Valuation: Morningstar, Inc.

Market Cap 7.94B 7.08B 6.55B 5.93B 11.17B 750B 11.31B 78.58B 30.83B 394B 29.8B 29.18B 1,256B P/E 2026 *
19.5x
P/E 2027 * 17x
Enterprise Value 8.97B 7.99B 7.4B 6.7B 12.62B 846B 12.77B 88.71B 34.81B 445B 33.64B 32.94B 1,418B EV / Sales 2026 *
3.38x
EV / Sales 2027 * 3.07x
Free-Float
34.28%
Yield 2026 *
0.95%
Yield 2027 * 1.04%
1 day+0.79%
1 week+3.98%
Current month+11.60%
1 month+5.27%
3 months+27.99%
6 months+12.87%
Current year-2.41%
1 week 204.3
Extreme 204.3
214.16
1 month 182.39
Extreme 182.39
214.16
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
222
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. Importance
9/30/26 Others -657,779 1.7534%
9/22/26 Other 3,925,077 10.4631%
9/1/26 Tax

Chief Financial Officer

-54 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
+0.79%+3.98%-4.30%-5.55% 7.94B
+1.09%+8.22%-8.60%+26.26% 129B
+0.77%+3.19%-1.52%+54.52% 82.32B
+2.01%+7.67%-29.54%-5.70% 48.85B
+1.75%+7.56%+11.58%+23.65% 43.02B
+2.65%+10.76%-15.84%+11.13% 34.1B
+1.65%+9.02%-23.57%-28.99% 20.97B
-0.88%+5.91%-23.30%+3.21% 20.32B
-1.35%+15.27%-24.62%-3.19% 20.74B
+0.52%+3.92%+14.26%+63.23% 17.08B
Average +0.95%+6.58%-10.55%+13.86% 42.45B
Weighted average by Cap. +1.16%+6.07%-9.40%+22.20%

Financials

2026 *2027 *
Net sales 2.65B 2.37B 2.19B 1.98B 3.73B 250B 3.78B 26.25B 10.3B 132B 9.96B 9.75B 420B 2.81B 2.5B 2.32B 2.1B 3.95B 265B 4B 27.77B 10.9B 139B 10.53B 10.31B 444B
Net income 415M 370M 343M 310M 584M 39.18B 591M 4.11B 1.61B 20.6B 1.56B 1.53B 65.63B 463M 413M 382M 346M 652M 43.72B 659M 4.58B 1.8B 22.98B 1.74B 1.7B 73.23B
Net Debt 1.02B 913M 845M 765M 1.44B 96.7B 1.46B 10.14B 3.98B 50.83B 3.84B 3.76B 162B 685M 610M 565M 511M 963M 64.61B 975M 6.77B 2.66B 33.96B 2.57B 2.52B 108B
Projected Income Statement - Annual - Morningstar, Inc.
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
26-10-21 $212.64 +0.41% 79,706
26-10-20 $211.76 +2.97% 218,000
26-10-19 $205.66 -0.82% 128,310
26-10-16 $207.37 -0.89% 207,679
26-10-15 $209.24 +2.59% 216,725
Trader
Investor
Global
Quality
ESG MSCI
BBB
MarketScreener Ratings - Morningstar, Inc.
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
211.76USD
Average target price
239.00USD
Spread / Average Target
+12.86%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Morningstar, Inc.
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