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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 Ratio (2016 - 2025)

Morningstar (MORN) has disclosed Equity Ratio for 17 consecutive years, with 0.43 as the latest value for Q3 2025.

  • On a quarterly basis, Equity Ratio changed N/A to 0.43 in Q3 2025 year-over-year; TTM through Sep 2025 was 0.43, a N/A change, with the full-year FY2024 number at 0.46, up 16.9% from a year prior.
  • Equity Ratio was 0.43 for Q3 2025 at Morningstar, down from 0.44 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.5 in Q3 2021 to a low of 0.35 in Q3 2022.
  • A 5-year average of 0.42 and a median of 0.43 in 2025 define the central range for Equity Ratio.
  • Peak YoY movement for Equity Ratio: plummeted 31.62% in 2022, then grew 17.89% in 2024.
  • Morningstar's Equity Ratio stood at 0.49 in 2021, then fell by 29.76% to 0.35 in 2022, then increased by 12.31% to 0.39 in 2023, then rose by 16.9% to 0.46 in 2024, then fell by 6.69% to 0.43 in 2025.
  • Per Business Quant, the three most recent readings for MORN's Equity Ratio are 0.43 (Q3 2025), 0.44 (Q2 2025), and 0.45 (Q1 2025).