Morningstar Inc
MORN
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+ FollowMarket Cap$6.89B
Close$
$186.07
1.4% upside
Current Fair Value
1.4% upsideUndervalued by 1.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $6.89 Billion |
|---|---|
| Enterprise Value | $8.94 Billion |
| Dividend Yield | $2.00 (1.09%) |
| 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 | 17.3 |
|---|---|
| PEG | 81.9 |
| Price to Sales | 2.7 |
| Price to Book Ratio | 6.8 |
| Enterprise Value to Revenue | 3.47 |
| Enterprise Value to EBIT | 16.39 |
| 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 % | 64.74%▲ 4.44% |
|---|---|
| Total Invested | $3.82B▼ 4.22% |
| Investors Holding | 426▼ 28.00% |
ESG Score
No data
About Morningstar Inc
CEO: Kunal Kapoor