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| Trend | Peers | Company |
|---|---|---|
| Is return on equity increasing? | Yes | No |
| Is net profit margin increasing? | Yes | Yes |
| Is asset turnover increasing? | Yes | No |
| Is equity multiplier increasing? | Yes | No |
| Competitors Used |
|---|
| Morningstar, Inc. |
| MSCI Inc. |
| S&P Global Inc. |
| Nasdaq, Inc. |
| FactSet Research Systems Inc. |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| MORN | MSCI | SPGI | NDAQ | FDS | MCO | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 26% | -145% | 12% | 11% | 26% | 55% | ||
| Fiscal Year - 1 | 11% | -131% | 7% | 12% | 32% | 55% | ||
| Fiscal Year - 2 | 5% | -149% | 17% | 18% | 34% | 52% | ||
| Fiscal Year - 3 | 14% | -239% | 238% | 19% | 42% | 103% | ||
| Fiscal Year - 4 | 19% | -231% | 473% | 15% | 48% | 163% | ||
| Fiscal Year - 5 | 15% | -464% | 384% | 14% | 59% | 266% | ||
| Average | 15% | -227% | 189% | 15% | 40% | 116% | ||
| Median | 15% | -190% | 127% | 15% | 38% | 79% | ||
| Benchmarks | Ticker | |||||||
| Morningstar, Inc. | NasdaqGS:MORN | |||||||
| MSCI Inc. | NYSE:MSCI | |||||||
| S&P Global Inc. | NYSE:SPGI | |||||||
| Nasdaq, Inc. | NasdaqGS:NDAQ | |||||||
| FactSet Research Systems Inc. | NYSE:FDS | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | MORN | MSCI | SPGI | NDAQ | FDS | MCO | ||
| Latest Fiscal Year | Dec-24 | Dec-24 | Dec-24 | Dec-24 | Aug-24 | Dec-24 | ||
| LTM Period | Mar-25 | Jun-25 | Mar-25 | Mar-25 | May-25 | Jun-25 | ||
| Revenues | ||||||||
| Latest Twelve Months | 2,314 | 2,987 | 14,494 | 7,816 | 2,287 | 7,307 | ||
| Fiscal Year | 2,275 | 2,856 | 14,208 | 7,400 | 2,203 | 7,088 | ||
| Fiscal Year - 1 | 2,039 | 2,529 | 12,497 | 6,064 | 2,086 | 5,916 | ||
| Fiscal Year - 2 | 1,871 | 2,249 | 11,181 | 6,226 | 1,844 | 5,468 | ||
| Fiscal Year - 3 | 1,699 | 2,044 | 8,297 | 5,886 | 1,591 | 6,218 | ||
| Fiscal Year - 4 | 1,390 | 1,695 | 7,442 | 5,625 | 1,494 | 5,371 | ||
| Fiscal Year - 5 | 1,179 | 1,558 | 6,699 | 4,258 | 1,435 | 4,829 | ||
| Net Income | ||||||||
| Latest Twelve Months | 384 | 1,179 | 3,951 | 1,278 | 533 | 2,132 | ||
| Fiscal Year | 370 | 1,109 | 3,852 | 1,117 | 537 | 2,058 | ||
| Fiscal Year - 1 | 141 | 1,149 | 2,626 | 1,059 | 468 | 1,607 | ||
| Fiscal Year - 2 | 71 | 871 | 3,248 | 1,125 | 397 | 1,374 | ||
| Fiscal Year - 3 | 193 | 726 | 3,024 | 1,187 | 400 | 2,214 | ||
| Fiscal Year - 4 | 224 | 602 | 2,339 | 933 | 373 | 1,778 | ||
| Fiscal Year - 5 | 152 | 564 | 2,123 | 774 | 353 | 1,422 | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 3,389 | 5,457 | 60,477 | 30,267 | 4,040 | 15,013 | ||
| Latest Fiscal Quarter | 3,586 | 5,374 | 59,889 | 30,647 | 4,339 | 15,487 | ||
| Fiscal Year | 3,549 | 5,445 | 60,221 | 30,395 | 4,055 | 15,505 | ||
| Fiscal Year - 1 | 3,403 | 5,518 | 60,589 | 32,294 | 3,963 | 14,622 | ||
| Fiscal Year - 2 | 3,475 | 4,998 | 61,784 | 20,868 | 4,014 | 14,349 | ||
| Fiscal Year - 3 | 2,863 | 5,507 | 15,026 | 20,115 | 2,225 | 14,680 | ||
| Fiscal Year - 4 | 2,696 | 4,199 | 12,537 | 17,979 | 2,083 | 12,409 | ||
| Fiscal Year - 5 | 2,371 | 4,204 | 11,348 | 13,924 | 1,560 | 10,265 | ||
| Fiscal Year - 6 | 1,454 | 3,388 | 9,441 | 15,700 | 1,419 | 9,526 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 1,383 | (734) | 34,327 | 10,809 | 1,890 | 3,778 | ||
| Latest Fiscal Quarter | 1,609 | (886) | 33,371 | 11,546 | 2,155 | 3,949 | ||
| Fiscal Year | 1,619 | (940) | 33,159 | 11,191 | 1,912 | 3,565 | ||
| Fiscal Year - 1 | 1,328 | (740) | 34,200 | 10,816 | 1,620 | 3,318 | ||
| Fiscal Year - 2 | 1,207 | (1,008) | 36,388 | 6,151 | 1,331 | 2,519 | ||
| Fiscal Year - 3 | 1,416 | (163) | 2,032 | 6,395 | 1,016 | 2,727 | ||
| Fiscal Year - 4 | 1,271 | (443) | 509 | 6,433 | 896 | 1,569 | ||
| Fiscal Year - 5 | 1,084 | (77) | 479 | 5,639 | 672 | 612 | ||
| Fiscal Year - 6 | 935 | (166) | 628 | 5,449 | 526 | 459 | ||