Morningstar Inc
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate acc… Read more
Morningstar Inc (MORN) - Total Assets
Latest total assets as of December 2025: $3.59 Billion USD
Based on the latest financial reports, Morningstar Inc (MORN) holds total assets worth $3.59 Billion USD as of December 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Morningstar Inc - Total Assets Trend (2000–2025)
This chart illustrates how Morningstar Inc’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Morningstar Inc - Asset Composition Analysis
Current Asset Composition (December 2025)
Morningstar Inc's total assets of $3.59 Billion consist of 28.9% current assets and 71.1% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 13.2% |
| Accounts Receivable | $406.60 Million | 11.3% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $0.00 | 0.0% |
| Intangible Assets | $379.30 Million | 10.6% |
| Goodwill | $1.61 Billion | 44.9% |
Asset Composition Trend (2000–2025)
This chart illustrates how Morningstar Inc's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Morningstar Inc's current assets represent 28.9% of total assets in 2025, an increase from 0.0% in 2000.
- Cash Position: Cash and equivalents constituted 13.2% of total assets in 2025, up from 0.0% in 2000.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 54.0% of total assets, an increase from 0.0% in 2000.
- Asset Diversification: The largest asset category is goodwill at 44.9% of total assets.
Morningstar Inc Competitors by Total Assets
Key competitors of Morningstar Inc based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
NICE Holdings Co. Ltd
KO:034310
|
Korea | ₩3.83 Trillion |
|
SCI Information Service Inc
KQ:036120
|
Korea | ₩40.82 Billion |
|
FnGuide Inc.
KQ:064850
|
Korea | ₩85.41 Billion |
|
Hithink RoyalFlush Info Network
SHE:300033
|
China | CN¥15.83 Billion |
|
East Money Information Co Ltd
SHE:300059
|
China | CN¥380.25 Billion |
|
CTOS Digital Bhd
KLSE:5301
|
Malaysia | RM822.10 Million |
|
Shanghai DZH Ltd
SHG:601519
|
China | CN¥1.77 Billion |
|
A3 Mercados S.A.
BA:A3
|
Argentina | AR$873.87 Billion |
Morningstar Inc - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Moderate asset utilization - Morningstar Inc generates 0.68x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Excellent ROA - For every $100 in assets, Morningstar Inc generates $ 10.42 in net profit.
Morningstar Inc - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 0.99 | 1.05 | 1.20 |
| Quick Ratio | 0.99 | 1.05 | 1.20 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | $-15.30 Million | $ 46.80 Million | $ 120.20 Million |
Morningstar Inc - Advanced Valuation Insights
This section examines the relationship between Morningstar Inc's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 4.18 |
| Latest Market Cap to Assets Ratio | 1.06 |
| Asset Growth Rate (YoY) | 1.2% |
| Total Assets | $3.59 Billion |
| Market Capitalization | $3.80 Billion USD |
Valuation Analysis
Above Book Valuation: The market values Morningstar Inc's assets above their book value (1.06 x), reflecting positive investor sentiment about the company's future prospects.
Positive Asset Growth: Morningstar Inc's assets grew by 1.2% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Morningstar Inc (2000–2025)
The table below shows the annual total assets of Morningstar Inc from 2000 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-12-31 | $3.59 Billion | +1.16% |
| 2024-12-31 | $3.55 Billion | +4.28% |
| 2023-12-31 | $3.40 Billion | -2.05% |
| 2022-12-31 | $3.47 Billion | +21.38% |
| 2021-12-31 | $2.86 Billion | +6.18% |
| 2020-12-31 | $2.70 Billion | +13.71% |
| 2019-12-31 | $2.37 Billion | +63.08% |
| 2018-12-31 | $1.45 Billion | +3.42% |
| 2017-12-31 | $1.41 Billion | +4.06% |
| 2016-12-31 | $1.35 Billion | +31.28% |
| 2015-12-31 | $1.03 Billion | +0.95% |
| 2014-12-31 | $1.02 Billion | -1.10% |
| 2013-12-31 | $1.03 Billion | -1.08% |
| 2012-12-31 | $1.04 Billion | -11.10% |
| 2011-12-31 | $1.17 Billion | +7.90% |
| 2010-12-31 | $1.09 Billion | +18.13% |
| 2009-12-31 | $919.58 Million | +14.38% |
| 2008-12-31 | $803.94 Million | +23.82% |
| 2007-12-31 | $649.31 Million | +44.99% |
| 2006-12-31 | $447.84 Million | +51.14% |
| 2005-12-31 | $296.31 Million | +38.88% |
| 2004-12-31 | $213.36 Million | +16.45% |
| 2003-12-31 | $183.22 Million | +18.12% |
| 2002-12-31 | $155.11 Million | +20.49% |
| 2001-12-31 | $128.74 Million | -3.85% |
| 2000-12-31 | $133.89 Million | -- |