Morningstar Inc (MORN) — Net Asset Quality Index

Latest as of March 2026: 25.6%

Morningstar Inc (MORN) has a Net Asset Quality Index of 25.6% as of March 2026. This metric measures the proportion of total assets financed by shareholders' equity — total assets of $3.99 Billion minus total liabilities of $2.97 Billion yields net assets of $1.02 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Check Morningstar Inc liquidity resilience to evaluate the company's liquid asset resilience ratio.

Quality Index

25.6%
Equity / Total Assets

Net Assets

$1.02 Billion
USD

Total Assets

$3.99 Billion
USD

Total Liabilities

$2.97 Billion
USD

Morningstar Inc Net Asset Quality Index Over Time (2002–2025)

This chart shows how Morningstar Inc's Net Asset Quality Index has evolved across 24 annual periods from 2002 to 2025. As of March 2026, the index stands at 25.6%, representing net assets of $1.02 Billion against total assets of $3.99 Billion USD. See MORN working capital efficiency to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Morningstar Inc (2002–2025)

The table below presents the year-by-year Net Asset Quality Index for Morningstar Inc from 2002 to 2025, covering 24 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see MORN company net worth.

Year Quality Index Net Assets (USD) Total Assets Total Liabilities Change (pp)
2025 34.0% $1.22 Billion $3.59 Billion $2.37 Billion ▼ -11.6 pp
2024 45.6% $1.62 Billion $3.55 Billion $1.93 Billion ▲ +6.6 pp
2023 39.0% $1.33 Billion $3.40 Billion $2.08 Billion ▲ +4.3 pp
2022 34.7% $1.21 Billion $3.47 Billion $2.27 Billion ▼ -14.7 pp
2021 49.5% $1.42 Billion $2.86 Billion $1.45 Billion ▲ +2.3 pp
2020 47.2% $1.27 Billion $2.70 Billion $1.42 Billion ▲ +1.5 pp
2019 45.7% $1.08 Billion $2.37 Billion $1.29 Billion ▼ -18.6 pp
2018 64.3% $934.70 Million $1.45 Billion $519.10 Million ▲ +7.0 pp
2017 57.3% $804.90 Million $1.41 Billion $600.80 Million ▲ +5.7 pp
2016 51.6% $696.80 Million $1.35 Billion $654.10 Million ▼ -10.7 pp
2015 62.3% $640.60 Million $1.03 Billion $388.40 Million ▼ -1.9 pp
2014 64.2% $654.40 Million $1.02 Billion $364.88 Million ▼ -2.9 pp
2013 67.1% $691.29 Million $1.03 Billion $339.38 Million ▼ -2.7 pp
2012 69.8% $726.89 Million $1.04 Billion $315.06 Million ▼ -3.4 pp
2011 73.1% $857.02 Million $1.17 Billion $315.07 Million ▲ +1.2 pp
2010 71.9% $781.42 Million $1.09 Billion $304.88 Million ▼ -1.7 pp
2009 73.6% $676.87 Million $919.58 Million $242.71 Million ▲ +7.0 pp
2008 66.6% $535.53 Million $803.94 Million $268.41 Million ▲ +3.7 pp
2007 62.9% $408.30 Million $649.31 Million $241.00 Million ▲ +2.7 pp
2006 60.2% $269.42 Million $447.84 Million $178.41 Million ▲ +1.5 pp
2005 58.6% $173.71 Million $296.31 Million $122.60 Million ▲ +28.5 pp
2004 30.2% $64.38 Million $213.36 Million $148.98 Million ▲ +4.1 pp
2003 26.1% $47.78 Million $183.22 Million $135.44 Million ▼ -6.5 pp
2002 32.5% $50.46 Million $155.11 Million $104.65 Million
pp = percentage points