Skip to content

Morningstar MORN Total costs & expenses

Total costs & expenses at other companies

FactSet Research Systems logo
FactSet Research SystemsFDS
$426.06M+10.6%
S&P Global logo
S&P GlobalSPGI
Moody's logo
Moody'sMCO
MSCI logo
MSCIMSCI

Other financials

Income statement

See full
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 ratio-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:CostsAndExpenses.

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

Ask your AI about Morningstar's total costs & expenses.

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

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Morningstar's total costs & expenses?
Morningstar (MORN) reported total costs & expenses of $489.8M in Q1 2026.
How has Morningstar's total costs & expenses changed year-over-year?
Morningstar's total costs & expenses increased by 4.7% year-over-year, from $467.8M to $489.8M.
What is the long-term trend for Morningstar's total costs & expenses?
Over 4 years (2021 to 2025), Morningstar's total costs & expenses has grown at a 7.7% compound annual growth rate (CAGR), from $1.44B to $1.94B.
What does total costs & expenses mean?
This metric represents the aggregate sum of all operating and non-operating costs incurred by the company to generate revenue during a specific period. It encompasses cost of revenue, sales and marketing, administrative overhead, and depreciation. Monitoring this figure helps investors assess the company's overall cost structure and operational efficiency.