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Morningstar (MORN) Invested Capital: 2009-2025

Historic Invested Capital for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to $2.4 billion.

  • Morningstar's Invested Capital fell 2.78% to $2.4 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $2.4 billion, marking a year-over-year decrease of 2.78%. This contributed to the annual value of $2.3 billion for FY2024, which is 2.16% up from last year.
  • According to the latest figures from Q3 2025, Morningstar's Invested Capital is $2.4 billion, which was down 3.68% from $2.5 billion recorded in Q2 2025.
  • Over the past 5 years, Morningstar's Invested Capital peaked at $2.5 billion during Q2 2025, and registered a low of $1.7 billion during Q2 2021.
  • Over the past 3 years, Morningstar's median Invested Capital value was $2.3 billion (recorded in 2024), while the average stood at $2.3 billion.
  • Per our database at Business Quant, Morningstar's Invested Capital surged by 38.50% in 2022 and then declined by 2.78% in 2025.
  • Quarterly analysis of 5 years shows Morningstar's Invested Capital stood at $1.8 billion in 2021, then grew by 28.69% to $2.3 billion in 2022, then dropped by 0.72% to $2.3 billion in 2023, then grew by 2.16% to $2.3 billion in 2024, then declined by 2.78% to $2.4 billion in 2025.
  • Its last three reported values are $2.4 billion in Q3 2025, $2.5 billion for Q2 2025, and $2.4 billion during Q1 2025.