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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 Invested Capital (2016 - 2026)

Morningstar (MORN) has disclosed Return on Invested Capital for 17 consecutive years, with 0.17% as the latest value for Q1 2026.

  • For Q1 2026, Return on Invested Capital changed 0.0% year-over-year to 0.17%; the TTM value through Mar 2026 reached 0.17%, changed 0.0%, while the annual FY2025 figure was 0.17%, 1.0% up from the prior year.
  • Return on Invested Capital hit 0.17% in Q1 2026 for Morningstar, up from 0.17% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.17% in Q1 2026 and bottomed at 0.02% in Q1 2023.
  • Average Return on Invested Capital over 5 years is 0.11%, with a median of 0.11% recorded in 2024.
  • Year-over-year, Return on Invested Capital dropped -8bps in 2023 and then grew 10bps in 2024.
  • Morningstar's Return on Invested Capital stood at 0.04% in 2022, then surged by 101bps to 0.08% in 2023, then surged by 94bps to 0.16% in 2024, then rose by 6bps to 0.17% in 2025, then grew by 1bps to 0.17% in 2026.
  • According to Business Quant data, Return on Invested Capital over the past three periods came in at 0.17%, 0.17%, and 0.17% for Q1 2026, Q4 2025, and Q3 2025 respectively.