Morningstar Net Income from 2010 to 2026

MORN Stock  USD 165.47  3.79  2.24%   
Morningstar Net Income yearly trend continues to be very stable with very little volatility. Net Income is likely to grow to about 446.7 M this year. During the period from 2010 to 2026, Morningstar Net Income quarterly data regression pattern had range of 475.3 M and standard deviation of  126,739,608. View All Fundamentals
 
Net Income  
First Reported
2003-03-31
Previous Quarter
89 M
Current Value
91.6 M
Quarterly Volatility
25.2 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Check Morningstar financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morningstar's main balance sheet or income statement drivers, such as Depreciation And Amortization of 229.9 M, Interest Expense of 60.3 M or Total Revenue of 2.7 B, as well as many indicators such as Price To Sales Ratio of 6.27, Dividend Yield of 0.0054 or PTB Ratio of 9.03. Morningstar financial statements analysis is a perfect complement when working with Morningstar Valuation or Volatility modules.
  
Build AI portfolio with Morningstar Stock
Check out the analysis of Morningstar Correlation against competitors.
To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.
Evaluating Morningstar's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into Morningstar's fundamental strength.

Latest Morningstar's Net Income Growth Pattern

Below is the plot of the Net Income of Morningstar over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Morningstar financial statement analysis. It represents the amount of money remaining after all of Morningstar operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Morningstar's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Morningstar's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 369.9 M10 Years Trend
Slightly volatile
   Net Income   
       Timeline  

Morningstar Net Income Regression Statistics

Arithmetic Mean177,384,544
Coefficient Of Variation71.45
Mean Deviation91,474,351
Median141,100,000
Standard Deviation126,739,608
Sample Variance16062.9T
Range475.3M
R-Value0.79
Mean Square Error6567.1T
R-Squared0.62
Significance0.0002
Slope19,709,951
Total Sum of Squares257006.9T

Morningstar Net Income History

2026446.7 M
2025425.4 M
2024369.9 M
2023141.1 M
202270.5 M
2021193.3 M
2020223.6 M

Other Fundumenentals of Morningstar

Morningstar Net Income component correlations

About Morningstar Financial Statements

Morningstar investors utilize fundamental indicators, such as Net Income, to predict how Morningstar Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Net Income425.4 M446.7 M
Net Income Applicable To Common Shares85.2 M131.7 M
Net Income From Continuing Ops425.4 M446.7 M
Net Income Per Share 7.78  8.17 
Net Income Per E B T 0.70  0.54 

Pair Trading with Morningstar

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morningstar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morningstar will appreciate offsetting losses from the drop in the long position's value.

Moving together with Morningstar Stock

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Moving against Morningstar Stock

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The ability to find closely correlated positions to Morningstar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morningstar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morningstar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morningstar to buy it.
The correlation of Morningstar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morningstar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morningstar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morningstar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock:
Check out the analysis of Morningstar Correlation against competitors.
To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Will Financial Exchanges & Data sector continue expanding? Could Morningstar diversify its offerings? Factors like these will boost the valuation of Morningstar. Expected growth trajectory for Morningstar significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Morningstar data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.22)
Dividend Share
1.815
Earnings Share
8.78
Revenue Per Share
56.362
Quarterly Revenue Growth
0.084
Understanding Morningstar requires distinguishing between market price and book value, where the latter reflects Morningstar's accounting equity. The concept of intrinsic value - what Morningstar's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Morningstar's price substantially above or below its fundamental value.
Understanding that Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Morningstar's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.