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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) Return on Equity (2016 - 2026)

Morningstar (MORN) has disclosed Return on Equity for 17 consecutive years, with 0.36% as the latest value for Q1 2026.

  • For Q1 2026, Return on Equity rose 11.0% year-over-year to 0.36%; the TTM value through Mar 2026 reached 0.36%, up 11.0%, while the annual FY2025 figure was 0.27%, 0.0% changed from the prior year.
  • Return on Equity hit 0.36% in Q1 2026 for Morningstar, up from 0.28% in the prior quarter.
  • Across five years, Return on Equity topped out at 0.36% in Q1 2026 and bottomed at 0.02% in Q1 2023.
  • Average Return on Equity over 5 years is 0.17%, with a median of 0.16% recorded in 2024.
  • Year-over-year, Return on Equity dropped -12bps in 2023 and then increased 16bps in 2024.
  • Morningstar's Return on Equity stood at 0.06% in 2022, then skyrocketed by 86bps to 0.12% in 2023, then surged by 111bps to 0.24% in 2024, then increased by 13bps to 0.28% in 2025, then surged by 31bps to 0.36% in 2026.
  • According to Business Quant data, Return on Equity over the past three periods came in at 0.36%, 0.28%, and 0.25% for Q1 2026, Q4 2025, and Q3 2025 respectively.