Morningstar Inc

MORN

257.720USD

+0.480+0.19%

Close 09/08, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

34 / 207

Overall Ranking

118 / 4730

Industry

Industrial & Commercial Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 3 analysts

Buy

Current Rating

333.333

Target Price

+29.58%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 424.68.

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 27.22, at a low 3-year percentile range.

Institutional Buying

The latest institutional holdings are 44.53M shares, increasing 0.99% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 2.63M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 1.18.

The company's current financial score is 7.86, which is higher than the Industrial & Commercial Services industry's average of 7.17. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 581.90M, representing a year-over-year increase of 7.20%, while its net profit experienced a year-over-year increase of 22.27%.

Score

Industry at a Glance

Previous score

7.86

Change

0



Financials

8.93

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.31

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.52

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.19

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.35

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 4.80, which is higher than the Industrial & Commercial Services industry's average of 2.63. Its current P/E ratio is 28.00, which is 381.40% below the recent high of 134.81 and -65.68% above the recent low of 46.40.

Score

Industry at a Glance

Previous score

4.80

Change

0.8

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 34/207

No Data

The company’s current earnings forecast score is 7.33, which is lower than the Industrial & Commercial Services industry's average of 7.74. The average price target for Morningstar Inc is 325.00, with a high of 350.00 and a low of 325.00.

Score

Industry at a Glance

Previous score

7.33

Change

0

Support & Resistance

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 7.12, which is lower than the Industrial & Commercial Services industry's average of 7.82. Sideways: Currently, the stock price is trading between the resistance level at 278.48 and the support level at 252.70, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.42

Change

0.07

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-08

The company’s current institutional recognition score is 10.00, which is higher than the Industrial & Commercial Services industry's average of 7.85. The latest institutional shareholding proportion is 105.52%, representing a quarter-over-quarter decrease of 0.43%. The largest institutional shareholder is The Vanguard, holding a total of 2.63M shares, representing 6.23% of shares outstanding, with 4.50% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Mansueto (Joseph D)

15.12M

-0.10%

The Vanguard Group, Inc.

Star Investors

2.65M

-5.12%

Mansueto (Daniel)

2.39M

--

BlackRock Institutional Trust Company, N.A.

2.44M

-0.17%

Atlanta Capital Management Company, L.L.C.

1.91M

+3.19%

Baron Capital Management, Inc.

Star Investors

1.30M

-0.43%

Bank of America Corp

1.20M

-45.98%

Select Equity Group, L.P.

1.17M

-14.69%

Kayne Anderson Rudnick Investment Management, LLC

910.16K

-6.67%

BofA Global Research (US)

824.98K

-32.09%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Industrial & Commercial Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.34, which is higher than the Industrial & Commercial Services industry's average of 4.24. The company's beta value is 1.01. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Morningstar Inc

MORN

7.10 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.