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	$18.94
Price to Book	$5.80
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 Earns Spot on G2's 2026 Best Financial Services Software Products List

SEATTLE, March 20, 2026--PitchBook, the leading private capital market intelligence provider, has been named to G2’s 2026 Best Software Awards list, ranking sixth in the Best Financial Services Software Products category – up two spots from its 2025 placement. The recognition is determined entirely by verified customer reviews, placing PitchBook among a highly selective group of software providers that have earned the trust of their users.

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Financial Services Roundup: Market Talk

Find insight on KKR, AIA Group, IG Group and more in the latest Market Talks covering Financial Services.

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Morningstar Awards for Investing Excellence UK 2026: Winners Announced

LONDON, March 20, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence UK 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.

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What the Fed’s Inflation Outlook Means for You and Your Portfolio

Retirees, who are particularly vulnerable to inflation, must shield their investments from major hits.

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Wall Street found an ETF tax loophole worth $8.7 billion

Picture this: you’ve held a stock for 20 years, and now it's worth millions. Yet your cost basis is almost nothing, but selling triggers a massive tax bill, so you hold. That’s the trap millions of long-term investors face. The more successful the investment, the more painful the exit. But a ...

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