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Morningstar (MORN) Return on Invested Capital (2016 - 2025)

Historic Return on Invested Capital for Morningstar (MORN) over the last 16 years, with Q4 2025 value amounting to 0.22%.

  • Morningstar's Return on Invested Capital rose 600.0% to 0.22% in Q4 2025 from the same period last year, while for Dec 2025 it was 0.22%, marking a year-over-year increase of 600.0%. This contributed to the annual value of 0.23% for FY2025, which is 600.0% up from last year.
  • According to the latest figures from Q4 2025, Morningstar's Return on Invested Capital is 0.22%, which was up 600.0% from 0.17% recorded in Q3 2025.
  • Morningstar's Return on Invested Capital's 5-year high stood at 0.22% during Q4 2025, with a 5-year trough of 0.02% in Q1 2023.
  • Moreover, its 5-year median value for Return on Invested Capital was 0.11% (2021), whereas its average is 0.11%.
  • In the last 5 years, Morningstar's Return on Invested Capital tumbled by -800bps in 2023 and then skyrocketed by 1000bps in 2024.
  • Quarter analysis of 5 years shows Morningstar's Return on Invested Capital stood at 0.11% in 2021, then tumbled by -62bps to 0.04% in 2022, then surged by 101bps to 0.08% in 2023, then surged by 94bps to 0.16% in 2024, then skyrocketed by 38bps to 0.22% in 2025.
  • Its Return on Invested Capital was 0.22% in Q4 2025, compared to 0.17% in Q3 2025 and 0.17% in Q2 2025.