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 74.27% of companies in Financial Services sector

Book Value Chart

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Series
SUGGESTED SERIES

Performance

MORN Performance
MetricDateValue1Y3Y5Y15Y
Annual Book Value$1.22B-24.5%+1.2%-3.9%+56.6%
Quarterly Book Value$1.22B-24.5%+1.2%-3.9%+56.6%
Price$159.48-51.2%-33.0%-35.8%+169.1%
$3.59B+1.2%+3.3%+33.2%+230.5%
$2.37B+22.7%+4.4%+66.2%+676.8%
5.50-36.5%-34.4%-34.4%+44.7%
$1.22B-24.5%+1.2%-3.9%+56.6%
Market Cap$7B-52.0%-33.5%-36.9%+127.1%

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 74.27% 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 Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-index.htm
  4. MORN Profile on Yahoo Finance finance.yahoo.com/quote/MORN
  5. MORN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/morn