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Mar 31, 2021

Morningstar Q1 2021 Earnings Report

Morningstar's first-quarter 2021 financial results were reported, demonstrating broad-based growth across the business.

Key Takeaways

Morningstar reported a strong first quarter in 2021, with revenue increasing by 21.2% to $392.8 million. The company's license-based offerings, DBRS Morningstar, and ESG solutions contributed significantly to the growth. Net income also saw a substantial increase, reaching $54.9 million, or $1.27 per diluted share.

Revenue increased by 21.2% to $392.8 million.

Organic revenue grew by 13.0% compared to the prior-year period.

Operating income increased by 51.0% to $67.2 million.

Net income was $54.9 million, or $1.27 per diluted share, compared to $23.9 million, or $0.55 per diluted share, in the first quarter of 2020.

Total Revenue
$393M
Previous year: $324M
+21.2%
EPS
$1.73
Previous year: $0.84
+106.0%
Assets under management and advisement
$244B
Previous year: $205B
+19.0%
Gross Profit
$236M
Previous year: $187M
+25.9%
Cash and Equivalents
$434M
Previous year: $349M
+24.3%
Free Cash Flow
$41.5M
Previous year: $33.6M
+23.5%
Total Assets
$0
0

Morningstar

Morningstar

Forward Guidance

No specific forward guidance was provided in the press release.