Valuation: Morningstar, Inc.

Market Cap 7.76B 6.7B 6.3B 5.73B 10.77B 742B 10.95B 73.81B 28.86B 372B 29.14B 28.51B 1,235B P/E 2026 *
19.1x
P/E 2027 * 16.7x
Enterprise Value 8.79B 7.59B 7.13B 6.49B 12.2B 840B 12.4B 83.57B 32.67B 421B 32.99B 32.28B 1,398B EV / Sales 2026 *
3.32x
EV / Sales 2027 * 3.02x
Free-Float
34.15%
Yield 2026 *
0.97%
Yield 2027 * 1.06%
1 day+0.59%
1 week+3.64%
Current month+7.99%
1 month+21.99%
3 months+25.24%
6 months+31.37%
Current year-4.30%
1 week 190.08
Extreme 190.08
208.1
1 month 163.33
Extreme 163.33
208.1
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
266.05
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.
8/12/26 Sell

Founder

-7,250 0.0193%
8/7/26 Sell

Founder

-7,250 0.0193%
8/5/26 Sell

Founder

-7,250 0.0193%
Change 5-day change 1-year change 3-year change Capi.($)
+0.61%+3.64%-19.73%-5.04% 7.76B
+2.81%-0.24%-24.03%+0.84% 33.56B
-1.82%-4.16%-45.84%-6.60% 2.42B
-1.76%+2.97%-11.97%+3.95% 1.22B
-1.33%-1.33%+217.95%-53.08% 299M
+2.62%+7.73%+126.08%+135.12% 148M
Average +0.28%+1.96%+40.41%+12.53% 7.57B
Weighted average by Cap. +3.09%+0.37%-22.05%-0.40%

Financials

2026 *2027 *
Net sales 2.65B 2.29B 2.15B 1.96B 3.68B 253B 3.74B 25.19B 9.85B 127B 9.94B 9.73B 421B 2.8B 2.42B 2.27B 2.07B 3.89B 268B 3.95B 26.63B 10.41B 134B 10.52B 10.29B 446B
Net income 413M 357M 336M 305M 574M 39.53B 583M 3.93B 1.54B 19.8B 1.55B 1.52B 65.78B 461M 398M 374M 340M 640M 44.09B 650M 4.38B 1.71B 22.08B 1.73B 1.69B 73.37B
Net Debt 1.03B 887M 833M 758M 1.42B 98.17B 1.45B 9.76B 3.82B 49.16B 3.85B 3.77B 163B 689M 595M 559M 508M 956M 65.87B 972M 6.55B 2.56B 32.99B 2.59B 2.53B 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
26-08-14 US$207.97 +0.52% 203,294
26-08-13 US$206.89 +4.75% 276,053
26-08-12 US$197.51 +1.09% 210,496
26-08-11 US$195.38 -2.81% 344,015
26-08-10 US$201.03 +0.18% 497,988
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
206.89USD
Average target price
236.67USD
Spread / Average Target
+14.39%

Quarterly revenue - Rate of surprise

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