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Morningstar (MORN) Invested Capital (2016 - 2025)

Historic Invested Capital for Morningstar (MORN) over the last 17 years, with Q4 2025 value amounting to $1.2 billion.

  • Morningstar's Invested Capital fell 4726.83% to $1.2 billion in Q4 2025 from the same period last year, while for Dec 2025 it was $1.2 billion, marking a year-over-year decrease of 4726.83%. This contributed to the annual value of $1.2 billion for FY2025, which is 4726.83% down from last year.
  • According to the latest figures from Q4 2025, Morningstar's Invested Capital is $1.2 billion, which was down 4726.83% from $2.4 billion recorded in Q3 2025.
  • In the past 5 years, Morningstar's Invested Capital ranged from a high of $2.5 billion in Q2 2025 and a low of $1.2 billion during Q4 2025
  • Moreover, its 5-year median value for Invested Capital was $2.3 billion (2023), whereas its average is $2.1 billion.
  • Its Invested Capital has fluctuated over the past 5 years, first soared by 3849.54% in 2022, then tumbled by 4726.83% in 2025.
  • Morningstar's Invested Capital (Quarter) stood at $1.8 billion in 2021, then grew by 28.69% to $2.3 billion in 2022, then decreased by 0.72% to $2.3 billion in 2023, then grew by 2.16% to $2.3 billion in 2024, then tumbled by 47.27% to $1.2 billion in 2025.
  • Its Invested Capital was $1.2 billion in Q4 2025, compared to $2.4 billion in Q3 2025 and $2.5 billion in Q2 2025.