Valuation: Morningstar, Inc.

Capitalization 12.67B 10.82B 10.09B 9.33B 17.36B 1,086B 19.41B 121B 45.93B 507B 47.52B 46.54B 1,857B P/E ratio 2025 *
37.5x
P/E ratio 2026 * 32x
Enterprise value 12.57B 10.73B 10B 9.25B 17.22B 1,077B 19.25B 120B 45.56B 503B 47.14B 46.16B 1,842B EV / Sales 2025 *
5.22x
EV / Sales 2026 * 4.63x
Free-Float
47.39%
Yield 2025 *
0.64%
Yield 2026 * 0.71%
More valuation ratios * Estimated data
Dynamic Chart
1 day-1.29%
1 week-3.42%
Current month-4.48%
1 month-2.36%
3 months+7.72%
6 months-6.97%
Current year-10.95%
More quotes
1 week 299.48
Extreme 299.48
311.62
1 month 291.89
Extreme 291.8901
316.71
Current year 250.34
Extreme 250.34
338.5
1 year 250.34
Extreme 250.34
365
3 years 163.28
Extreme 163.2802
365
5 years 148.42
Extreme 148.42
365
10 years 67.74
Extreme 67.74
365
More quotes
Manager TitleAgeSince
Chief Executive Officer 49 31/12/2016
Director of Finance/CFO 45 31/12/2024
President - 01/02/2015
Director TitleAgeSince
Chairman 68 15/05/1984
Director/Board Member 71 30/06/2002
Director/Board Member 65 31/12/1998
More insiders
Change 5d. change 1-year change 3-years change Capi.($)
-1.29%-3.42%+1.36%+24.80% 12.67B
+0.39%+1.76%+7.24%+48.56% 48.12B
+10.04%+39.16%+161.47%+130.96% 3.93B
+1.06%+3.85%+11.56%+112.99% 1.79B
+3.70%+13.00%-54.01%-73.99% 302M
+1.16%-0.13%+11.95%+22.78% 65.32M
Average +2.51%+10.76%+23.26%+44.35% 11.15B
Weighted average by Cap. +0.69%+3.84%+15.03%+50.05%
See all sector performances

Financials

2025 *2026 *
Net sales 2.41B 2.06B 1.92B 1.77B 3.3B 206B 3.69B 22.93B 8.73B 96.39B 9.03B 8.84B 353B 2.61B 2.23B 2.08B 1.92B 3.58B 224B 4B 24.86B 9.46B 104B 9.79B 9.58B 382B
Net income 343M 293M 273M 252M 470M 29.4B 525M 3.27B 1.24B 13.73B 1.29B 1.26B 50.25B 400M 342M 318M 295M 548M 34.3B 613M 3.81B 1.45B 16.02B 1.5B 1.47B 58.63B
Net Debt -103M -87.8M -81.82M -75.67M -141M -8.81B -157M -979M -373M -4.12B -386M -378M -15.06B -597M -510M -475M -439M -817M -51.14B -914M -5.68B -2.16B -23.89B -2.24B -2.19B -87.42B
More financial data * Estimated data
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.
Employees
11,085
Calendar
More about the company
Date Price Change Volume
09/07/25 299.88 $ -1.29% 344,758
08/07/25 303.79 $ -0.36% 354,606
07/07/25 304.90 $ -2.05% 326,790
03/07/25 311.29 $ +0.25% 168,687
02/07/25 310.50 $ -0.45% 233,873

Delayed Quote Nasdaq, July 09, 2025 at 09:00 pm

More quotes
Trading Rating
Investor Rating
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
299.88USD
Average target price
341.67USD
Spread / Average Target
+13.93%
Consensus

Quarterly revenue - Rate of surprise