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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) Invested Capital (2016 - 2026)

Morningstar (MORN) has disclosed Invested Capital for 18 consecutive years, with $2.7 billion as the latest value for Q1 2026.

  • For Q1 2026, Invested Capital rose 12.45% year-over-year to $2.7 billion; the TTM value through Mar 2026 reached $2.7 billion, up 12.45%, while the annual FY2025 figure was $2.3 billion, 0.98% down from the prior year.
  • Invested Capital hit $2.7 billion in Q1 2026 for Morningstar, up from $2.3 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $2.7 billion in Q1 2026 and bottomed at $1.9 billion in Q1 2022.
  • Average Invested Capital over 5 years is $2.3 billion, with a median of $2.3 billion recorded in 2024.
  • Year-over-year, Invested Capital soared 38.5% in 2022 and then fell 2.78% in 2025.
  • Morningstar's Invested Capital stood at $2.3 billion in 2022, then decreased by 0.72% to $2.3 billion in 2023, then increased by 2.16% to $2.3 billion in 2024, then decreased by 0.98% to $2.3 billion in 2025, then grew by 18.25% to $2.7 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods came in at $2.7 billion, $2.3 billion, and $2.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.