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MorningstarMORN +2.32%86 3-Year EBITDA Growth Rate is 31.50% as of Jun. 2026, which is 192% above its 10-year median of 10.80. GuruFocus rates MORN with a GF Score™ of 86/100 and a GF Value™ of $367.28 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 513 Capital Markets companies, Morningstar ranks better than 65.5% on this metric.
During the past 12 months, Morningstar's average EBITDA Per Share Growth Rate was 13.80% per year.
During the past 3 years, the average EBITDA Per Share Growth Rate was 31.50% per year.
During the past 5 years, the average EBITDA Per Share Growth Rate was 14.50% per year.
During the past 10 years, the average EBITDA Per Share Growth Rate was 10.20% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.
During the past 13 years, the highest 3-Year average EBITDA Per Share Growth Rate of Morningstar was 66.80% per year. The lowest was -34.50% per year. And the median was 10.80% per year.
EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.
Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.
Morningstar 3-Year EBITDA Growth Rate Related Terms
MORN vs FDS, OTCM, VALU: 3-Year EBITDA Growth Rate Comparison
For the Financial Data & Stock Exchanges subindustry, Morningstar's 3-Year EBITDA Growth Rate, along with its competitors' market caps and 3-Year EBITDA Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Morningstar 3-Year EBITDA Growth Rate vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morningstar's 3-Year EBITDA Growth Rate distribution charts can be found below:
* The bar in red indicates where Morningstar's 3-Year EBITDA Growth Rate falls into.
This is the 3-year average growth rate of EBITDA per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.
What does a 3-Year EBITDA Growth Rate of 31.50% mean?
Morningstar (MORN) has a 3-Year EBITDA Growth Rate of 31.50% as of Jun. 2026. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Morningstar and its competitors. This is 192% above median its historical median of 10.80. According to the industry distribution chart, Morningstar ranks #177 out of 513 companies in the Capital Markets industry, placing it in the top 34.5%.
Is Morningstar's 3-Year EBITDA Growth Rate too high?
Morningstar's current 3-Year EBITDA Growth Rate of 31.50% is 192% above median its 10-year median of 10.80. The Capital Markets industry median 3-Year EBITDA Growth Rate is 15.20. Morningstar's value of 31.50% is 107.2% above this industry median. Based on the distribution chart, Morningstar ranks #177 out of 513 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Morningstar has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morningstar's 3-Year EBITDA Growth Rate compare to FDS and OTCM?
According to the Capital Markets industry distribution chart, Morningstar ranks #177 out of 513 companies for 3-Year EBITDA Growth Rate. This puts Morningstar in the upper half of its industry. The industry median 3-Year EBITDA Growth Rate is 15.20. Morningstar's value of 31.50% is 107.2% above this benchmark. While the company's 10-year median is 10.80 vs. the industry median of 15.20, Morningstar has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year EBITDA Growth Rate for a Capital Markets company?
The median 3-Year EBITDA Growth Rate among Capital Markets companies is 15.20, based on 513 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EBITDA Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Morningstar's current 3-Year EBITDA Growth Rate of 31.50% is 107.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year EBITDA Growth Rate mean?
A high 3-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Morningstar and its competitors. For the Capital Markets industry, the median 3-Year EBITDA Growth Rate is 15.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morningstar's current 3-Year EBITDA Growth Rate is 31.50%, which is 192% above median its own 10-year median of 10.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morningstar stock overvalued right now?
Based on GuruFocus' analysis, Morningstar (MORN) is currently considered Significantly Undervalued. The stock's GF Value™ is $367.28, compared to a current price of $211.64 — trading 42.4% below its estimated fair value. The current 3-Year EBITDA Growth Rate is 31.50%, which is 192% above median its 10-year median of 10.80 and 107.2% above the Capital Markets industry median of 15.20. Morningstar's overall GF Score™ is 86/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year EBITDA Growth Rate calculated?
3-Year EBITDA Growth Rate is calculated from a company's financial statements. For Morningstar (MORN), the current 3-Year EBITDA Growth Rate is 31.50% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Morningstar (MORN) Overvalued in 2026?
Based on GuruFocus' analysis, Morningstar stock appears to be undervalued.
The current stock price of $211.64 is trading 42.4% below its estimated GF Value™ of $367.28.
GuruFocus considers Morningstar to be Significantly Undervalued.
Key valuation signals for MORN:
3-Year EBITDA Growth Rate: 31.50% (192% above median its 10-year median of 10.80)
GF Value™: $367.28 vs. price of $211.64 (42.4% below fair value)
Industry Position: 107.2% above the Capital Markets median (#177 of 513)
No single metric tells the full story. See the MORN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
86GF Score
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