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MORN

Morningstar Inc

Morningstar, Inc. provides investment research and analysis, offering data on managed investments, private capital markets, and securities. Its services cater to individual investors, financial advisors, and institutions through platforms and tools for investment insights.

๐Ÿ’ฒ Financial Services NASDAQ Listed 2005 $ USD
$1,000 invested 20 years ago โ†’$6,470today

Score Overview

1 Year
Score
Net Growth12.67%
Net TrendGrew
Net Income Consistencyโ€”
Rev Growth4.95%
Rev TrendGrew
Revenue Consistencyโ€”
5 Years
Score8.0
Net Growth118.11%
Net Trend80%
Net Income Consistencyโ€”
Rev Growth51.03%
Rev TrendEvery year
Revenue Consistencyโ€”
10 Years
Score
Net Growth161.86%
Net Trend60%
Net Income Consistency
Rev Growth221.37%
Rev TrendEvery year
Revenue Consistency
20 Years
Score7.5
Net Growth8x
Net Trend70%
Net Income Consistency
Rev Growth8x
Rev Trend95%
Revenue Consistency
All Time
Score
Net Growth13x
Net Trend71%
Net Income Consistency
Rev Growth11x
Rev Trend95%
Revenue Consistency

See the full market ranking โ†’

Morningstar Inc fundamental performance

Between 2020 and 2025, revenue grew from $ 1.38B to $ 2.44B and net income grew from $ 223M to $ 374M. Revenue increased in every one of those 5 years; net income in 4.

Across Morningstar Inc's full reported history, from 2005 to 2025, revenue grew from $ 227M to $ 2.44B and net income grew from $ 31M to $ 374M. Revenue increased in 95% of the years measured; net income in 71%.

Morningstar Inc currently holds a 20-year HDB Score of 7.5 out of 10. How the HDB Score is calculated.

Net Income x Stock Price

Historical Returns

Historical Returns
PeriodPriceReturn
Last Price2026-08-12
$ 197.51โ€”
1 Year2025-08-12
$ 255.64-22.74%
5 Years2021-08-12
$ 252.41-21.75%
10 Years2016-08-12
$ 75.79160.59%
20 Years2006-08-11
$ 30.536x
All Time2005-05-03
$ 17.7211x

Prices are split & dividend adjusted. All values are reported in USD.

Fundamental Data

Year
2026$ 2.56B$ 421M$ 489M
2025$ 2.44B$ 374M$ 528M
2024$ 2.27B$ 369M$ 551M
2023$ 2.03B$ 141M$ 389M
2022$ 1.87B$ 70M$ 414M
2021$ 1.69B$ 193M$ 546M
2020$ 1.38B$ 223M$ 464M
2019$ 1.17B$ 152M$ 367M
2018$ 1.01B$ 183M$ 395M
2017$ 911M$ 136M$ 353M
2016$ 798M$ 161M$ 304M
2015$ 788M$ 132M$ 248M
2014$ 760M$ 78M$ 224M
2013$ 698M$ 123M$ 298M
2012$ 658M$ 108M$ 321M
2011$ 631M$ 98M$ 470M
2010$ 555M$ 86M$ 365M
2009$ 478M$ 82M$ 342M
2008$ 502M$ 92M$ 297M
2007$ 435M$ 73M$ 258M
2006$ 315M$ 51M$ 163M
IPO2005$ 227M$ 31M$ 153M

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