Morningstar, Inc.

MORN

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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	$2.31 billion
Pre-Tax Income	$512.80 million
Net Income	$384.20 million
Net Income to Common	$384.20 million
EPS	$8.91

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Balance Sheet

Cash	$511.50 million
Assets	$3.59 billion
Liabilities	$1.98 billion
Common Equity	$1.61 billion
Liabilities & Equity	$3.59 billion

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Cash Flow Statement

Net Income	$384.20 million
Cash From Operating Activities	$589.00 million
Cash From Investing Activities	$-65.30 million
Cash From Financing Activities	$-365.00 million
Change in Cash	$157.80 million

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Calculations

NOPAT	$397.60 million
EBITDA	$731.10 million
Price to Earnings	$34.10
Price to Book	$8.14
ROE	25.68%

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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:

The end of the easy US stock bet has been good to contrarians

(Bloomberg Markets) -- On Wall Street, it’s been years since anyone had to think very hard to make money. Buy the largest US stocks, ignore everything else and watch your portfolio soar. Investing was reduced to one-click simplicity.Most Read from BloombergNYC Congestion Toll Brings In $216 Million in First Four MonthsNow With Colorful Blocks, Tirana’s Pyramid Represents a Changing AlbaniaThe Economic Benefits of Paying Workers to MoveNY Wins Order Against US Funding Freeze in Congestion FightWh

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Morningstar, Inc. (MORN): A Bull Case Theory

We came across a bullish thesis on Morningstar, Inc. (MORN) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc. (MORN)’s share was trading at $304.12 as of 23rd May. MORN’s trailing and forward P/E were 34.13 and 30.77 respectively according to Yahoo Finance. Morningstar, while widely respected among investors, […]

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Wall Street’s Rush to Launch Vanguard-Style Funds Draws Warnings

(Bloomberg) -- Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming regulatory shift is poised to bring the two vehicles closer together — and threatens to complicate the very features that fueled the ETF boom.Most Read from BloombergNY Wins Order Against US Funding Freeze in Congestion FightNYC Congestion Toll Brings In $216 Million in First Four MonthsThe US Securities and Exchange Comm

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Newly Minted ETFs Buck Vanguard Effect as Fees Hit Record High

(Bloomberg) -- Jack Bogle may have envisioned a world of rock-bottom fees and sleepy index funds — but the ETF market in 2025 looks more like a speculative arcade than a cost-cutting utopia.Most Read from BloombergUAE’s AI University Aims to Become Stanford of the GulfNY Wins Order Against US Funding Freeze in Congestion FightThe average fee of an exchange-traded fund launched this year has surged to a record 65 basis points, with leveraged trades, cryptocurrency, and active management among the

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Morningstar (MORN) Slid on Disappointing Quarterly Results

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities closed 5% lower in Q1, following a sharp decline in March. Markets started well with the S&P 500 Index reaching new highs. However, concerns about tariffs, inflation, and […]

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