Valuation: Morningstar, Inc.

Market Cap 5.88B 5.15B 4.75B 4.44B 8.36B 556B 8.55B 57.21B 22.08B 274B 22.09B 21.6B 952B P/E 2026 *
14.9x
P/E 2027 * 12.9x
Enterprise Value 6.86B 6.01B 5.55B 5.18B 9.75B 649B 9.97B 66.75B 25.77B 320B 25.77B 25.2B 1,111B EV / Sales 2026 *
2.62x
EV / Sales 2027 * 2.37x
Free-Float
35.04%
Yield 2026 *
1.3%
Yield 2027 * 1.43%
1 week-0.15%
Current month-13.50%
1 month-11.30%
3 months-2.52%
6 months-26.36%
Current year-26.36%
1 week 124.95
Extreme 124.95
140
1 month 124.95
Extreme 124.95
168.78
3 years 124.95
Extreme 124.95
344
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
Change 5-day change 1-year change 3-year change Capi.($)
-0.33%-0.15%-49.06%-21.22% 5.88B
+1.23%+2.12%-32.01%-14.60% 29.69B
-0.81%+0.12%-16.80%+23.13% 2.53B
+2.96%+7.40%-32.91%-6.55% 1.01B
0.00%-0.32%+60.82%-70.34% 369M
-0.84%-17.94%+125.36%-61.97% 238M
+7.78%+8.20%+253.77%+239.46% 191M
Average +1.71%-4.25%+44.17%+12.56% 5.67B
Weighted average by Cap. +1.09%-1.55%-30.42%-12.56%

Financials

2026 *2027 *
Net sales 2.62B 2.3B 2.12B 1.98B 3.73B 248B 3.81B 25.52B 9.85B 122B 9.85B 9.64B 425B 2.77B 2.43B 2.24B 2.09B 3.94B 262B 4.03B 26.96B 10.41B 129B 10.41B 10.18B 449B
Net income 401M 351M 324M 303M 570M 37.95B 583M 3.9B 1.51B 18.72B 1.51B 1.47B 65B 452M 395M 365M 341M 642M 42.7B 656M 4.39B 1.7B 21.06B 1.7B 1.66B 73.13B
Net Debt 981M 859M 793M 740M 1.39B 92.71B 1.43B 9.54B 3.68B 45.74B 3.68B 3.6B 159B 680M 596M 550M 513M 967M 64.32B 989M 6.62B 2.55B 31.73B 2.55B 2.5B 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
-
Date Price Change
26-06-29 135.05 -0.33%
26-06-26 €135.50 +8.44%
26-06-25 €124.95 -7.75%
26-06-24 €135.45 -1.17%
26-06-23 €137.05 +1.93%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
154.65USD
Average target price
234.00USD
Spread / Average Target
+51.31%

Quarterly revenue - Rate of surprise