Skip to content

Morningstar MORN Return on assets

Return on assets at other companies

S&P Global logo
S&P GlobalSPGI
7.9%+1.4pp
FactSet Research Systems logo
FactSet Research SystemsFDS
13.9%+0.7pp
Moody's logo
Moody'sMCO
16.7%+2.7pp
MSCI logo
MSCIMSCI
24.2%+3.1pp
Blackrock logo
BlackrockBLK
4%
Morgan Stanley logo
Morgan StanleyMS
1.3%+0.1pp

Other financials

Income statement

See full
Revenue$644.8M+10.8%
Gross profit$405.9M+15.8%
Operating income$155.9M+36.6%
Net income$107.1M+36.4%
EPS (diluted)$2.73+50.0%

Balance sheet

See full
Cash & equivalents$492.8M-3.7%
Total debt$1.9B+91.9%
Total equity$1.0B-36.7%
Total assets$4.0B+11.2%

Cash flow

See full
Operating cash flow$91.5M+0.5%
CapEx$37.9M+17.7%
Free cash flow$53.6M-8.8%

Valuation

See full
Market cap$5.84B-49.2%
Enterprise value$7.28B-40.4%
P/E14.5×-15.5×
P/S2.3×-2.6×

Profitability

See full
Gross margin61.7%+1.0pp
Operating margin22.7%+0.8pp
Net margin16.1%-0.5pp
FCF margin17.4%-1.9pp

Returns & leverage

See full
Return on equity30.7%+5.0pp
Debt / equity1.9×+1.3×
Current ratio-0.1×

Where this comes from

Calculated from Morningstar’s reported figures.

Based on trailing twelve months.

The official record: Morningstar’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Morningstar's return on assets.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Morningstar's return on assets?
Morningstar (MORN) reported return on assets of 10.6% in Q1 2026.
How has Morningstar's return on assets changed year-over-year?
Morningstar's return on assets decreased by 3.4% year-over-year, from 11% to 10.6%.
What is the long-term trend for Morningstar's return on assets?
Over 5 years (2020 to 2025), Morningstar's return on assets has grown at a 3.4% compound annual growth rate (CAGR), from 8.9% to 10.5%.
What does return on assets mean?
Trailing-twelve-month net income divided by average total assets. Measures how efficiently the asset base generates profit, independent of how those assets are financed. Computed as net income over average total assets — note this is OpenCapital's standard definition and may differ from data vendors that use alternative numerators.