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Morningstar Inc

MORN

212.300USD

-2.130-0.99%

Close 10/31, 16:00（ET）Quotes delayed by 15 min

8.95BMarket Cap

23.81P/E TTM



Morningstar Inc

212.300

-2.130-0.99%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Morningstar Inc

Currency: USD Updated: 2025-10-31

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, 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

78 / 160

Overall Ranking

208 / 4618

Industry

Professional & Commercial Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 3 analysts

Buy

Current Rating

300.000

Target Price

+39.91%

Upside Space

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

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 23.99, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 26.00M shares, decreasing 1.14% quarter-over-quarter.

Held by Ron Baron

Star Investor Ron Baron holds 1.30M shares of this stock.

Higher Market Activity

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

Financial Health

Currency: USD Updated: 2025-10-31

The company's current financial score is 7.05, which is lower than the Professional & Commercial Services industry's average of 7.31. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 617.40M, representing a year-over-year increase of 8.43%, while its net profit experienced a year-over-year increase of 23.48%.

Score

Industry at a Glance

Previous score

7.05

Change



Financials

7.17

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.34

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

6.56

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.52

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.65

Key Metrics

Free cash flow

No Data

Morningstar Inc's Company Valuation

Currency: USD Updated: 2025-10-31

The company’s current valuation score is 5.34, which is lower than the Professional & Commercial Services industry's average of 7.13. Its current P/E ratio is 23.99, which is 2057.89% below the recent high of 517.57 and 7.23% above the recent low of 22.25.

Score

Industry at a Glance

Previous score

5.34

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 78/160

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-31

The company’s current earnings forecast score is 7.33, which is lower than the Professional & Commercial Services industry's average of 7.67. The average price target for Morningstar Inc is 320.00, with a high of 325.00 and a low of 255.00.

Score

Industry at a Glance

Previous score

7.33

Change

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts

Buy

Current Rating

300.000

Target Price

+41.31%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Morningstar Inc

MORN

S&P Global Inc

SPGI

Moody's Corp

MCO

Equifax Inc

EFX

TransUnion

TRU

MSCI Inc

MSCI

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.

Price Momentum

Currency: USD Updated: 2025-10-31

The company’s current price momentum score is 6.84, which is lower than the Professional & Commercial Services industry's average of 6.97. Sideways: Currently, the stock price is trading between the resistance level at 226.54 and the support level at 200.48, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.97

Change

-0.13

Support & Resistance

No Data

Indicators



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.

Indicators

Sell(2)

Neutral(4)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

0.713

Neutral

RSI(14)

35.915

Neutral

STOCH(KDJ)(9,3,3)

44.630

Neutral

ATR(14)

6.157

High Vlolatility

CCI(14)

-66.873

Neutral

Williams %R

61.789

Sell

TRIX(12,20)

-0.387

Sell

StochRSI(14)

79.323

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

214.402

Sell

MA10

216.942

Sell

MA20

219.785

Sell

MA50

236.210

Sell

MA100

261.096

Sell

MA200

282.294

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-31

The company’s current institutional recognition score is 5.00, which is lower than the Professional & Commercial Services industry's average of 6.93. The latest institutional shareholding proportion is 61.65%, representing a quarter-over-quarter decrease of 41.57%. 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

5.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Mansueto (Joseph D)

15.02M

-0.66%

The Vanguard Group, Inc.

Star Investors

2.63M

-1.00%

Mansueto (Daniel)

2.39M

BlackRock Institutional Trust Company, N.A.

2.26M

-7.19%

Atlanta Capital Management Company, L.L.C.

1.89M

-1.32%

Baron Capital Management, Inc.

Star Investors

1.30M

-0.32%

Select Equity Group, L.P.

1.11M

-5.05%

Kayne Anderson Rudnick Investment Management, LLC

848.57K

-6.77%

BofA Global Research (US)

826.86K

+0.23%

Millennium Management LLC

811.16K

+49.99%

Risk Assessment

Currency: USD Updated: 2025-10-31

The company’s current risk assessment score is 8.33, which is higher than the Professional & Commercial Services industry's average of 5.57. The company's beta value is 1.06. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.