Skip to content
Screener

Morningstar MORN Total Assets

Total Assets at other companies

S&P Global logo
S&P GlobalSPGI
$62.91B+4.2%
VAL
Value LineVALU
$151.92M+5.1%
FactSet Research Systems logo
FactSet Research SystemsFDS
$4.19B-3.4%
Moody's logo
Moody'sMCO
$14.68B-5.2%
MSCI logo
MSCIMSCI
$5.6B+4.3%
Blackrock logo
BlackrockBLK
$175.88B+20.1%

Other financials

Income statement

See full
Revenue$663.2M+9.6%
Gross profit$423.9M+13.2%
Operating income$160.6M+28.4%
Net income$107.8M+21.1%
EPS (diluted)$2.83+35.4%

Balance sheet

See full
Cash & equivalents$489.5M-2.8%
Total debt$1.9B+86.0%
Total equity$1.0B-36.6%

Cash flow

See full
Operating cash flow$155.7M+57.3%
CapEx$33.2M-9.3%
Free cash flow$122.5M+96.3%

Valuation

See full
Market cap$7.48B-32.8%
Enterprise value$8.91B-23.4%
P/E17.7×-9.8×
P/S2.9×-1.8×

Profitability

See full
Gross margin62.2%+1.3pp
Operating margin23.5%+1.3pp
Net margin16.4%-0.8pp
FCF margin19.4%+2.8pp

Returns & leverage

See full
Return on equity32%+5.4pp
Debt / equity1.9×+1.2×
Current ratio1.1×-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The source filing: Morningstar’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 4:27 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001289419-26-000041
(in millions, except share amounts)As of June 30, 2026 (unaudited)As of December 31, 2025
Deferred tax assets, net90.878.7
Deferred commissions28.730.1
Other assets22.412.1
Total assets$3,945.7$3,590.2
Liabilities and equity
Current liabilities:
Deferred revenue$628.4$586.1
Accrued compensation181.3294.2

Item 1.Financial Statements

FAQ

What is Morningstar's total assets?
Morningstar (MORN) reported total assets of $3.95B in Q2 2026.
How has Morningstar's total assets changed year-over-year?
Morningstar's total assets increased by 8.7% year-over-year, from $3.63B to $3.95B.
What is the long-term trend for Morningstar's total assets?
Over 5 years (2020 to 2025), Morningstar's total assets has grown at a 5.9% compound annual growth rate (CAGR), from $2.7B to $3.59B.
What does total assets mean?
The sum of everything the company owns — current assets, property, investments, goodwill, intangibles, and all other assets.

Ask your AI about Morningstar's total assets.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude