Company / Net Income
Morningstar, Inc. Net Income History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Net Income
$374.2M
FY2025
5-year range
$141.1M / $374.2M
FY2021-FY2025
Trend
+1.2%
vs FY2024
Sector context
#160 of 412
Financials
What the data says
At $374M, Morningstar, Inc.'s net income ranks #160 of 412 in the Financials sector. Net Income has fluctuated over the past 10 years, ranging from $78M in FY2016 to $374M in FY2025.
Based on SEC 10-K filings.
$374M in FY2025 with a 5-year CAGR of +15.4%.
Improved from $141M to $374M over the past 2 years.
Financials sector context is included.
Net Income over time
Growth rates
- 3-Year CAGR
- +18.7%
- 5-Year CAGR
- +15.4%
- 10-Year CAGR
- -
Sector benchmark
#160 of 412 in FinancialsTop 39% of 412This company $374.2M Sector average $1.5B
▼
-75.7% below sector average
Key checks
Key Insights
- 5-year CAGR of +15.4%, indicating consistent growth.
- In FY2025, net income increased 1.2% year-over-year.
- Ranks #160 out of 412 companies in the Financials sector.
- Lowest net income in the period was in FY2016.
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 | Net IncomeValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $374.2M | +1.2% |
| FY2024 | $369.9M | +162.2% |
| FY2023 | $141.1M | -36.9% |
| FY2022 | $223.6M | +47.1% |
| FY2021 | $152.0M | -16.9% |
| FY2020 | $183.0M | +33.7% |
| FY2019 | $136.9M | -25.2% |
| FY2018 | $183.0M | +38.0% |
| FY2017 | $132.6M | +69.3% |
| FY2016 | $78.3M | -36.6% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026