Morningstar Total Assets from 2010 to 2024

MORN Stock  USD 286.29  1.17  0.41%   
Morningstar Total Assets yearly trend continues to be very stable with very little volatility. Total Assets are likely to grow to about 3.6 B this year. Total Assets is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. View All Fundamentals
 
Total Assets  
First Reported
2003-12-31
Previous Quarter
3.3 B
Current Value
3.4 B
Quarterly Volatility
926.9 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Morningstar financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morningstar main balance sheet or income statement drivers, such as Depreciation And Amortization of 194.1 M, Interest Expense of 63.7 M or Total Revenue of 2.2 B, as well as many exotic indicators such as Price To Sales Ratio of 6.24, Dividend Yield of 0.0081 or PTB Ratio of 9.0. Morningstar financial statements analysis is a perfect complement when working with Morningstar Valuation or Volatility modules.
  
This module can also supplement Morningstar's financial leverage analysis and stock options assessment as well as various Morningstar Technical models . 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.

Latest Morningstar's Total Assets Growth Pattern

Below is the plot of the Total Assets of Morningstar over the last few years. Total assets refers to the total amount of Morningstar assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Morningstar books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. Morningstar's Total Assets 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 3.4 B10 Years Trend
Slightly volatile
   Total Assets   
       Timeline  

Morningstar Total Assets Regression Statistics

Arithmetic Mean1,867,909,667
Geometric Mean1,485,196,159
Coefficient Of Variation58.52
Mean Deviation956,521,600
Median1,405,700,000
Standard Deviation1,093,094,749
Sample Variance1194856.1T
Range3.4B
R-Value0.95
Mean Square Error134079.9T
R-Squared0.90
Slope231,338,861
Total Sum of Squares16727985.8T

Morningstar Total Assets History

20243.6 B
20233.4 B
20223.5 B
20212.9 B
20202.7 B
20192.4 B
20181.5 B

Other Fundumenentals of Morningstar

Morningstar Total Assets component correlations

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Click cells to compare fundamentals

About Morningstar Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Morningstar income statement, its balance sheet, and the statement of cash flows. Morningstar investors use historical funamental indicators, such as Morningstar's Total Assets, to determine how well the company is positioned to perform in the future. Although Morningstar investors may use each financial statement separately, they are all related. The changes in Morningstar's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Morningstar's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Morningstar Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Morningstar. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Total Assets3.4 B3.6 B
Intangibles To Total Assets 0.61  0.31 

Morningstar Investors Sentiment

The influence of Morningstar's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Morningstar. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Morningstar's public news can be used to forecast risks associated with an investment in Morningstar. The trend in average sentiment can be used to explain how an investor holding Morningstar can time the market purely based on public headlines and social activities around Morningstar. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Morningstar's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Morningstar's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Morningstar's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Morningstar.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morningstar in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morningstar's short interest history, or implied volatility extrapolated from Morningstar options trading.

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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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Complementary Tools for Morningstar Stock analysis

When running Morningstar's price analysis, check to measure Morningstar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morningstar is operating at the current time. Most of Morningstar's value examination focuses on studying past and present price action to predict the probability of Morningstar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morningstar's price. Additionally, you may evaluate how the addition of Morningstar to your portfolios can decrease your overall portfolio volatility.
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Is Morningstar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
21.285
Dividend Share
1.155
Earnings Share
3.3
Revenue Per Share
49.278
Quarterly Revenue Growth
0.132
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.