182552504033,,,0.1407014757217,0.011019932168572865,0.1281204849250318,0.15249701042081887 2024-09-30,0.23265250913025834,0.7443611595988636,0.720470649418189,0.08238853379140511,0.1414440138690598,0.0063241885905469435,0.4995331903868489,0.4668522584692597,,,0.0821912734276613,0.008897265321014572,0.10799154823583895,0.12878543814432988
Quality flags
Distortion of data.
| flag | raised | periods evaluated | most recent |
|---|---|---|---|
| buyback_distortion_flag | 0 | 71 | — |
| inorganic_contaminated | 2 | 68 | 2021-03-31 |
| low_tax_rate_flag | 9 | 66 | 2015-09-30 |
| share_count_jump_flag | 4 | 72 | 2011-09-30 |
Per-period flag values
| end | buyback_distortion_flag | inorganic_contaminated | low_tax_rate_flag | share_count_jump_flag |
|---|---|---|---|---|
| 2026-06-30 | 0 | 0 | 0 | 0 |
| 2026-03-31 | 0 | 0 | 0 | 0 |
| 2025-12-31 | 0 | 0 | 0 | 0 |
| 2025-09-30 | 0 | 0 | 0 | 0 |
| 2025-06-30 | 0 | 0 | 0 | 0 |
| 2025-03-31 | 0 | 0 | 0 | 0 |
| 2024-12-31 | 0 | 0 | 0 | 0 |
| 2024-09-30 | 0 | 0 | 0 | 0 |
| 2024-06-30 | 0 | 0 | 0 | 0 |
| 2024-03-31 | 0 | 0 | 0 | 0 |
| 2023-12-31 | 0 | 0 | 0 | 0 |
| 2023-09-30 | 0 | 0 | 0 | 0 |
| 2023-06-30 | 0 | 0 | 0 | 0 |
| 2023-03-31 | 0 | 0 | 0 | 0 |
| 2022-12-31 | 0 | 0 | 0 | 0 |
| 2022-09-30 | 0 | 0 | 0 | 0 |
Valuation history
Multiples over time, priced off the closing price nearest each period end.
16 of 77 periods · 6 concepts
| end | buyback_distortion_flag | dividend_yield | p_ppnr | p_tbv | pe_ratio | pe_to_revenue_growth |
|---|---|---|---|---|---|---|
| 2026-06-30 | 0.0000 | 1.92% | 12.3739 | 3.2874 | 16.1840 | 0.8991 |
| 2026-03-31 | 0.0000 | 2.41% | 10.8104 | 2.6401 | 14.1646 | 0.9994 |
| 2025-12-31 | 0.0000 | 2.20% | 12.4667 | 2.9297 | 16.4904 | 1.1464 |
| 2025-09-30 | 0.0000 | 2.43% | 11.4705 | 2.6507 | 15.2765 | 0.8466 |
| 2025-06-30 | 0.0000 | 2.70% | 10.9952 | 2.3827 | 14.7670 | 0.8476 |
| 2025-03-31 | 0.0000 | 3.23% | 9.3907 | 1.9960 | 12.5818 | 0.7176 |
| 2024-12-31 | 0.0000 | 2.95% | 10.8524 | 2.2074 | 14.4753 | 1.0288 |
| 2024-09-30 | 0.0000 | 3.51% | 10.6607 | 1.8323 | 14.2276 | 1.7310 |
| 2024-06-30 | 0.0000 | 3.72% | 10.5869 | 1.7541 | 14.1494 | 2.9061 |
| 2024-03-31 | 0.0000 | 3.79% | 11.1363 | 1.7202 | 14.9046 | 5.7741 |
| 2023-12-31 | 0.0000 | 3.77% | 11.4804 | 1.7214 | 15.5965 | — |
| 2023-09-30 | 0.0000 | 4.26% | 9.3246 | 1.4835 | 12.4825 | — |
| 2023-06-30 | 0.0000 | 4.02% | 9.6028 | 1.5219 | 12.7057 | — |
| 2023-03-31 | 0.0000 | 3.84% | 9.5378 | 1.5545 | 12.6500 | — |
| 2022-12-31 | 0.0000 | 3.90% | 9.0098 | 1.5506 | 11.7383 | — |
| 2022-09-30 | 0.0000 | 4.13% | 7.2077 | 1.4004 | 9.4516 | — |
Copy table — 8 periods, ~966 characters
end,buyback_distortion_flag,dividend_yield,p_ppnr,p_tbv,pe_ratio,pe_to_revenue_growth 2026-06-30,0.0,0.01924042791573652,12.373892168848402,3.287391875584664,16.183982707170067,0.8990844723260036 2026-03-31,0.0,0.024110197134094673,10.810417670674799,2.640059708977321,14.164613403529232,0.9994422024827403 2025-12-31,0.0,0.022043892502195534,12.466720533847745,2.929691147729398,16.49043758178081,1.1464046774970338 2025-09-30,0.0,0.024286467510455077,11.47051913995193,2.650705249948028,15.276536369724582,0.846613359473147 2025-06-30,0.0,0.027049299285369355,10.99516261046199,2.3827461193453883,14.76701901695146,0.8475874647006764 2025-03-31,0.0,0.03225236257298827,9.390693843831592,1.9959575918374992,12.581808375384803,0.7175640390052309 2024-12-31,0.0,0.029506444857982046,10.852394012587869,2.207434167357432,14.475261916715409,1.0287924730332398 2024-09-30,0.0,0.03511021778385035,10.660679194483194,1.8323042365517987,14.22757310883498,1.731032081083041
Current snapshot
44 concepts · as of 2026-09-18 · one row per concept, so a profile that does not apply is simply absent
| concept | avg_p_ppnr_5y | avg_p_ppnr_5y_diverges | avg_p_ppnr_5y_history_too_short | avg_p_ppnr_5y_median | avg_p_tbv_5y | avg_p_tbv_5y_diverges | avg_p_tbv_5y_history_too_short | avg_p_tbv_5y_median | avg_pe_5y | avg_pe_5y_diverges | avg_pe_5y_history_too_short | avg_pe_5y_median | cash | days_past_expected_filing | days_since_last_filing | debt | dividend_yield | dividends_ttm | efficiency_ratio | eps_ttm | equity | equity_to_assets | filing_likely_overdue | fundamentals_stale | market_cap | net_interest_margin | p_ffo_band_elevated | p_ppnr | p_ppnr_band_elevated | p_tbv | p_tbv_band_elevated | pe_ratio | pe_ratio_band_elevated | pe_to_revenue_growth | ppnr_ttm | price | revenue_ttm | roa | shares_basis | shares_delta_pct | shares_outstanding | shares_source_is_edgar | tangible_equity | yoy_growth |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| value | 9.4436 | 0.0000 | 0.0000 | 10.0948 | 1.8265 | 0.0000 | 0.0000 | 1.7235 | 12.4949 | 0.0000 | 0.0000 | 13.4276 | 160.13B | -53.0000 | 80.0000 | 383.16B | 1.97% | 4.0000 | 66.22% | 12.8458 | 116.33B | 6.94% | 0.0000 | 0.0000 | 319.64B | 0.65% | 0.0000 | 12.1256 | 0.0000 | 3.2214 | 0.0000 | 15.8434 | 0.0000 | 0.8802 | 26.36B | 203.5200 | 78.04B | 1.20% | 0.0000 | -0.0997 | 1.57B | 0.0000 | 99.22B | 0.1800 |
Copy table — ~1,269 characters
concept,value avg_p_ppnr_5y,9.44363816723069 avg_p_ppnr_5y_diverges,0.0 avg_p_ppnr_5y_history_too_short,0.0 avg_p_ppnr_5y_median,10.094844244459184 avg_p_tbv_5y,1.8264965398665143 avg_p_tbv_5y_diverges,0.0 avg_p_tbv_5y_history_too_short,0.0 avg_p_tbv_5y_median,1.7235066300437798 avg_pe_5y,12.494949800704402 avg_pe_5y_diverges,0.0 avg_pe_5y_history_too_short,0.0 avg_pe_5y_median,13.42758067137179 cash,160135000000.0 days_past_expected_filing,-53.0 days_since_last_filing,80.0 debt,383156000000.0 dividend_yield,0.019654088050314465 dividends_ttm,4.0 efficiency_ratio,0.6622203428922888 eps_ttm,12.845761631612492 equity,116329000000.0 equity_to_assets,0.0694477859559406 filing_likely_overdue,0.0 fundamentals_stale,0.0 market_cap,319641651747.84 net_interest_margin,0.006464854628827556 p_ffo_band_elevated,0.0 p_ppnr,12.12555106968021 p_ppnr_band_elevated,0.0 p_tbv,3.2214146955156013 p_tbv_band_elevated,0.0 pe_ratio,15.843357975688416 pe_ratio_band_elevated,0.0 pe_to_revenue_growth,0.880161416579677 ppnr_ttm,26361000000.0 price,203.52 revenue_ttm,78042000000.0 roa,0.012032426359222402 shares_basis,0.0 shares_delta_pct,-0.0997278502651068 shares_outstanding,1570566292.0 shares_source_is_edgar,0.0 tangible_equity,99224000000.0 yoy_growth,0.18000514084400554