Company / Book Value per Share
Morningstar, Inc. Book Value per Share History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Book Value per Share
$28.503
FY2025
5-year range
$25.26 / $37.881
FY2021-FY2025
Trend
-24.8%
vs FY2024
Sector context
#221 of 380
Financials
What the data says
At $28.503, Morningstar, Inc.'s book value per share ranks #221 of 380 in the Financials sector. Book Value per Share has fluctuated over the past 10 years, ranging from $16.047 in FY2016 to $37.881 in FY2024.
Based on SEC 10-K filings.
$28.503 in FY2025 with a 5-year CAGR of +5.5%.
Declined from $31.257 to $28.503 over the past 2 years.
Financials sector context is included.
Book Value per Share over time
Growth rates
- 3-Year CAGR
- -1.1%
- 5-Year CAGR
- +5.5%
- 10-Year CAGR
- -
Sector benchmark
#221 of 380 in FinancialsTop 58% of 380This company $28.503 Sector average $9.2K
▼
-99.7% below sector average
Key checks
Key Insights
- 5-year CAGR of +5.5%, indicating consistent growth.
- In FY2025, book value per share decreased 24.8% year-over-year.
- Ranks #221 out of 380 companies in the Financials sector.
- Peak book value per share was recorded in FY2024.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
- Strong return on equity: 24.8%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Book Value per ShareValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $28.503 | -24.8% |
| FY2024 | $37.881 | +21.2% |
| FY2023 | $31.257 | +6.0% |
| FY2022 | $29.474 | +16.7% |
| FY2021 | $25.26 | +15.8% |
| FY2020 | $21.814 | +26.4% |
| FY2019 | $17.264 | -21.4% |
| FY2018 | $21.968 | +17.2% |
| FY2017 | $18.748 | +16.8% |
| FY2016 | $16.047 | +11.1% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026