Morningstar Inc
Statements
Balance Sheet
All figures as the change versus the prior period, in percent. Periods without a positive comparison base stay empty.
Tick rows to compare them in a chart (up to 4)
| Line item | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | +1.0% | +31.3% | +4.1% | +3.4% | +63.1% | +13.7% | +6.2% | +21.4% | -2.1% | +4.3% | +1.2% | |
| – | +4.9% | +15.2% | +12.2% | +13.6% | +0.3% | +21.0% | +21.6% | -8.7% | +0.6% | +24.3% | +2.4% | |
| – | +11.9% | +25.1% | +19.0% | +19.8% | -9.5% | +26.5% | +14.5% | -22.2% | -10.3% | +48.8% | -5.6% | |
| – | +10.7% | +22.3% | +16.2% | +12.1% | -7.2% | +26.3% | +17.6% | -24.1% | -6.2% | +41.6% | -4.0% | |
| – | +1.9% | +4.7% | +1.6% | +17.4% | +12.0% | +6.4% | +34.0% | +10.8% | +11.9% | +7.5% | +9.7% | |
| – | -100.0% | +0.0% | -100.0% | – | – | – | – | – | – | – | – | |
| – | +14.4% | +13.1% | -3.1% | -2.6% | +7.8% | +0.3% | +10.8% | +16.1% | – | – | – | |
| – | -1.6% | +52.9% | +1.5% | -1.5% | +86.7% | +16.0% | +0.2% | +30.2% | +0.5% | -1.1% | +3.1% | |
| – | -22.6% | +62.9% | -21.1% | -22.5% | +351.2% | +14.0% | -13.7% | +67.2% | -11.7% | -15.6% | -7.2% | |
| – | +6.4% | +68.4% | -8.1% | -13.6% | +148.0% | +10.7% | +1.6% | +56.7% | -8.5% | -7.0% | +22.7% | |
| – | +3.6% | -3.1% | +9.6% | +12.3% | +36.7% | +26.4% | +25.1% | +12.6% | -0.2% | +9.8% | +8.9% | |
| – | +16.7% | +104.9% | +28.3% | +19.0% | -57.3% | -14.7% | -8.8% | +90.7% | -1.3% | -48.8% | +19.1% | |
| – | +14.3% | +13.8% | +10.3% | +10.6% | +8.3% | +296.8% | -67.3% | -0.4% | +2.9% | +11.4% | +12.1% | |
| – | – | – | -28.0% | -61.1% | +617.3% | -10.6% | -20.0% | +199.8% | -12.7% | -25.7% | +53.5% | |
| – | -2.0% | +8.8% | +15.5% | +16.1% | +15.9% | +17.3% | +11.4% | -14.7% | +10.0% | +21.9% | -24.5% | |
| – | +15.2% | +16.6% | +11.2% | +16.3% | +9.2% | +14.1% | +9.9% | +0.6% | +4.9% | +18.5% | +15.6% | |
| – | -1.3% | -2.3% | -0.7% | +0.0% | +0.5% | +0.0% | +0.5% | -1.2% | +0.0% | +0.5% | -2.1% |
Data as of: September 23, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.