How has Morningstar's morningstar retirement segment — goodwill changed year-over-year?

Morningstar's morningstar retirement segment — goodwill decreased by 0.0% year-over-year, from $93.5M to $93.5M.

What does morningstar retirement segment — goodwill mean?

Represents the total carrying value of goodwill associated with the retirement segment, reflecting the premium paid over the fair value of net identifiable assets during acquisitions. This metric serves as an indicator of the segment's historical investment in inorganic growth and market consolidation.

Morningstar MORN Morningstar Retirement Segment — Goodwill

Other segment segments

PitchBook Segment

$628.7M-0.2%

Morningstar Data and Analytics Segment

$605.3M+1.1%

Corporate and Other

$209.6M+202%

Morningstar Credit Segment

$118.7M+2.1%

Morningstar Wealth Segment

$91.4M-1.8%

Similar metrics at other companies

VOYAInvestment Management Segment — Goodwill

$286M0.0%

UFPIAll Other Segments — Goodwill

$23.22M+5.8%

AXSecurities Business Segment — Goodwill

$59.95M0.0%

BKMarket and Wealth Services — Goodwill

$1.54B+4.1%

STWDInvesting and Servicing Segment — Goodwill

$140.44M—

NDAQMarket Services — Goodwill

$2.1B+4.0%

Other financials

Income statement

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Revenue$644.8M+10.8%

Gross profit$405.9M+15.8%

Operating income$155.9M+36.6%

Net income$107.1M+36.4%

EPS (diluted)$2.73+50.0%

Balance sheet

See full

Cash & equivalents$492.8M-3.7%

Total debt$1.9B+91.9%

Total equity$1.0B-36.7%

Total assets$4.0B+11.2%

Cash flow

See full

Operating cash flow$91.5M+0.5%

CapEx$37.9M+17.7%

Free cash flow$53.6M-8.8%

Valuation

See full

Market cap$5.84B-49.2%

Enterprise value$7.28B-40.4%

P/E14.5×-15.5×

P/S2.3×-2.6×

Profitability

See full

Gross margin61.7%+1.0pp

Operating margin22.7%+0.8pp

Net margin16.1%-0.5pp

FCF margin17.4%-1.9pp

Returns & leverage

See full

Return on equity30.7%+5.0pp

Debt / equity1.9×+1.3×

Current ratio1×-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:Goodwill.

The official record: Morningstar’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morningstar's morningstar retirement segment — goodwill?: Morningstar (MORN) reported morningstar retirement segment — goodwill of $93.5M in Q1 2026.
How has Morningstar's morningstar retirement segment — goodwill changed year-over-year?: Morningstar's morningstar retirement segment — goodwill decreased by 0.0% year-over-year, from $93.5M to $93.5M.
What does morningstar retirement segment — goodwill mean?: Represents the total carrying value of goodwill associated with the retirement segment, reflecting the premium paid over the fair value of net identifiable assets during acquisitions. This metric serves as an indicator of the segment's historical investment in inorganic growth and market consolidation.