Morningstar (MORN) Return on Capital Employed (2010 - 2026)
Morningstar (MORN) reported Return on Capital Employed of 20.61% for Q1 2026, up 154.0% year-over-year from 8.12% in Q1 2025, and down 1.34% quarter-over-quarter from 20.89% in Q4 2025.
Morningstar (MORN) Return on Capital Employed (2010 - 2026) Analysis & Trends
Morningstar (MORN) has 17 years of Return on Capital Employed data on file, last reported at 20.61% in Q1 2026.
- Return on Capital Employed for Q1 2026 came in at 20.61%, up 154.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 20.61% (up 154.0% YoY), and the FY2025 annual result was 20.93%, up 160.0% from the prior year.
- Return on Capital Employed declined to 20.61% in Q1 2026 per MORN's latest filing, from 20.89% in the prior quarter.
- Over five years, Return on Capital Employed peaked at 20.89% in Q4 2025 and troughed at 4.69% in Q2 2023.
- A 5-year average of 13.13% and a median of 11.72% in 2024 frame the typical range for Return on Capital Employed.
- The sharpest annual moves came in 2023 and 2024: Return on Capital Employed slumped 628 bps in 2023, then surged 960 bps in 2024.
- A 5-year view of Return on Capital Employed shows it stood at 6.55% in 2022, then soared by 41 bps to 9.25% in 2023, then jumped by 102 bps to 18.72% in 2024, then rose by 12 bps to 20.89% in 2025, then dropped by 1 bps to 20.61% in 2026.
- Business Quant data shows MORN's Return on Capital Employed at 20.61% in Q1 2026, 20.89% in Q4 2025, and 20.21% in Q3 2025.
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|---|---|---|---|---|---|
| 1 | S&P Global | 122.27 Bn | 125.38 Bn | 2.94 Bn | 13.36% |
| 2 | Cme | 88.49 Bn | 88.49 Bn | 1.83 Bn | 12.95% |
| 3 | Moodys | 79.74 Bn | 78.38 Bn | 1.55 Bn | 29.45% |
| 4 | Intercontinental Exchange | 76.18 Bn | 74.71 Bn | - | 16.61% |
| 5 | Nasdaq | 46.59 Bn | 45.91 Bn | 1.41 Bn | 9.84% |
| 6 | Coinbase Global | 43.23 Bn | 42.70 Bn | 1.33 Bn | 3.53% |
| 7 | Msci | 42.63 Bn | 42.25 Bn | 765.10 Mn | 44.72% |
| 8 | Cboe Global Markets | 26.37 Bn | 24.20 Bn | 728.90 Mn | 28.43% |
| 9 | TransUnion | 12.50 Bn | 11.93 Bn | 726.20 Mn | 8.05% |
| 10 | Morningstar | 6.04 Bn | 5.51 Bn | 405.90 Mn | 20.61% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 20.61% |
| Dec 31, 2025 | 20.89% |
| Sep 30, 2025 | 20.21% |
| Jun 30, 2025 | 19.46% |
| Mar 31, 2025 | 19.07% |
| Dec 31, 2024 | 18.72% |
| Sep 30, 2024 | 15.87% |
| Jun 30, 2024 | 14.28% |
| Mar 31, 2024 | 11.72% |
| Dec 31, 2023 | 9.25% |
| Sep 30, 2023 | 6.63% |
| Jun 30, 2023 | 4.69% |
| Mar 31, 2023 | 5.19% |
| Dec 31, 2022 | 6.55% |
| Sep 30, 2022 | 7.86% |
| Jun 30, 2022 | 10.69% |
| Mar 31, 2022 | 11.47% |
| Dec 31, 2021 | 12.72% |
| Sep 30, 2021 | 12.15% |
| Jun 30, 2021 | 11.14% |