Valuation: Morningstar, Inc.

Market Cap 9.15B 8.2B 7.56B 6.87B 13B 858B 13.36B 90.54B 36.07B 460B 34.33B 33.61B 1,453B P/E 2026 *
21.3x
P/E 2027 * 18.4x
Enterprise Value 10.21B 9.15B 8.44B 7.66B 14.5B 957B 14.91B 101B 40.25B 513B 38.31B 37.5B 1,621B EV / Sales 2026 *
3.82x
EV / Sales 2027 * 3.5x
Free-Float
33.53%
Yield 2026 *
0.81%
Yield 2027 * 0.89%
1 day+0.13%
1 week+4.12%
Current month+8.97%
1 month+20.55%
3 months+22.60%
6 months+39.49%
Current year+13.42%
1 week 240.2
Extreme 240.2
248.88
1 month 201.56
Extreme 201.5585
248.88
Current year 141.49
Extreme 141.49
248.88
1 year 141.49
Extreme 141.49
248.88
3 years 141.49
Extreme 141.49
365
5 years 141.49
Extreme 141.49
365
10 years 68.43
Extreme 68.43
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
11/4/26 Sell

Founder

-7,250 0.0195%
9/30/26 Others -657,779 1.7534%
9/22/26 Other 3,925,077 10.4631%
Change 5-day change 1-year change 3-year change Capi.($)
+0.13%+4.12%+14.60%-7.39% 9.13B
+0.49%+1.58%-4.14%+20.16% 137B
-0.07%+1.39%+5.32%+48.22% 88.12B
+0.35%-0.87%-20.34%-16.19% 47B
+1.61%+2.67%+13.85%+27.73% 46.22B
-1.72%-1.26%-13.89%+10.88% 35.58B
-1.58%+2.32%-6.64%-29.36% 22.18B
-0.05%+0.27%-9.86%+1.80% 22.04B
+0.32%+5.01%-13.53%+8.94% 21.75B
+0.65%+3.70%+24.08%+73.82% 17.2B
Average -0.05%+0.49%-1.06%+13.86% 45B
Weighted average by Cap. -0.03%-0.41%-2.29%+19.50%

Financials

2026 *2027 *
Net sales 2.67B 2.4B 2.21B 2.01B 3.8B 251B 3.9B 26.46B 10.54B 134B 10.04B 9.82B 425B 2.83B 2.54B 2.34B 2.12B 4.02B 265B 4.13B 28.01B 11.16B 142B 10.62B 10.4B 449B
Net income 443M 397M 366M 332M 629M 41.51B 646M 4.38B 1.75B 22.24B 1.66B 1.63B 70.3B 496M 445M 410M 372M 705M 46.52B 725M 4.91B 1.96B 24.92B 1.86B 1.82B 78.79B
Net Debt 1.06B 949M 875M 795M 1.5B 99.27B 1.55B 10.48B 4.17B 53.18B 3.97B 3.89B 168B 755M 678M 624M 567M 1.07B 70.83B 1.1B 7.48B 2.98B 37.95B 2.84B 2.78B 120B
Projected Income Statement - Annual - Morningstar, Inc.
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of investment research, data, analytics, and financial services. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides data, research, insights, and investment analysis solutions for investors and financial professionals. PitchBook provides data, research, analytics, and software covering private capital markets, including venture capital, private equity, private credit, bank loans, and mergers and acquisitions (M&A). Morningstar Credit provides credit ratings, research, data, and credit analytics solutions. Its Morningstar Wealth offers investment products, investor tools, and advisory platform solutions supported by research and data. Morningstar Retirement provides products and services designed to support retirement planning and investment management.
Employees
10,973
Date Price Change Volume
26-11-10 $246.47 +0.13% 213,943
26-11-09 $246.15 +0.82% 484,623
26-11-06 $244.15 -1.22% 263,711
26-11-05 $247.17 +1.20% 496,365
26-11-04 $244.25 +3.19% 254,208
Trader
Investor
Global
Quality
ESG MSCI
BBB
MarketScreener Ratings - Morningstar, Inc.
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
246.47USD
Average target price
254.33USD
Spread / Average Target
+3.19%
  1. Stock Market
  2. Stocks
  3. MORN Stock