Morningstar (MORN) Other Accumulated Expenses (2009 - 2026)
Morningstar's Other Accumulated Expenses was $5.2 million in Q3 2026, down 51.4% from $10.7 million a year earlier but up 30.0% from the prior quarter.
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Analysis
Morningstar (MORN) Other Accumulated Expenses (2009 - 2026) Analysis & Trends
At the end of FY2025, Other Accumulated Expenses at Morningstar came in at $9.3 million, up 564.3% from FY2024.
- Other Accumulated Expenses shows a five-year compound annual growth rate of -3.5% (FY2020 to FY2025).
- In earlier years, Other Accumulated Expenses was $1.4 million in FY2024 (-22.2%), $1.8 million in FY2023 (-83.9%), $11.2 million in FY2022 (+409.1%) and $2.2 million in FY2021 (-80.2%).
- Quarterly Other Accumulated Expenses has moved between $1.4 million (Q4 2024) and $70.7 million (Q1 2023) over five years.
- Compared with a year earlier, Other Accumulated Expenses was higher in two of the last eight quarters, with growth averaging 35.6%.
- The best year-over-year quarter for Other Accumulated Expenses over five years was Q2 2024 (growth of 672.2%); the worst was Q4 2023 (a decline of 83.9%).
- Per Business Quant data, MORN's Other Accumulated Expenses in the three quarters before Q3 2026 was $4 million (Q2 2026), $7.9 million (Q1 2026) and $9.3 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 135.95 Bn | 125.80 Bn | 2.64 Bn |
| 2 | Moodys | 87.18 Bn | 80.11 Bn | 1.50 Bn |
| 3 | Msci | 46.24 Bn | 44.72 Bn | 739.80 Mn |
| 4 | Verisk Analytics | 26.46 Bn | 21.10 Bn | 572.90 Mn |
| 5 | Equifax | 22.29 Bn | 21.56 Bn | 940.10 Mn |
| 6 | TransUnion | 15.65 Bn | 12.34 Bn | - |
| 7 | Factset Research Systems | 11.79 Bn | 10.64 Bn | 308.40 Mn |
| 8 | Morningstar | 9.04 Bn | 6.93 Bn | 431.40 Mn |
| 9 | Mastercard | 577.18 Bn | 537.27 Bn | - |
| 10 | Cme | 108.04 Bn | 96.37 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 5.20 Mn |
| Jun 30, 2026 | 4.00 Mn |
| Mar 31, 2026 | 7.90 Mn |
| Dec 31, 2025 | 9.30 Mn |
| Sep 30, 2025 | 10.70 Mn |
| Jun 30, 2025 | 9.80 Mn |
| Mar 31, 2025 | 7.40 Mn |
| Dec 31, 2024 | 1.40 Mn |
| Sep 30, 2024 | 27.80 Mn |
| Jun 30, 2024 | 13.90 Mn |
| Mar 31, 2024 | 19.90 Mn |
| Dec 31, 2023 | 1.80 Mn |
| Sep 30, 2023 | 3.80 Mn |
| Jun 30, 2023 | 1.80 Mn |
| Mar 31, 2023 | 70.70 Mn |
| Dec 31, 2022 | 11.20 Mn |
| Sep 30, 2022 | 4.00 Mn |
| Jun 30, 2022 | 2.40 Mn |
| Mar 31, 2022 | 11.50 Mn |
| Dec 31, 2021 | 2.20 Mn |
API Access
Morningstar Other Accumulated Expenses API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=other-accumulated-expenses&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "other-accumulated-expenses", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=other-accumulated-expenses&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();