Morningstar, Inc.

Morningstar, Inc.verified

MORN

Price:

$316.42

Market Cap:

$13.56B

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning v...[Read more]

Industry

Financial - Data & Stock Exchanges

IPO Date

2005-05-03

Stock Exchange

NASDAQ

Ticker

MORN

The ROE as of September 2024 (TTM) for Morningstar, Inc. (MORN) is 18.25%

According to Morningstar, Inc.’s latest financial reports and current stock price. The company's current ROE is 18.25%. This represents a change of 302.50% compared to the average of 4.53% of the last 4 quarters.

Morningstar, Inc. (MORN) Historical ROE (quarterly & annually)

How has MORN ROE performed in the past?

The mean historical ROE of Morningstar, Inc. over the last ten years is 15.41%. The current 18.25% ROE has changed 18.46% with respect to the historical average. Over the past ten years (40 quarters), MORN's ROE was at its highest in in the December 2016 quarter at 10.09%. The ROE was at its lowest in in the September 2022 quarter at -0.65%.

Quarterly (TTM)
Annual

Average

15.41%

Median

15.52%

Minimum

5.84%

Maximum

23.11%

Morningstar, Inc. (MORN) ROE by Quarter and Year

Discovering the peaks and valleys of Morningstar, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 81.95%

Maximum Annual ROE = 23.11%

Minimum Annual Increase = -57.22%

Minimum Annual ROE = 5.84%

Quarterly (TTM)
Annual
YearROEChange
202310.63%81.95%
20225.84%-57.22%
202113.65%-22.37%
202017.59%25.38%
201914.03%-28.35%
201819.58%15.11%
201717.01%-26.39%
201623.11%11.62%
201520.70%72.99%
201411.97%-33.04%

Morningstar, Inc. (MORN) Average ROE

How has MORN ROE performed in the past?

The current ROE of Morningstar, Inc. (MORN) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

10.04%

5-year avg

12.35%

10-year avg

15.41%

Morningstar, Inc. (MORN) ROE vs. Peers

How is MORN’s ROE compared to its peers?

Morningstar, Inc.’s ROE is less than FactSet Research Systems Inc. (29.24%), less than Intercontinental Exchange, Inc. (8.89%), less than Nasdaq, Inc. (9.72%), less than CME Group Inc. (12.05%), greater than MSCI Inc. (-149.44%), less than Moody's Corporation (53.61%), less than S&P Global Inc. (9.57%),

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