Days
Hours
Minutes
Seconds
-40%
on all subscriptions*
Last days
Enjoy this offer
* See conditions under "Our services"

Valuation: Morningstar, Inc.

Market Cap 6.66B 5.76B 5.3B 4.96B 9.3B 633B 9.45B 62.62B 24.41B 308B 25.01B 24.47B 1,067B P/E Ratio 2026 *
16.9x
P/E Ratio 2027 * 14.5x
Enterprise Value 7.63B 6.59B 6.07B 5.69B 10.66B 725B 10.82B 71.73B 27.97B 353B 28.64B 28.03B 1,223B EV / Sales 2026 *
2.91x
EV / Sales 2027 * 2.64x
Free-Float
35.04%
Yield 2026 *
1.15%
Yield 2027 * 1.27%
1 day-3.93%
1 week+329.29%
Current month+329.29%
1 month+329.29%
3 months+329.29%
6 months+329.29%
Current year+329.29%
1 week 150.25
Extreme 150.25
160.25
1 month 150.25
Extreme 150.25
160.25
Current year 150.25
Extreme 150.25
160.25
1 year 150.25
Extreme 150.25
160.25
3 years 150.25
Extreme 150.25
160.25
5 years 150.25
Extreme 150.25
160.25
10 years 150.25
Extreme 150.25
160.25
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.($)
-3.93%+329.29% - - 6.66B
+2.88%-1.95%-31.46%-13.62% 30.86B
+5.06%-4.91%-6.24%+16.27% 2.56B
+3.22%+4.63%-32.57%-17.70% 960M
-1.02%-17.14%+215.87%-57.85% 289M
+2.35%+3.32%+5.83%-79.65% 258M
+1.86%+1.86%+220.31%+184.06% 185M
Average +1.49%-0.33%+61.96%+5.25% 5.85B
Weighted average by Cap. +1.90%-1.73%-26.01%-11.35%

Financials

2026 *2027 *
Net sales 2.62B 2.27B 2.09B 1.96B 3.66B 249B 3.72B 24.67B 9.62B 121B 9.85B 9.64B 420B 2.78B 2.4B 2.21B 2.07B 3.88B 264B 3.94B 26.11B 10.18B 129B 10.43B 10.21B 445B
Net income 401M 346M 319M 299M 560M 38.1B 568M 3.77B 1.47B 18.55B 1.5B 1.47B 64.22B 456M 393M 363M 339M 636M 43.3B 646M 4.28B 1.67B 21.08B 1.71B 1.67B 72.97B
Net Debt 969M 837M 771M 722M 1.35B 92.12B 1.37B 9.11B 3.55B 44.84B 3.64B 3.56B 155B 674M 582M 536M 502M 940M 64.03B 955M 6.33B 2.47B 31.16B 2.53B 2.47B 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
26-06-12 150.25 -3.93% 0
26-06-11 156.40 -1.91% 0
26-06-10 159.45 -0.50% 12
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
2
Last Close Price
175.22USD
Average target price
246.00USD
Spread / Average Target
+40.39%

Quarterly revenue - Rate of surprise

- 40% : Our Best Subscriber-Only Tools to Spot Tomorrow’s Top Investments!
d
:
:
SEIZE THE OFFER!