Morningstar Inc (MORN) Stock Price, Trades & News

Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	0.28
Equity-to-Asset	0.26
Debt-to-Equity	1.87
Debt-to-EBITDA	2.47
Interest Coverage	11.69
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	3.13	Distress Grey Safe
Beneish M-Score	-2.67	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

10/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	9.9
	3-Year EBITDA Growth Rate	31.5
	3-Year EPS without NRI Growth Rate	36.6
	3-Year FCF Growth Rate	38.8
	3-Year Book Growth Rate	2.7
	Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank	16.93
	Future 3-5Y Total Revenue Growth Rate Estimate	6.28

Momentum Rank

2/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	19.04
	9-Day RSI	26.28
	14-Day RSI	32.73
	3-1 Month Momentum %	9.27
	6-1 Month Momentum %	-17.67
	12-1 Month Momentum %	-42.03

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	1.03
	Quick Ratio	1.03
	Cash Ratio	0.52
	Days Sales Outstanding	54.8
	Days Payable	36.16

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.24
	Dividend Payout Ratio	0.18
	3-Year Dividend Growth Rate	8.6
	Forward Dividend Yield %	1.31
	5-Year Yield-on-Cost %	1.88
	3-Year Average Share Buyback Ratio	2.2
	Shareholder Yield %	12.53

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	61.71
	Operating Margin %	21.76
	Net Margin %	16.06
	EBITDA Margin %	30.83
	FCF Margin %	17.44
	OCF Margin %	23.53
	ROE %	28.86
	ROA %	10.97
	ROIC %	11.84
	3-Year ROIIC %	2150.31
	ROC (Joel Greenblatt) %	147.27
	ROCE %	21.46
	Years of Profitability over Past 10-Year	10
	Moat Score	7
	Tariff Resilience Score	9

GF Value Rank

2/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	15.6
	Forward PE Ratio	12.85
	PE Ratio without NRI	14.14
	Shiller PE Ratio	26.98
	Price-to-Owner-Earnings	13.99
	PEG Ratio	0.98
	PS Ratio	2.52
	PB Ratio	5.72
	Price-to-Free-Cash-Flow	14.47
	Price-to-Operating-Cash-Flow	10.75
	EV-to-EBIT	12.44
	EV-to-Forward-EBIT	12.17
	EV-to-EBITDA	9.31
	EV-to-Forward-EBITDA	10.03
	EV-to-Revenue	2.87
	EV-to-Forward-Revenue	3.06
	EV-to-FCF	16.46
	Price-to-GF-Value	0.44
	Price-to-Projected-FCF	1.1
	Price-to-DCF (Earnings Based)	0.8
	Price-to-DCF (FCF Based)	1.01
	Price-to-Median-PS-Value	0.46
	Price-to-Peter-Lynch-Fair-Value	0.8
	Earnings Yield (Greenblatt) %	8.04
	FCF Yield %	7.51
	Forward Rate of Return (Yacktman) %	22.34

GF Value™: $351.43

MORN

Warning Signs

Warning! GuruFocus detected 2 Medium warning signs with MORN. Try a 7-Day Free Trial to check it out.

Morningstar Inc Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Morningstar Inc Stock Events

Financials Calendars

Event	Date	Price ($)
Third quarter earnings results for 2026	2026-10-29	In 126 days
USD 0.500000 Cash Dividend	2026-10-02	In 99 days
Second quarter earnings results for 2026	2026-07-30	In 35 days
USD 0.500000 Cash Dividend	2026-07-10	In 15 days
General meeting for 2026	2026-05-07 09:00	167.66 (+1.61%)
First quarter earnings results for 2026	2026-04-29	183.73 (+2.42%)
USD 0.500000 Cash Dividend	2026-04-02	169.70 (+1.07%)
Annual report for 2025	2026-02-13	154.01 (-0.67%)
Fourth quarter earnings results for 2025	2026-02-12	155.35 (-3.18%)
USD 0.500000 Cash Dividend	2026-01-02	217.31 (+0.04%)

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Entries

Guru Commentaries on NAS:MORN

No articles.

Press Release

	Subject	Date
	Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.	2026-06-24
	Morningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and Veridion	2026-06-24
	Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios	2026-06-17
	PitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI Auditability	2026-06-16
	Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam	2026-06-16
	PitchBook Wins Lattice's 2026 Performance Impact Award	2026-06-11
	PitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal Workflows	2026-06-04
	Morningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS Analytics	2026-06-04
	Morningstar Shares Perspective from Global Asset Owners	2026-05-27
	Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics	2026-05-20

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Articles on Morningstar Inc

No articles.

Headlines

Jun 15, 2026

Why Is Tesla Stock Surging On Monday?

Benzinga • 10:04am

Jun 10, 2026

CME, Morningstar enter exclusive index derivatives licensing pact

Seeking Alpha • 4:06pm

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