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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) Equity Average (2016 - 2026)

Morningstar (MORN) has disclosed Equity Average for 17 consecutive years, with $1.1 billion as the latest value for Q1 2026.

  • For Q1 2026, Equity Average fell 30.58% year-over-year to $1.1 billion; the TTM value through Mar 2026 reached $1.1 billion, down 30.58%, while the annual FY2025 figure was $1.4 billion, 3.59% down from the prior year.
  • Equity Average hit $1.1 billion in Q1 2026 for Morningstar, down from $1.4 billion in the prior quarter.
  • Across five years, Equity Average topped out at $1.6 billion in Q1 2025 and bottomed at $1.1 billion in Q1 2026.
  • Average Equity Average over 5 years is $1.4 billion, with a median of $1.4 billion recorded in 2024.
  • Year-over-year, Equity Average rose 23.81% in 2024 and then tumbled 30.58% in 2026.
  • Morningstar's Equity Average stood at $1.2 billion in 2022, then increased by 7.79% to $1.3 billion in 2023, then grew by 23.81% to $1.6 billion in 2024, then dropped by 14.08% to $1.4 billion in 2025, then fell by 18.1% to $1.1 billion in 2026.
  • According to Business Quant data, Equity Average over the past three periods came in at $1.1 billion, $1.4 billion, and $1.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.