Company / Total Assets
Morningstar, Inc. Total Assets History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Total Assets
$3.6B
FY2025
5-year range
$2.9B / $3.6B
FY2021-FY2025
Trend
+1.2%
vs FY2024
Sector context
#333 of 404
Financials
What the data says
Morningstar, Inc.'s total assets of $3.6B is lower than 82% of companies in the Financials sector (FY2025). Improved from $3.4B to $3.6B over the past 2 years.
Based on SEC 10-K filings.
$3.6B in FY2025 with a 5-year CAGR of +5.9%.
Improved from $3.4B to $3.6B over the past 2 years.
Financials sector context is included.
Total Assets over time
Growth rates
- 3-Year CAGR
- +1.1%
- 5-Year CAGR
- +5.9%
- 10-Year CAGR
- -
Sector benchmark
Bottom 18% in FinancialsTop 82% of 404This company $3.6B Sector average $91.9B
▼
-96.1% below sector average
Key checks
Key Insights
- 5-year CAGR of +5.9%, indicating consistent growth.
- In FY2025, total assets increased 1.2% year-over-year.
- Ranks #333 out of 404 companies in the Financials sector.
- Lowest total assets 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 | Total AssetsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $3.6B | +1.2% |
| FY2024 | $3.5B | +4.3% |
| FY2023 | $3.4B | -2.1% |
| FY2022 | $3.5B | +21.4% |
| FY2021 | $2.9B | +6.2% |
| FY2020 | $2.7B | +13.7% |
| FY2019 | $2.4B | +63.1% |
| FY2018 | $1.5B | +3.4% |
| FY2017 | $1.4B | +4.1% |
| FY2016 | $1.4B | +31.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026