Morningstar (MORN) Return on Assets [ROA] (2010 - 2026)
Morningstar's Return on Assets [ROA] was 10.63% in Q2 2026, down 0.57 percentage points from 11.20% a year earlier and unchanged from the prior quarter.
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Analysis
Morningstar (MORN) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Morningstar came in at 10.48%, down 0.16 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of +1.66 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 10.64% in FY2024 (+6.54 pp), 4.10% in FY2023 (+1.88 pp), 2.22% in FY2022 (-4.73 pp) and 6.95% in FY2021 (-1.87 pp).
- Quarterly Return on Assets [ROA] has moved between 0.49% (Q1 2023) and 11.20% (Q2 2025) over five years.
- Compared with a year earlier, Return on Assets [ROA] was higher in six of the last eight quarters, with an average year-over-year change of +2.80 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2024 (a gain of 7.28 percentage points); the worst was Q1 2023 (a drop of 5.95 percentage points).
- Per Business Quant data, MORN's Return on Assets [ROA] in the three quarters before Q2 2026 was 10.63% (Q1 2026), 10.47% (Q4 2025) and 10.46% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 114.46 Bn | 110.07 Bn | 2.98 Bn | 8.60% |
| 2 | Moodys | 77.50 Bn | 69.93 Bn | 1.67 Bn | 19.03% |
| 3 | Msci | 39.67 Bn | 38.01 Bn | 717.10 Mn | 24.36% |
| 4 | Verisk Analytics | 21.91 Bn | 16.55 Bn | 572.90 Mn | 19.47% |
| 5 | Equifax | 16.44 Bn | 15.84 Bn | 926.40 Mn | 5.82% |
| 6 | TransUnion | 11.91 Bn | 8.89 Bn | - | 6.20% |
| 7 | Factset Research Systems | 9.93 Bn | 8.69 Bn | 310.73 Mn | 13.46% |
| 8 | Morningstar | 7.17 Bn | 5.07 Bn | 423.90 Mn | 10.63% |
| 9 | Mastercard | 479.32 Bn | 439.24 Bn | - | 29.52% |
| 10 | Cme | 95.24 Bn | 95.24 Bn | - | 2.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.63% |
| Mar 31, 2026 | 10.63% |
| Dec 31, 2025 | 10.47% |
| Sep 30, 2025 | 10.46% |
| Jun 30, 2025 | 11.20% |
| Mar 31, 2025 | 10.77% |
| Dec 31, 2024 | 10.40% |
| Sep 30, 2024 | 9.37% |
| Jun 30, 2024 | 7.24% |
| Mar 31, 2024 | 6.27% |
| Dec 31, 2023 | 4.18% |
| Sep 30, 2023 | 2.08% |
| Jun 30, 2023 | 0.66% |
| Mar 31, 2023 | 0.49% |
| Dec 31, 2022 | 2.05% |
| Sep 30, 2022 | 3.60% |
| Jun 30, 2022 | 5.74% |
| Mar 31, 2022 | 6.44% |
| Dec 31, 2021 | 6.89% |
| Sep 30, 2021 | 7.81% |
API Access
Morningstar Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();