Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on Sales

Morningstar (MORN) Assets Average (2016 - 2026)

Morningstar (MORN) has disclosed Assets Average for 17 consecutive years, with $3.8 billion as the latest value for Q1 2026.

  • For Q1 2026, Assets Average rose 6.18% year-over-year to $3.8 billion; the TTM value through Mar 2026 reached $3.8 billion, up 6.18%, while the annual FY2025 figure was $3.6 billion, 2.69% up from the prior year.
  • Assets Average hit $3.8 billion in Q1 2026 for Morningstar, up from $3.6 billion in the prior quarter.
  • Across five years, Assets Average topped out at $3.8 billion in Q1 2026 and bottomed at $2.9 billion in Q1 2022.
  • Average Assets Average over 5 years is $3.4 billion, with a median of $3.5 billion recorded in 2023.
  • Year-over-year, Assets Average grew 26.11% in 2022 and then decreased 2.07% in 2023.
  • Morningstar's Assets Average stood at $3.4 billion in 2022, then dropped by 2.07% to $3.4 billion in 2023, then increased by 5.45% to $3.6 billion in 2024, then rose by 0.46% to $3.6 billion in 2025, then grew by 6.0% to $3.8 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods came in at $3.8 billion, $3.6 billion, and $3.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.