Morningstar, Inc.

MORNNASDAQUSD
212.38 USD
0.06 (0.03%)🟢PRE MARKET (AS OF 07:31 PM EDT)
🟢Market: OPEN

Morningstar, Inc. (MORN) trades at $212.38 per share. The stock presents a bullish profile across the board: both technical indicators and our fundamental models signal a "Strong Buy" and "Buy" respectively. Notable factors include exceptional Return on Equity (41.2%) and a bullish Golden Cross on the moving averages. Valuation metrics place MORN at a fair price relative to peers.

Technical & fundamental data as of Aug 26, 2026.

Open?$212.90
High?$221.52
Low?$211.38
Prev. Close?$212.44
Volume?141.9K
Avg. Volume?364.7K
VWAP?$212.63
Rel. Volume?0.39x
Bid / Ask
Bid?$193.80 × 100
Ask?$245.70 × 100
Spread?$51.90
Midpoint?$219.75
Valuation & Ratios
Market Cap?8.0B
Shares Out?37.5M
Float?19.6M
Float %?51.5%
P/E Ratio?18.90
P/B Ratio?7.78
EPS?$11.24
Dividend?0.97%
Ex-Dividend?2026-10-02
News
Profile
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
Employees
11.0K
Market Cap
8.0B
Industry
INVESTMENT ADVICE
Listed
2005-05-03
Address
22 WEST WASHINGTON STREET
CHICAGO, IL 60602
Phone: (312) 696-6000
Technical OutlookStrong Buy
Strong SellNeutralStrong Buy
Long-Term (Tide)? Bullish(+3/3)
Medium-Term (Wave)? Bullish(+2/3)
Short-Term (Ripple)? Bearish(-2/3)
MA Alignment?Mixed
Full Technical Analysis →
Fundamental OutlookBuy
Strong SellNeutralStrong Buy
F-Score?
60
Z-Score?
50
Momentum?
94
Short Sent.?
35
Piotroski F-Score?5/9Mixed
Confidence?63%Moderate
Full Fundamental Analysis →
Short InterestElevated
Short % of Float?7.83%Elevated
Short Interest?1.5M
Days to Cover?4.9
Free Float19.6M
Avg Daily Volume314.8K
Settlement Date2026-08-14
Financial Health
Current Ratio?1.06Adequate
Quick Ratio?1.06Adequate
Cash Ratio?0.50Adequate
Debt/Equity?1.67High
ValuationFAIRLY VALUEDvs 5 peers + S&P 500
Score
78/100
P/E?
Peers
67
S&P
69
18.9FAIR
P/B?
Peers
40
S&P
24
7.78FAIR
P/S?
Peers
83
S&P
49
3.11FAIR
P/FCF?
Peers
67
S&P
70
16.0CHEAP
EV/EBITDA?
Peers
83
S&P
69
11.8CHEAP
EV/Sales?
Peers
83
S&P
53
3.58FAIR
Returns & Efficiency
ROE?
Peers
80
S&P
89
41.2%STRONG
ROA?
Peers
33
S&P
77
10.7%STRONG
Cash Flow & Enterprise
FCF?$497.5M
Enterprise Value?$9.2B
Fundamentals ratios updated end of day