Morningstar Q4 Revenue Hits $641.1M with 31% EPS Beat
Morningstar’s Q4 CY2025 revenue rose 8.5% year-on-year to $641.1 million, beating estimates by 2.2%, while GAAP EPS of $2.83 topped forecasts by 31%. Pre-tax profit reached $150.9 million (23.5% margin), and market capitalization stands at $6.39 billion.
1. Financial Highlights
Morningstar posted Q4 CY2025 revenue of $641.1 million, representing an 8.5% year-on-year increase and a 2.2% beat of consensus estimates. GAAP EPS was $2.83, surpassing forecasts by 31%, and pre-tax profit reached $150.9 million with a 23.5% margin.
2. Growth Trends
The company’s revenue grew at a 12% compound annual rate over the past five years and at a 9.5% annualized rate over the past two years, reflecting steady expansion in its investment research and data services. Year-on-year growth of 8.5% demonstrates continued demand for Morningstar’s subscription offerings.
3. Profitability & Valuation
Morningstar’s market capitalization stands at $6.39 billion, underscoring investor confidence in its strong profitability metrics and consistent earnings beats. High margins and recurring revenue stream position the firm to capitalize on ongoing demand for independent financial analysis.