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$18.33
Price to Book$7.25
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:

VZ Stock Falls Premarket: Here's Why Morningstar Sees 23% Upside

According to a new Morningstar research report, Verizon Communications stock has a fair value estimate of $54, implying an upside of more than 23% from its last close.

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CXMT Can Rally More Than 1,200% on Market Share Win, Nomura Says

(Bloomberg) -- China’s memory-chip bellwether CXMT Corp. can extend its blockbuster stock market debut to rally 1,239% from its initial public offering price as it wins market share over time, according to Nomura Holdings Inc.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian

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Morningstar (MORN) Stock Looks Fully Priced As Shares Fell 37%

Morningstar stock is trying to recover from a steep share price decline over the past year. Its current checks suggest investors are paying a premium to the latest intrinsic value estimate while trading at roughly in line multiples to the market. The share price is down 37.3% over the past year, which puts extra focus on whether the recent level around US$172 still overstates what the business may be worth. New products such as PitchBook owned Lumonic's MCP server and the Morningstar US...

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PitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech Week

SEATTLE, July 23, 2026--PitchBook, the leading private capital market intelligence platform, today announced it will co-host a live recording of Madrona’s Founded & Funded podcast during the fourth annual Seattle Tech Week. The conversation will feature PitchBook Executive Vice President of Research & Market Intelligence Nizar Tarhuni and Madrona Partner Sabrina Albert. The event brings together two homegrown Seattle institutions, underscoring the region's continued momentum in tech and venture

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Lumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI Assistants

SEATTLE, July 23, 2026--Lumonic, an AI-powered portfolio monitoring platform for private credit and private equity firms and a PitchBook company, today announced the general availability of its Model Context Protocol (MCP) server for all customers. The server connects Claude, ChatGPT, and any MCP-enabled assistant a firm has approved to its Lumonic workspace. This connection enables users to query Lumonic portfolio data directly from their preferred workspace, including which companies have not

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