Valuation: Morningstar, Inc.

Capitalization 8.92B 7.64B 7.1B 6.62B 12.37B 804B 13.27B 81.81B 32.16B 385B 33.44B 32.76B 1,410B P/E ratio 2025 *
25.9x
P/E ratio 2026 * 21.6x
Enterprise value 9.33B 7.99B 7.43B 6.93B 12.94B 841B 13.88B 85.58B 33.64B 402B 34.99B 34.27B 1,475B EV / Sales 2025 *
3.84x
EV / Sales 2026 * 3.51x
Free-Float
47.39%
Yield 2025 *
0.84%
Yield 2026 * 0.92%
More valuation ratios * Estimated data
Dynamic Chart
1 day+0.97%
1 week+2.32%
Current month+0.77%
1 month+2.28%
3 months-3.09%
6 months-25.58%
Current year+0.77%
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1 week 208.46
Extreme 208.4601
219.76
1 month 207.41
Extreme 207.41
220.3
Current year 208.46
Extreme 208.4601
219.76
1 year 202.89
Extreme 202.8941
335.21
3 years 163.28
Extreme 163.2802
365
5 years 163.28
Extreme 163.2802
365
10 years 67.74
Extreme 67.74
365
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Manager TitleAgeSince
Chief Executive Officer 50 01/01/2017
Director of Finance/CFO 46 01/01/2025
President - 02/02/2015
Director TitleAgeSince
Chairman 69 16/05/1984
Director/Board Member 72 01/07/2002
Director/Board Member 66 01/01/1999
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Change 5d. change 1-year change 3-years change Capi.($)
+0.97%+2.32%-31.52%-8.41% 8.92B
-2.27%-0.82%-0.96%+18.93% 42.58B
+7.97%+18.88%+85.01%+130.08% 4.04B
+0.81%+8.28%-12.70%+23.22% 1.36B
+10.17%+12.57%-62.62%-75.85% 209M
+0.46%+1.50%+11.65%+29.52% 68.93M
Average +3.01%+6.74%-1.86%+19.58% 9.53B
Weighted average by Cap. -0.88%+4.34%-0.14%+22.29%
See all sector performances

Financials

2025 *2026 *
Net sales 2.43B 2.08B 1.93B 1.8B 3.37B 219B 3.62B 22.29B 8.76B 105B 9.11B 8.92B 384B 2.61B 2.24B 2.08B 1.94B 3.62B 235B 3.89B 23.97B 9.42B 113B 9.8B 9.6B 413B
Net income 355M 304M 283M 264M 492M 31.99B 528M 3.26B 1.28B 15.31B 1.33B 1.3B 56.12B 396M 339M 315M 294M 549M 35.69B 589M 3.63B 1.43B 17.07B 1.48B 1.45B 62.6B
Net Debt 411M 352M 328M 305M 571M 37.09B 612M 3.77B 1.48B 17.74B 1.54B 1.51B 65.05B 242M 207M 193M 180M 336M 21.81B 360M 2.22B 873M 10.43B 908M 889M 38.26B
More financial data * Estimated data
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.
Employees
11,085
More about the company
Date Price Change Volume
12/01/26 218.24 $ +0.65% 85,014
09/01/26 216.82 $ +2.10% 434,784
08/01/26 212.36 $ -0.65% 513,744
07/01/26 213.76 $ -0.87% 294,014
06/01/26 215.63 $ +0.76% 248,263

Delayed Quote Nasdaq, January 12, 2026 at 08:35 pm

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Trader
Investor
Global
Quality
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
216.82USD
Average target price
278.33USD
Spread / Average Target
+28.37%
Consensus

Quarterly revenue - Rate of surprise