Company / Current Assets
Morningstar, Inc. Current Assets History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Current Assets
$1.0B
FY2025
5-year range
$810.8M / $1.0B
FY2021-FY2025
Trend
+2.4%
vs FY2024
Sector context
#47 of 76
Financials
What the data says
At $1.0B, Morningstar, Inc.'s current assets ranks #47 of 76 in the Financials sector. Current Assets has increased for 3 consecutive years, from $811M in FY2022 to $1.0B in FY2025.
Based on SEC 10-K filings.
$1.0B in FY2025 with a 5-year CAGR of +7.3%.
Improved from $816M to $1.0B over the past 2 years.
Financials sector context is included.
Current Assets over time
Growth rates
- 3-Year CAGR
- +8.6%
- 5-Year CAGR
- +7.3%
- 10-Year CAGR
- -
Sector benchmark
#47 of 76 in FinancialsTop 62% of 76This company $1.0B Sector average $10.6B
▼
-90.2% below sector average
Key checks
Key Insights
- Morningstar, Inc.'s current assets has grown for 3 consecutive years.
- 5-year CAGR of +7.3%, indicating consistent growth.
- In FY2025, current assets increased 2.4% year-over-year.
- Ranks #47 out of 76 companies in the Financials sector.
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 | Current AssetsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $1.0B | +2.4% |
| FY2024 | $1.0B | +24.3% |
| FY2023 | $815.7M | +0.6% |
| FY2022 | $810.8M | -8.7% |
| FY2021 | $887.6M | +21.6% |
| FY2020 | $730.0M | +21.0% |
| FY2019 | $603.2M | +0.3% |
| FY2018 | $601.6M | +13.6% |
| FY2017 | $529.8M | +12.2% |
| FY2016 | $472.0M | +15.2% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026