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Morningstar (MORN) Return on Invested Capital: 2010-2025

Historic Return on Invested Capital for Morningstar (MORN) over the last 15 years, with Sep 2025 value amounting to 0.17%.

  • Morningstar's Return on Invested Capital rose 3.00% to 0.17% in Q3 2025 from the same period last year, while for Sep 2025 it was 0.17%, marking a year-over-year increase of 3.00%. This contributed to the annual value of 0.17% for FY2024, which is 8.00% up from last year.
  • Latest data reveals that Morningstar reported Return on Invested Capital of 0.17% as of Q3 2025, which was up 1.33% from 0.17% recorded in Q2 2025.
  • Over the past 5 years, Morningstar's Return on Invested Capital peaked at 0.17% during Q3 2025, and registered a low of 0.02% during Q1 2023.
  • Its 3-year average for Return on Invested Capital is 0.11%, with a median of 0.12% in 2024.
  • As far as peak fluctuations go, Morningstar's Return on Invested Capital fell by 8bps in 2023, and later grew by 10bps in 2024.
  • Over the past 5 years, Morningstar's Return on Invested Capital (Quarterly) stood at 0.11% in 2021, then fell by 7bps to 0.04% in 2022, then rose by 4bps to 0.08% in 2023, then increased by 8bps to 0.16% in 2024, then rose by 3bps to 0.17% in 2025.
  • Its Return on Invested Capital was 0.17% in Q3 2025, compared to 0.17% in Q2 2025 and 0.17% in Q1 2025.