Morningstar, Inc.

MORN

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Identification

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Ticker
MORN
CIK0001289419
SIC6282
SectorFinance, Insurance, And Real Estate
Industry CategoryTrading
Industry GroupSecurity And Commodity Brokers, Dealers, Exchanges & Services

Contact

Address22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Website morningstar.com
Phone(312) 696-6000
CEOKunal Kapoor
Employees12,200

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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$2.51 billion
Pre-Tax Income$532.30 million
Net Income$402.80 million
Net Income to Common$402.80 million
EPS$9.78
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Balance Sheet
Cash$492.80 million
Assets$3.99 billion
Liabilities$2.97 billion
Common Equity$1.02 billion
Liabilities & Equity$3.99 billion
View All
Cash Flow Statement
Calculations
NOPAT$430.97 million
EBITDA$763.50 million
Price to Earnings$15.68
Price to Book$6.20
ROE30.66%
View All

Latest News

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

Worried About Inflation? This Fund Offers Unique Protection.

With inflation at 3.8%, a three-year high, the Pimco Inflation Response Multi-Asset fund is especially relevant right now.

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A Fund That Whips Inflation Now

With inflation at 3.8%, a three-year high, the Pimco Inflation Response Multi-Asset fund is especially relevant right now.

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Alibaba, Tencent AI Bets Face ‘Show Me the Profits’ Scrutiny

(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. when

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AI Research Integration Expands Morningstar (MORN) and PitchBook Distribution Through Perplexity

Morningstar and PitchBook are integrating their investment research and market intelligence into Perplexity’s AI platform as firms compete to embed financial data into AI-driven workflows. Key Investor TakeawaysMorningstar, Inc.

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Morningstar and PitchBook Expand Access to Trusted Investment Intelligence Through Perplexity

CHICAGO & SEATTLE, May 08, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced a new integration with Perplexity that broadens access to Morningstar and PitchBook data, research, and intelligence through Perplexity’s AI platform.

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