- $11.86bn
- $12.00bn
- $2.28bn
- 100
- 18
- 52
- 57
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 30.61 | ||
PEG Ratio (f) | 1.56 | ||
EPS Growth (f) | 24.41% | ||
Dividend Yield (f) | 0.72% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 7.33 | ||
Price to Tang. Book | n/a | ||
Price to Free Cashflow | 26.41 | ||
Price to Sales | 5.21 | ||
EV to EBITDA | 16.67 |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | 20.53% | ||
Return on Equity | 25.11% | ||
Operating Margin | 23.3% |
Financial Summary
Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | $m | 1,389.5 | 1,699.3 | 1,870.6 | 2,038.6 | 2,275.1 | 2,427.64 | 2,620.42 | 14.05% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | +53.91 | -31.44 | -48.33 | +43.7 | +54.46 | +26.89 | +19.8 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
Directors
- Joe Mansueto CHM
- Kunal Kapoor CEO (45)
- Jason Dubinsky CFO (47)
- Patrick Maloney GCN (62)
- Bevin Desmond OTH (54)
- Danny Dunn OTH (45)
- Stephen Joynt DRC (69)
- Robin Diamonte IND (56)
- Cheryl Francis IND (67)
- Steven Kaplan IND (61)
- Gail Landis IND (68)
- William Lyons IND (65)
- Caroline Tsay IND (39)
- Last Annual
- December 31st, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- May 16th, 1984
- Public Since
- May 3rd, 2005
- No. of Shareholders
- 527
- No. of Employees
- 11,085
- Sector
- Professional & Commercial Services
- Industry
- Industrials
- Exchange
NASDAQ Global Select Market
- Shares in Issue
- 42,773,086

- Address
- 22 West Washington Street, CHICAGO, 60602
- Web
- https://www.morningstar.com/
- Phone
- +1 3126966000
- Auditors
- KPMG LLP
Latest News for MORN
Upcoming Events for MORN
Q1 2025 Morningstar Inc Earnings Release
Morningstar Inc Annual Shareholders Meeting
Morningstar Inc Annual Shareholders Meeting
Morningstar Investment Conference
Dividend For MORN.OQ - 0.4550 USD
Q2 2025 Morningstar Inc Earnings Release
Dividend For MORN.OQ - 0.4550 USD
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FAQ
As of Today at 22:07 UTC, shares in Morningstar are trading at $277.19. This share price information is delayed by 15 minutes.
Shares in Morningstar last closed at $277.19 and the price had moved by -5.99% over the past 365 days. In terms of relative price strength the Morningstar share price has underperformed the S&P500 Index by -11.6% over the past year.
The overall consensus recommendation for Morningstar is Buy. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Morningstar dividend yield is 0.6% based on the trailing twelve month period.
Last year, Morningstar paid a total dividend of $1.67, and it currently has a trailing dividend yield of 0.6%.Looking ahead, shares in Morningstar are due to go ex-dividend on 2025-07-11 and the next dividend pay date is 2025-04-30.
Morningstar are due to go ex-dividend on 2025-07-11 and the next dividend pay date is 2025-04-30. The historic dividend yield on Morningstar shares is currently 0.6%.
To buy shares in Morningstar you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $277.19, shares in Morningstar had a market capitalisation of $11.86bn.
Here are the trading details for Morningstar:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: MORN
Based on an overall assessment of its quality, value and momentum Morningstar is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Morningstar is $346.67. That is 25.07% above the last closing price of $277.19.
Analysts covering Morningstar currently have a consensus Earnings Per Share (EPS) forecast of $8.55 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Morningstar. Over the past six months, its share price has underperformed the S&P500 Index by -10.87%.
As of the last closing price of $277.19, shares in Morningstar were trading -13.31% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Morningstar PE ratio based on its reported earnings over the past 12 months is 30.61. The shares last closed at $277.19.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Morningstar's management team is headed by:
- Joe Mansueto - CHM
- Kunal Kapoor - CEO
- Jason Dubinsky - CFO
- Patrick Maloney - GCN
- Bevin Desmond - OTH
- Danny Dunn - OTH
- Stephen Joynt - DRC
- Robin Diamonte - IND
- Cheryl Francis - IND
- Steven Kaplan - IND
- Gail Landis - IND
- William Lyons - IND
- Caroline Tsay - IND