Company / Income Tax
Morgan Stanley Income Tax History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Income Tax
$4.9B
FY2025
5-year range
$2.1B / $4.9B
FY2021-FY2025
Trend
+21.2%
vs FY2024
Sector context
#5 of 399
Financials
What the data says
Among 399 Financials companies, Morgan Stanley is in the bottom 1% for income tax. Income Tax has fluctuated over the past 10 years, ranging from -$90M in FY2016 to $4.9B in FY2025.
Based on SEC 10-K filings.
$4.9B in FY2025 with a 5-year CAGR of +16.0%. Top quartile in the Financials sector.
Increased from $4.5B to $4.9B over the past 2 years.
Financials sector context is included.
Income Tax over time
Growth rates
- 3-Year CAGR
- +15.0%
- 5-Year CAGR
- +16.0%
- 10-Year CAGR
- -
Sector benchmark
Bottom 1% in FinancialsTop 99% of 399This company $4.9B Sector average $355.4M
▼
+1286.9% above sector average
Key checks
Key Insights
- 5-year CAGR of +16.0%, indicating consistent growth.
- In FY2025, income tax increased 21.2% year-over-year.
- Ranks #5 out of 399 companies in the Financials sector.
- Lowest income tax in the period was in FY2016.
Company context
Key Data Points
- Altman Z-Score 0.15 (distress zone, below 1.8 threshold)
- Strong profit margin: 23.4%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Income TaxValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $4.9B | +21.2% |
| FY2024 | $4.1B | -10.6% |
| FY2023 | $4.5B | +40.4% |
| FY2022 | $3.2B | +56.9% |
| FY2021 | $2.1B | -12.2% |
| FY2020 | $2.4B | -43.6% |
| FY2019 | $4.2B | +52.9% |
| FY2018 | $2.7B | +23.9% |
| FY2017 | $2.2B | +2544.4% |
| FY2016 | -$90.0M | -110.0% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026