Morningstar, Inc.MORNNASDAQ
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ROE: Strong ReturnsExpanding
Percentile Rank100
3Y CAGR+73.7%
5Y CAGR+11.7%
Year-over-Year Change
Return on equity
3Y CAGR
+73.7%/yr
vs -26.1%/yr prior
5Y CAGR
+11.7%/yr
Recent acceleration
Acceleration
+99.8pp
Accelerating
Percentile
P100
Near historical high
vs 5Y Ago
1.7x
Solid growth
Streak
3 yr
Consecutive growthExpanding
| Period | Value | YoY Change |
|---|---|---|
| 2025 | 30.62% | +34.0% |
| 2024 | 22.85% | +115.1% |
| 2023 | 10.63% | +81.9% |
| 2022 | 5.84% | -57.2% |
| 2021 | 13.65% | -22.4% |
| 2020 | 17.59% | +25.4% |
| 2019 | 14.03% | -28.4% |
| 2018 | 19.58% | +15.1% |
| 2017 | 17.01% | -26.4% |
| 2016 | 23.12% | - |