Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN) Shareholders Equity

Annual Shareholders Equity

$1.62B$290.80M+21.90%

Summary

Current Value
As of today, MORN annual shareholders equity is $1.62B, up +21.90% on
Historical Performance
MORN annual shareholders equity is up +14.32% over the past 3 years, and up +49.37% over the past 5 years
All-Time High Comparison
MORN annual shareholders equity is currently at its all-time high
3-Year Low Comparison
MORN annual shareholders equity is +34.09% above its 3-year low of $1.21B reached on an earlier date
Sector Comparison
MORN annual shareholders equity is higher than 77.48% of companies in Financial Services sector

Shareholders Equity Chart

Add series to chart
Add series to chart1/6
Series
SUGGESTED SERIES

Performance

MORN Performance
MetricDateValue1Y3Y5Y15Y
Annual Shareholders Equity$1.62B+21.9%+14.3%+49.4%+139.5%
Quarterly Shareholders Equity$1.51B-3.3%+28.4%+28.6%+100.7%
Price$218.51-30.8%-8.6%-1.8%+310.3%
Annual Total Assets$3.55B+4.3%+24.0%+49.7%+285.9%
Annual Total Liabilities$1.93B-7.0%+33.4%+50.0%+695.3%
Annual Retained Earnings$1.91B+18.5%+25.1%+56.8%+673.8%
Annual Book Value$1.62B+21.9%+14.3%+49.4%+143.5%
PB Ratio5.94-29.0%-29.4%-20.9%+74.7%
Market Cap$9B-33.6%-11.5%-5.8%+238.3%

Shareholders Equity Highs

MORN Annual Shareholders Equity Highs Comparison
PeriodHighDateCurrent
3Y$1.62Bat high
5Y$1.62Bat high
All$1.62Bat high

Shareholders Equity Lows

MORN Annual Shareholders Equity Lows Comparison
PeriodLowDateCurrent
3Y$1.21BN/A+34.1%
5Y$1.21B+34.1%
All$35.97M+4399.9%

Shareholders Equity History

YearValueChange
$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%
$725.52M-15.2%
YearValueChange
$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 shareholders equity of MORN?

    As of today, MORN annual shareholders equity is $1.62B

  • What is 1-year change in MORN annual shareholders equity?

    MORN annual shareholders equity is up +21.90% year-over-year

  • What is 3-year change in MORN annual shareholders equity?

    MORN annual shareholders equity is up +14.32% over the past 3 years

  • How far is MORN annual shareholders equity from its all-time high?

    MORN annual shareholders equity is currently at its all-time high

  • How does MORN annual shareholders equity rank versus sector peers?

    MORN annual shareholders equity is higher than 77.48% of companies in Financial Services sector

  • When is MORN next annual earnings release?

    The next annual earnings release for MORN is on

Shareholders Equity Formula

Shareholders Equity =

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1289419/000128941925000168/0001289419-25-000168-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941925000041/0001289419-25-000041-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