Company / Return on Equity (ROE)
Morgan Stanley Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
15.1%
FY2025
5-year range
8.6% / 15.2%
FY2021-FY2025
Trend
+17.9%
vs FY2024
Sector context
#99 of 387
Financials
What the data says
At 15.1%, Morgan Stanley's return on equity (roe) ranks #99 of 387 in the Financials sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 4.6% in FY2016 to 15.2% in FY2023.
Based on SEC 10-K filings.
15.1% in FY2025 with a 5-year CAGR of +6.5%.
Remained stable around 15.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +4.1pp
- 5-Year Change
- +6.5pp
- 10-Year Change
- -
Sector benchmark
#99 of 387 in FinancialsTop 26% of 387This company 15.1% Sector average 17.3%
▼
-12.8% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 17.9% year-over-year.
- Currently 2.2pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 15.1% | +17.9% |
| FY2024 | 12.8% | -15.6% |
| FY2023 | 15.2% | +38.3% |
| FY2022 | 11.0% | +28.0% |
| FY2021 | 8.6% | -0.1% |
| FY2020 | 8.6% | +14.7% |
| FY2019 | 7.5% | +0.5% |
| FY2018 | 7.4% | -5.9% |
| FY2017 | 7.9% | +73.7% |
| FY2016 | 4.6% | +16.9% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026