Morningstar Inc

Morningstar Inc

MORN

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Market Cap$6.28B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Morningstar IncMorningstar Inc16.71.18%40%2.72.6
$227.33

Target Price by Analysts

31% upsideMorningstar Target Price DetailsTarget Price
$213.28

Current Fair Value

22.9% upside

Undervalued by 22.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$6.28 Billion
Enterprise Value$8.41 Billion
Dividend Yield$1.91 (1.18%)
Earnings per Share$8.93
Beta1.01
Outstanding Shares39,100,000

Return

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

Valuation & Multiples

P/E Ratio16.74P/E Ratio
PEG45.94PEG
Price to Sales2.71Price to Sales
Price to Book Ratio6.68Price to Book Ratio
Enterprise Value to Revenue3.33
Enterprise Value to EBIT17.24
Enterprise Value to Net Income20
Total Debt to Enterprise0.31
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
$2.83
Average shareholder expectation
Revenue Estimate
$649.74 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 203.11%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.50% 55.75%
Total Invested$30.67M 99.23%
Investors Holding18 431.00%

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.