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Valuation: Morningstar, Inc.

Capitalization 7.16B 6.21B 5.62B 5.36B 9.76B 661B 10.1B 66.87B 26.55B 316B 26.88B 26.31B 1,141B P/E ratio 2026 *
17.7x
P/E ratio 2027 * 15.3x
Enterprise value 7.66B 6.65B 6.01B 5.74B 10.44B 708B 10.81B 71.54B 28.41B 338B 28.76B 28.15B 1,220B EV / Sales 2026 *
2.93x
EV / Sales 2027 * 2.64x
Free-Float
47.39%
Yield 2026 *
1.08%
Yield 2027 * 1.27%
1 day+1.07%
1 week-4.11%
Current month-0.44%
1 month+13.93%
3 months-13.47%
6 months-26.07%
Current year-16.10%
1 week 178.51
Extreme 178.51
192.73
1 month 153.79
Extreme 153.79
192.73
Current year 149.08
Extreme 149.08
221.22
1 year 149.08
Extreme 149.08
316.71
3 years 149.08
Extreme 149.08
365
5 years 149.08
Extreme 149.08
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
President - 01/02/2015
Director TitleAgeSince
Chairman 69 15/05/1984
Director/Board Member 72 30/06/2002
Director/Board Member 66 31/12/1998
Change 5d. change 1-year change 3-years change Capi.($)
+1.07%-4.11%-35.46%-2.28% 7.16B
+0.40%+0.33%-20.96%+5.49% 33.27B
+0.70%+0.88%+30.75%+70.83% 3.32B
+1.11%-1.08%+12.96%+34.42% 1.24B
+5.90%+8.60%+187.62%+187.22% 157M
+18.60%+9.70%-65.49%-77.24% 143M
Average +4.70%-3.10%+18.24%+36.41% 7.55B
Weighted average by Cap. +0.63%-1.01%-17.95%+10.22%

Financials

2026 *2027 *
Net sales 2.62B 2.27B 2.05B 1.96B 3.57B 242B 3.69B 24.43B 9.7B 115B 9.82B 9.61B 417B 2.81B 2.44B 2.2B 2.1B 3.82B 259B 3.96B 26.21B 10.41B 124B 10.53B 10.31B 447B
Net income 408M 354M 320M 306M 556M 37.71B 576M 3.81B 1.51B 18.02B 1.53B 1.5B 65.04B 452M 392M 354M 338M 615M 41.7B 637M 4.22B 1.67B 19.93B 1.69B 1.66B 71.92B
Net Debt 501M 434M 393M 375M 682M 46.24B 706M 4.67B 1.86B 22.09B 1.88B 1.84B 79.74B 246M 214M 193M 185M 336M 22.75B 347M 2.3B 913M 10.87B 925M 905M 39.23B
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
10,973
Date Price Change Volume
13/03/26 183.07 $ +1.17% 18,905
12/03/26 180.96 $ +0.84% 509,327
11/03/26 179.45 $ -2.65% 586,648
10/03/26 184.34 $ -3.50% 468,844
09/03/26 191.02 $ +0.46% 575,739
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
180.96USD
Average target price
246.00USD
Spread / Average Target
+35.94%

Quarterly revenue - Rate of surprise

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