Morgan Stanley (MS) Return on Assets [ROA] (2010 - 2025)
Morgan Stanley (MS) reported Return on Assets [ROA] of 1.23% for Q3 2026, up 0.03 percentage points from 1.20% a year earlier but down 0.02 percentage points from the prior quarter.
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Analysis
Morgan Stanley (MS) Return on Assets [ROA] (2010 - 2025) Analysis & Trends
For FY2025, Morgan Stanley posted Return on Assets [ROA] of 1.29%, up 0.17 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +0.18 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 1.12% in FY2024 (+0.35 pp), 0.78% in FY2023 (-0.17 pp), 0.94% in FY2022 (-0.37 pp) and 1.31% in FY2021 (+0.20 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of 0.78% in Q4 2023 and a high of 1.27% in Q4 2021.
- Year over year, Return on Assets [ROA] has now increased in each of the last nine quarters, with an average year-over-year change of +0.19 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was Q1 2025 (a gain of 0.35 percentage points); the low point was Q1 2023 (a drop of 0.33 percentage points).
- Per Business Quant data, the three quarters before Q3 2026 came in at 1.25% (Q2 2026), 1.22% (Q1 2026) and 1.22% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Yr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 896.53 Bn | 896.53 Bn | - | 1.35% |
| 2 | Bank Of America | 354.20 Bn | -2,021.91 Bn | - | 0.91% |
| 3 | Hsbc Holdings | 303.54 Bn | -1,800.05 Bn | - | 0.74% |
| 4 | Royal Bank Of Canada | 283.29 Bn | -546.75 Bn | - | 0.90% |
| 5 | Morgan Stanley | 281.19 Bn | -262.84 Bn | - | 1.29% |
| 6 | Goldman Sachs | 256.26 Bn | -3,487.19 Bn | - | 0.99% |
| 7 | Wells Fargo & Company | 253.33 Bn | 253.33 Bn | - | 1.05% |
| 8 | Mitsubishi Ufj Financial | 238.77 Bn | -102.62 Bn | 10.89 Bn | 0.47% |
| 9 | American Express | 216.03 Bn | 15.51 Bn | - | 3.79% |
| 10 | Toronto Dominion Bank | 211.21 Bn | -464.66 Bn | - | 0.98% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 1.29% |
| Dec 31, 2024 | 1.12% |
| Dec 31, 2023 | 0.78% |
| Dec 31, 2022 | 0.94% |
| Dec 31, 2021 | 1.31% |
| Dec 31, 2020 | 1.11% |
| Dec 31, 2019 | 1.06% |
| Dec 31, 2018 | 1.04% |
| Dec 31, 2017 | 0.75% |
| Dec 31, 2016 | 0.76% |
| Dec 31, 2015 | 0.79% |
| Dec 31, 2014 | 0.45% |
| Dec 31, 2013 | 0.45% |
| Dec 31, 2012 | 0.09% |
| Dec 31, 2011 | 0.60% |
| Dec 31, 2010 | 1.41% |
API Access
Morgan Stanley Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D-annual&ticker=MS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]-annual", "ticker": "MS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D-annual&ticker=MS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();