Morningstar, Inc.

MORN

Explore Our Financial Data > Companies > Morningstar, Inc.

Identification

Click on a field for details on how to access that data via Web API, Excel, or CSV Download.

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

Access This Data

Our team will help you customize a package that meets the needs of your business.

Request a Consultation

Standardized Financials

docs

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

View All

Balance Sheet

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

View All

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

View All

Calculations

NOPAT	$398.38 million
EBITDA	$717.50 million
Price to Earnings	$19.37
Price to Book	$5.93
ROE	26.35%

View All

Latest News

docs

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

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

We came across a bullish thesis on Morningstar, Inc. on r/ValueInvesting by No_Town_2496. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.’s share was trading at $172.41 as of February 25th. MORN’s trailing and forward P/E were 24.07 and 19.80 respectively according to Yahoo Finance. Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. MOR

Article Link

Morningstar (MORN) Valuation Check After Earnings Beat And Short Term Share Price Strength

Why Morningstar’s latest earnings are getting fresh attention Morningstar (MORN) is back on investors’ radar after quarterly results that exceeded analyst expectations on revenue, EPS, and EBITDA, with CEO Kunal Kapoor highlighting meaningful growth in core profitability versus peers. See our latest analysis for Morningstar. The latest earnings beat has helped Morningstar’s short term momentum, with a 7 day share price return of 14.84% to US$183.14, although the 1 year total shareholder...

Article Link

Why Morningstar (MORN) Is Up 14.8% After Beating Peer Earnings – And What's Next

Morningstar, Inc. recently reported quarterly results that exceeded analyst expectations on revenue, EPS, and EBITDA, with CEO Kunal Kapoor highlighting meaningful growth in revenue, operating income, and adjusted operating income for 2025. These results, which outperformed peers in the financial exchanges and data space, reinforced Morningstar’s position as a high-quality provider of investment data and analytics. We’ll now examine how Morningstar’s earnings outperformance versus peers...

Article Link

Private markets in 401(k)s face major liquidity challenges: Morningstar

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.

Article Link

Financial Exchanges & Data Stocks Q4 Earnings: Morningstar (NASDAQ:MORN) Firing on All Cylinders

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Morningstar (NASDAQ:MORN) and the best and worst performers in the financial exchanges & data industry.

Article Link