Screener
Morningstar MORN Return on invested capital
Return on invested capital at other companies
Other financials
Where this comes from
Calculated from Morningstar’s reported figures.
Based on trailing twelve months.
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 return on invested capital?
- Morningstar (MORN) reported return on invested capital of 19.7% in Q2 2026.
- How has Morningstar's return on invested capital changed year-over-year?
- Morningstar's return on invested capital increased by 2.3% year-over-year, from 19.2% to 19.7%.
- What is the long-term trend for Morningstar's return on invested capital?
- Over 5 years (2020 to 2025), Morningstar's return on invested capital has grown at a 11.2% compound annual growth rate (CAGR), from 11.6% to 19.8%.
- What does return on invested capital mean?
- Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.
Ask your AI about Morningstar's return on invested capital.
Connect your AI assistant and compare it to peers, right in your chat.
Connect your AI
Claude