Valuation: Morningstar, Inc.

Market Cap 9.06B 8.08B 7.41B 6.73B 12.65B 856B 12.94B 88.52B 35.48B 453B 34.02B 33.29B 1,436B P/E 2026 *
21.5x
P/E 2027 * 18.7x
Enterprise Value 10.1B 9B 8.26B 7.5B 14.1B 955B 14.43B 98.67B 39.55B 505B 37.92B 37.11B 1,601B EV / Sales 2026 *
3.79x
EV / Sales 2027 * 3.45x
Free-Float
33.49%
Yield 2026 *
0.82%
Yield 2027 * 0.9%
1 day+3.19%
1 week+13.68%
Current month+7.98%
1 month+33.07%
3 months+21.97%
6 months+45.67%
Current year+12.40%
1 week 222.52
Extreme 222.515
245.02
1 month 189.48
Extreme 189.48
245.02
Current year 141.49
Extreme 141.49
245.02
1 year 141.49
Extreme 141.49
245.02
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 2016-12-31
Director of Finance/CFO 46 2024-12-31
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 1984-05-15
Director/Board Member 72 2002-06-30
Director/Board Member 66 1998-12-31
Date Insider Type Main position Quantity % Market Cap. Importance
9/30/26 Others -657,779 1.7534%
9/22/26 Other 3,925,077 10.4631%
9/1/26 Tax

Chief Financial Officer

-54 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
+3.19%+13.68%+15.39%-6.90% 9.06B
+3.36%+7.20%-3.51%+25.80% 140B
+4.89%+10.70%+8.39%+59.42% 91.1B
+5.47%+0.65%-22.07%-7.58% 50.78B
+5.40%+11.47%+17.29%+35.47% 48.21B
+2.72%+7.02%-13.31%+16.84% 36.52B
+2.39%+9.19%-7.80%+5.71% 22.49B
+6.69%+8.78%-14.80%-21.35% 22.8B
+3.01%+6.96%-15.06%+6.87% 21.41B
+1.17%-0.38%+16.02%+73.82% 16.99B
Average +3.83%+7.10%-1.95%+18.81% 45.9B
Weighted average by Cap. +4.08%+7.43%-2.01%+26.00%

Financials

2026 *2027 *
Net sales 2.67B 2.38B 2.18B 1.98B 3.73B 252B 3.81B 26.06B 10.45B 133B 10.02B 9.8B 423B 2.82B 2.51B 2.31B 2.1B 3.94B 267B 4.03B 27.56B 11.05B 141B 10.59B 10.37B 447B
Net income 433M 386M 354M 322M 605M 40.95B 619M 4.23B 1.7B 21.67B 1.63B 1.59B 68.65B 486M 433M 397M 361M 678M 45.91B 694M 4.74B 1.9B 24.3B 1.82B 1.78B 76.98B
Net Debt 1.04B 926M 849M 772M 1.45B 98.22B 1.48B 10.15B 4.07B 51.99B 3.9B 3.82B 165B 679M 605M 555M 504M 948M 64.19B 970M 6.63B 2.66B 33.97B 2.55B 2.49B 108B
Projected Income Statement - Annual - Morningstar, Inc.
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
26-11-04 US$244.25 +3.19% 254,208
26-11-03 US$236.71 -0.85% 346,072
26-11-02 US$238.73 +5.54% 283,936
26-10-30 US$226.19 +1.64% 217,867
26-10-29 US$222.54 +3.57% 311,762
Trader
Investor
Global
Quality
ESG MSCI
BBB
MarketScreener Ratings - Morningstar, Inc.
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
244.25USD
Average target price
246.00USD
Spread / Average Target
+0.72%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Morningstar, Inc.
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