MORN logo
NASDAQ · MORNFinancial - Data & Stock ExchangesUpdated Nov 5, 2026

Morningstar, Inc. ROE

Profitability, historical returns, and peer comparisons.

The ROE as of November 2026 (TTM) for Morningstar, Inc. (MORN) is 41.54%

According to Morningstar, Inc.’s latest financial reports and current stock price. The company's current ROE is 41.54%. This represents a change of 298.22% compared to the average of 10.43% of the last 4 quarters.

Morningstar, Inc. (MORN) Historical ROE (quarterly & annually)

How has MORN ROE performed in the past?

The mean historical ROE of Morningstar, Inc. over the last ten years is 17.49%. The current 41.54% ROE has changed 137.48% with respect to the historical average. Over the past ten years (40 quarters), MORN's ROE was at its highest in in the September 2026 quarter at 11.26%. The ROE was at its lowest in in the September 2022 quarter at -0.76%.

Quarterly (TTM)
Annual

Average

17.49%

Median

17.30%

Minimum

5.84%

Maximum

30.62%

Morningstar, Inc. (MORN) ROE by Quarter and Year

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 = 115.06%

Maximum Annual ROE = 30.62%

Minimum Annual Increase = -57.22%

Minimum Annual ROE = 5.84%

Quarterly (TTM)
Annual
YearROEChange
202530.62%34.01%
202422.85%115.06%
202310.63%81.95%
20225.84%-57.22%
202113.65%-22.37%
202017.59%25.38%
201914.03%-28.35%
201819.58%15.11%
201717.01%-26.42%
201623.12%11.62%

Morningstar, Inc. (MORN) Average ROE

How has MORN ROE performed in the past?

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

21.37%

5-year avg

16.72%

10-year avg

17.49%

Morningstar, Inc. (MORN) ROE vs. Peers

How is MORN’s ROE compared to its peers?

Morningstar, Inc.’s ROE is greater than MSCI Inc. (-49.71%), less than Value Line, Inc. (18.43%), less than Moody's Corporation (86.44%), less than S&P Global Inc. (17.54%), less than FactSet Research Systems Inc. (25.61%), less than Intercontinental Exchange, Inc. (14.08%),

Build a custom stock screener for Morningstar, Inc. (MORN) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Morningstar, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Morningstar, Inc. (MORN) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Morningstar, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Morningstar, Inc.'s ROE?

How is the ROE calculated for Morningstar, Inc. (MORN)?

What is the highest ROE for Morningstar, Inc. (MORN)?

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?