Morningstar, Inc. (MORN)

US — Financial Services Sector
Peers: FDS  ICE  NDAQ  CME  MSCI  MCO  SPGI 

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Key Metrics & Ratings

  • symbol MORN
  • Rev/Share 54.0374
  • Book/Share 37.5981
  • PB 8.2451
  • Debt/Equity 0.6234
  • CurrentRatio 1.1096
  • ROIC 0.1484

 

  • MktCap 13097252000.0
  • FreeCF/Share 10.472
  • PFCF 29.2219
  • PE 34.5341
  • Debt/Assets 0.2797
  • DivYield 0.0055
  • ROE 0.2468

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade MORN Redburn Atlantic Buy Neutral -- $340 Oct. 9, 2024
Initiation MORN UBS -- Buy -- $390 Oct. 8, 2024

News

Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets
MORN
Published: May 06, 2025 by: Business Wire
Sentiment: Neutral

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles. As public and private markets converge and product offerings become more complex, the new rating brings greater transparency and due diligence to private markets. "Semiliquid funds are becoming more acc.

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image for news Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets
Morningstar: Margin Expansion Opportunity
MORN
Published: April 23, 2025 by: Seeking Alpha
Sentiment: Positive

Morningstar has suffered a temporary decrease in margins due to acquisitions, but the trend has reversed in recent quarters. Compared to its peers, there is significant room to grow operating margins. Morningstar has a top-notch business model with recurring revenues, low debt, and positive working capital.

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image for news Morningstar: Margin Expansion Opportunity

About Morningstar, Inc. (MORN)

  • IPO Date 2005-05-03
  • Website https://www.morningstar.com
  • Industry Financial - Data & Stock Exchanges
  • CEO Kunal Kapoor CFA
  • Employees 11115
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.