Valuation: Morningstar, Inc.

Capitalization 12.64B 10.9B 10.25B 9.29B 17.14B 1,086B 19.34B 120B 46.58B 497B 47.41B 46.42B 1,821B P/E ratio 2025 *
37x
P/E ratio 2026 * 31.5x
Enterprise value 12.45B 10.74B 10.09B 9.15B 16.88B 1,069B 19.04B 118B 45.87B 490B 46.69B 45.71B 1,793B EV / Sales 2025 *
5.17x
EV / Sales 2026 * 4.58x
Free-Float
47.39%
Yield 2025 *
0.64%
Yield 2026 * 0.71%
More valuation ratios * Estimated data
Dynamic Chart
1 day+1.20%
1 week-1.32%
Current month-1.74%
1 month-2.07%
3 months+4.11%
6 months-14.76%
Current year-10.01%
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1 week 298.4
Extreme 298.4
308.48
1 month 298.4
Extreme 298.4
315
Current year 250.34
Extreme 250.34
338.5
1 year 250.34
Extreme 250.34
365
3 years 163.28
Extreme 163.2802
365
5 years 139.19
Extreme 139.19
365
10 years 67.74
Extreme 67.74
365
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Manager TitleAgeSince
Chief Executive Officer 49 2016-12-31
Director of Finance/CFO 45 2024-12-31
President - 2015-02-01
Director TitleAgeSince
Chairman 68 1984-05-15
Director/Board Member 71 2002-06-30
Director/Board Member 65 1998-12-31
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Change 5d. change 1-year change 3-years change Capi.($)
+1.22%-1.32%+4.81%+35.54% 12.64B
+1.87%+2.11%+3.44%+66.51% 46.56B
+1.29%+2.39%+58.59%+27.47% 2.58B
+3.33%+3.86%+2.02%+119.53% 1.58B
+5.58%+5.31%-62.02%-78.37% 247M
+0.65%+5.31%+0.52%+4.74% 64.22M
Average +2.29%+0.99%+1.23%+29.24% 10.61B
Weighted average by Cap. +1.66%-1.17%+5.66%+59.46%
See all sector performances

Financials

2025 *2026 *
Net sales 2.41B 2.08B 1.95B 1.77B 3.26B 207B 3.68B 22.77B 8.87B 94.75B 9.03B 8.84B 347B 2.61B 2.25B 2.11B 1.92B 3.53B 224B 3.99B 24.65B 9.61B 103B 9.78B 9.57B 376B
Net income 347M 300M 282M 255M 471M 29.82B 531M 3.28B 1.28B 13.66B 1.3B 1.27B 50.02B 406M 350M 329M 298M 550M 34.84B 621M 3.84B 1.49B 15.96B 1.52B 1.49B 58.44B
Net Debt -193M -166M -156M -142M -261M -16.54B -295M -1.82B -710M -7.58B -722M -707M -27.74B -693M -598M -562M -510M -940M -59.55B -1.06B -6.55B -2.55B -27.28B -2.6B -2.55B -99.87B
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
Calendar
More about the company
Date Price Change Volume
25-06-16 303.06 $ +1.32% 68,294
25-06-13 299.12 $ -2.11% 125,492
25-06-12 305.57 $ +0.51% 143,886
25-06-11 304.03 $ +0.28% 174,583
25-06-10 303.19 $ -1.28% 190,989

Delayed Quote Nasdaq, June 16, 2025 at 02:21 pm

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Trading Rating
Investor Rating
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
299.12USD
Average target price
338.33USD
Spread / Average Target
+13.11%
Consensus

Quarterly revenue - Rate of surprise