Morningstar Inc
MORN
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+ FollowMarket Cap$7.17B
Close$
$199.47
4.4% upside
Current Fair Value
4.4% upsideUndervalued by 4.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $7.17 Billion |
|---|---|
| Enterprise Value | $9.22 Billion |
| Dividend Yield | $1.96 (1.02%) |
| Earnings per Share | $8.93 |
| Beta | 1 |
| Outstanding Shares | 37,800,000 |
Return
| Return on Equity | 41.18% |
|---|---|
| Return on Assets | 10.69% |
| Return on Invested Capital | 18.40% |
Valuation & Multiples
| P/E Ratio | 18 |
|---|---|
| PEG | 85.23 |
| Price to Sales | 2.81 |
| Price to Book Ratio | 7.07 |
| Enterprise Value to Revenue | 3.58 |
| Enterprise Value to EBIT | 16.9 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.28 |
| Debt to Equity | 2.49 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 29, 2026
EPS Estimate
$2.83
Average shareholder expectationRevenue Estimate
$649.71 M
Average shareholder expectationNext Earnings Call
Expected Date
October 28, 2026
EPS Estimate
$2.97
Average shareholder expectationRevenue Estimate
$657.28 M
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 3.0183▲ 98.73% |
|---|---|
| Total Calls | 21,800▲ 12.95% |
| Total Puts | 65,800▲ 67.86% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 74.16%▲ 13.85% |
|---|---|
| Total Invested | $3.84B▼ 3.74% |
| Investors Holding | 426▼ 28.00% |
ESG Score
No data
About Morningstar Inc
CEO: Kunal Kapoor