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Dec 31, 2019

Morningstar Q4 2019 Earnings Report

Reported strong revenue growth and cash flow, driven by the acquisition of DBRS and investments in indexes and ESG solutions.

Key Takeaways

Morningstar, Inc. reported a strong fourth quarter and full year 2019, driven by revenue growth of 26.5% compared to Q4 2018, reaching $332.4 million. The acquisition of DBRS Morningstar contributed significantly to the revenue increase. The company made strategic investments in workforce, facilities, and product innovation.

Revenue for the fourth quarter of 2019 was $332.4 million, up 26.5% compared to the fourth quarter of 2018.

DBRS Morningstar contributed $46.2 million to revenue.

Operating expense increased 37.2% to $292.7 million in the fourth quarter of 2019.

Net income in the fourth quarter of 2019 was $27.6 million, or $0.64 per diluted share.

Total Revenue
$332M
Previous year: $263M
+26.5%
EPS
$0.94
Previous year: $0.99
-5.1%
Assets linked to Morningstar Indexes
44.7%
Assets under management and advisement
$233B
Gross Profit
$190M
Previous year: $154M
+23.7%
Cash and Equivalents
$368M
Previous year: $369M
-0.5%
Free Cash Flow
$59.6M
Previous year: $84.4M
-29.4%
Total Assets
$2.37B
Previous year: $1.45B
+63.1%

Morningstar

Morningstar