Valuation: Morningstar, Inc.

Market Cap 6.3B 5.51B 5.08B 4.7B 8.92B 601B 9.07B 60.82B 23.84B 295B 23.63B 23.12B 1,022B P/E 2026 *
16x
P/E 2027 * 13.8x
Enterprise Value 7.28B 6.37B 5.87B 5.43B 10.31B 695B 10.48B 70.3B 27.56B 341B 27.32B 26.73B 1,181B EV / Sales 2026 *
2.77x
EV / Sales 2027 * 2.51x
Free-Float
35.04%
Yield 2026 *
1.22%
Yield 2027 * 1.34%
1 day+2.11%
1 week-0.24%
Current month+6.11%
1 month-10.35%
3 months-3.04%
6 months-23.65%
Current year-23.82%
1 week 159.28
Extreme 159.28
173.12
1 month 141.49
Extreme 141.49
186.08
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
297.4
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.
05-27Sell

Director

-700 0.0018%
05-22Sell

Founder

-2,270 0.0060%
05-20Sell

Founder

-7,250 0.0191%
Change 5-day change 1-year change 3-year change Capi.($)
+2.49%-0.24%-44.79%-16.18% 6.3B
+1.80%-0.08%-32.33%-7.72% 31.14B
+2.04%-2.63%-40.21%+20.68% 2.49B
+1.20%-2.55%-30.66%+1.12% 1.12B
+0.16%+0.64%+24.21%-68.79% 370M
+7.79%-9.12%+151.52%-54.23% 248M
+11.86%-14.44%+193.52%+190.20% 175M
Average +3.78%-4.20%+31.61%+9.30% 5.98B
Weighted average by Cap. +1.70%-0.84%-32.09%-7.05%

Financials

2026 *2027 *
Net sales 2.63B 2.3B 2.12B 1.96B 3.72B 251B 3.78B 25.37B 9.95B 123B 9.86B 9.65B 426B 2.78B 2.43B 2.24B 2.07B 3.93B 265B 4B 26.82B 10.51B 130B 10.42B 10.2B 451B
Net income 401M 351M 324M 299M 568M 38.3B 578M 3.88B 1.52B 18.81B 1.51B 1.47B 65.15B 452M 395M 365M 337M 640M 43.13B 651M 4.37B 1.71B 21.18B 1.7B 1.66B 73.37B
Net Debt 981M 858M 791M 732M 1.39B 93.61B 1.41B 9.47B 3.71B 45.97B 3.68B 3.6B 159B 680M 595M 549M 508M 964M 64.92B 980M 6.57B 2.58B 31.88B 2.55B 2.5B 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
09/07/26 $165.55 +0.32% 449,707
08/07/26 $165.03 -3.47% 719,684
07/07/26 $170.96 +2.75% 401,784
06/07/26 $166.38 +0.27% 369,637
02/07/26 $165.94 +2.45% 475,239
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
165.55USD
Average target price
227.33USD
Spread / Average Target
+37.32%

Quarterly revenue - Rate of surprise

  1. Stock Market
  2. Stocks
  3. MORN Stock