Valuation: Morningstar, Inc.

Market Cap 7.38B 6.44B 6.01B 5.52B 10.36B 706B 10.62B 71.11B 27.84B 350B 27.71B 27.11B 1,206B P/E 2026 *
18.7x
P/E 2027 * 16.2x
Enterprise Value 8.36B 7.29B 6.8B 6.26B 11.74B 800B 12.03B 80.56B 31.54B 396B 31.4B 30.72B 1,366B EV / Sales 2026 *
3.18x
EV / Sales 2027 * 2.9x
Free-Float
35.04%
Yield 2026 *
1.04%
Yield 2027 * 1.14%
1 day+2.34%
1 week+19.89%
Current month+27.33%
1 month+28.46%
3 months+8.13%
6 months-2.90%
Current year-8.58%
1 week 164.42
Extreme 164.42
201.68
1 month 153.73
Extreme 153.73
201.68
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
289.63
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%+19.89%-29.69%-15.66% 7.38B
+3.22%+13.96%-22.73%+2.06% 35.08B
+3.86%+1.00%-43.06%+3.59% 2.29B
-2.32%+4.73%-21.10%+8.81% 1.31B
-0.32%0.00%+20.31%-72.36% 373M
+13.37%+18.41%+295.97%-42.79% 328M
-13.45%-28.96%+82.20%+92.18% 134M
Average +0.96%+2.32%+40.27%-3.45% 6.7B
Weighted average by Cap. +2.95%+14.83%-21.90%-1.12%

Financials

2026 *2027 *
Net sales 2.63B 2.29B 2.14B 1.97B 3.69B 251B 3.78B 25.3B 9.9B 124B 9.86B 9.65B 429B 2.78B 2.42B 2.26B 2.08B 3.9B 266B 3.99B 26.74B 10.47B 132B 10.42B 10.2B 454B
Net income 401M 350M 326M 300M 563M 38.38B 577M 3.87B 1.51B 19.01B 1.51B 1.47B 65.55B 452M 394M 368M 338M 634M 43.22B 650M 4.35B 1.7B 21.41B 1.7B 1.66B 73.82B
Net Debt 981M 855M 798M 734M 1.38B 93.8B 1.41B 9.45B 3.7B 46.46B 3.68B 3.6B 160B 680M 593M 553M 509M 955M 65.05B 979M 6.55B 2.56B 32.22B 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% 1,035,193
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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