Growth Metrics

Morningstar (MORN) Equity Income (2009 - 2026)

Morningstar (MORN) reported Equity Income of -$100000.0 for Q1 2026, up 96.15% year-over-year from -$50980.4 in Q1 2025, and down 116.67% on a QoQ basis from $600000.0 in Q4 2025.

Morningstar (MORN) has 18 years of Equity Income data on file, last reported at -$100000.0 in Q1 2026.

  • Quarterly Equity Income rose 96.15% year-over-year to -$100000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$800000.0 (up 95.68% YoY) and the FY2025 annual result came in at -$3.3 million, up 81.03% from the prior year.
  • Equity Income eased to -$100000.0 in Q1 2026 per MORN's latest filing, from $600000.0 in the prior quarter.
  • Across five years, Equity Income topped out at $600000.0 in Q4 2025 and bottomed at -$12.1 million in Q4 2024.
  • The 5-year median for Equity Income is -$1.3 million (2022), against an average of -$1.9 million.
  • The widest annual swing landed in 2023, when Equity Income plunged 425.0%; it then jumped 104.96% in 2025.
  • Tracing MORN's Equity Income over 5 years: stood at -$900000.0 in 2022, then tumbled by 200.0% to -$2.7 million in 2023, then slumped by 348.15% to -$12.1 million in 2024, then soared by 104.96% to $600000.0 in 2025, then tumbled by 116.67% to -$100000.0 in 2026.
  • Per Business Quant, the three latest MORN Equity Income figures stand at -$100000.0 (Q1 2026), $600000.0 (Q4 2025), and -$100000.0 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Income (Qtr)
1 S&P Global 126.06 Bn 129.16 Bn 2.94 Bn -
2 Cme 98.29 Bn 98.29 Bn 1.83 Bn 102.40 Mn
3 Intercontinental Exchange 83.83 Bn 82.37 Bn - -
4 Moodys 80.13 Bn 78.77 Bn 1.55 Bn -
5 Nasdaq 52.44 Bn 51.76 Bn 1.41 Bn 26.00 Mn
6 Coinbase Global 50.05 Bn 49.52 Bn 1.33 Bn -
7 Msci 46.28 Bn 45.89 Bn 765.10 Mn -
8 Cboe Global Markets 34.92 Bn 32.75 Bn 728.90 Mn -
9 TransUnion 13.79 Bn 13.22 Bn 726.20 Mn 6.50 Mn
10 Morningstar 7.12 Bn 6.58 Bn 405.90 Mn -100,000.00

Historic Data

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DateValue
Mar 31, 2026 -100,000.00
Dec 31, 2025 600,000.00
Sep 30, 2025 -100,000.00
Jun 30, 2025 -1.20 Mn
Mar 31, 2025 -2.60 Mn
Dec 31, 2024 -12.10 Mn
Sep 30, 2024 -2.60 Mn
Jun 30, 2024 -1.20 Mn
Mar 31, 2024 -1.50 Mn
Dec 31, 2023 -2.70 Mn
Sep 30, 2023 -1.60 Mn
Jun 30, 2023 -1.80 Mn
Mar 31, 2023 -1.30 Mn
Dec 31, 2022 -900,000.00
Sep 30, 2022 -1.30 Mn
Jun 30, 2022 -1.80 Mn
Mar 31, 2022 400,000.00
Dec 31, 2021 800,000.00
Sep 30, 2021 1.90 Mn
Jun 30, 2021 1.00 Mn
Mar 31, 2021 1.70 Mn
Dec 31, 2020 1.00 Mn
Sep 30, 2020 600,000.00
Jun 30, 2020 -500,000.00
Mar 31, 2020 -800,000.00
Dec 31, 2019 1.00 Mn
Sep 30, 2019 -1.10 Mn
Jun 30, 2019 700,000.00
Mar 31, 2019 -1.50 Mn
Dec 31, 2018 -500,000.00
Sep 30, 2018 300,000.00
Jun 30, 2018 -400,000.00
Mar 31, 2018 -1.50 Mn
Dec 31, 2017 -300,000.00
Jun 30, 2017 -200,000.00
Mar 31, 2017 -800,000.00
Dec 31, 2016 -900,000.00
Sep 30, 2016 400,000.00
Jun 30, 2016 -200,000.00
Mar 31, 2016 500,000.00
Dec 31, 2015 300,000.00
Sep 30, 2015 500,000.00
Jun 30, 2015 600,000.00
Mar 31, 2015 500,000.00
Dec 31, 2014 -1.40 Mn
Sep 30, 2014 300,000.00
Jun 30, 2014 500,000.00
Mar 31, 2014 600,000.00
Dec 31, 2013 256,000.00
Sep 30, 2013 315,000.00
Jun 30, 2013 360,000.00
Mar 31, 2013 497,000.00
Dec 31, 2012 486,000.00
Sep 30, 2012 478,000.00
Jun 30, 2012 497,000.00
Mar 31, 2012 566,000.00
Dec 31, 2011 451,000.00
Sep 30, 2011 428,000.00
Jun 30, 2011 595,000.00
Mar 31, 2011 374,000.00
Dec 31, 2010 246,000.00
Sep 30, 2010 333,000.00
Jun 30, 2010 454,000.00
Mar 31, 2010 389,000.00
Dec 31, 2009 375,000.00
Sep 30, 2009 429,000.00
Jun 30, 2009 -21,000.00