Morningstar, Inc.

MORN

Explore Our Financial Data > Companies > Morningstar, Inc.

Identification

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Ticker	MORN
CIK	0001289419
SIC	6282
Sector	Finance, Insurance, And Real Estate
Industry Category	Trading
Industry Group	Security And Commodity Brokers, Dealers, Exchanges & Services

Contact

Address	22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Website	morningstar.com
Phone	(312) 696-6000
CEO	Kunal Kapoor
Employees	12,200

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Standardized Financials

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Intrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals.

For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics:

Income Statement

Revenue	$2.45 billion
Pre-Tax Income	$499.00 million
Net Income	$374.20 million
Net Income to Common	$374.20 million
EPS	$8.87

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Balance Sheet

Cash	$474.50 million
Assets	$3.59 billion
Liabilities	$2.37 billion
Common Equity	$1.22 billion
Liabilities & Equity	$3.59 billion

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Cash Flow Statement

Net Income	$374.20 million
Cash From Operating Activities	$589.70 million
Cash From Investing Activities	$-139.30 million
Cash From Financing Activities	$-514.70 million
Change in Cash	$-28.20 million

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Calculations

NOPAT	$398.38 million
EBITDA	$717.50 million
Price to Earnings	$17.90
Price to Book	$5.48
ROE	26.35%

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Latest News

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Intrinio provides up-to-date news articles on every US company from various sources. Here are several examples:

PitchBook Launches Pioneer Certification Program to the Public

SEATTLE, March 31, 2026--PitchBook, the leading private capital market intelligence provider, today announced that PitchBook Pioneer, its on-demand training and certification program, is now open to everyone — not just PitchBook clients. PitchBook Pioneer features a catalog of self-paced courses and certification programs covering market intelligence, deal sourcing and execution, and a thorough overview of PitchBook's platform capabilities. Upon completing each program, participants earn a certi

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1 Small-Cap Stock with Impressive Fundamentals and 2 We Ignore

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

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Morningstar Expands Investment Data Available on Snowflake Marketplace

CHICAGO, March 31, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company. Morningstar is now delivering additional datasets on Snowflake Marketplace, enabling investment professionals to access trusted Morningstar data directly within their Snowflake environments.

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Evergreen funds may cost more than you think

Marketing materials for semiliquid funds don’t tell the full story on the fees charged to investors. For the majority of the largest funds on the market today, investors sign up without knowing the total bill. Sure, investors start off with information about servicing and management fees, but when it comes to performance fees, many are going into these vehicles blind. That’s because two-thirds of unlisted business development companies—funds that offer retail and institutional investors access t

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Assessing Morningstar (MORN) Valuation After Prolonged Share Price Weakness And Mixed Fair Value Signals

Recent performance snapshot Morningstar (MORN) has drawn attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. Against that backdrop, investors are looking more closely at the company’s current valuation, recent revenue and net income figures, and how its different business segments and regions contribute to the overall business mix. See our latest analysis for Morningstar. The...

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