Valuation: Morningstar, Inc.

Market Cap 8.1B 6.94B 6.49B 5.94B 11.15B 775B 11.3B 76.66B 29.88B 389B 30.42B 29.75B 1,288B P/E 2026 *
20x
P/E 2027 * 17.4x
Enterprise Value 9.13B 7.82B 7.31B 6.69B 12.56B 874B 12.73B 86.38B 33.67B 438B 34.27B 33.52B 1,451B EV / Sales 2026 *
3.45x
EV / Sales 2027 * 3.14x
Free-Float
34.25%
Yield 2026 *
0.93%
Yield 2027 * 1.02%
1 day+0.60%
1 week+3.75%
Current month+12.08%
1 month+27.97%
3 months+430.14%
6 months+430.14%
Current year+430.14%
1 week 177.85
Extreme 177.85
185.55
1 month 146.65
Extreme 146.65
185.55
Current year 131.25
Extreme 131.25
185.55
1 year 131.25
Extreme 131.25
185.55
3 years 131.25
Extreme 131.25
185.55
5 years 131.25
Extreme 131.25
185.55
10 years 131.25
Extreme 131.25
185.55
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.($)
+0.60%+3.75% - - 8.1B
-0.57%+2.04%-23.32%+10.12% 35.55B
-0.70%+4.13%-16.51%+0.52% 8.1B
+4.04%-0.99%-51.43%-2.92% 2.36B
-0.60%-1.55%-11.68%+3.61% 1.19B
+5.90%+12.15%+251.09%-45.45% 322M
-5.04%-12.81%+99.03%+121.62% 135M
Average +0.52%+0.31%+41.20%+14.58% 7.94B
Weighted average by Cap. -0.20%+2.13%-21.07%+7.62%

Financials

2026 *2027 *
Net sales 2.65B 2.27B 2.12B 1.94B 3.65B 254B 3.69B 25.06B 9.77B 127B 9.94B 9.73B 421B 2.8B 2.4B 2.24B 2.05B 3.85B 268B 3.91B 26.5B 10.33B 135B 10.51B 10.29B 445B
Net income 413M 354M 331M 303M 569M 39.57B 577M 3.91B 1.52B 19.86B 1.55B 1.52B 65.71B 461M 395M 369M 338M 635M 44.13B 643M 4.36B 1.7B 22.15B 1.73B 1.69B 73.29B
Net Debt 1.03B 879M 822M 753M 1.41B 98.26B 1.43B 9.71B 3.79B 49.31B 3.85B 3.77B 163B 689M 590M 552M 505M 948M 65.94B 961M 6.52B 2.54B 33.09B 2.59B 2.53B 109B
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
26-08-21 €185.55 +0.60% 0
26-08-20 €184.45 -0.14% 0
26-08-19 €184.70 +1.46% 0
26-08-18 €182.05 +2.36% 10
26-08-17 €177.85 -0.56% 0
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
215.97USD
Average target price
236.67USD
Spread / Average Target
+9.58%

Quarterly revenue - Rate of surprise