|
Real-time Estimate
Cboe BZX
01:48:45 09/10/2026 HKT
|
5-day change | 1st Jan Change | ||
| 203.38 USD | +1.36% |
|
+6.25% | -6.51% |
| 10-07 | Morningstar Launches Direct AI Agentic Platform | MT |
| 10-07 | Morningstar, Inc. Launches Morningstar Direct AI | CI |
Company Valuation: Morningstar, Inc.
Data adjusted to current consolidation scope
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Market Cap 1 | 14,738 | 9,193 | 12,222 | 14,442 | 8,938 | 7,527 | - | - |
| Change | - | -37.62% | 32.95% | 18.16% | -38.11% | -15.78% | - | - |
| Enterprise Value (EV) 1 | 14,738 | 10,003 | 12,806 | 14,589 | 9,482 | 8,552 | 8,212 | 8,096 |
| Change | - | -32.13% | 28.02% | 13.93% | -35.01% | -9.81% | -3.98% | -1.42% |
| P/E | - | 132x | 87x | 39.2x | 24.5x | 18.5x | 16.1x | 13.5x |
| PBR | - | - | - | 8.97x | 7.51x | 6.91x | 5.65x | 5.59x |
| PEG | - | - | 1x | 0x | 7.25x | 0.8x | 1.1x | 0.7x |
| Capitalization / Revenue | - | 4.91x | 6x | 6.35x | 3.65x | 2.84x | 2.68x | 2.53x |
| EV / Revenue | - | 5.35x | 6.28x | 6.41x | 3.88x | 3.22x | 2.92x | 2.72x |
| EV / EBITDA | - | 25.1x | 29x | 23.9x | 13.2x | 10.3x | 9.03x | 7.96x |
| EV / EBIT | - | 33.5x | - | 29.5x | 16.3x | 12.3x | 10.7x | 9.41x |
| EV / FCF | - | 59.4x | 64.9x | 32.5x | 21.4x | 16.9x | 13.6x | 12.4x |
| FCF Yield | - | 1.68% | 1.54% | 3.08% | 4.67% | 5.91% | 7.33% | 8.04% |
| Dividend per Share 2 | - | 1.44 | 1.5 | 1.67 | 1.88 | 2.003 | 2.203 | 2.921 |
| Rate of return | - | 0.66% | 0.52% | 0.5% | 0.87% | 1% | 1.1% | 1.46% |
| EPS 2 | - | 1.64 | 3.29 | 8.58 | 8.87 | 10.86 | 12.44 | 14.87 |
| Distribution rate | - | 87.8% | 45.6% | 19.5% | 21.2% | 18.4% | 17.7% | 19.6% |
| Net sales 1 | - | 1,871 | 2,039 | 2,275 | 2,446 | 2,654 | 2,808 | 2,980 |
| EBITDA 1 | - | 398.8 | 440.9 | 611.2 | 716.5 | 830.9 | 909.2 | 1,017 |
| EBIT 1 | - | 298.9 | - | 493.8 | 582.9 | 696.1 | 766.6 | 860.1 |
| Net income 1 | 193.3 | 70.5 | 141.1 | 369.9 | 374.2 | 415.2 | 463.3 | 530.9 |
| Net Debt 1 | - | 809.2 | 583.4 | 147.6 | 543.9 | 1,025 | 684.7 | 568.5 |
| Reference price 2 | 341.99 | 216.59 | 286.24 | 336.76 | 217.31 | 200.65 | 200.65 | 200.65 |
| Nbr of stocks (in thousands) | 43,095 | 42,446 | 42,700 | 42,884 | 41,129 | 37,514 | - | - |
| Announcement Date | 24/2/22 | 23/2/23 | 22/2/24 | 26/2/25 | 12/2/26 | - | - | - |
1USD in Million2USD
Estimates
P/E, Detailed evolution
| P/E (Y) | EV / Sales (Y) | EV / EBITDA (Y) | Dividend Yield (Y) | Capi.($) | ||
|---|---|---|---|---|---|---|
 | 18.47x | 3.22x | 10.29x | 1% | 7.53B | |
| 24.52x | 8.85x | 16.7x | 0.99% | 116B | |
| 27.67x | 10.04x | 18.84x | 0.93% | 77.87B | |
| 24.5x | 5.57x | 13.97x | 2.58% | 43.07B | |
| 27.79x | 13.13x | 21.33x | 1.48% | 40.38B | |
| 18.49x | 3.84x | 10.62x | 2.29% | 29.71B | |
| 17.41x | 2.63x | 10.81x | 2.7% | 18.08B | |
| 13.68x | 3.13x | 9.39x | 3.81% | 17.69B | |
| 21.49x | 3.22x | 10.19x | 1.57% | 16.73B | |
| 20.27x | 4.74x | 11.84x | 3.27% | 16.08B | |
| Average | 21.43x | 5.84x | 13.40x | 2.06% | 38.36B | |
| Weighted average by Cap. | 23.77x | 7.70x | 15.62x | 1.64% |
Y-o-Y evolution of P/E
Historical PBR trend
Evolution Enterprise Value / Sales
Change in Enterprise Value/EBITDA
Year-on-year evolution of the Yield
- Stock Market
- Stocks
- MORN Stock
- Valuation Morningstar, Inc.
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