Morningstar, Inc.

Valuation Analysis

About the Company

Morningstar, Inc. en bref

Morningstar, Inc. (MORN) is currently trading at 133,97 € with a market capitalization of 5,1 Md €. The trailing P/E ratio stands at 15.71x, with a forward P/E of 11.35x. The 52-week range spans from 129,96 € to 276,10 €; the current price is 51.5% below the yearly high. Year-over-year revenue growth stands at +10.8%. The net profit margin stands at 16.06%.

💰 Dividende

Morningstar, Inc. pays an annual dividend of 1,74 € per share, representing a yield of 1.3%. The payout ratio stands at 19.53%.

📊 Avis des analystes

2 analystes évaluent Morningstar, Inc. (MORN) au consensus : Achat Fort. L'objectif de cours moyen est de 214,45 €, soit un potentiel de +60.07% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 184,81 € à 244,09 €.

Morningstar, Inc. : la thèse d'investissement en détail

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.

Le scénario haussier

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.

À surveiller

• The forward P/E of 11.35x is meaningfully below the trailing 15.71x — 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 60.07% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

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

Profil de risque

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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