Morningstar Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 64 out of 156 in the Professional & Commercial Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 278.33.In the medium term, the stock price is expected to trend down.Despite a very weak market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Morningstar Inc's Score
Industry at a Glance
Industry Ranking
64 / 156
Overall Ranking
175 / 4521
Industry
Professional & Commercial Services
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Morningstar Inc Highlights
StrengthsRisks
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 21.62% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.28B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 19.33%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 19.33%.
Undervalued
The company’s latest PE is 18.71, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 25.57M shares, decreasing 3.62% quarter-over-quarter.
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.