Valuation : Morningstar, Inc.

Market Cap 8.16B 7.04B 6.6B 6.02B 11.34B 780B 11.38B 78.26B 30.54B 394B 30.65B 29.99B 1,306B P/E 2026 *
20.1x
P/E 2027 * 17.6x
Enterprise Value 9.19B 7.92B 7.43B 6.78B 12.77B 878B 12.81B 88.1B 34.38B 443B 34.51B 33.76B 1,470B EV / Sales 2026 *
3.47x
EV / Sales 2027 * 3.16x
Free-Float
34.28%
Yield 2026 *
0.92%
Yield 2027 * 1.01%

Last Transcript : Morningstar, Inc.

1 day-0.53%
1 week+0.78%
Current month+13.02%
1 month+12.12%
3 months+20.84%
6 months+18.84%
Current year+0.16%
1 week 211.17
Extreme 211.17
221.2
1 month 184.4
Extreme 184.4
221.2
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
261.76
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 01/01/2017
Director of Finance/CFO 46 01/01/2025
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 16/05/1984
Director/Board Member 72 01/07/2002
Director/Board Member 66 01/01/1999
Date Insider Type Main position Quantity % Market Cap.
24/8/26 Sell

Founder

-5,659 0.0151%
24/8/26 Others -376,969 1.0049%
21/8/26 Sell

Founder

-4,095 0.0109%
Change 5-day change 1-year change 3-year change Capi.($)
-0.53%+0.78%-16.69%-3.85% 8.16B
-0.03%+3.22%-19.94%+12.24% 36.51B
+0.91%+11.39%-46.74%+3.13% 2.63B
+0.75%+0.19%-14.78%+1.34% 1.19B
-0.79%+17.34%+288.40%-32.32% 377M
-1.03%-0.18%+104.62%+125.79% 136M
Average -0.12%+5.64%+49.15%+17.72% 8.17B
Weighted average by Cap. -0.05%+3.41%-17.99%+8.78%

Financials

2026 *2027 *
Net sales 2.65B 2.28B 2.14B 1.95B 3.68B 253B 3.69B 25.39B 9.91B 128B 9.94B 9.73B 424B 2.8B 2.41B 2.26B 2.07B 3.89B 268B 3.9B 26.85B 10.47B 135B 10.52B 10.29B 448B
Net income 413M 356M 334M 305M 574M 39.5B 576M 3.96B 1.55B 19.94B 1.55B 1.52B 66.12B 461M 397M 372M 340M 640M 44.06B 643M 4.42B 1.72B 22.24B 1.73B 1.69B 73.75B
Net Debt 1.03B 885M 829M 757M 1.43B 98.12B 1.43B 9.84B 3.84B 49.53B 3.85B 3.77B 164B 689M 594M 557M 508M 957M 65.84B 960M 6.6B 2.58B 33.24B 2.59B 2.53B 110B
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
28/08/26 US$217.65 -0.53% 340,088
27/08/26 US$218.81 +3.00% 365,896
26/08/26 US$212.44 -1.20% 171,407
25/08/26 US$215.01 -1.14% 212,065
24/08/26 US$217.50 +0.71% 262,785
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
217.65USD
Average target price
236.67USD
Spread / Average Target
+8.74%

Quarterly revenue - Rate of surprise

  1. Stock Market
  2. Stocks
  3. MORN Stock