MORN (Morningstar) 5-Year Yield-on-Cost %: 1.79 (As of Jul. 13, 2026) — 66% Above Median


MORN Morningstar Inc MORN
81 GF Score
Price $165.20
GF Value $354.12
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Morningstar 5-Year Yield-on-Cost %?

Morningstar MORN -0.22% 81 5-Year Yield-on-Cost % is 1.79 as of Jul. 13, 2026, which is 66% above its 10-year median of 1.08. GuruFocus rates MORN with a GF Score™ of 81/100 and a GF Value™ of $354.12 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 363 Capital Markets companies, Morningstar ranks worse than 68.6% on this metric.

Morningstar's yield on cost for the quarter that ended in Mar. 2026 was 1.79.


The historical rank and industry rank for Morningstar's 5-Year Yield-on-Cost % or its related term are showing as below:

MORN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.56   Med: 1.08   Max: 1.96
Current: 1.79


During the past 13 years, Morningstar's highest Yield on Cost was 1.96. The lowest was 0.56. And the median was 1.08.


MORN's 5-Year Yield-on-Cost % is ranked worse than
68.6% of 363 companies
in the Capital Markets industry
Industry Median: 3.11 vs MORN: 1.79

Morningstar  (NAS:MORN) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Morningstar 5-Year Yield-on-Cost % Related Terms


MORN vs FDS, OTCM, VALU: 5-Year Yield-on-Cost % Comparison

For the Financial Data & Stock Exchanges subindustry, Morningstar's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morningstar's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Morningstar's 5-Year Yield-on-Cost % falls into.


MORN
81GF Score
Morningstar Inc MORN
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Morningstar 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Morningstar is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.79 mean?
Morningstar (MORN) has a 5-Year Yield-on-Cost % of 1.79 as of Jul. 13, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morningstar and its competitors. This is 66% above median its historical median of 1.08. Over the past decade, Morningstar's 5-Year Yield-on-Cost % has ranged from 0.56 to 1.96. According to the industry distribution chart, Morningstar ranks #249 out of 363 companies in the Capital Markets industry, placing it in the top 68.6%.
Is Morningstar's 5-Year Yield-on-Cost % too high?
Morningstar's current 5-Year Yield-on-Cost % of 1.79 is 66% above median its 10-year median of 1.08. Over the past 10 years, this metric has ranged from a low of 0.56 to a high of 1.96. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.11. Morningstar's value of 1.79 is 42.4% below this industry median. Based on the distribution chart, Morningstar ranks #249 out of 363 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Morningstar has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morningstar's 5-Year Yield-on-Cost % compare to FDS and OTCM?
According to the Capital Markets industry distribution chart, Morningstar ranks #249 out of 363 companies for 5-Year Yield-on-Cost %. This places Morningstar in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.11. Morningstar's value of 1.79 is 42.4% below this benchmark. Historically, Morningstar's own 5-Year Yield-on-Cost % has ranged from 0.56 to 1.96 over the past decade. While the company's 10-year median is 1.08 vs. the industry median of 3.11, Morningstar has consistently been below 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 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.11, based on 363 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Morningstar's current 5-Year Yield-on-Cost % of 1.79 is 42.4% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morningstar and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morningstar's current 5-Year Yield-on-Cost % is 1.79, which is 66% above median its own 10-year median of 1.08. 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 $354.12, compared to a current price of $165.20 — trading 53.3% below its estimated fair value. The current 5-Year Yield-on-Cost % is 1.79, which is 66% above median its 10-year median of 1.08 and 42.4% below the Capital Markets industry median of 3.11. Morningstar's overall GF Score™ is 81/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Morningstar (MORN), the current 5-Year Yield-on-Cost % is 1.79 as of Jul. 13, 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 $165.20 is trading 53.3% below its estimated GF Value™ of $354.12. GuruFocus considers Morningstar to be Significantly Undervalued.

Key valuation signals for MORN:

  • 5-Year Yield-on-Cost %: 1.79 (66% above median its 10-year median of 1.08)
  • GF Value™: $354.12 vs. price of $165.20 (53.3% below fair value)
  • GF Score™: 81/100 with 2 warning signs
  • Industry Position: 42.4% below the Capital Markets median (#249 of 363)

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 Business Description

Other Exchanges MRS:Germany
Address 22 West Washington Street, Chicago, IL, USA, 60602
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.
81GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$165.20
Price
$354.12
GF Value