MORN (Morningstar) ROE % Adjusted to Book Value : 3.65% (As of Sep. 2024)

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What is Morningstar ROE % Adjusted to Book Value?

Morningstar's ROE % for the quarter that ended in Sep. 2024 was 31.93%. Morningstar's PB Ratio for the quarter that ended in Sep. 2024 was 8.74. Morningstar's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2024 was 3.65%.

Morningstar ROE % Adjusted to Book Value Historical Data

The historical data trend for Morningstar's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Morningstar ROE % Adjusted to Book Value Chart

Morningstar Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

ROE % Adjusted to Book Value

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2.52

2.43

1.38

0.71

1.21

Morningstar Quarterly Data
	Dec19	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24
ROE % Adjusted to Book Value	Get a 7-Day Free Trial															1.57	2.48	1.99	2.22	3.65

Competitive Comparison of Morningstar's ROE % Adjusted to Book Value

For the Financial Data & Stock Exchanges subindustry, Morningstar's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Morningstar's ROE % Adjusted to Book Value Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morningstar's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Morningstar's ROE % Adjusted to Book Value falls into.

Morningstar ROE % Adjusted to Book Value Calculation

Morningstar's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2023 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	11.13%	/	9.21
	=	1.21%

Morningstar's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2024 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	31.93%	/	8.74
	=	3.65%

Morningstar ROE % Adjusted to Book Value Related Terms

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Morningstar Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Morningstar Inc (NAS:MORN) » Definitions » ROE % Adjusted to Book Value

Comparable Companies

Traded in Other Exchanges

MRS:Germany

Address

22 West Washington Street, Chicago, IL, USA, 60602

Website

https://www.morningstar.com

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Executives

Joseph D Mansueto	director, 10 percent owner, officer: Executive Chairman	C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
William M Lyons	director	225 WEST WACKER DRIVE, CHICAGO IL 60606
Daniel Joseph Dunn	officer: Chief Revenue Officer	C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Jason Dubinsky	officer: Chief Financial Officer	C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Caroline J Tsay	director	C/O ROSETTA STONE INC., 1919 NORTH LYNN STREET, 7TH FLOOR, ARLINGTON VA 22209
Steven N Kaplan	director	1101 EAST 58TH STREET, CHICAGO IL 60637
Robin Diamonte	director	C/O MORNINGSTAR, INC., 22 WEST WASHINGTON ST., CHICAGO IL 60602
Gail S Landis	director	MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Bevin Desmond	officer: Head of Talent and Culture	C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
Cheryl A Francis	director	8237 GREYSTONE COURT, BURR RIDGE IL 60527
Doniel Sutton	director	C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Stephen Joynt	director	C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Kimberly J Mcgarry	officer: Global Controller & CAO	22 WEST WASHINGTON STREET, 6TH FLOOR, CHICAGO IL 60602
Kunal Kapoor	director, officer: CEO	MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Jack Noonan	director	17000 GULF BLVD, UNIT B, N. REDINGTON BEACH FL 33708