Company / CapEx per Share
Morningstar, Inc. CapEx per Share History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest CapEx per Share
$3.43
FY2025
5-year range
$1.78 / $3.43
FY2021-FY2025
Trend
+2.7%
vs FY2024
Sector context
#15 of 289
Financials
What the data says
Among 289 Financials companies, Morningstar, Inc. is in the top 5% for capex per share. CapEx per Share has increased for 3 consecutive years, from $1.78 in FY2022 to $3.43 in FY2025.
Based on SEC 10-K filings.
3.43 in FY2025 with a 5-year CAGR of +14.1%. Top quartile in the Financials sector.
Improved from $2.80 to $3.43 over the past 2 years.
Financials sector context is included.
CapEx per Share over time
Growth rates
- 3-Year CAGR
- +24.5%
- 5-Year CAGR
- +14.1%
- 10-Year CAGR
- -
Sector benchmark
Top 5% in FinancialsTop 5% of 289This company $3.43 Sector average $2.40
▼
+42.8% above sector average
Key checks
Key Insights
- Morningstar, Inc.'s capex per share has grown for 3 consecutive years.
- In FY2025, capex per share increased 2.7% year-over-year.
- Ranks #15 out of 289 companies in the Financials sector.
- Lowest capex per share in the period was in FY2017.
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 | CapEx per ShareValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $3.43 | +2.7% |
| FY2024 | $3.34 | +19.1% |
| FY2023 | $2.80 | +57.7% |
| FY2022 | $1.78 | -4.7% |
| FY2021 | $1.86 | +5.0% |
| FY2020 | $1.78 | +24.3% |
| FY2019 | $1.43 | -20.1% |
| FY2018 | $1.79 | +34.0% |
| FY2017 | $1.33 | -0.6% |
| FY2016 | $1.34 | +77.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026