Morningstar (MORN) Common Equity (2009 - 2026)
Morningstar's (MORN) quarterly Common Equity came in at $1.0 billion in Q1 2026, down 36.7% year-on-year from $1.6 billion in Q1 2025, and down 16.63% on a QoQ basis from $1.2 billion in Q4 2025.
Morningstar (MORN) Common Equity (2009 - 2026) Analysis & Trends
Morningstar (MORN) has 18 years of Common Equity data on file, last reported at $1.0 billion in Q1 2026.
- On a quarterly basis, Common Equity fell 36.7% year-over-year to $1.0 billion in Q1 2026; TTM through Mar 2026 was $1.0 billion, a 36.7% decrease from a year earlier, with the FY2025 full-year figure at $1.2 billion, down 24.51% from the prior year.
- Common Equity for Q1 2026 stood at $1.0 billion, down from $1.2 billion in the prior quarter.
- Over the last five years, Common Equity for MORN reached as high as $1.6 billion in Q4 2024 and fell as low as $1.0 billion in Q1 2026.
- Historically, Common Equity has averaged $1.4 billion across 5 years, with a median of $1.3 billion in 2023.
- Across the five-year window, Common Equity climbed 25.85% in 2024 and plunged 36.7% in 2026, its largest moves.
- Year by year, Common Equity stood at $1.2 billion in 2022, then climbed by 10.0% to $1.3 billion in 2023, then grew by 21.9% to $1.6 billion in 2024, then slipped by 24.51% to $1.2 billion in 2025, then fell by 16.63% to $1.0 billion in 2026.
- Per Business Quant data, the three most recent Common Equity figures were $1.0 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 123.54 Bn | 121.73 Bn | 2.94 Bn | 31.29 Bn |
| 2 | Cme | 93.95 Bn | 93.95 Bn | 1.65 Bn | 26.52 Bn |
| 3 | Intercontinental Exchange | 86.02 Bn | 84.27 Bn | - | 29.48 Bn |
| 4 | Moodys | 83.68 Bn | 82.18 Bn | 1.67 Bn | 3.17 Bn |
| 5 | Nasdaq | 53.85 Bn | 53.14 Bn | 1.50 Bn | 11.99 Bn |
| 6 | Coinbase Global | 43.36 Bn | 32.93 Bn | 1.33 Bn | 13.48 Bn |
| 7 | Msci | 41.57 Bn | 41.22 Bn | 717.10 Mn | -2.69 Bn |
| 8 | Cboe Global Markets | 30.85 Bn | 28.68 Bn | 728.90 Mn | 5.37 Bn |
| 9 | TransUnion | 16.17 Bn | 15.44 Bn | 726.20 Mn | 4.91 Bn |
| 10 | Morningstar | 7.43 Bn | 6.90 Bn | 405.90 Mn | 1.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.02 Bn |
| Dec 31, 2025 | 1.22 Bn |
| Sep 30, 2025 | 1.51 Bn |
| Jun 30, 2025 | 1.61 Bn |
| Mar 31, 2025 | 1.61 Bn |
| Dec 31, 2024 | 1.62 Bn |
| Sep 30, 2024 | 1.57 Bn |
| Jun 30, 2024 | 1.43 Bn |
| Mar 31, 2024 | 1.38 Bn |
| Dec 31, 2023 | 1.33 Bn |
| Sep 30, 2023 | 1.24 Bn |
| Jun 30, 2023 | 1.24 Bn |
| Mar 31, 2023 | 1.20 Bn |
| Dec 31, 2022 | 1.21 Bn |
| Sep 30, 2022 | 1.18 Bn |
| Jun 30, 2022 | 1.24 Bn |
| Mar 31, 2022 | 1.35 Bn |
| Dec 31, 2021 | 1.42 Bn |
| Sep 30, 2021 | 1.39 Bn |
| Jun 30, 2021 | 1.35 Bn |