MORN
Price:
$346.21
Market Cap:
$14.85B
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
According to Morningstar, Inc.’s latest financial reports and current stock price. The company's current ROE is 22.87%. This represents a change of 304.04% compared to the average of 5.66% of the last 4 quarters.
The mean historical ROE of Morningstar, Inc. over the last ten years is 15.41%. The current 22.87% ROE has changed 48.43% 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%.
Average
15.41%
Median
15.52%
Minimum
5.84%
Maximum
23.11%
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%
Year | ROE | Change |
---|---|---|
2023 | 10.63% | 81.95% |
2022 | 5.84% | -57.22% |
2021 | 13.65% | -22.37% |
2020 | 17.59% | 25.38% |
2019 | 14.03% | -28.35% |
2018 | 19.58% | 15.11% |
2017 | 17.01% | -26.39% |
2016 | 23.11% | 11.62% |
2015 | 20.70% | 72.99% |
2014 | 11.97% | -33.04% |
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.’s ROE is less than FactSet Research Systems Inc. (29.41%), less than Intercontinental Exchange, Inc. (9.18%), less than Nasdaq, Inc. (8.80%), less than CME Group Inc. (12.51%), greater than MSCI Inc. (-167.88%), less than Moody's Corporation (54.97%), less than S&P Global Inc. (10.34%),
Company | ROE | Market cap |
---|---|---|
29.41% | $18.52B | |
9.18% | $91.46B | |
8.80% | $46.60B | |
12.51% | $82.54B | |
-167.88% | $46.21B | |
54.97% | $87.10B | |
10.34% | $159.64B |
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What is the 3-year average ROE for Morningstar, Inc. (MORN)?
What is the 5-year average ROE for Morningstar, Inc. (MORN)?
How does the current ROE for Morningstar, Inc. (MORN) compare to its historical average?