Valuation : Morningstar, Inc.

Market Cap 7.86B 6.76B 6.35B 5.8B 10.85B 743B 10.88B 75.34B 29.12B 380B 29.5B 28.86B 1,212B P/E 2026 *
19.4x
P/E 2027 * 16.9x
Enterprise Value 8.88B 7.64B 7.18B 6.56B 12.27B 840B 12.31B 85.18B 32.93B 430B 33.36B 32.63B 1,370B EV / Sales 2026 *
3.35x
EV / Sales 2027 * 3.05x
Free-Float
34.28%
Yield 2026 *
0.96%
Yield 2027 * 1.05%

Last Transcript : Morningstar, Inc.

1 week-3.87%
Current month-3.87%
1 month+4.97%
3 months+13.08%
6 months+11.22%
Current year-1.33%
1 week 174.05
Extreme 174.05
188.85
1 month 166.95
Extreme 166.95
200
3 years 124.95
Extreme 124.95
344
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
Change 5-day change 1-year change 3-year change Capi.($)
+0.58%-4.12%-17.48%-23.72% 7.86B
-0.25%-7.79%-28.41%+1.26% 33.66B
-2.95%-4.36%-18.60%-16.73% 7.86B
-2.35%-1.35%-41.54%+11.91% 2.65B
+3.77%+5.42%-9.60%+6.62% 1.25B
+9.27%+5.31%+372.89%-15.11% 434M
-2.79%+2.13%+100.60%+117.82% 146M
Average +0.78%+1.63%+51.12%+11.72% 7.67B
Weighted average by Cap. -0.64%-6.21%-22.01%-4.17%

Financials

2026 *2027 *
Net sales 2.65B 2.28B 2.14B 1.96B 3.66B 250B 3.67B 25.4B 9.82B 128B 9.95B 9.73B 409B 2.8B 2.41B 2.27B 2.07B 3.87B 265B 3.88B 26.86B 10.38B 136B 10.52B 10.29B 432B
Net income 413M 355M 334M 305M 571M 39.09B 573M 3.96B 1.53B 20.02B 1.55B 1.52B 63.76B 461M 396M 373M 340M 637M 43.6B 639M 4.42B 1.71B 22.33B 1.73B 1.69B 71.12B
Net Debt 1.03B 883M 830M 758M 1.42B 97.1B 1.42B 9.85B 3.81B 49.72B 3.86B 3.77B 158B 689M 592M 557M 509M 951M 65.15B 954M 6.61B 2.55B 33.36B 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
-
Date Price Change
26-09-07 €181.55 +0.58%
26-09-04 €180.50 -2.70%
26-09-03 €185.50 +2.54%
26-09-02 €180.90 -0.58%
26-09-01 €181.95 -3.65%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
209.40USD
Average target price
236.67USD
Spread / Average Target
+13.02%

Quarterly revenue - Rate of surprise

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