Valuation: Morningstar, Inc.

Capitalization 9.05B 7.76B 7.23B 6.73B 12.55B 817B 13.53B 83.12B 32.7B 391B 33.94B 33.24B 1,432B P/E ratio 2025 *
26.3x
P/E ratio 2026 * 22x
Enterprise value 9.46B 8.12B 7.56B 7.03B 13.13B 854B 14.15B 86.9B 34.19B 409B 35.48B 34.75B 1,497B EV / Sales 2025 *
3.89x
EV / Sales 2026 * 3.56x
Free-Float
47.39%
Yield 2025 *
0.83%
Yield 2026 * 0.91%
More valuation ratios * Estimated data
Dynamic Chart
1 day+1.87%
1 week+2.92%
Current month+1.24%
1 month+2.76%
3 months-2.25%
6 months-25.23%
Current year+1.24%
More quotes
1 week 208.46
Extreme 208.4601
221.22
1 month 207.41
Extreme 207.41
221.22
Current year 208.46
Extreme 208.4601
221.22
1 year 202.89
Extreme 202.8941
335.21
3 years 163.28
Extreme 163.2802
365
5 years 163.28
Extreme 163.2802
365
10 years 67.74
Extreme 67.74
365
More quotes
Manager TitleAgeSince
Chief Executive Officer 50 2016-12-31
Director of Finance/CFO 46 2024-12-31
President - 2015-02-01
Director TitleAgeSince
Chairman 69 1984-05-15
Director/Board Member 72 2002-06-30
Director/Board Member 66 1998-12-31
More insiders
Change 5d. change 1-year change 3-years change Capi.($)
+1.87%+2.92%-32.22%-8.68% 9.05B
+0.06%-2.67%-5.71%+12.25% 40.84B
+2.12%+2.76%+68.47%+93.13% 4.25B
+1.76%+8.49%-11.30%+27.34% 1.43B
+1.38%+27.91%-57.12%-72.74% 260M
-1.14%-3.76%+13.87%+28.89% 67.77M
Average +1.01%+6.86%-4.00%+13.37% 9.32B
Weighted average by Cap. +0.55%-1.24%-4.72%+15.03%
See all sector performances

Financials

2025 *2026 *
Net sales 2.43B 2.08B 1.94B 1.81B 3.37B 219B 3.63B 22.32B 8.78B 105B 9.11B 8.92B 384B 2.61B 2.24B 2.09B 1.94B 3.63B 236B 3.91B 24B 9.44B 113B 9.8B 9.6B 413B
Net income 355M 305M 284M 264M 492M 32.04B 531M 3.26B 1.28B 15.33B 1.33B 1.3B 56.17B 396M 340M 316M 294M 549M 35.75B 592M 3.64B 1.43B 17.1B 1.49B 1.45B 62.66B
Net Debt 411M 353M 329M 306M 571M 37.15B 615M 3.78B 1.49B 17.77B 1.54B 1.51B 65.11B 242M 208M 193M 180M 336M 21.85B 362M 2.22B 874M 10.45B 908M 889M 38.29B
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
More about the company
Date Price Change Volume
26-01-14 220.00 $ +1.87% 1,008,149
26-01-13 215.97 $ -1.16% 881,555
26-01-12 218.51 $ +0.78% 281,941
26-01-09 216.82 $ +2.10% 434,784
26-01-08 212.36 $ -0.65% 513,744

Delayed Quote Nasdaq, January 14, 2026 at 04:00 pm EST

More quotes
Trader
Investor
Global
Quality
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
220.00USD
Average target price
278.33USD
Spread / Average Target
+26.52%
Consensus

Quarterly revenue - Rate of surprise