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Morningstar MORN Invested capital
Discontinued — last reported Q2 '26
Invested capital at other companies
Other financials
Where this comes from
Calculated from Morningstar’s reported figures.
The source filing: Morningstar’s 10-Q, filed July 29, 2026. Open the filing →
- Filed
- Jul 29, 2026, 4:27 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001289419-26-000041
FAQ
- What is Morningstar's invested capital?
- Morningstar (MORN) reported invested capital of $2.46B in Q2 2026.
- How has Morningstar's invested capital changed year-over-year?
- Morningstar's invested capital increased by 14.6% year-over-year, from $2.15B to $2.46B.
- What is the long-term trend for Morningstar's invested capital?
- Over 5 years (2020 to 2025), Morningstar's invested capital has grown at a 6.4% compound annual growth rate (CAGR), from $1.48B to $2.01B.
- What does invested capital mean?
- Total debt plus shareholders' equity minus cash, at the quarter end. The capital actually put to work in the operating business — the denominator of return on invested capital (ROIC).
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