Annual ROE
13.17%4.00%+43.62%
Summary
- Current Value
- As of today, MS annual ROE is 13.17%, up +43.62% on
- Historical Performance
- MS annual ROE is down -8.67% over the past 3 years, and up +16.96% over the past 5 years
- All-Time High Comparison
- MS annual ROE is currently -64.42% below its historical high of 37.01% set on
- 3-Year Low Comparison
- MS annual ROE is +43.62% above its 3-year low of 9.17% reached on
- Sector Comparison
- MS annual ROE is higher than 70.46% of companies in Financial Services sector
ROE Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 13.17% | +43.6% | -8.7% | +17.0% | +418.5% | |
| Quarterly ROE | 15.16% | +35.4% | +25.5% | +29.8% | +74.7% | |
| Price | $186.32 | +45.7% | +112.6% | +147.6% | +560.7% | |
| PE Ratio | 19.12 | +18.8% | +33.8% | +63.6% | +63.7% | |
| Annual Revenue | $107.40B | +16.5% | +75.0% | +98.9% | +255.2% | |
| Annual Net Income | $13.53B | +46.6% | -10.5% | +46.5% | +929.6% | |
| Annual Shareholders Equity | $104.51B | +5.5% | -0.9% | +28.2% | +123.8% | |
| Annual ROA | 1.12% | +43.6% | -14.5% | +6.7% | +522.2% |
ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 13.17% | at high | |
| 5Y | 14.42% | -8.7% | |
| All | 37.01% | -64.4% |
ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 9.17% | +43.6% | |
| 5Y | 9.17% | +43.6% | |
| All | 1.08% | +1119.4% |
ROE History
FAQ
What is the current annual ROE of MS?
As of today, MS annual ROE is 13.17%
What is 1-year change in MS annual ROE?
MS annual ROE is up +43.62% year-over-year
What is 3-year change in MS annual ROE?
MS annual ROE is down -8.67% over the past 3 years
How far is MS annual ROE from its all-time high?
MS annual ROE is currently -64.42% below its historical high of 37.01% set on December 31, 1986
How does MS annual ROE rank versus sector peers?
MS annual ROE is higher than 70.46% of companies in Financial Services sector
When is MS next annual earnings release?
The next annual earnings release for MS is on
Quarterly ROE
15.16%1.08%+7.67%
Summary
- Current Value
- As of today, MS quarterly ROE is 15.16%, up +7.67% on
- Historical Performance
- MS quarterly ROE is up +35.36% year-over-year, and up +25.50% over the past 3 years
- All-Time High Comparison
- MS quarterly ROE is currently -72.98% below its historical high of 56.11% set on
- 3-Year Low Comparison
- MS quarterly ROE is +65.86% above its 3-year low of 9.14% reached on
- Sector Comparison
- MS quarterly ROE is higher than 82.32% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 15.16% | +7.7% | +35.4% | +25.5% | +29.8% | |
| Annual ROE | 13.17% | – | +43.6% | -8.7% | +17.0% | |
| Price | $186.32 | +19.2% | +45.7% | +112.6% | +147.6% | |
| PE Ratio | 19.12 | +19.2% | +18.8% | +33.8% | +63.6% | |
| Quarterly Revenue | $31.21B | +6.1% | +13.9% | +88.0% | +154.8% | |
| Quarterly Net Income | $4.66B | +30.2% | +44.3% | +74.9% | +69.2% | |
| Quarterly Shareholders Equity | $109.96B | +1.6% | +6.1% | +8.9% | +24.4% | |
| Quarterly ROA | 1.26% | +7.7% | +34.0% | +18.9% | +16.7% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 15.16% | at high | |
| 3Y | 15.16% | at high | |
| 5Y | 15.16% | at high | |
| All | 56.11% | -73.0% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 13.22% | N/A | +14.7% |
| 3Y | 9.14% | +65.9% | |
| 5Y | 9.14% | +65.9% | |
| All | -6.42% | +336.1% |
Quarterly ROE History
FAQ
What is the current quarterly ROE of MS?
As of today, MS quarterly ROE is 15.16%
What is MS quarterly ROE most recent change?
MS quarterly ROE was up +7.67% on September 30, 2025
What is 1-year change in MS quarterly ROE?
MS quarterly ROE is up +35.36% year-over-year
How far is MS quarterly ROE from its all-time high?
MS quarterly ROE is currently -72.98% below its historical high of 56.11% set on September 30, 1986
How does MS quarterly ROE rank versus sector peers?
MS quarterly ROE is higher than 82.32% of companies in Financial Services sector
When is MS next earnings release?
The next earnings release for MS is on
ROE Formula
ROE = Net Income
Shareholders Equity × 100%
Shareholders Equity × 100%
Data Sources & References
- MS Official Website www.morganstanley.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/895421/000089542125000539/0000895421-25-000539-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/895421/000089542125000304/0000895421-25-000304-index.htm
- MS Profile on Yahoo Finance finance.yahoo.com/quote/MS
- MS Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ms