Morningstar, Inc. (MORN)

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CIK 0001289419 · Nasdaq · Investment Advice

  • Sector Finance & Real Estate
  • Incorporated IL
  • Fiscal year ends Dec 31

In fiscal 2025, Morningstar, Inc. reported revenue of $2.45B, up 7.5% from the prior year. The company was profitable, with a net margin of 15.3%. It held $3.59B in total assets against $2.37B in total liabilities.

Key ratios (FY2025)

21.5%
Operating margin
15.3%
Net margin
30.6%
Return on equity
+7.5%
Revenue growth (YoY)
Metric (FY)2025202420232022202120202019201820172016
Revenue$2.45B$2.28B$2.04B$1.87B$1.70B$1.39B$1.18B$1.02B$911.70M$798.60M
Cost of Revenue$952.90M$895.70M$843.50M$779.30M$698.40M$556.40M$483.10M$411.10M$386.60M$344.30M
Operating Income$526.60M$484.80M$230.60M$167.80M$257.00M$215.20M$189.60M$215.80M$169.80M$180.80M
Net Income$374.20M$369.90M$141.10M$70.50M$193.30M$223.60M$152.00M$183.00M$136.90M$161.00M
EPS (Diluted)$8.87$8.58$3.29$1.64$4.45$5.18$3.52$4.25$3.18$3.72
Total Assets$3.59B$3.55B$3.40B$3.47B$2.86B$2.70B$2.37B$1.45B$1.41B$1.35B
Total Liabilities$2.37B$1.93B$2.08B$2.27B$1.45B$1.42B$1.29B$519.10M$600.80M$654.10M
Shareholders' Equity$1.22B$1.62B$1.33B$1.21B$1.42B$1.27B$1.08B$934.70M$804.90M$696.80M
Cash & Equivalents$474.50M$502.70M$337.90M$376.60M$483.80M$422.50M$334.10M$369.30M$308.20M$259.10M
Operating Cash Flow$589.70M$591.60M$316.40M$297.80M$449.90M$384.30M$334.40M$314.80M$250.10M$213.70M
Capital Expenditures$147.10M$142.70M$119.10M$129.50M$101.80M$76.70M$80.00M$76.10M$66.60M$62.80M
Shares Outstanding42.20M43.10M42.90M42.90M43.40M43.20M43.20M43.00M43.00M43.30M
Dividends Per Share$1.87$1.67$1.53$1.46$1.31$1.22$1.14$1.03$0.94$0.89