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$ 38.26Book Value per Share
VS
Market
87
Sector
74
Industry
50
History
100
$ 226.25Close
$ 223.63 - $ 358.78 52-Week Range
Ticker Information

Ticker

MORN

Company Name

MORNINGSTAR INC

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Exchange

NASDAQ

MORNINGSTAR INC - Book Value per Share Chart Analysis (TTM)

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MORN - BVPS Historical data
DateBook Value per ShareShareholders EquityShare FactorWeighted Average Shares
6/30/2025$ 38.26$ 1.61B142.2M
3/31/2025$ 37.6$ 1.61B142.8M
12/31/2024$ 37.82$ 1.62B142.8M
9/30/2024$ 36.5$ 1.57B142.9M
6/30/2024$ 33.5$ 1.43B142.8M
3/31/2024$ 32.39$ 1.38B142.7M
12/31/2023$ 31.17$ 1.33B142.6M
9/30/2023$ 29.14$ 1.24B142.7M
6/30/2023$ 29$ 1.24B142.6M
3/31/2023$ 28.35$ 1.2B142.5M
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Key Performance Insights, Last 5 Years

  • MORNINGSTAR INC's latest trailing twelve months (TTM) BVPS stands at $ 27.44.
  • Over the past 5 years, MORNINGSTAR INC's average BVPS has been $ 31.73.
  • The median BVPS for MORNINGSTAR INC during this period was $ 31.28
  • MORNINGSTAR INC reached its highest BVPS over the past 5 years at $ 38.26.
  • The lowest BVPS recorded by MORNINGSTAR INC in the same timeframe $ 27.44

MORNINGSTAR INC's BVPS vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

BVPS Benchmarks
CompanyBVPS
FDS : FACTSET RESEARCH SYSTEMS INC $ 56.85DNB : DUN & BRADSTREET HOLDINGS INC $ 7.6COOP : MR COOPER GROUP INC $ 79.68SEIC : SEI INVESTMENTS CO $ 18.79FRHC : FREEDOM HOLDING CORP $ 20.08HLI : HOULIHAN LOKEY INC $ 32.88EWBC : EAST WEST BANCORP INC $ 59.51WBS : WEBSTER FINANCIAL CORP $ 56.19KNSL : KINSALE CAPITAL GROUP INC $ 74.33SSB : SOUTHSTATE BANK CORP $ 86.71

Definition of Book Value per Share

[Calculation] The amount of equity attributed to each share, calculated as [Equity] divided by the weighted average number of shares [SharesWA] after adjusting for [ShareFactor].
Equity / (Shares WA * Share Factor)
(=) BVPS
BVPS for MORNINGSTAR INC is calculated as follows: Equity [ $ 1.18B ] / (Shares WA [ 42.9M ] * Share Factor [ 1 ])
(=) BVPS [ $ 27.44 ]

MORN - Book Value per Share, Last 5 years

$ 27.44

Minimum

Sep 30, 2020

$ 38.26

Maximum

Jun 30, 2025

$ 31.73

Average

$ 31.28

Median

BVPS Benchmark Analysis

The chart above depicts the distribution of BVPS for companies in the Total Stock Market. The average BVPS of the companies is $ 10.32 with a standard deviation of $ 12.45.
The following table provides additional summary stats:
BVPS in the Market:
filtered constituents3.98K
min$ -30.1
max$ 46.94
average$ 10.32
median$ 6.1
std$ 12.45