MORN

Morningstar, Inc.

$246.47

0.13%
SectorFinancial ServicesIndustryFinancial Data & Stock ExchangesCountryUnited States

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients.

Source: Yahoo Finance
AI summary

Price & performance

1M+19.7%
3M+12.3%
YTD+6.7%
1Y+7.7%
52-week range—
Beta0.64
Full chart and returns against a benchmark

Q-Score

38/ 100

Quality against peers; 50 is the peer median.

Growth43
Risk44
Performance33
Valuation41
Profitability68
Leverage33
Sentiment66
Every score and metric

News sentiment

Open News

Latest results · FY 2025

Revenue$2.4B+7.5%
Net income$374.2M+1.2%
Net margin15.3%-1.0 pts
Historical fundamentals

Revenue exposure

28%of revenue from outside the US
United States72%
Europe excluding the United Kingdom9%
United Kingdom8%
Regions, segments, customers and suppliers

Valuation

MORNIndustryP/E20.5328.81P/S3.498.30EV/EBITDA12.1911.69P/B8.925.51PEG1.1110.82
Dividend yield0.84%
Every valuation metric

Earnings

Oct 28next report, after the close
EPS estimate$3.04
Beats (last 4 quarters)—
Average surprise—
EPS revisions (30d)—
Every quarter against its estimate