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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 - 2025)

Morningstar (MORN) has disclosed Return on Equity for 13 consecutive years, with 0.25% as the latest value for Q3 2025.

  • On a quarterly basis, Return on Equity changed N/A to 0.25% in Q3 2025 year-over-year; TTM through Sep 2025 was 0.25%, a N/A change, with the full-year FY2024 number at 0.26%, up 15.0% from a year prior.
  • Return on Equity was 0.25% for Q3 2025 at Morningstar, down from 0.26% in the prior quarter.
  • In the past five years, Return on Equity ranged from a high of 0.26% in Q2 2025 to a low of 0.02% in Q1 2023.
  • A 5-year average of 0.15% and a median of 0.15% in 2021 define the central range for Return on Equity.
  • Peak YoY movement for Return on Equity: decreased -12bps in 2023, then rose 16bps in 2024.
  • Morningstar's Return on Equity stood at 0.13% in 2021, then plummeted by -54bps to 0.06% in 2022, then crashed by -63bps to 0.02% in 2023, then skyrocketed by 680bps to 0.18% in 2024, then surged by 40bps to 0.25% in 2025.
  • Per Business Quant, the three most recent readings for MORN's Return on Equity are 0.25% (Q3 2025), 0.26% (Q2 2025), and 0.25% (Q1 2025).