Morningstar Inc

Morningstar Inc

MORN

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Market Cap$6.92B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Morningstar IncMorningstar Inc17.71.05%40%2.82.6
$236.50

Target Price by Analysts

30.9% upsideMorningstar Target Price DetailsTarget Price
$220.39

Current Fair Value

21.9% upside

Undervalued by 21.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$6.92 Billion
Enterprise Value$9.05 Billion
Dividend Yield$2.00 (1.05%)
Earnings per Share$8.93
Beta0.99
Outstanding Shares39,100,000

Return

Return on Equity39.54%ROE
Return on Assets10.10%
Return on Invested Capital16.50%

Valuation & Multiples

P/E Ratio17.67P/E Ratio
PEG48.5PEG
Price to Sales2.82Price to Sales
Price to Book Ratio6.95Price to Book Ratio
Enterprise Value to Revenue3.59
Enterprise Value to EBIT18.56
Enterprise Value to Net Income22
Total Debt to Enterprise0.29
Debt to Equity2.57Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$2.41
Average shareholder expectation
Revenue Estimate
$626.91 M
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$2.82
Average shareholder expectation
Revenue Estimate
$647.89 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio2.0311 172.31%
Total Calls19,300 36.09%
Total Puts39,200 321.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %56.24% 1.58%
Total Invested$3.98B 24.32%
Investors Holding446 32.00%

ESG Score

No data

About Morningstar Inc

CEO: Kunal Kapoor

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical expertise for all tax legislation, directly influencing corporate tax structures, capital investment, and the overall tax burden on financial markets and Morningstar itself.

Finance

This powerful committee controls taxation, trade, and entitlement spending. Its decisions on corporate tax policy directly impact Morningstar's own valuations and those of companies it covers, as well as capital markets overall.

Banking, Housing, and Urban Affairs

This committee directly regulates the financial system, including the SEC (primary regulator for investment advisors like Morningstar) and influences cryptocurrency regulation, directly impacting Morningstar's compliance, services, and market environment.