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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)

Historic Equity Average for Morningstar (MORN) over the last 16 years, with Q4 2025 value amounting to $1.4 billion.

  • Morningstar's Equity Average fell 1408.16% to $1.4 billion in Q4 2025 from the same period last year, while for Dec 2025 it was $1.4 billion, marking a year-over-year decrease of 1408.16%. This contributed to the annual value of $1.4 billion for FY2025, which is 359.42% down from last year.
  • Latest data reveals that Morningstar reported Equity Average of $1.4 billion as of Q4 2025, which was down 1408.16% from $1.6 billion recorded in Q3 2025.
  • In the past 5 years, Morningstar's Equity Average registered a high of $1.6 billion during Q1 2025, and its lowest value of $1.2 billion during Q4 2022.
  • For the 5-year period, Morningstar's Equity Average averaged around $1.4 billion, with its median value being $1.4 billion (2021).
  • Its Equity Average has fluctuated over the past 5 years, first soared by 2602.38% in 2021, then crashed by 1482.47% in 2022.
  • Quarter analysis of 5 years shows Morningstar's Equity Average stood at $1.4 billion in 2021, then dropped by 14.82% to $1.2 billion in 2022, then rose by 7.79% to $1.3 billion in 2023, then grew by 23.81% to $1.6 billion in 2024, then fell by 14.08% to $1.4 billion in 2025.
  • Its Equity Average stands at $1.4 billion for Q4 2025, versus $1.6 billion for Q3 2025 and $1.6 billion for Q2 2025.