Morningstar Financial Ratios for Analysis 2009-2024 | MORN
Fifteen years of historical annual and quarterly financial ratios and margins for Morningstar (MORN).
Annual Data
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
0.93 | 0.92 | 1.13 | 1.17 | 1.22 | 1.66 | 1.64 | 1.60 | 1.35 | 1.33 | 1.66 | 1.84 | 2.26 | 2.01 | 2.14 |
0.41 | 0.47 | 0.20 | 0.26 | 0.32 | 0.07 | 0.18 | 0.26 | - | - | - | - | - | - | - |
0.73 | 0.92 | 0.25 | 0.35 | 0.47 | 0.07 | 0.22 | 0.36 | 0.05 | 0.05 | - | - | - | - | - |
58.62 | 58.34 | 58.90 | 59.96 | 59.02 | 59.69 | 57.60 | 56.89 | 58.15 | 58.08 | 61.13 | 62.51 | 62.74 | 71.72 | 73.15 |
11.31 | 8.97 | 15.12 | 15.49 | 16.08 | 21.16 | 18.62 | 22.64 | 24.16 | 13.89 | 24.45 | 22.89 | 21.92 | 21.80 | 26.03 |
11.31 | 8.97 | 15.12 | 15.49 | 16.08 | 21.16 | 18.62 | 22.64 | 24.16 | 13.89 | 24.45 | 22.89 | 21.92 | 21.80 | 26.03 |
20.38 | 17.88 | 23.99 | 25.53 | 26.06 | 30.64 | 28.63 | 31.49 | 32.33 | 21.12 | 30.99 | 29.43 | 28.72 | 28.94 | 32.70 |
8.90 | 6.98 | 14.74 | 20.37 | 16.84 | 22.84 | 19.86 | 28.16 | 24.56 | 15.00 | 25.49 | 23.34 | 22.19 | 23.01 | 26.64 |
6.92 | 3.77 | 11.38 | 16.09 | 12.89 | 17.94 | 15.02 | 20.16 | 16.81 | 10.30 | 17.69 | 16.42 | 15.58 | 15.55 | 17.15 |
0.60 | 0.54 | 0.59 | 0.52 | 0.50 | 0.70 | 0.65 | 0.59 | 0.77 | 0.75 | 0.68 | 0.63 | 0.54 | 0.51 | 0.52 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
5.92 | 6.08 | 6.12 | 6.70 | 6.05 | 5.86 | 6.15 | 5.48 | 5.66 | 5.56 | 5.91 | 5.12 | 5.23 | 4.58 | 5.45 |
61.68 | 60.08 | 59.67 | 54.45 | 60.31 | 62.27 | 59.33 | 66.64 | 64.46 | 65.64 | 61.72 | 71.32 | 69.81 | 79.76 | 66.96 |
10.63 | 5.84 | 13.65 | 17.59 | 14.03 | 19.58 | 17.01 | 23.11 | 20.73 | 11.97 | 17.85 | 14.14 | 11.47 | 11.06 | 12.32 |
-19.19 | -7.72 | -162.03 | -71.28 | -52.61 | 60.18 | 94.68 | 843 | 65.68 | 41.56 | 47.29 | 35.52 | 24.66 | 29.33 | 29.20 |
4.15 | 2.03 | 6.75 | 8.29 | 6.41 | 12.59 | 9.74 | 11.92 | 12.91 | 7.75 | 11.97 | 9.86 | 8.39 | 7.96 | 8.92 |
6.22 | 3.09 | 10.89 | 13.00 | 9.59 | 18.21 | 13.90 | 17.00 | 20.73 | 11.97 | 17.85 | 14.14 | 11.47 | 11.06 | 12.32 |
31.08 | 28.42 | 32.82 | 29.64 | 25.29 | 21.92 | 18.92 | 16.23 | 14.76 | 14.76 | 15.37 | 15.62 | 17.11 | 15.67 | 13.65 |
7.38 | 6.94 | 10.37 | 8.90 | 7.74 | 7.32 | 5.82 | 4.94 | 5.45 | 3.04 | 4.02 | 2.97 | 3.24 | 2.44 | 2.03 |
4.60 | 3.92 | 8.02 | 7.12 | 5.89 | 5.55 | 4.27 | 3.49 | 4.16 | 1.74 | 3.29 | 2.36 | 2.78 | 2.15 | 1.79 |
Quarterly Data
2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | 2023-03-31 | 2022-12-31 | 2022-09-30 | 2022-06-30 | 2022-03-31 | 2021-12-31 | 2021-09-30 | 2021-06-30 | 2021-03-31 | 2020-12-31 | 2020-09-30 | 2020-06-30 | 2020-03-31 | 2019-12-31 | 2019-09-30 | 2019-06-30 | 2019-03-31 | 2018-12-31 | 2018-09-30 | 2018-06-30 | 2018-03-31 | 2017-12-31 | 2017-09-30 | 2017-06-30 | 2017-03-31 | 2016-12-31 | 2016-09-30 | 2016-06-30 | 2016-03-31 | 2015-12-31 | 2015-09-30 | 2015-06-30 | 2015-03-31 | 2014-12-31 | 2014-09-30 | 2014-06-30 | 2014-03-31 | 2013-12-31 | 2013-09-30 | 2013-06-30 | 2013-03-31 | 2012-12-31 | 2012-09-30 | 2012-06-30 | 2012-03-31 | 2011-12-31 | 2011-09-30 | 2011-06-30 | 2011-03-31 | 2010-12-31 | 2010-09-30 | 2010-06-30 | 2010-03-31 | 2009-12-31 | 2009-09-30 | 2009-06-30 | 2009-03-31 |
1.14 | 1.05 | 0.98 | 0.93 | 0.94 | 0.99 | 0.93 | 0.92 | 0.98 | 1.02 | 1.25 | 1.13 | 1.15 | 1.11 | 1.20 | 1.17 | 1.11 | 1.25 | 1.27 | 1.22 | 1.30 | 1.63 | 1.57 | 1.66 | 1.82 | 1.71 | 1.68 | 1.64 | 1.69 | 1.68 | 1.62 | 1.60 | 1.31 | 1.24 | 1.24 | 1.35 | 1.54 | 1.43 | 1.43 | 1.33 | 1.34 | 1.25 | 1.71 | 1.66 | 1.92 | 1.83 | 1.97 | 1.84 | 1.89 | 2.07 | 2.31 | 2.26 | 2.30 | 2.34 | 2.23 | 2.01 | 2.07 | 2.05 | 2.39 | 2.14 | 2.44 | 2.26 | 2.20 |
0.36 | 0.39 | 0.40 | 0.41 | 0.45 | 0.48 | 0.48 | 0.47 | 0.49 | 0.48 | 0.27 | 0.20 | 0.21 | 0.22 | 0.23 | 0.26 | 0.29 | 0.30 | 0.33 | 0.32 | 0.34 | 0.01 | 0.03 | 0.07 | 0.09 | 0.13 | 0.15 | 0.18 | 0.21 | 0.24 | 0.25 | 0.26 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
0.55 | 0.63 | 0.69 | 0.73 | 0.85 | 0.93 | 0.94 | 0.92 | 0.98 | 0.95 | 0.37 | 0.25 | 0.27 | 0.28 | 0.31 | 0.35 | 0.41 | 0.45 | 0.51 | 0.47 | 0.52 | 0.01 | 0.03 | 0.07 | 0.10 | 0.14 | 0.17 | 0.22 | 0.26 | 0.31 | 0.33 | 0.36 | 0.09 | 0.12 | 0.12 | 0.05 | - | 0.05 | 0.07 | 0.05 | 0.04 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
60.89 | 61.06 | 59.82 | 61.87 | 60.64 | 57.12 | 54.39 | 58.95 | 58.27 | 57.99 | 58.14 | 58.98 | 57.31 | 59.46 | 59.95 | 60.67 | 61.17 | 60.02 | 57.72 | 57.25 | 59.08 | 60.75 | 59.41 | 58.55 | 61.73 | 60.46 | 57.95 | 57.47 | 60.46 | 58.42 | 53.70 | 58.53 | 56.71 | 56.56 | 55.60 | 57.94 | 57.30 | 58.83 | 58.54 | 58.60 | 58.57 | 56.97 | 58.17 | 59.62 | 58.25 | 63.27 | 63.49 | 49.33 | 62.37 | 70.20 | 68.70 | 36.08 | 69.96 | 71.94 | 73.20 | 72.01 | 70.88 | 70.80 | 73.25 | 70.88 | 73.39 | 74.32 | 74.08 |
20.28 | 18.97 | 17.06 | 17.52 | 13.58 | 8.26 | 5.11 | 7.47 | 4.70 | 11.46 | 12.34 | 16.18 | 15.81 | 11.36 | 17.11 | 17.11 | 12.40 | 18.69 | 13.73 | 11.94 | 15.81 | 18.55 | 19.12 | 18.77 | 25.03 | 21.24 | 19.51 | 17.52 | 22.97 | 20.07 | 13.56 | 23.52 | 22.54 | 22.40 | 22.02 | 24.90 | 23.66 | 24.59 | 23.45 | 23.73 | 23.46 | -13.09 | 21.25 | 23.23 | 25.72 | 24.84 | 24.02 | 23.02 | 24.77 | 24.79 | 18.91 | 21.53 | 21.16 | 23.98 | 20.96 | 21.36 | 21.57 | 20.33 | 24.12 | 19.31 | 28.05 | 27.35 | 29.66 |
20.28 | 18.97 | 17.06 | 17.52 | 13.58 | 8.26 | 5.11 | 7.47 | 4.70 | 11.46 | 12.34 | 16.18 | 15.81 | 11.36 | 17.11 | 17.11 | 12.40 | 18.69 | 13.73 | 11.94 | 15.81 | 18.55 | 19.12 | 18.77 | 25.03 | 21.24 | 19.51 | 17.52 | 22.97 | 20.07 | 13.56 | 23.52 | 22.54 | 22.40 | 22.02 | 24.90 | 23.66 | 24.59 | 23.45 | 23.73 | 23.46 | -13.09 | 21.25 | 23.23 | 25.72 | 24.84 | 24.02 | 23.02 | 24.77 | 24.79 | 18.91 | 21.53 | 21.16 | 23.98 | 20.96 | 21.36 | 21.57 | 20.33 | 24.12 | 19.31 | 28.05 | 27.35 | 29.66 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
26.68 | 15.65 | 16.03 | 16.76 | 11.13 | 6.28 | 0.44 | 6.44 | -0.49 | 8.35 | 13.79 | 16.05 | 14.74 | 11.03 | 17.13 | 24.55 | 25.90 | 19.49 | 10.25 | 10.74 | 20.24 | 19.39 | 17.84 | 18.42 | 27.82 | 21.79 | 23.33 | 17.24 | 22.10 | 26.75 | 12.94 | 41.66 | 23.61 | 23.92 | 22.28 | 25.64 | 24.37 | 24.89 | 23.24 | 24.69 | 23.30 | -9.98 | 21.74 | 24.60 | 26.16 | 26.62 | 24.58 | 22.68 | 25.94 | 25.39 | 19.32 | 22.48 | 20.80 | 23.98 | 21.47 | 21.81 | 26.01 | 20.35 | 23.98 | 19.01 | 28.71 | 29.00 | 30.12 |
21.02 | 12.08 | 11.83 | 13.64 | 7.58 | 7.15 | -1.58 | 0.69 | -1.92 | 6.40 | 10.09 | 12.22 | 11.42 | 7.92 | 13.98 | 19.80 | 21.33 | 14.70 | 7.38 | 8.30 | 15.65 | 15.37 | 12.82 | 16.14 | 21.78 | 16.56 | 17.21 | 16.00 | 14.75 | 20.11 | 8.59 | 33.13 | 15.40 | 16.04 | 14.94 | 18.45 | 17.15 | 15.93 | 15.65 | 16.04 | 15.64 | -5.17 | 14.57 | 17.36 | 18.13 | 17.73 | 17.52 | 19.45 | 16.78 | 16.76 | 12.49 | 17.72 | 13.32 | 16.40 | 14.85 | 15.55 | 17.65 | 13.23 | 15.74 | 11.50 | 18.75 | 17.19 | 21.38 |
0.16 | 0.17 | 0.16 | 0.16 | 0.15 | 0.15 | 0.14 | 0.14 | 0.14 | 0.14 | 0.16 | 0.16 | 0.16 | 0.15 | 0.15 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.17 | 0.17 | 0.18 | 0.18 | 0.18 | 0.17 | 0.17 | 0.17 | 0.17 | 0.15 | 0.16 | 0.19 | 0.19 | 0.19 | 0.20 | 0.19 | 0.19 | 0.19 | 0.19 | 0.19 | 0.18 | 0.18 | 0.18 | 0.16 | 0.17 | 0.16 | 0.16 | 0.15 | 0.15 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.14 | 0.13 | 0.14 | 0.14 | 0.15 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
1.73 | 1.70 | 1.66 | 1.56 | 1.68 | 1.50 | 1.61 | 1.54 | 1.59 | 1.47 | 1.65 | 1.66 | 1.72 | 1.69 | 1.71 | 1.84 | 1.84 | 1.81 | 1.70 | 1.71 | 1.86 | 1.61 | 1.49 | 1.51 | 1.45 | 1.47 | 1.54 | 1.64 | 1.55 | 1.60 | 1.47 | 1.46 | 1.58 | 1.44 | 1.30 | 1.45 | 1.57 | 1.40 | 1.33 | 1.44 | 1.49 | 1.23 | 1.38 | 1.53 | 1.48 | 1.50 | 1.40 | 1.33 | 1.29 | 1.33 | 1.29 | 1.31 | 1.33 | 1.28 | 1.22 | 1.25 | 1.34 | 1.32 | 1.41 | 1.40 | 1.46 | 1.37 | 1.32 |
51.91 | 52.94 | 54.09 | 57.56 | 53.56 | 60.08 | 55.89 | 58.34 | 56.51 | 61.19 | 54.43 | 54.09 | 52.44 | 53.17 | 52.49 | 49.05 | 48.91 | 49.79 | 52.89 | 52.74 | 48.30 | 55.96 | 60.42 | 59.61 | 62.07 | 61.08 | 58.47 | 54.87 | 58.02 | 56.39 | 61.13 | 61.84 | 57.05 | 62.35 | 69.39 | 62.19 | 57.19 | 64.08 | 67.43 | 62.64 | 60.31 | 73.00 | 65.30 | 58.86 | 60.77 | 60.10 | 64.18 | 67.85 | 69.98 | 67.74 | 69.95 | 68.54 | 67.75 | 70.37 | 73.90 | 72.25 | 67.07 | 68.28 | 63.78 | 64.48 | 61.59 | 65.81 | 67.97 |
7.65 | 4.82 | 4.64 | 5.54 | 3.14 | 2.92 | -0.63 | 0.27 | -0.76 | 2.43 | 3.41 | 3.99 | 3.54 | 2.44 | 4.15 | 5.92 | 6.47 | 4.43 | 2.31 | 2.55 | 4.71 | 4.20 | 3.43 | 4.54 | 6.13 | 4.80 | 4.88 | 4.83 | 4.35 | 6.24 | 2.50 | 10.09 | 4.56 | 4.97 | 4.55 | 5.82 | 4.93 | 4.81 | 4.51 | 4.83 | 4.50 | -1.47 | 3.77 | 4.53 | 4.14 | 4.34 | 4.00 | 3.82 | 3.57 | 3.50 | 2.33 | 3.27 | 2.56 | 3.09 | 2.72 | 3.02 | 3.28 | 2.50 | 2.87 | 2.10 | 3.45 | 3.33 | 4.41 |
-26.81 | -11.94 | -9.81 | -9.99 | -4.77 | -4.16 | 0.84 | -0.36 | 0.98 | -3.23 | -26.72 | -47.36 | -29.22 | -15.53 | -22.38 | -24.00 | -19.85 | -19.37 | -8.34 | -9.55 | -15.86 | 11.02 | 9.70 | 13.94 | 19.68 | 18.45 | 20.88 | 26.90 | 30.03 | 64.21 | 39.39 | 368 | 13.36 | 16.07 | 14.92 | 18.45 | 13.78 | 14.49 | 13.97 | 16.77 | 16.05 | -5.83 | 9.75 | 11.99 | 9.75 | 10.96 | 9.43 | 9.59 | 8.64 | 7.90 | 4.94 | 7.03 | 5.78 | 7.11 | 6.68 | 8.01 | 8.95 | 6.46 | 6.20 | 4.99 | 6.99 | 7.17 | 9.42 |
3.36 | 2.03 | 1.89 | 2.16 | 1.17 | 1.04 | -0.22 | 0.10 | -0.26 | 0.87 | 1.61 | 1.97 | 1.79 | 1.21 | 2.05 | 2.79 | 2.97 | 2.05 | 1.04 | 1.16 | 2.15 | 2.68 | 2.14 | 2.92 | 3.95 | 2.93 | 2.92 | 2.77 | 2.45 | 3.35 | 1.33 | 5.20 | 2.85 | 3.02 | 2.78 | 3.62 | 3.27 | 3.07 | 2.91 | 3.13 | 2.96 | -0.93 | 2.61 | 3.04 | 2.93 | 2.99 | 2.83 | 2.66 | 2.55 | 2.52 | 1.72 | 2.39 | 1.88 | 2.30 | 2.02 | 2.17 | 2.42 | 1.86 | 2.17 | 1.52 | 2.56 | 2.45 | 3.21 |
4.93 | 2.96 | 2.79 | 3.24 | 1.72 | 1.53 | -0.33 | 0.14 | -0.39 | 1.26 | 2.48 | 3.18 | 2.78 | 1.91 | 3.18 | 4.38 | 4.62 | 3.08 | 1.54 | 1.74 | 3.11 | 4.13 | 3.33 | 4.22 | 5.59 | 4.20 | 4.16 | 3.95 | 3.44 | 4.76 | 1.89 | 7.43 | 4.56 | 4.97 | 4.55 | 5.82 | 4.93 | 4.81 | 4.51 | 4.83 | 4.50 | -1.47 | 3.77 | 4.53 | 4.14 | 4.34 | 4.00 | 3.82 | 3.57 | 3.50 | 2.33 | 3.27 | 2.56 | 3.09 | 2.72 | 3.02 | 3.28 | 2.50 | 2.87 | 2.10 | 3.45 | 3.33 | 4.41 |
36.51 | 33.47 | 32.36 | 31.08 | 29.14 | 28.97 | 28.31 | 28.42 | 27.76 | 29.20 | 31.61 | 32.82 | 32.15 | 31.34 | 30.77 | 29.64 | 27.70 | 25.32 | 24.13 | 25.29 | 24.34 | 23.46 | 22.70 | 21.92 | 21.74 | 20.44 | 20.18 | 18.92 | 18.32 | 17.33 | 16.74 | 16.23 | 15.37 | 14.85 | 14.69 | 14.76 | 15.38 | 15.14 | 14.89 | 14.76 | 15.01 | 14.95 | 15.58 | 15.37 | 16.46 | 15.55 | 15.90 | 15.62 | 15.94 | 16.36 | 17.32 | 17.11 | 16.69 | 16.94 | 16.40 | 15.67 | 15.21 | 14.45 | 14.30 | 13.65 | 13.43 | 12.79 | 11.86 |
10.14 | 5.71 | 2.18 | 7.38 | 4.16 | 1.12 | 0.55 | 6.94 | 4.55 | 2.15 | 0.54 | 10.37 | 7.24 | 4.42 | 1.48 | 8.90 | 6.24 | 4.08 | 1.12 | 7.74 | 5.83 | 3.39 | 1.37 | 7.32 | 4.86 | 3.02 | 1.40 | 5.82 | 3.85 | 2.37 | 1.08 | 4.94 | 3.31 | 1.91 | 0.26 | 5.45 | 4.26 | 2.55 | 0.79 | 3.04 | 1.68 | 1.49 | 0.26 | 4.02 | 2.84 | 1.82 | 0.57 | 2.97 | 1.90 | 1.10 | 0.11 | 3.24 | 2.08 | 1.20 | 0.28 | 2.44 | 1.59 | 0.89 | 0.29 | 2.03 | 1.35 | 0.63 | -0.17 |
7.78 | 4.18 | 1.38 | 4.60 | 2.09 | -0.28 | -0.14 | 3.92 | 2.36 | 0.76 | -0.10 | 8.02 | 5.59 | 3.46 | 0.96 | 7.12 | 4.98 | 3.34 | 0.78 | 5.89 | 4.51 | 2.53 | 0.94 | 5.55 | 3.58 | 2.19 | 0.99 | 4.27 | 2.76 | 1.60 | 0.75 | 3.49 | 2.21 | 1.23 | -0.05 | 4.16 | 3.36 | 1.92 | 0.46 | 1.74 | 0.72 | 0.80 | -0.20 | 3.29 | 2.24 | 1.41 | 0.38 | 2.36 | 1.43 | 0.74 | -0.07 | 2.78 | 1.79 | 1.03 | 0.18 | 2.15 | 1.44 | 0.82 | 0.25 | 1.79 | 1.14 | 0.49 | -0.26 |