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Morningstar, Inc. (MORN) return on assets

Annual ROA:

10.64%+6.54%(+159.51%)
December 31, 2024

Summary

  • As of today (August 20, 2025), MORN annual return on assets is 10.64%, with the most recent change of +6.54% (+159.51%) on December 31, 2024.
  • During the last 3 years, MORN annual ROA has risen by +3.69% (+53.09%).
  • MORN annual ROA is now -27.62% below its all-time high of 14.70%, reached on December 31, 2006.

Performance

MORN ROA Chart

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Quarterly ROA:

11.39%+0.41%(+3.73%)
June 30, 2025

Summary

  • As of today (August 20, 2025), MORN quarterly return on assets is 11.39%, with the most recent change of +0.41% (+3.73%) on June 30, 2025.
  • Over the past year, MORN quarterly ROA has increased by +4.16% (+57.54%).
  • MORN quarterly ROA is now -30.51% below its all-time high of 16.39%, reached on March 31, 2006.

Performance

MORN Quarterly ROA Chart

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ROA Formula

ROA =  Net Income
Total Assets
✕ 100%

MORN ROA Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+159.5%+57.5%
3 y3 years+53.1%+83.7%
5 y5 years+33.8%+66.3%

MORN ROA Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-yearat high+379.3%at high+2178.0%
5 y5-yearat high+379.3%at high+2178.0%
alltimeall time-27.6%+149.7%-30.5%+246.6%

MORN ROA History

DateAnnualQuarterly
Jun 2025
-
11.39%(+3.7%)
Mar 2025
-
10.98%(+2.8%)
Dec 2024
10.64%(+159.5%)
10.68%(+11.9%)
Sep 2024
-
9.54%(+32.0%)
Jun 2024
-
7.23%(+15.7%)
Mar 2024
-
6.25%(+51.7%)
Dec 2023
4.10%(+84.7%)
4.12%(+99.0%)
Sep 2023
-
2.07%(+213.6%)
Jun 2023
-
0.66%(+32.0%)
Mar 2023
-
0.50%(-77.2%)
Dec 2022
2.22%(-68.1%)
2.19%(-45.7%)
Sep 2022
-
4.03%(-35.0%)
Jun 2022
-
6.20%(-6.8%)
Mar 2022
-
6.65%(-5.8%)
Dec 2021
6.95%(-21.3%)
7.06%(-10.9%)
Sep 2021
-
7.92%(-14.0%)
Jun 2021
-
9.21%(-9.0%)
Mar 2021
-
10.12%(+11.1%)
Dec 2020
8.83%(+11.1%)
9.11%(+22.8%)
Sep 2020
-
7.42%(+8.3%)
Jun 2020
-
6.85%(-3.4%)
Mar 2020
-
7.09%(-13.9%)
Dec 2019
7.95%(-37.9%)
8.23%(-18.1%)
Sep 2019
-
10.05%(-14.3%)
Jun 2019
-
11.73%(-1.6%)
Mar 2019
-
11.92%(-6.7%)
Dec 2018
12.80%(+28.9%)
12.77%(+0.9%)
Sep 2018
-
12.65%(+13.7%)
Jun 2018
-
11.13%(-3.7%)
Mar 2018
-
11.56%(+16.1%)
Dec 2017
9.93%(-26.6%)
9.96%(-22.8%)
Sep 2017
-
12.90%(-2.9%)
Jun 2017
-
13.29%(+3.5%)
Mar 2017
-
12.84%(-11.9%)
Dec 2016
13.53%(+4.3%)
14.57%(+18.3%)
Sep 2016
-
12.32%(-2.7%)
Jun 2016
-
12.66%(-0.8%)
Mar 2016
-
12.76%(-1.2%)
Dec 2015
12.97%(+70.0%)
12.91%(+4.4%)
Sep 2015
-
12.37%(+3.3%)
Jun 2015
-
11.98%(+50.3%)
Mar 2015
-
7.97%(+4.5%)
Dec 2014
7.63%
7.63%(+1.5%)
Sep 2014
-
7.52%(-1.3%)
Jun 2014
-
7.62%(-34.1%)
DateAnnualQuarterly
Mar 2014
-
11.56%(-2.0%)
Dec 2013
11.90%(+28.2%)
11.79%(+3.4%)
Sep 2013
-
11.40%(+4.5%)
Jun 2013
-
10.91%(+5.4%)
Mar 2013
-
10.35%(+11.8%)
Dec 2012
9.28%(+6.9%)
9.26%(+1.9%)
Sep 2012
-
9.09%(+7.6%)
Jun 2012
-
8.45%(+1.4%)
Mar 2012
-
8.33%(-3.8%)
Dec 2011
8.68%(+1.0%)
8.66%(-2.4%)
Sep 2011
-
8.87%(-2.4%)
Jun 2011
-
9.09%(+4.8%)
Mar 2011
-
8.67%(-1.3%)
Dec 2010
8.59%(-10.1%)
8.78%(+13.0%)
Sep 2010
-
7.77%(-6.3%)
Jun 2010
-
8.29%(-7.2%)
Mar 2010
-
8.93%(-8.6%)
Dec 2009
9.55%(-25.8%)
9.77%(-9.1%)
Sep 2009
-
10.75%(-3.4%)
Jun 2009
-
11.13%(-12.2%)
Mar 2009
-
12.68%(-1.8%)
Dec 2008
12.87%(-7.1%)
12.91%(-7.9%)
Sep 2008
-
14.01%(-5.1%)
Jun 2008
-
14.77%(+2.9%)
Mar 2008
-
14.35%(+1.3%)
Dec 2007
13.85%(-5.8%)
14.17%(-0.8%)
Sep 2007
-
14.29%(+1.1%)
Jun 2007
-
14.14%(+2.8%)
Mar 2007
-
13.76%(-6.1%)
Dec 2006
14.70%(+10.7%)
14.66%(-4.8%)
Sep 2006
-
15.40%(+2.0%)
Jun 2006
-
15.10%(-7.9%)
Mar 2006
-
16.39%(+17.5%)
Dec 2005
13.28%(+167.7%)
13.95%(+45.8%)
Sep 2005
-
9.57%(+16.7%)
Jun 2005
-
8.20%(+91.6%)
Mar 2005
-
4.28%(-11.8%)
Dec 2004
4.96%(-163.8%)
4.85%(+1.5%)
Sep 2004
-
4.78%(+173.1%)
Jun 2004
-
1.75%(-260.6%)
Mar 2004
-
-1.09%(-86.0%)
Dec 2003
-7.78%(-2609.7%)
-
Dec 2003
-
-7.77%
Dec 2002
0.31%(-104.4%)
-
Dec 2001
-7.08%(-66.9%)
-
Dec 2000
-21.39%
-

FAQ

  • What is Morningstar, Inc. annual return on assets?
  • What is the all time high annual ROA for Morningstar, Inc.?
  • What is Morningstar, Inc. annual ROA year-on-year change?
  • What is Morningstar, Inc. quarterly return on assets?
  • What is the all time high quarterly ROA for Morningstar, Inc.?
  • What is Morningstar, Inc. quarterly ROA year-on-year change?

What is Morningstar, Inc. annual return on assets?

The current annual ROA of MORN is 10.64%

What is the all time high annual ROA for Morningstar, Inc.?

Morningstar, Inc. all-time high annual return on assets is 14.70%

What is Morningstar, Inc. annual ROA year-on-year change?

Over the past year, MORN annual return on assets has changed by +6.54% (+159.51%)

What is Morningstar, Inc. quarterly return on assets?

The current quarterly ROA of MORN is 11.39%

What is the all time high quarterly ROA for Morningstar, Inc.?

Morningstar, Inc. all-time high quarterly return on assets is 16.39%

What is Morningstar, Inc. quarterly ROA year-on-year change?

Over the past year, MORN quarterly return on assets has changed by +4.16% (+57.54%)
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