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Asset Utilization RatioAssets AverageEBIT 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 Q3 2025 value amounting to $1.6 billion.

  • Morningstar's Equity Average rose 430.42% to $1.6 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $1.6 billion, marking a year-over-year increase of 430.42%. This contributed to the annual value of $1.5 billion for FY2024, which is 1623.34% up from last year.
  • Morningstar's Equity Average amounted to $1.6 billion in Q3 2025, which was up 430.42% from $1.6 billion recorded in Q2 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.
  • Over the past 5 years, Morningstar's median Equity Average value was $1.4 billion (recorded in 2024), while the average stood at $1.4 billion.
  • Its Equity Average has fluctuated over the past 5 years, first skyrocketed by 2602.38% in 2021, then plummeted by 1482.47% in 2022.
  • Morningstar's Equity Average (Quarter) stood at $1.4 billion in 2021, then decreased by 14.82% to $1.2 billion in 2022, then grew by 7.79% to $1.3 billion in 2023, then increased by 23.81% to $1.6 billion in 2024, then dropped by 1.75% to $1.6 billion in 2025.
  • Its Equity Average stands at $1.6 billion for Q3 2025, versus $1.6 billion for Q2 2025 and $1.6 billion for Q1 2025.