Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN) Book Value

Annual Book Value

$1.22B$396.70M-24.51%

Summary

Current Value
As of today, MORN annual book value is $1.22B, down -24.51% on
Historical Performance
MORN annual book value is up +1.23% over the past 3 years, down -3.89% over the past 5 years
All-Time High Comparison
MORN annual book value is currently -24.51% below its historical high of $1.62B set on
3-Year Low Comparison
MORN annual book value is +1.23% above its 3-year low of $1.21B reached on an earlier date
Sector Comparison
MORN annual book value is higher than 76.24% of companies in Financial Services sector

Book Value Chart

SUGGESTED SERIES

Performance

MORN Performance
MetricDateValue1Y3Y5Y15Y
Annual Book Value$1.22B-24.5%+1.2%-3.9%+56.6%
Quarterly Book Value$1.02B-36.6%-17.1%-24.1%+19.7%
Price$215.97-16.5%+0.5%-17.7%+304.7%
$3.59B+1.2%+3.3%+33.2%+230.5%
$2.37B+22.7%+4.4%+66.2%+676.8%
7.91+17.0%+6.6%-5.5%+151.1%
$1.22B-24.5%+1.2%-3.9%+56.6%
Market Cap$8B-25.7%-11.6%-28.3%+200.4%

Book Value Highs

MORN Annual Book Value Highs Comparison
PeriodHighDateCurrent
3Y$1.62B-24.5%
5Y$1.62B-24.5%
All$1.62B-24.5%

Book Value Lows

MORN Annual Book Value Lows Comparison
PeriodLowDateCurrent
3Y$1.21BN/A+1.2%
5Y$1.21B+1.2%
All$35.97M+3297.0%

Book Value History

YearValueChange
$1.22B-24.5%
$1.62B+21.9%
$1.33B+10.0%
$1.21B-14.7%
$1.42B+11.4%
$1.27B+17.3%
$1.08B+15.9%
$934.70M+16.1%
$804.90M+15.6%
$696.50M+8.8%
$640.30M-2.0%
$653.50M-5.3%
$690.26M-4.9%
YearValueChange
$725.52M-15.2%
$855.37M+9.6%
$780.32M+15.5%
$675.71M+26.2%
$535.53M+31.2%
$408.30M+51.5%
$269.42M+55.1%
$173.71M+66.7%
$104.20M+132.5%
$44.82M-6.9%
$48.13M+33.8%
$35.97M-5.5%
$38.05M-

FAQ

What is the current annual book value of MORN?
As of today, MORN annual book value is $1.22B
What is 1-year change in MORN annual book value?
MORN annual book value is down -24.51% year-over-year
What is 3-year change in MORN annual book value?
MORN annual book value is up +1.23% over the past 3 years
How far is MORN annual book value from its all-time high?
MORN annual book value is currently -24.51% below its historical high of $1.62B set on December 31, 2024
How does MORN annual book value rank versus sector peers?
MORN annual book value is higher than 76.24% of companies in Financial Services sector
When is MORN next annual earnings release?
As of today, the next annual earnings release for MORN has not been scheduled

Book Value Formula

Book Value =

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-index.htm
  3. MORN Profile on Yahoo Finance finance.yahoo.com/quote/MORN
  4. MORN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/morn