1.22%Interest Expense Margin

VS

Market

52

Sector

29

Industry

67

History

25

$ 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 - Interest Expense Margin Chart Analysis (TTM)

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1Y

3Y

5Y

10Y

MORN - Int. Exp. % Historical data

Date	Interest Expense	Interest Expense Margin	Revenues
6/30/2025	$ 28.7M	1.22%	$ 2.35B
3/31/2025	$ 31.6M	1.37%	$ 2.31B
12/31/2024	$ 37.7M	1.66%	$ 2.28B
9/30/2024	$ 42.2M	1.9%	$ 2.22B
6/30/2024	$ 46.1M	2.13%	$ 2.17B
3/31/2024	$ 49.9M	2.37%	$ 2.1B
12/31/2023	$ 51.7M	2.54%	$ 2.04B
9/30/2023	$ 51.3M	2.6%	$ 1.97B
6/30/2023	$ 49M	2.54%	$ 1.93B
3/31/2023	$ 39.3M	2.08%	$ 1.89B

1

Key Performance Insights, Last 5 Years

MORNINGSTAR INC's latest trailing twelve months (TTM) Int. Exp. % stands at 0.78%.
Over the past 5 years, MORNINGSTAR INC's average Int. Exp. % has been 1.39%.
The median Int. Exp. % for MORNINGSTAR INC during this period was 1.29%
MORNINGSTAR INC reached its highest Int. Exp. % over the past 5 years at 2.6%.
The lowest Int. Exp. % recorded by MORNINGSTAR INC in the same timeframe 0.47%

MORNINGSTAR INC's Int. Exp. % vs. competitors

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

Int. Exp. % Benchmarks

Company	Int. Exp. %
FDS : FACTSET RESEARCH SYSTEMS INC	2.58%	DNB : DUN & BRADSTREET HOLDINGS INC	9.25%	COOP : MR COOPER GROUP INC	37.8%	SEIC : SEI INVESTMENTS CO	0.03%	FRHC : FREEDOM HOLDING CORP	23.61%	HLI : HOULIHAN LOKEY INC	0%	EWBC : EAST WEST BANCORP INC	0%	WBS : WEBSTER FINANCIAL CORP	0%	KNSL : KINSALE CAPITAL GROUP INC	0.59%	SSB : SOUTHSTATE BANK CORP	0%

Similar metrics to Revenues:

Definition of Interest Expense Margin

[Calculation] The company’s interest expenses [IntExp] expressed as a percentage of [Revenue].

Int. Exp. / Revenues
 (=) Int. Exp. %

Int. Exp. % for MORNINGSTAR INC is calculated as follows:

Int. Exp. [ $ 10.4M ] / Revenues [ $ 1.34B ]
 (=) Int. Exp. % [ 0.78% ]

MORN - Interest Expense Margin, Last 5 years

0.47%

Minimum

Mar 31, 2022

2.6%

Maximum

Sep 30, 2023

1.39%

Average

1.29%

Median

Int. Exp. % Benchmark Analysis
Market

The chart above depicts the distribution of Int. Exp. % for companies in the Total Stock Market. The average Int. Exp. % of the companies is 1.63% with a standard deviation of 2.2%.

The following table provides additional summary stats:

Int. Exp. % in the Market:

filtered constituents	3.15K
min	-4.94%
max	8.51%
average	1.63%
median	0.79%
std	2.2%

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Ticker Information

MORNINGSTAR INC - Interest Expense Margin Chart Analysis (TTM)

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MORN - Int. Exp. % Historical data

Key Performance Insights, Last 5 Years

MORNINGSTAR INC's Int. Exp. % vs. competitors

Int. Exp. % Benchmarks

Similar metrics to Revenues:

Definition of Interest Expense Margin

MORN - Interest Expense Margin, Last 5 years

Int. Exp. % Benchmark Analysis
Market

Int. Exp. % in the Market:

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Ticker Information

MORNINGSTAR INC - Interest Expense Margin Chart Analysis (TTM)

From

Zoom

MORN - Int. Exp. % Historical data

Key Performance Insights, Last 5 Years

MORNINGSTAR INC's Int. Exp. % vs. competitors

Int. Exp. % Benchmarks

Similar metrics to Revenues:

Definition of Interest Expense Margin

MORN - Interest Expense Margin, Last 5 years

Int. Exp. % Benchmark AnalysisMarket

Int. Exp. % in the Market:

Int. Exp. % Benchmark Analysis
Market