Valuation: Morningstar, Inc.

Market Cap 7.55B 6.56B 6.09B 5.62B 10.59B 721B 10.78B 72.14B 28.25B 358B 28.37B 27.75B 1,205B P/E 2026 *
19.1x
P/E 2027 * 16.6x
Enterprise Value 8.54B 7.41B 6.88B 6.35B 11.96B 815B 12.18B 81.51B 31.91B 405B 32.05B 31.35B 1,361B EV / Sales 2026 *
3.25x
EV / Sales 2027 * 2.97x
Free-Float
35.04%
Yield 2026 *
1.01%
Yield 2027 * 1.11%
1 day+11.64%
1 week+13.94%
Current month+22.64%
1 month+22.64%
3 months+4.27%
6 months+4.27%
Current year+377.43%
1 week 151.9
Extreme 151.9
178
1 month 144.2
Extreme 144.2
178
Current year 131.25
Extreme 131.25
178
1 year 131.25
Extreme 131.25
178
3 years 131.25
Extreme 131.25
178
5 years 131.25
Extreme 131.25
178
10 years 131.25
Extreme 131.25
178
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.($)
+10.01%+13.94% - - 7.55B
-5.82%+9.15%-27.44%-3.69% 36.16B
+0.99%+4.35%-41.96%+4.62% 2.37B
-7.63%+1.66%-26.28%-0.47% 1.28B
-0.32%0.00%+27.13%-72.36% 372M
+5.09%+32.88%+308.33%-40.35% 371M
+5.43%-26.70%+94.25%+102.61% 116M
Average +1.41%+5.71%+55.67%-1.61% 6.78B
Weighted average by Cap. -2.34%+12.35%-24.34%-3.76%

Financials

2026 *2027 *
Net sales 2.63B 2.28B 2.12B 1.95B 3.68B 251B 3.75B 25.08B 9.82B 125B 9.86B 9.65B 419B 2.78B 2.41B 2.24B 2.07B 3.89B 265B 3.96B 26.51B 10.38B 132B 10.43B 10.2B 443B
Net income 401M 349M 324M 298M 562M 38.31B 572M 3.83B 1.5B 19.03B 1.51B 1.47B 63.98B 452M 393M 364M 336M 633M 43.14B 645M 4.32B 1.69B 21.43B 1.7B 1.66B 72.05B
Net Debt 981M 852M 791M 730M 1.37B 93.63B 1.4B 9.37B 3.67B 46.5B 3.68B 3.6B 156B 680M 591M 549M 506M 953M 64.93B 970M 6.49B 2.54B 32.25B 2.55B 2.5B 108B
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
26-07-30 167.10 +10.01% 279
26-07-24 €151.90 +3.58% 0
26-07-23 €146.65 -0.27% 0
26-07-22 €147.05 +1.41% 20
26-07-21 €145.00 -3.40% 0
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
235.00USD
Spread / Average Target
+18.29%

Quarterly revenue - Rate of surprise