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 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | -3.9% | +20.5% | +18.1% | +16.5% | +38.9% | +51.1% | +45.0% | +23.8% | +14.4% | +18.1% | +7.9% | -11.1% | -1.1% | -1.1% | +1.0% | +31.3% | +4.1% | +3.4% | +63.1% | +13.7% | +6.2% | +21.4% | -2.1% | +4.3% | +1.2% | |
| – | – | – | +12.9% | +28.8% | +51.9% | +15.2% | +54.8% | +12.6% | +7.3% | +14.2% | +20.6% | -22.5% | -5.8% | -12.6% | +4.9% | +15.2% | +12.2% | +13.6% | +0.3% | +21.0% | +21.6% | -8.7% | +0.6% | +24.3% | +2.4% | |
| – | – | – | +20.7% | +11.2% | +55.3% | +4.1% | +66.0% | +9.0% | -25.0% | +38.1% | +11.2% | -18.2% | +2.6% | +10.1% | +11.9% | +25.1% | +19.0% | +19.8% | -9.5% | +26.5% | +14.5% | -22.2% | -10.3% | +48.8% | -5.6% | |
| – | – | – | +17.5% | +25.3% | +60.5% | +6.9% | +57.9% | +15.1% | +15.1% | +6.7% | +28.7% | -31.6% | -7.1% | -24.8% | +10.7% | +22.3% | +16.2% | +12.1% | -7.2% | +26.3% | +17.6% | -24.1% | -6.2% | +41.6% | -4.0% | |
| – | – | – | +11.9% | +51.8% | +41.2% | +37.1% | +47.0% | +3.0% | -11.0% | +38.1% | -0.5% | +6.5% | -8.2% | +15.8% | +1.9% | +4.7% | +1.6% | +17.4% | +12.0% | +6.4% | +34.0% | +10.8% | +11.9% | +7.5% | +9.7% | |
| – | – | – | – | – | – | – | – | – | -68.7% | +157.9% | +78.5% | -26.7% | +4.0% | +131.2% | -100.0% | +0.0% | -100.0% | – | – | – | – | – | – | – | – | |
| – | – | – | – | -0.4% | -0.9% | -8.6% | +20.4% | +207.8% | +1.7% | +3.8% | +9.8% | +23.2% | +25.0% | +12.0% | +14.4% | +13.1% | -3.1% | -2.6% | +7.8% | +0.3% | +10.8% | +16.1% | – | – | – | |
| – | – | – | +134.8% | +2.4% | +21.5% | +395.3% | +47.8% | +46.1% | +33.5% | +27.1% | +0.3% | +0.7% | +1.7% | +13.4% | -1.6% | +52.9% | +1.5% | -1.5% | +86.7% | +16.0% | +0.2% | +30.2% | +0.5% | -1.1% | +3.1% | |
| – | – | – | – | +759.2% | -54.6% | +904.6% | +31.5% | +25.1% | +13.1% | +24.8% | -17.3% | -16.5% | -11.0% | -7.7% | -22.6% | +62.9% | -21.1% | -22.5% | +351.2% | +14.0% | -13.7% | +67.2% | -11.7% | -15.6% | -7.2% | |
| – | – | – | +29.4% | +10.0% | -17.7% | +45.5% | +35.1% | +11.4% | -9.6% | +25.6% | +3.3% | 0.0% | +7.7% | +7.5% | +6.4% | +68.4% | -8.1% | -13.6% | +148.0% | +10.7% | +1.6% | +56.7% | -8.5% | -7.0% | +22.7% | |
| – | – | – | +33.5% | +6.7% | -2.5% | +44.6% | +30.1% | +7.2% | -11.4% | +22.2% | +7.1% | -4.9% | +8.9% | +4.8% | +3.6% | -3.1% | +9.6% | +12.3% | +36.7% | +26.4% | +25.1% | +12.6% | -0.2% | +9.8% | +8.9% | |
| – | – | – | – | – | +151,544.4% | +54.3% | +54.9% | – | – | – | – | – | +6.1% | -58.0% | +16.7% | +104.9% | +28.3% | +19.0% | -57.3% | -14.7% | -8.8% | +90.7% | -1.3% | -48.8% | +19.1% | |
| – | – | – | – | -37.6% | +13.1% | +53.8% | +6.2% | +34.7% | -0.6% | +42.7% | -3.0% | +5.7% | -3.8% | -18.6% | +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% | |
| – | -5.5% | +40.3% | -5.3% | +34.8% | +169.8% | +55.1% | +51.5% | +31.2% | +24.1% | +17.4% | +9.6% | -15.2% | -4.9% | -5.3% | -2.0% | +8.8% | +15.5% | +16.1% | +15.9% | +17.3% | +11.4% | -14.7% | +10.0% | +21.9% | -24.5% | |
| – | – | – | – | – | – | – | +6,118.1% | +129.0% | +45.8% | +35.0% | +26.5% | +21.4% | +19.8% | +7.9% | +15.2% | +16.6% | +11.2% | +16.3% | +9.2% | +14.1% | +9.9% | +0.6% | +4.9% | +18.5% | +15.6% | |
| – | +7.7% | -2.4% | -4.9% | +9.1% | +6.2% | +5.1% | +3.1% | +2.2% | +1.2% | +1.5% | +0.9% | -3.6% | -5.4% | -3.4% | -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: October 5, 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.