Morningstar, Inc.

Valuation Analysis

About the Company

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, privat

Morningstar, Inc. Stock at a Glance

Morningstar, Inc. (MORN) is currently trading at $175.22 with a market capitalization of $6.7B. The trailing P/E ratio stands at 17.93x, with a forward P/E of 12.94x. The 52-week range spans from $149.08 to $316.71; the current price is 44.7% below the yearly high. Year-over-year revenue growth stands at +10.8%. The net profit margin stands at 16.06%.

💰 Dividend

Morningstar, Inc. pays an annual dividend of $2.00 per share, representing a yield of 1.14%. The payout ratio stands at 19.53%.

📊 Analyst Rating

2 analysts rate Morningstar, Inc. (MORN) on consensus: Strong Buy. The average price target is $246.00, implying +40.39% from the current price. Analyst price targets range from $212.00 to $280.00.

Morningstar, Inc.: The Investment Case in Detail

Morningstar, Inc. (MORN) operates in the Financial Services — specifically Financial Data & Stock Exchanges — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Revenue is growing at a healthy 10.8% pace year-over-year, suggesting the business model continues to find new customers and pricing power. Earnings growth of 50% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. With a gross margin near 61.71%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns.

What to Watch Next

• The forward P/E of 12.94x is meaningfully below the trailing 17.93x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 40.39% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

The data points to relatively defensive market behavior, elevated short interest (8.43%), higher leverage relative to equity.

Trading Data

💵 Dividend Info

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