MORNINGSTAR, INC. (MORN) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Lose; Revenue growth Win; EPS growth Win.
69/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseMORN / S&P -7.44% / 15.20% |
LoseMORN / S&P 9.33% / 15.00% |
LoseMORN / S&P 12.03% / 50.40% |
| 2026-Q10/3 |
LoseMORN / S&P -22.03% / -4.33% |
LoseMORN / S&P 8.39% / 11.30% |
LoseMORN / S&P 9.89% / 27.70% |
| 2025-Q40/3 |
LoseMORN / S&P -6.15% / 2.65% |
LoseMORN / S&P 7.49% / 9.00% |
LoseMORN / S&P 3.50% / 13.40% |
| 2025-Q32/3 |
LoseMORN / S&P -25.98% / 8.12% |
WinMORN / S&P 7.76% / 4.61% |
WinMORN / S&P 16.12% / 13.45% |
| 2025-Q22/3 |
LoseMORN / S&P 4.85% / 10.94% |
WinMORN / S&P 8.23% / 4.83% |
WinMORN / S&P 64.45% / 10.63% |
| 2025-Q12/3 |
LoseMORN / S&P -10.83% / -4.27% |
WinMORN / S&P 10.11% / 4.98% |
WinMORN / S&P 79.80% / 10.57% |
| 2024-Q43/3 |
WinMORN / S&P 5.66% / 2.41% |
WinMORN / S&P 11.60% / 5.25% |
WinMORN / S&P 161.28% / 6.15% |
| 2024-Q33/3 |
WinMORN / S&P 8.01% / 5.89% |
WinMORN / S&P 12.55% / 5.89% |
WinMORN / S&P 358.79% / 6.11% |
| 2024-Q22/3 |
LoseMORN / S&P -3.93% / 4.28% |
WinMORN / S&P 12.52% / 5.38% |
WinMORN / S&P 977.36% / 5.12% |
| 2024-Q12/3 |
LoseMORN / S&P 7.89% / 10.56% |
WinMORN / S&P 11.01% / 5.71% |
WinMORN / S&P 1169.23% / 5.59% |
| 2023-Q43/3 |
WinMORN / S&P 22.40% / 11.69% |
WinMORN / S&P 8.98% / 6.81% |
WinMORN / S&P 101.23% / 7.78% |
| 2023-Q31/3 |
WinMORN / S&P 19.70% / -3.27% |
LoseMORN / S&P 6.30% / 7.52% |
LoseMORN / S&P -41.90% / -5.03% |
| 2023-Q20/3 |
LoseMORN / S&P -3.25% / 8.74% |
LoseMORN / S&P 6.00% / 9.50% |
LoseMORN / S&P -87.32% / -8.57% |
| 2023-Q10/3 |
LoseMORN / S&P -6.10% / 7.50% |
LoseMORN / S&P 7.36% / 10.77% |
LoseMORN / S&P -90.80% / -15.69% |
| 2022-Q40/3 |
LoseMORN / S&P 2.18% / 7.56% |
LoseMORN / S&P 10.08% / 11.88% |
LoseMORN / S&P -63.37% / -17.99% |
| 2022-Q31/3 |
LoseMORN / S&P -12.20% / -4.88% |
WinMORN / S&P 14.86% / 13.47% |
LoseMORN / S&P -42.16% / -1.41% |
| 2022-Q22/3 |
WinMORN / S&P -11.34% / -16.10% |
WinMORN / S&P 17.64% / 13.71% |
LoseMORN / S&P -24.55% / 11.04% |
| 2022-Q11/3 |
LoseMORN / S&P -19.93% / -4.60% |
WinMORN / S&P 20.93% / 15.97% |
LoseMORN / S&P -28.14% / 42.23% |
| 2021-Q42/3 |
WinMORN / S&P 32.18% / 11.03% |
WinMORN / S&P 22.30% / 15.00% |
LoseMORN / S&P -14.09% / 96.40% |
| 2021-Q32/3 |
WinMORN / S&P 0.87% / 0.58% |
WinMORN / S&P 20.57% / 10.77% |
LoseMORN / S&P 20.94% / 69.42% |
| 2021-Q23/3 |
WinMORN / S&P 14.41% / 8.55% |
WinMORN / S&P 19.08% / 6.58% |
WinMORN / S&P 61.05% / 51.81% |
| 2021-Q12/3 |
LoseMORN / S&P -2.82% / 6.17% |
WinMORN / S&P 17.22% / -1.06% |
WinMORN / S&P 78.79% / 7.39% |
| 2020-Q43/3 |
WinMORN / S&P 44.62% / 12.15% |
WinMORN / S&P 17.85% / -3.72% |
WinMORN / S&P 47.16% / -33.42% |
| 2020-Q33/3 |
WinMORN / S&P 14.18% / 8.93% |
WinMORN / S&P 20.93% / -2.04% |
WinMORN / S&P 4.91% / -27.10% |
| 2020-Q23/3 |
WinMORN / S&P 21.58% / 20.54% |
WinMORN / S&P 22.83% / -0.46% |
WinMORN / S&P -15.06% / -27.11% |
| 2020-Q11/3 |
LoseMORN / S&P -23.02% / -19.60% |
WinMORN / S&P 20.17% / 3.47% |
LoseMORN / S&P -18.32% / -14.75% |
| 2019-Q41/3 |
LoseMORN / S&P 3.73% / 9.07% |
WinMORN / S&P 15.60% / 5.36% |
LoseMORN / S&P -17.18% / 2.99% |
| 2019-Q31/3 |
LoseMORN / S&P 1.23% / 1.70% |
WinMORN / S&P 10.90% / 5.02% |
LoseMORN / S&P -7.19% / 0.21% |
| 2019-Q23/3 |
WinMORN / S&P 15.05% / 4.30% |
WinMORN / S&P 9.07% / 6.64% |
WinMORN / S&P 11.26% / 8.65% |
| 2019-Q12/3 |
WinMORN / S&P 15.00% / 13.65% |
WinMORN / S&P 9.47% / 8.12% |
LoseMORN / S&P 8.02% / 14.29% |
| 2018-Q43/3 |
WinMORN / S&P -12.56% / -13.52% |
WinMORN / S&P 11.87% / 9.05% |
WinMORN / S&P 33.65% / 18.23% |
| 2018-Q31/3 |
LoseMORN / S&P -1.64% / 7.71% |
WinMORN / S&P 13.57% / 10.21% |
LoseMORN / S&P 6.65% / 19.06% |
| 2018-Q22/3 |
WinMORN / S&P 34.62% / 3.43% |
WinMORN / S&P 14.39% / 9.03% |
LoseMORN / S&P -4.71% / 14.46% |
| 2018-Q11/3 |
LoseMORN / S&P -1.24% / -0.76% |
WinMORN / S&P 15.89% / 7.68% |
LoseMORN / S&P 7.47% / 12.46% |
| 2017-Q42/3 |
WinMORN / S&P 14.40% / 6.64% |
WinMORN / S&P 14.16% / 7.03% |
LoseMORN / S&P -14.75% / 13.82% |
| 2017-Q33/3 |
WinMORN / S&P 8.81% / 4.48% |
WinMORN / S&P 11.78% / 5.68% |
WinMORN / S&P 32.54% / 17.57% |
| 2017-Q22/3 |
LoseMORN / S&P -0.03% / 3.09% |
WinMORN / S&P 7.60% / 4.83% |
WinMORN / S&P 26.91% / 17.74% |
| 2017-Q12/3 |
WinMORN / S&P 7.18% / 6.07% |
LoseMORN / S&P 3.15% / 3.67% |
WinMORN / S&P 16.00% / 13.32% |
| 2016-Q41/3 |
LoseMORN / S&P -6.94% / 3.82% |
LoseMORN / S&P 1.24% / 2.09% |
WinMORN / S&P 24.33% / 7.05% |
| 2016-Q32/3 |
LoseMORN / S&P -2.80% / 3.85% |
WinMORN / S&P 0.56% / 0.20% |
WinMORN / S&P 3.51% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | MORN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -15.76% | 20.78% |
| Annualized return | -15.76% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | MORN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -17.80% | 83.14% |
| Annualized return | -3.84% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | MORN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 185.49% | 319.30% |
| Annualized return | 11.06% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
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