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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalMarket CapitalizationNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on Sales

Morningstar (MORN) Equity Ratio: 2009-2025

Historic Equity Ratio for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to 0.43.

  • Morningstar's Equity Ratio fell 3.07% to 0.43 in Q3 2025 from the same period last year, while for Sep 2025 it was 0.43, marking a year-over-year decrease of 3.07%. This contributed to the annual value of 0.46 for FY2024, which is 16.90% up from last year.
  • Latest data reveals that Morningstar reported Equity Ratio of 0.43 as of Q3 2025, which was down 4.30% from 0.44 recorded in Q2 2025.
  • Over the past 5 years, Morningstar's Equity Ratio peaked at 0.50 during Q3 2021, and registered a low of 0.35 during Q3 2022.
  • Moreover, its 3-year median value for Equity Ratio was 0.42 (2024), whereas its average is 0.41.
  • Its Equity Ratio has fluctuated over the past 5 years, first tumbled by 31.62% in 2022, then grew by 18.01% in 2024.
  • Morningstar's Equity Ratio (Quarterly) stood at 0.49 in 2021, then fell by 29.76% to 0.35 in 2022, then climbed by 12.31% to 0.39 in 2023, then climbed by 16.90% to 0.46 in 2024, then decreased by 3.07% to 0.43 in 2025.
  • Its Equity Ratio stands at 0.43 for Q3 2025, versus 0.44 for Q2 2025 and 0.45 for Q1 2025.