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Morningstar inc   (MORN)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial


Morningstar Inc's ROI from its fourth quarter of 2023 to the fourth quarter of 2022 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Morningstar Inc's ROI in the fourth quarter of 2023?
Morningstar inc achieved a return on average invested assets (ROI) of 5.48 % in its fourth quarter of 2023, which is below Morningstar Inc's average return on investment, which stands at 12.27%.

ROI has improved compared to 2.62% in the third quarter of 2023, due to net income growth.

Within the Financial sector 60 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Dec 31 2023 quarter, so far to 796, from total ROI ranking in the third quarter of 2023 at 1725.

Definition and Formula of Return on Investment


Return On Investment (Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
(Jun 30 2023)
II. Quarter
(Mar 31 2023)
I. Quarter
(Dec 31 2022)
IV. Quarter
Y / Y Investment Change -2.69 % -2.84 % -0.81 % 25.35 % -
Y / Y Net Income Change 18275 % - 19.93 % - -99.18 %
Investment (TTM) in Millions 2,523 2,535 2,643 2,606 2,592
Return On Investment (TTM) 5.48 % 2.62 % 0.76 % 0.53 % 3.14 %
MORN's Overall Ranking # 796 # 1725 # 2419 # 2544 # 1805
Seq. Investment Change -0.47 % -4.1 % 1.41 % 0.54 % -0.63 %
Seq. Net Income Change 87.98 % 8.31 % - - -
Net Income (TTM) in Millions 141 68 20 14 78




Return On Investment MORN's Ranking
Within: No.
Industry # 19
Sector # 61
Overall # 796

Return On Investment Statistics
High Average Low
21.58 %
12.27 %
0.53 %
(Dec 31 2016)   (Mar 31 2023)







Financial Statements
Morningstar Inc's IV. Quarter Investments $ 2,523 Millions MORN's Balance sheet
Morningstar Inc's IV. Quarter Income $ 74 Millions Quarterly MORN's Income Statement
MORN's Income by Division See MORN's Income by Division


MORN Annual Return On Investment (Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
(Dec 31 2019)
2019
Total Investments in Millions 2,523 2,592 2,079 2,070 1,875
Y / Y Investment Growth -2.69 % 24.68 % 0.47 % 10.37 % 71.87 %
Net Income in Millions 141 71 193 224 152
Y / Y Net Income Growth 100.14 % -63.53 % -13.55 % 47.11 % -16.94 %
Annual Return On Investment 5.59 % 2.72 % 9.3 % 10.8 % 8.11 %


Annual Roi Comment
In the fiscal year 2023 ROI improved to 5.59 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
MORN's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Return On Investment for MORN's Competitors
Roi for Morningstar Inc's Suppliers
Return On Investment for MORN's Customers

Other Ratios
MORN's Roa MORN's Inventory Turnover Ratio MORN's Growth Rates MORN's Dividend Statistics
MORN's Profitability Ratios MORN's Asset Turnover Ratio MORN's Dividend Growth
MORN's Roe MORN's Valuation Ratios MORN's Financial Strength Ratios MORN's Dividend Payout Ratio



Companies with similar Return On Investment at Dec 31 2023, within Financial Sector ROI
Price T Rowe Group Inc  14.80 %
Brookfield Asset Management Ltd   14.03 %
Creditriskmonitor com Inc   13.78 %
Unitedhealth Group Incorporated  13.68 %
Lpl Financial Holdings Inc   13.60 %
Cboe Global Markets Inc   13.06 %
Manhattan Bridge Capital Inc   13.04 %
Moody s Corporation  12.46 %
Brightsphere Investment Group Inc   12.12 %
Nmi Holdings Inc   11.69 %
Public Storage  11.50 %
Essent Group Ltd   11.40 %
Mgic Investment Corp  11.15 %
Enact Holdings Inc   11.11 %
Cartesian Growth Corporation Ii  10.84 %
Evercore Inc   9.93 %
Affiliated Managers Group inc   9.59 %
Euronet Worldwide Inc   9.19 %
Kinsale Capital Group Inc   9.14 %
Humana Inc   8.83 %
Renaissancere Holdings Ltd   8.54 %
Goosehead Insurance Inc   8.35 %
Assetmark Financial Holdings Inc   8.11 %
Arch Capital Group Ltd   8.11 %
Radian Group Inc  8.02 %
Houlihan Lokey Inc   7.93 %
Janus Henderson Group Plc  7.70 %
Everest Group Ltd   7.51 %
Ryman Hospitality Properties inc   7.40 %
Alexanders Inc  7.29 %


Date modified: 2024-03-01T04:58:02+00:00



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