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	$2.57 billion
Pre-Tax Income	$562.80 million
Net Income	$421.60 million
Net Income to Common	$421.60 million
EPS	$10.52

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Balance Sheet

Cash	$489.50 million
Assets	$3.95 billion
Liabilities	$2.92 billion
Common Equity	$1.02 billion
Liabilities & Equity	$3.95 billion

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Cash Flow Statement

Net Income	$421.60 million
Cash From Operating Activities	$646.90 million
Cash From Investing Activities	$-455.10 million
Cash From Financing Activities	$-195.80 million
Change in Cash	$-14.00 million

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Calculations

NOPAT	$452.92 million
EBITDA	$808.70 million
Price to Earnings	$19.47
Price to Book	$8.02
ROE	31.96%

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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:

Morningstar (MORN) Stock Looks Fully Priced Even As Earnings Stay Reasonable

Morningstar stock has rallied strongly over the past month, and several valuation checks now point to the shares trading at a premium to an intrinsic value estimate and to standard market multiples. That leaves investors weighing a recent price recovery against indications that Morningstar does not screen as a clear bargain on most metrics. The stock is up about 24.6% over the past month. This sharpens the question of how much upside is left if current expectations are already reflected in...

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Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.

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Morningstar (MORN) Brings Its Research Into AI Workflows For Finance Users

Morningstar (NasdaqGS:MORN) and subsidiary PitchBook announced upcoming integrations of their investment intelligence platforms with Google Cloud's Gemini Enterprise for Financial Services. The partnership is set to bring public and private market research into AI-enabled workflows for financial professionals with source attribution and real-time access. Morningstar joins Google Cloud as a launch partner for Gemini Enterprise for Financial Services, targeting institutional investors and...

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What’s the Deal with Long-Term Treasurys?

Thirty-year US Treasury yields have reached their highest levels in almost 20 years amid a massive selloff.

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Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems

CHICAGO & SEATTLE, August 25, 2026--Morningstar and PitchBook announced upcoming Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise for Financial Services.

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