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 61 out of 157 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 252.33.In the medium term, the stock price is expected to remain stable.Despite an average stock 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.
Media Coverage
The current financial score of Morningstar Inc is 8.04, ranking 29 out of 157 in the Professional & Commercial Services industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 644.80M, representing a year-over-year increase of 10.81%, while its net profit experienced a year-over-year increase of 36.43%.
Key Metrics
The current valuation score of Morningstar Inc is 5.34, ranking 133 out of 157 in the Professional & Commercial Services industry. Its current P/E ratio is 17.88, which is 2795.43% below the recent high of 517.57 and 5.27% above the recent low of 16.93.
The current earnings forecast score of Morningstar Inc is 7.33, ranking 97 out of 157 in the Professional & Commercial Services industry. The average price target is 265.00, with a high of 320.00 and a low of 250.00.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The current price momentum score of Morningstar Inc is 7.26, ranking 53 out of 157 in the Professional & Commercial Services industry. Currently, the stock price is trading between the resistance level at 192.01 and the support level at 160.40, making it suitable for range-bound swing trading.
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
The current institutional shareholding score of Morningstar Inc is 5.00, ranking 97 out of 157 in the Professional & Commercial Services industry. The latest institutional shareholding proportion is 66.22%, representing a quarter-over-quarter increase of 6.42%. The largest institutional shareholder is Ron Baron, holding a total of 1.24M shares, representing 3.27% of shares outstanding, with 6.17% increase in holdings.
The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Professional & 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 current risk assessment score of Morningstar Inc is 9.06, ranking 18 out of 157 in the Professional & Commercial Services industry. The company's beta value is 0.98. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Morningstar Inc’s latest ESG disclosure leads the Professional & Commercial Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
