Morningstar Inc (MORN) Growth Rates Comparisons to Investment Services Industry, Sector, Market. Sales, Income, EPS
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Morningstar inc   (NASDAQ: MORN)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial
 

Morningstar Inc Growth Comparisons

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MORN Revenue Growth Rate Comparisons Company Industry Sector S&P 500
Y / Y Revenue Growth (Q2 MRQ) 9.6 % 13.6 % 8.9 % 10.9 %
Q / Q Revenue Growth (Q2 MRQ) 2.85 % -0.55 % -2.27 % 8.32 %
Y / Y Revenue Growth (for 12 months ending Q2 TTM) 9.33 % 16.68 % 10.3 % %
Sequential Revenue Growth (for 12 months ending Q2 TTM) 2.32 % 3.16 % 2.12 % 2.61 %
Revenue 5 Year Average Growth 11.97 % 16.51 % 12.93 % 10.59 %


MORN's Growth Comparisons in II. Quarter 2026




Comparing 9.6% year on year top-line growth in the second quarter 2026, Morningstar Inc grew on the lower pace than the 13.6% rise in the Investment Services industry, but beating the 8.9% growth in the Financial sector. Comparing the second quarter sales, Morningstar Inc was trailing overall market not just the Investment Services industry.

Comparing the company's Revenue to the first quarter results, sales were higher by 2.85% . On the yearly basis, average annual sales growth for Morningstar Inc is 11.97%, while S & P 500's including only Businesses with the second quarter 2026 earnings, average annual sales growth is 10.59% over the past five years.

MORN Growth Rates by Company's Segments

Segment Name
Y / Y
Sequential
Licensed-Based
-
-
Asset-based
132.89 %
101.79 %
Transaction-based
129.16 %
106.2 %
Morningstar Data and Analytics
-
-
PitchBook
-
-
Morningstar Wealth
-
-
Morningstar Credit
-
-
Morningstar Retirement
-
-
Corporate Segment and Other Operating
-
-
Morningstar Sustainalytics
-
-
Morningstar Indexes
246.08 %
115.24 %
United States
118.05 %
103.7 %
Asia
-
-
Asset-based Morningstar Retirement Segment
17.19 %
-2.34 %
CANADA
-
-
Europe excluding the United Kingdom
-
-
UNITED KINGDOM
-
-
Segment, Geographical, Group of Other Countries
-
-
Non United States
-
-
Total
9.6 %
2.85 %


Growth Rates of MORN's Income in the second quarter 2026


MORN Operating Income Growth Rates Comparisons Company Industry Sector S&P 500
Y / Y Operating Income Change (Q2 MRQ) 28.38 % 18.44 % 11.78 % 97.6 %
Sequential Operating Income Change (Q2 MRQ) 3.01 % -50.71 % -22.79 % 48.13 %
Y / Y Operating Income Growth (Q2 TTM) 20.34 % 32.51 % 20.86 % 40.67 %
Sequential Operating Income Growth (Q2 TTM) 5.82 % 13.69 % 4.66 % 20.86 %
Operating Income 5 Year Avg. Change 19.6 % 17.54 % 13.77 % 18.76 %


Income from Cont. Ops. Growth Rates Comparisons Company Industry Sector S&P 500
Y / Y Income from Cont. Ops. Change (Q2 MRQ) 21.12 % 17.38 % 13.89 % 90.69 %
Sequential Income from Cont. Ops. Change (Q2 MRQ) 0.65 % 1.44 % -28.54 % 27.07 %
Y / Y Income from Cont. Ops. Change (Q2 TTM) -13.02 % 16.28 % 12.59 % 57.33 %
Sequential Income from Cont. Ops. Change (Q2 TTM) 4.67 % 5.03 % 3.01 % 18.65 %
Income from Cont. Ops. 5 Year Avg. Change 10.85 % 13.02 % 14.45 % -28.52 %

MORN Net Income Growth Rates Comparisons Company Industry Sector S&P 500
Y / Y Net Income Growth (Q2 MRQ) 21.12 % 17.37 % 14.32 % 90.69 %
Q / Q Net Income Growth (Q2 MRQ) 0.65 % -2.45 % -1.48 % 27.07 %
Y / Y Net Income Change (Q2 TTM) 4.33 % 19.43 % 9.59 % 57.33 %
Sequential Net Income Change (Q2 TTM) 4.67 % 4.97 % 3.2 % 18.65 %
Net Income 5 Year Avg. Growth 10.85 % 13 % 13.79 % 22.96 %

MORN's EPS Growth Rates


EPS from Cont. Ops. Growth Rates Comparisons Company Industry Sector S&P 500
Y / Y EPS from Cont. Ops. Change (Q2 MRQ) 35.07 % 3.42 % 13.89 % 90.69 %
Sequential EPS from Cont. Ops. Change (Q2 MRQ) 4.01 % 0.65 % -28.54 % 27.07 %
Y / Y EPS from Cont. Ops. Change (Q2 TTM) 12.18 % 39.4 % - -
Sequential EPS from Cont. Ops. Change (Q2 TTM) 7.5 % 13.52 % - 4.88 %
EPS from Cont. Ops. 5 Year Avg. Growth 11.34 % 5.83 % 14.45 % -28.52 %



MORN EPS Net Growth Rates Comparisons Company Industry Sector S&P 500
Y / Y EPS Net Growth (Q2 MRQ) 35.41 % 3.4 % 14.32 % -28.52 %
Q / Q EPS Net Growth (Q2 MRQ) 3.66 % -3.21 % -1.48 % 27.07 %
Y / Y EPS Net Change (for 12 months ending Q2 TTM) - 44.84 % -99.78 % 7.62 %
Sequential EPS Net Change (for 12 months ending Q2 TTM) 7.53 % 14.6 % - 4.93 %
EPS Net 5 Year Avg. Change 11.36 % 13 % 13.79 % 22.96 %



With 35.41% year on year EPS increase in the second quarter, Morningstar Inc outperformed the 3.4% growth in the Investment Services industry, and 14.32% improvement in the Financial sector.

Comparing company's EPS to the first quarter results, income per share were higher by 3.66% . On the yearly basis, average annual income per share growth for Morningstar Inc is 11.36%, while S & P 500's including only the businesses with the second quarter 2026 Results, average annual income per share growth is 22.96% over the past five years.

MORN Cash Flow Growth Rates


Free Cash Flow Growth Rates Company Industry Sector S&P 500
Y / Y Free Cash Flow Change (Q2 MRQ) 96.31 % - - 48.62 %
Sequential Free Cash Flow Change (Q2 MRQ) 128.54 % - - 34.18 %
Y / Y Free Cash Flow Change (Q2 TTM) -20.05 % 106.68 % 201.73 % 60.27 %
Sequential Free Cash Flow Change (Q2 TTM) 13.74 % 64.86 % 70.69 % 15.75 %
Free Cash Flow 5 Year Avg. Change 7.55 % 108.85 % -6.66 % 8.28 %

Net Cash Flow Growth Rates Company Industry Sector S&P 500
Y / Y Net Cash Flow Change (Q2 MRQ) - - - 339.02 %
Sequential Net Cash Flow Change (Q2 MRQ) - 349.24 % - 216.68 %
Y / Y Net Cash Flow Change (Q2 TTM) - - - 209.43 %
Sequential Net Cash Flow Change (Q2 TTM) - 116.85 % 971.19 % 152.64 %
Net Cash Flow 5 Year Avg. Change - -1.29 % 3.6 % 1.06 %

Capital Expenditures Company Industry Sector S&P 500
Y / Y Capital Expenditures Change (Q2 MRQ) -9.29 % 24.51 % -2.56 % 120.03 %
Sequential Capital Expenditures Change (Q2 MRQ) -12.4 % -8.71 % -47.73 % 36.87 %
Y / Y Capital Expenditures Change (Q2 TTM) -17.73 % 10.77 % -1.07 % 109.38 %
Sequential Capital Expenditures Change (Q2 TTM) -2.23 % 4.28 % 3.75 % 23.05 %
Capital Expenditures 5 Year Avg. Change 13.91 % -0.84 % 6.01 % 14.73 %

Note
To view Detail Information & Trends click on Individual Category.
To see Industry, Sector or S&P 500 Performance, click on each Category respectivly, on the top of the Table.

For explanation of terms visit: Glossary
 


• Revenue Y/Y
• Op. Income Y/Y
• Cop. Income Y/Y
• Net Income Y/Y
• Eps Cop. Y/Y
• Eps Net Y/Y
• Free Cash Flow Y/Y
• Cash Flow Y/Y
• Capex Y/Y
• Y/Y Annual




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