Business Description
Morningstar Inc
NAICS : 523210
SIC : 7323
ISIN : US6177001095
Share Class Description:
MORN: Ordinary SharesTotal Employee Number:
10,973Compare
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Traded in other countries / regions
MORN.USAMRS.Germany Index Membership
Russell 1000Russell 3000 IPO Date
2005-05-03Description
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 | Vs History | |||
|---|---|---|---|---|---|---|
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 | |||||
Altman Z-Score | 3.24 | |||||
Beneish M-Score | -2.67 | |||||
WACC vs 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 | 75.02 | |||||
9-Day RSI | 60.06 | |||||
14-Day RSI | 53.95 | |||||
3-1 Month Momentum % | 5.17 | |||||
6-1 Month Momentum % | -13.1 | |||||
12-1 Month Momentum % | -39.08 |
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 % | 1.15 | |||||
Dividend Payout Ratio | 0.18 | |||||
3-Year Dividend Growth Rate | 8.6 | |||||
Forward Dividend Yield % | 1.21 | |||||
5-Year Yield-on-Cost % | 1.75 | |||||
3-Year Average Share Buyback Ratio | 2.2 | |||||
Shareholder Yield % | 11.43 |
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 | 16.81 | |||||
Forward PE Ratio | 13.83 | |||||
PE Ratio without NRI | 15.22 | |||||
Shiller PE Ratio | 29.05 | |||||
Price-to-Owner-Earnings | 15.08 | |||||
PEG Ratio | 1.05 | |||||
PS Ratio | 2.75 | |||||
PB Ratio | 6.16 | |||||
Price-to-Free-Cash-Flow | 15.64 | |||||
Price-to-Operating-Cash-Flow | 11.6 | |||||
EV-to-EBIT | 13.21 | |||||
EV-to-Forward-EBIT | 12.17 | |||||
EV-to-EBITDA | 9.89 | |||||
EV-to-Forward-EBITDA | 10.03 | |||||
EV-to-Revenue | 3.05 | |||||
EV-to-Forward-Revenue | 3.06 | |||||
EV-to-FCF | 17.49 | |||||
Price-to-GF-Value | 0.47 | |||||
Price-to-Projected-FCF | 1.18 | |||||
Price-to-DCF (Earnings Based) | 0.87 | |||||
Price-to-DCF (FCF Based) | 1.09 | |||||
Price-to-Median-PS-Value | 0.49 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.87 | |||||
Earnings Yield (Greenblatt) % | 7.57 | |||||
FCF Yield % | 6.97 | |||||
Forward Rate of Return (Yacktman) % | 21.93 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Annualized Return % Â
Total Annual Return % Â
Morningstar Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 2,508.4 | ||
| EPS (TTM) ($) | 9.82 | ||
| Beta | 0.8203 | ||
| 3-Year Sharpe Ratio | -0.36 | ||
| 3-Year Sortino Ratio | -0.48 | ||
| Volatility % | 22.94 | ||
| 14-Day RSI | 53.95 | ||
| 14-Day ATR ($) | 7.605727 | ||
| 20-Day SMA ($) | 165.246 | ||
| 12-1 Month Momentum % | -39.08 | ||
| 52-Week Range ($) | 141.49 - 307.17 | ||
| Shares Outstanding (Mil) | 38.03 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Morningstar Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Morningstar Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Third quarter earnings results for 2026 | 2026-10-29 | In 113 days | ||
| USD 0.500000 Cash Dividend | 2026-10-02 | In 86 days | ||
| Second quarter earnings results for 2026 | 2026-07-29 | In 21 days | ||
| USD 0.500000 Cash Dividend | 2026-07-10 | In 2 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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Morningstar Inc Frequently Asked Questions
What is Morningstar Inc(MORN)'s stock price today?
The current price of MORN is $165.03. The 52 week high of MORN is $307.17 and 52 week low is $141.49.
When is next earnings date of Morningstar Inc(MORN)?
The next earnings date of Morningstar Inc(MORN) is 2026-07-29.
Does Morningstar Inc(MORN) pay dividends? If so, how much?
The Dividend Yield %  of Morningstar Inc(MORN) is 1.15% (As of Today), Highest Dividend Payout Ratio of Morningstar Inc(MORN) was 0.38. The lowest was 0.18. And the median was 0.26. The  Forward Dividend Yield % of Morningstar Inc(MORN) is 1.21%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on NAS:MORN
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Press Release
Articles on Morningstar Inc
Headlines
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