Valuation: Morningstar, Inc.

Market Cap 7.55B 6.64B 6.2B 5.69B 10.64B 724B 10.91B 73.48B 28.73B 358B 28.36B 27.75B 1,238B P/E 2026 *
19.1x
P/E 2027 * 16.6x
Enterprise Value 8.54B 7.5B 7B 6.42B 12.03B 818B 12.32B 83.02B 32.47B 405B 32.05B 31.35B 1,399B EV / Sales 2026 *
3.25x
EV / Sales 2027 * 2.97x
Free-Float
35.04%
Yield 2026 *
1.01%
Yield 2027 * 1.11%
1 day+2.34%
1 week+19.08%
Current month+27.33%
1 month+27.47%
3 months+5.90%
6 months-1.28%
Current year-8.58%
1 week 167.5
Extreme 167.5
201.68
1 month 154.97
Extreme 154.97
201.68
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
279.33
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 2016-12-31
Director of Finance/CFO 46 2024-12-31
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 1984-05-15
Director/Board Member 72 2002-06-30
Director/Board Member 66 1998-12-31
Date Insider Type Main position Quantity % Market Cap.
5/27/26 Sell

Director

-700 0.0018%
5/22/26 Sell

Founder

-2,270 0.0060%
5/20/26 Sell

Founder

-7,250 0.0191%
Change 5-day change 1-year change 3-year change Capi.($)
+2.34%+19.08%-30.73%-15.66% 7.38B
+3.22%+12.96%-22.36%+2.06% 35.08B
+3.86%+3.32%-42.53%+3.59% 2.29B
-2.32%+6.95%-20.95%+8.81% 1.31B
-0.32%0.00%+27.13%-72.36% 373M
+13.37%+25.17%+286.37%-42.79% 328M
-13.45%-30.47%+84.25%+92.18% 134M
Average +0.96%+2.13%+40.17%-3.45% 6.7B
Weighted average by Cap. +2.95%+12.94%-21.77%-1.12%

Financials

2026 *2027 *
Net sales 2.63B 2.31B 2.15B 1.98B 3.7B 252B 3.79B 25.54B 9.99B 124B 9.86B 9.65B 430B 2.78B 2.44B 2.28B 2.09B 3.91B 266B 4.01B 27B 10.56B 132B 10.42B 10.2B 455B
Net income 401M 353M 329M 302M 565M 38.43B 579M 3.9B 1.53B 19.02B 1.51B 1.47B 65.75B 452M 397M 371M 340M 637M 43.28B 652M 4.39B 1.72B 21.42B 1.7B 1.66B 74.04B
Net Debt 981M 862M 804M 738M 1.38B 93.94B 1.42B 9.54B 3.73B 46.49B 3.68B 3.6B 161B 680M 598M 558M 512M 958M 65.14B 982M 6.61B 2.59B 32.24B 2.55B 2.5B 111B
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
26-07-29 $198.66 +2.34% 1,035,246
26-07-28 $194.12 +6.41% 587,806
26-07-27 $182.43 +5.69% 366,098
26-07-24 $172.61 +3.01% 438,207
26-07-23 $167.57 +0.44% 424,792
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
198.66USD
Average target price
226.00USD
Spread / Average Target
+13.76%

Quarterly revenue - Rate of surprise

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