Morningstar, Inc.MORNNASDAQ
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ROIC: Strong ReturnsStrong
Percentile Rank79
3Y CAGR+63.9%
5Y CAGR+13.9%
Year-over-Year Change
Return on invested capital
3Y CAGR
+63.9%/yr
vs -31.3%/yr prior
5Y CAGR
+13.9%/yr
Recent acceleration
Acceleration
+95.2pp
Accelerating
Percentile
P79
Within normal range
vs 5Y Ago
1.9x
Solid growth
Streak
3 yr
Consecutive growthStrong
| Period | Value | YoY Change |
|---|---|---|
| 2025 | 15.42% | +6.6% |
| 2024 | 14.46% | +100.5% |
| 2023 | 7.21% | +106.1% |
| 2022 | 3.50% | -61.9% |
| 2021 | 9.18% | +14.0% |
| 2020 | 8.05% | +6.1% |
| 2019 | 7.59% | -51.6% |
| 2018 | 15.68% | +31.3% |
| 2017 | 11.94% | -2.6% |
| 2016 | 12.27% | - |