Valuation: Morningstar, Inc.

Market Cap 7.53B 6.51B 6.08B 5.58B 10.49B 716B 10.66B 71.34B 28B 359B 28.27B 27.65B 1,187B P/E 2026 *
18.6x
P/E 2027 * 16.2x
Enterprise Value 8.55B 7.4B 6.91B 6.34B 11.92B 814B 12.11B 81.07B 31.82B 408B 32.12B 31.42B 1,349B EV / Sales 2026 *
3.23x
EV / Sales 2027 * 2.93x
Free-Float
34.14%
Yield 2026 *
1%
Yield 2027 * 1.1%
1 week+3.59%
Current month+3.59%
1 month+15.03%
3 months+14.40%
6 months+22.66%
Current year-6.01%
1 week 166.95
Extreme 166.95
177.3
1 month 140.5
Extreme 140.5
179.1
3 years 124.95
Extreme 124.95
344
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
Change 5-day change 1-year change 3-year change Capi.($)
0.00%+3.59%-22.79%-14.38% 7.53B
+2.37%+3.84%-23.84%+0.84% 34.58B
+2.08%+4.20%-22.50%-8.38% 7.53B
-1.66%-1.55%-37.70%-6.76% 2.44B
-2.07%+0.17%-8.74%-2.37% 1.16B
+0.17%-26.11%+243.84%-55.20% 299M
-4.18%+1.03%+104.02%+113.67% 135M
Average -0.55%-3.25%+33.18%+3.92% 7.69B
Weighted average by Cap. +1.96%+3.38%-22.00%-3.03%

Financials

2026 *2027 *
Net sales 2.65B 2.29B 2.14B 1.96B 3.69B 252B 3.75B 25.1B 9.85B 126B 9.95B 9.73B 418B 2.8B 2.42B 2.26B 2.08B 3.9B 267B 3.97B 26.54B 10.42B 134B 10.52B 10.29B 442B
Net income 413M 358M 334M 306M 576M 39.34B 585M 3.92B 1.54B 19.72B 1.55B 1.52B 65.19B 461M 399M 372M 342M 643M 43.88B 653M 4.37B 1.72B 21.99B 1.73B 1.69B 72.71B
Net Debt 1.03B 888M 829M 761M 1.43B 97.71B 1.45B 9.73B 3.82B 48.97B 3.86B 3.77B 162B 689M 596M 556M 510M 960M 65.56B 975M 6.53B 2.56B 32.86B 2.59B 2.53B 109B
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
-
Date Price Change
10/08/26 172.95 0.00%
07/08/26 €172.95 +0.96%
06/08/26 €171.30 -0.38%
05/08/26 €171.95 -0.78%
04/08/26 €173.30 +0.03%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
200.66USD
Average target price
236.67USD
Spread / Average Target
+17.94%

Quarterly revenue - Rate of surprise