Valuation : Morningstar, Inc.

Market Cap 7.52B 6.47B 6.1B 5.55B 10.39B 716B 10.43B 72.24B 27.92B 365B 28.25B 27.63B 1,155B P/E 2026 *
18.5x
P/E 2027 * 16.2x
Enterprise Value 8.55B 7.36B 6.93B 6.31B 11.81B 814B 11.86B 82.1B 31.73B 414B 32.1B 31.4B 1,313B EV / Sales 2026 *
3.23x
EV / Sales 2027 * 2.93x
Free-Float
34.28%
Yield 2026 *
1%
Yield 2027 * 1.1%

Last Transcript : Morningstar, Inc.

1 day-1.28%
1 week-5.86%
Current month-9.79%
1 month-1.76%
3 months+6.95%
6 months+3.39%
Current year-9.12%
1 week 194.01
Extreme 194.01
217.96
1 month 190.08
Extreme 190.08
221.2
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
261.37
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
9/1/26 Tax

Chief Financial Officer

-54 0.0001%
9/1/26 Tax

Controller/Auditor

-29 0.0001%
8/24/26 Sell

Founder

-5,659 0.0151%
Change 5-day change 1-year change 3-year change Capi.($)
-1.42%-5.86%-23.34%-21.92% 7.52B
-1.82%-4.21%-30.02%-0.14% 33.62B
-1.24%-2.78%-41.67%+9.51% 2.63B
-2.39%+1.69%-12.65%+0.89% 1.22B
-1.50%+19.64%+369.44%-3.78% 465M
-1.58%+8.12%+107.62%+126.49% 151M
Average -1.61%+5.34%+61.56%+18.51% 7.6B
Weighted average by Cap. -1.37%-4.43%-24.60%-2.77%

Financials

2026 *2027 *
Net sales 2.65B 2.28B 2.15B 1.96B 3.66B 252B 3.67B 25.43B 9.83B 128B 9.95B 9.73B 407B 2.8B 2.41B 2.27B 2.07B 3.87B 267B 3.88B 26.9B 10.4B 136B 10.52B 10.29B 430B
Net income 413M 356M 335M 305M 571M 39.33B 573M 3.97B 1.53B 20.04B 1.55B 1.52B 63.48B 461M 397M 374M 340M 637M 43.87B 639M 4.43B 1.71B 22.35B 1.73B 1.69B 70.8B
Net Debt 1.03B 883M 832M 758M 1.42B 97.69B 1.42B 9.86B 3.81B 49.77B 3.86B 3.77B 158B 689M 593M 558M 509M 952M 65.55B 955M 6.62B 2.56B 33.4B 2.59B 2.53B 106B
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
26-09-09 $197.82 -1.35% 138,220
26-09-08 $200.53 -4.24% 350,452
26-09-04 $209.40 -2.95% 269,214
26-09-03 $215.76 +2.84% 249,679
26-09-02 $209.80 -0.03% 267,267
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
200.53USD
Average target price
236.67USD
Spread / Average Target
+18.02%

Quarterly revenue - Rate of surprise

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