Valuation : Morningstar, Inc.

Market Cap 8.09B 6.96B 6.54B 5.98B 11.16B 765B 11.25B 77.31B 30.11B 391B 30.39B 29.73B 1,259B P/E 2026 *
19.9x
P/E 2027 * 17.4x
Enterprise Value 9.12B 7.85B 7.36B 6.74B 12.58B 862B 12.67B 87.11B 33.93B 441B 34.25B 33.5B 1,419B EV / Sales 2026 *
3.44x
EV / Sales 2027 * 3.14x
Free-Float
34.28%
Yield 2026 *
0.93%
Yield 2027 * 1.02%

Last Transcript : Morningstar, Inc.

1 day+2.84%
1 week-1.39%
Current month-1.45%
1 month+8.46%
3 months+19.38%
6 months+18.35%
Current year-0.71%
1 week 204.16
Extreme 204.16
221.06
1 month 190.08
Extreme 190.08
221.2
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
261.37
3 years 141.49
Extreme 141.49
365
5 years 141.49
Extreme 141.49
365
10 years 67.74
Extreme 67.74
365
Manager TitleAgeSince
Chief Executive Officer 50 31/12/2016
Director of Finance/CFO 46 31/12/2024
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 15/05/1984
Director/Board Member 72 30/06/2002
Director/Board Member 66 31/12/1998
Date Insider Type Main position Quantity % Market Cap. Importance
01/09/26 Tax

Chief Financial Officer

-54 0.0001%
01/09/26 Tax

Controller/Auditor

-29 0.0001%
24/08/26 Sell

Founder

-5,659 0.0151%
Change 5-day change 1-year change 3-year change Capi.($)
+2.84%-1.39%-15.68%-8.03% 8.09B
-3.84%-7.95%-27.16%+0.36% 35.24B
+0.11%-0.23%-41.91%+9.45% 2.61B
+2.51%+2.31%-11.31%-1.76% 1.21B
+3.77%+4.45%+320.80%-26.65% 397M
-1.33%-6.05%+90.67%+105.83% 131M
Average +0.68%-0.70%+52.57%+13.20% 7.95B
Weighted average by Cap. -2.24%-2.69%-22.40%-0.56%

Financials

2026 *2027 *
Net sales 2.65B 2.28B 2.14B 1.96B 3.65B 250B 3.68B 25.3B 9.85B 128B 9.95B 9.73B 412B 2.8B 2.41B 2.26B 2.07B 3.86B 265B 3.89B 26.75B 10.42B 135B 10.52B 10.29B 436B
Net income 413M 356M 334M 305M 570M 39.07B 574M 3.95B 1.54B 19.97B 1.55B 1.52B 64.31B 461M 397M 372M 341M 636M 43.58B 641M 4.4B 1.71B 22.27B 1.73B 1.69B 71.72B
Net Debt 1.03B 883M 829M 758M 1.42B 97.05B 1.43B 9.81B 3.82B 49.6B 3.86B 3.77B 160B 689M 593M 556M 509M 950M 65.12B 957M 6.58B 2.56B 33.28B 2.59B 2.53B 107B
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.
Employees
10,973
Date Price Change Volume
03/09/26 US$215.76 +2.84% 249,679
02/09/26 US$209.80 -0.03% 267,267
01/09/26 US$209.86 -4.15% 330,255
31/08/26 US$218.94 +0.59% 346,236
28/08/26 US$217.65 -0.53% 340,088
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
215.76USD
Average target price
236.67USD
Spread / Average Target
+9.69%

Quarterly revenue - Rate of surprise

  1. Stock Market
  2. Stocks
  3. MORN Stock