Valuation: Morningstar, Inc.

Market Cap 8.1B 6.94B 6.49B 5.94B 11.16B 775B 11.3B 76.72B 29.92B 389B 30.42B 29.76B 1,288B P/E 2026 *
20x
P/E 2027 * 17.4x
Enterprise Value 9.13B 7.82B 7.32B 6.7B 12.57B 873B 12.74B 86.44B 33.71B 439B 34.28B 33.53B 1,451B EV / Sales 2026 *
3.45x
EV / Sales 2027 * 3.14x
Free-Float
34.25%
Yield 2026 *
0.93%
Yield 2027 * 1.02%
1 day+0.60%
1 week+3.75%
Current month+12.08%
1 month+27.97%
3 months+430.14%
6 months+430.14%
Current year+430.14%
1 week 177.85
Extreme 177.85
185.55
1 month 146.65
Extreme 146.65
185.55
Current year 131.25
Extreme 131.25
185.55
1 year 131.25
Extreme 131.25
185.55
3 years 131.25
Extreme 131.25
185.55
5 years 131.25
Extreme 131.25
185.55
10 years 131.25
Extreme 131.25
185.55
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.($)
+0.60%+3.75% - - 8.1B
-0.57%+2.04%-23.32%+10.12% 35.55B
-0.70%+4.13%-16.51%+0.52% 8.1B
+4.04%-0.99%-51.43%-2.92% 2.36B
-0.60%-1.55%-11.68%+3.61% 1.19B
+5.90%+12.15%+251.09%-45.45% 322M
-5.04%-12.81%+99.03%+121.62% 135M
Average +0.52%+0.31%+41.20%+14.58% 7.94B
Weighted average by Cap. -0.20%+2.13%-21.07%+7.62%

Financials

2026 *2027 *
Net sales 2.65B 2.27B 2.12B 1.94B 3.65B 253B 3.7B 25.08B 9.78B 127B 9.95B 9.73B 421B 2.8B 2.4B 2.24B 2.05B 3.86B 268B 3.91B 26.52B 10.34B 135B 10.52B 10.29B 445B
Net income 413M 354M 331M 303M 569M 39.55B 577M 3.91B 1.53B 19.87B 1.55B 1.52B 65.72B 461M 395M 370M 338M 635M 44.12B 643M 4.37B 1.7B 22.16B 1.73B 1.69B 73.3B
Net Debt 1.03B 879M 823M 753M 1.41B 98.23B 1.43B 9.72B 3.79B 49.34B 3.85B 3.77B 163B 689M 590M 552M 505M 949M 65.91B 961M 6.52B 2.54B 33.11B 2.59B 2.53B 110B
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
21/08/26 €185.55 +0.60% 0
20/08/26 €184.45 -0.14% 0
19/08/26 €184.70 +1.46% 0
18/08/26 €182.05 +2.36% 10
17/08/26 €177.85 -0.56% 0
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
215.97USD
Average target price
236.67USD
Spread / Average Target
+9.58%

Quarterly revenue - Rate of surprise