Company / Return on Assets (ROA)
Morgan Stanley Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.2%
FY2025
5-year range
0.8% / 1.3%
FY2021-FY2025
Trend
+8.2%
vs FY2024
Sector context
#219 of 398
Financials
What the data says
At 1.2%, Morgan Stanley's return on assets (roa) ranks #219 of 398 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.4% in FY2016 to 1.3% in FY2023.
Based on SEC 10-K filings.
1.2% in FY2025 with a 5-year CAGR of +0.4%.
Declined from 1.3% to 1.2% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.3pp
- 5-Year Change
- +0.4pp
- 10-Year Change
- -
Sector benchmark
#219 of 398 in FinancialsTop 55% of 398This company 1.2% Sector average 2.7%
▼
-56.6% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 8.2% year-over-year.
- Currently 1.6pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
- Lowest return on assets (roa) 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 | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.2% | +8.2% |
| FY2024 | 1.1% | -12.7% |
| FY2023 | 1.3% | +35.5% |
| FY2022 | 0.9% | +22.4% |
| FY2021 | 0.8% | -2.6% |
| FY2020 | 0.8% | +14.7% |
| FY2019 | 0.7% | -2.9% |
| FY2018 | 0.7% | -2.8% |
| FY2017 | 0.7% | +67.4% |
| FY2016 | 0.4% | +16.2% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026