Morningstar (MORN) Return on Invested Capital (2014 - 2024)

Morningstar (MORN) has 10 years of Return on Invested Capital data on file, last reported at 0.08% in Q4 2024.

• On a quarterly basis, Return on Invested Capital rose 6.0% year-over-year to 0.08% in Q4 2024; TTM through Dec 2024 was 0.08%, a 6.0% increase from a year earlier, with the FY2023 full-year figure at 0.06%, changed N/A from the prior year.
• Return on Invested Capital for Q4 2024 stood at 0.08%, up from 0.04% in the prior quarter.
• Over the last five years, Return on Invested Capital for MORN reached as high as 0.11% in Q2 2021 and fell as low as 0.0% in Q1 2023.
• Historically, Return on Invested Capital has averaged 0.04% across 5 years, with a median of 0.03% in 2020.
• Across the five-year window, Return on Invested Capital fell 4 bps in 2020 and advanced 7 bps in 2021, its largest moves.
• Year by year, Return on Invested Capital stood at 0.04% in 2020, then surged by 142 bps to 0.11% in 2021, then plunged by 88 bps to 0.01% in 2022, then advanced by 20 bps to 0.01% in 2023, then surged by 440 bps to 0.08% in 2024.
• Per Business Quant data, the three most recent Return on Invested Capital figures were 0.08% in Q4 2024, 0.04% in Q3 2024, and 0.03% in Q2 2024.