Morningstar Inc Net Asset Quality Index
Morningstar Inc net asset quality index. 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 cash earnings quality to evaluate the quality of earnings relative to operating cash generation.
Quality Index
Net Assets
Total Assets
Total Liabilities
Net Asset Quality Index of Morningstar Inc (2002–2025)
Net asset quality index of Morningstar Inc from 2002 to 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 Morningstar Inc (MORN) net assets for net asset value and shareholders' equity analysis.
Morningstar Inc Net Asset Quality Index by Year (2002–2025)
Morningstar Inc net asset quality index by year from 2002 to 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 live market cap and overall valuation, see MORN stock market capitalisation.
| 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 | — |