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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 - 2026)

Morningstar (MORN) has disclosed Equity Ratio for 18 consecutive years, with 0.26 as the latest value for Q1 2026.

  • For Q1 2026, Equity Ratio fell 43.05% year-over-year to 0.26; the TTM value through Mar 2026 reached 0.26, down 43.05%, while the annual FY2025 figure was 0.34, 25.38% down from the prior year.
  • Equity Ratio hit 0.26 in Q1 2026 for Morningstar, down from 0.34 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.47 in Q1 2022 and bottomed at 0.26 in Q1 2026.
  • Average Equity Ratio over 5 years is 0.39, with a median of 0.39 recorded in 2023.
  • Year-over-year, Equity Ratio increased 18.01% in 2024 and then crashed 43.05% in 2026.
  • Morningstar's Equity Ratio stood at 0.35 in 2022, then grew by 12.31% to 0.39 in 2023, then increased by 16.9% to 0.46 in 2024, then fell by 25.38% to 0.34 in 2025, then dropped by 24.91% to 0.26 in 2026.
  • According to Business Quant data, Equity Ratio over the past three periods came in at 0.26, 0.34, and 0.43 for Q1 2026, Q4 2025, and Q3 2025 respectively.