Morningstar (STU:MRS) Total Equity: €881 Mil (As of Mar. 2026)


STU:MRS Morningstar Inc STU:MRS
74 GF Score
Price €145.20
GF Value €306.20
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Morningstar Total Equity?

Morningstar STU:MRS +1.65% 74 Total Equity is €881 Mil as of Mar. 2026. GuruFocus rates STU:MRS with a GF Score™ of 74/100 and a GF Value™ of €306.20 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Morningstar's total equity for the quarter that ended in Mar. 2026 was €881 Mil.

This is Residual interest, including minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners.

Morningstar Total Equity Historical Data

* Premium members only.

The historical data trend for Morningstar's Total Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Morningstar Total Equity Chart

Morningstar Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,253.07 1,139.50 1,217.59 1,545.76 1,043.50

Morningstar Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Total Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1,488.51 1,399.77 1,289.93 1,043.50 881.18
STU:MRS
74GF Score
Morningstar Inc STU:MRS
Total Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Morningstar Total Equity Calculation

Total Equity and Total Liabilities are the two components for Total Assets.

Morningstar's Total Equity for the fiscal year that ended in Dec. 2025 is calculated as

Total Equity=Total Assets(Q: Dec. 2025 )-Total Liabilities(Q: Dec. 2025 )
=3066.031-2022.528
=1,044

Morningstar's Total Equity for the quarter that ended in Mar. 2026 is calculated as

Total Equity=Total Assets(Q: Mar. 2026 )-Total Liabilities(Q: Mar. 2026 )
=3448.149-2566.974
=881

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Total Equity →
What does a Total Equity of €881 Mil mean?
Morningstar (STU:MRS) has a Total Equity of €881 Mil as of Mar. 2026. The total amount of equity as record on a company's balance sheet. View historical data for Morningstar and its competitors.
Is Morningstar's Total Equity too high?
Morningstar's current Total Equity is €881 Mil. Overall, Morningstar has a GF Score™ of 74/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morningstar's Total Equity compare to FDS and OTCM?
Morningstar's Total Equity of €881 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Equity for a Capital Markets company?
A good Total Equity depends on the Capital Markets industry context. However, Total Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Equity mean?
A high Total Equity can signal that a stock is expensive relative to its fundamentals. The total amount of equity as record on a company's balance sheet. View historical data for Morningstar and its competitors. Morningstar's current Total Equity is €881 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morningstar stock overvalued right now?
Based on GuruFocus' analysis, Morningstar (STU:MRS) is currently considered Significantly Undervalued. The stock's GF Value™ is €306.20, compared to a current price of €145.20 — trading 52.6% below its estimated fair value. The current Total Equity is €881 Mil. Morningstar's overall GF Score™ is 74/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Equity calculated?
Total Equity is calculated from a company's financial statements. For Morningstar (STU:MRS), the current Total Equity is €881 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Morningstar (STU:MRS) Overvalued in 2026?

Based on GuruFocus' analysis, Morningstar stock appears to be undervalued. The current stock price of €145.20 is trading 52.6% below its estimated GF Value™ of €306.20. GuruFocus considers Morningstar to be Significantly Undervalued.

Key valuation signals for STU:MRS:

  • Total Equity: €881 Mil
  • GF Value™: €306.20 vs. price of €145.20 (52.6% below fair value)
  • GF Score™: 74/100 with 2 warning signs

No single metric tells the full story. See the STU:MRS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Morningstar Business Description

Other Exchanges MORN:USA
Address 22 West Washington Street, Chicago, IL, USA, 60602
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
74GF Score

Get the complete analysis for STU:MRS

Total Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€145.20
Price
€306.20
GF Value