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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) Equity Average (2016 - 2025)

Morningstar (MORN) has disclosed Equity Average for 13 consecutive years, with $1.6 billion as the latest value for Q3 2025.

  • On a quarterly basis, Equity Average changed N/A to $1.6 billion in Q3 2025 year-over-year; TTM through Sep 2025 was $1.6 billion, a N/A change, with the full-year FY2024 number at $1.5 billion, up 16.23% from a year prior.
  • Equity Average was $1.6 billion for Q3 2025 at Morningstar, down from $1.6 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $1.6 billion in Q1 2025 to a low of $1.2 billion in Q4 2022.
  • A 5-year average of $1.4 billion and a median of $1.4 billion in 2024 define the central range for Equity Average.
  • Peak YoY movement for Equity Average: rose 26.02% in 2021, then decreased 14.82% in 2022.
  • Morningstar's Equity Average stood at $1.4 billion in 2021, then fell by 14.82% to $1.2 billion in 2022, then increased by 2.27% to $1.2 billion in 2023, then increased by 15.43% to $1.4 billion in 2024, then increased by 11.07% to $1.6 billion in 2025.
  • Per Business Quant, the three most recent readings for MORN's Equity Average are $1.6 billion (Q3 2025), $1.6 billion (Q2 2025), and $1.6 billion (Q1 2025).