Morningstar Inc

Morningstar Inc

MORN

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Market Cap$8.1B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Morningstar IncMorningstar Inc20.40.91%41%3.12.5
$227.33

Target Price by Analysts

8.9% upsideMorningstar Target Price DetailsTarget Price
$208.50

Current Fair Value

0.1% downside

Overvalued by 0.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$8.10 Billion
Enterprise Value$10.16 Billion
Dividend Yield$1.96 (0.91%)
Earnings per Share$8.93
Beta0.98
Outstanding Shares37,800,000

Return

Return on Equity41.18%ROE
Return on Assets10.69%
Return on Invested Capital18.40%

Valuation & Multiples

P/E Ratio20.36P/E Ratio
PEG96.36PEG
Price to Sales3.07Price to Sales
Price to Book Ratio7.73Price to Book Ratio
Enterprise Value to Revenue3.94
Enterprise Value to EBIT18.62
Enterprise Value to Net Income24
Total Debt to Enterprise0.25
Debt to Equity2.49Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$2.83
Average shareholder expectation
Revenue Estimate
$649.71 M
Average shareholder expectation

Next Earnings Call

Expected Date
October 28, 2026
EPS Estimate
$2.97
Average shareholder expectation
Revenue Estimate
$657.27 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio3.0183 98.73%
Total Calls21,800 12.95%
Total Puts65,800 67.86%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %62.37% 6.12%
Total Invested$3.81B 4.52%
Investors Holding419 32.00%

ESG Score

No data

About Morningstar Inc

CEO: Kunal Kapoor