Morningstar, Inc.

MORNNASDAQ • USD
198.03 USD
↗ 2.34 (1.19%)🟢PRE MARKET (AS OF 07:55 PM EDT)
🟢Market: OPEN

Morningstar, Inc. (MORN) trades at $198.03 per share. The stock presents a mixed profile: our models indicate a Buy for underlying fundamentals, while technical indicators flash a Sell. Notable factors include exceptional Return on Equity (41.2%) and a bullish Golden Cross on the moving averages. The stock looks compelling on valuation, with multiples below sector averages across P/E, P/B, and EV/EBITDA.

Technical & fundamental data as of Oct 6, 2026.

Open?$190.69
High?$196.55
Low?$189.16
Prev. Close?$195.69
Volume?210.0K
Avg. Volume?294.1K
VWAP?$194.54
Rel. Volume?0.71x
Bid / Ask
Bid?$161.50 × 100
Ask?$225.23 × 100
Spread?$63.73
Midpoint?$193.37
Valuation & Ratios
Market Cap?7.3B
Shares Out?37.5M
Float?33.5M
Float %?89.4%
P/E Ratio?17.41
P/B Ratio?7.17
EPS?$11.24
Dividend?1.05%
Ex-Dividend?N/A
RelatedFDSMCOSPGI
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
7.3B
Industry
INVESTMENT ADVICE
Listed
2005-05-03
Address
22 WEST WASHINGTON STREET
CHICAGO, IL 60602
Phone: (312) 696-6000
Technical OutlookSell
Strong SellNeutralStrong Buy
Long-Term (Tide)?▼ Bearish(-1/3)
Medium-Term (Wave)?▼ Bearish(-1/3)
Short-Term (Ripple)?▲ Bullish(+2/3)
MA Alignment?Mixed
Full Technical Analysis →
Fundamental OutlookBuy
Strong SellNeutralStrong Buy
F-Score?
60
Z-Score?
50
Momentum?
94
Short Sent.?
49
Piotroski F-Score?5/9Mixed
Confidence?68%Moderate
Full Fundamental Analysis →
Short InterestModerate
Short % of Float?4.28%Low
Short Interest?1.4M
Days to Cover?5.0
Free Float33.5M
Avg Daily Volume288.1K
Settlement Date2026-09-15
Financial Health
Current Ratio?1.06Adequate
Quick Ratio?1.06Adequate
Cash Ratio?0.50Adequate
Debt/Equity?1.67High
ValuationATTRACTIVELY VALUEDvs 3 peers + S&P 500
Score
89/100
P/E?
Peers
75
S&P
74
17.4CHEAP▾
P/B?
Peers
50
S&P
26
7.17FAIR▾
P/S?
Peers
100
S&P
52
2.86CHEAP▾
P/FCF?
Peers
75
S&P
75
14.8CHEAP▾
EV/EBITDA?
Peers
100
S&P
74
11.0CHEAP▾
EV/Sales?
Peers
100
S&P
56
3.34FAIR▾
Returns & Efficiency
ROE?
Peers
75
S&P
89
41.2%STRONG▾
ROA?
Peers
50
S&P
77
10.7%STRONG▾
Cash Flow & Enterprise
FCF?$497.5M
Enterprise Value?$8.6B
Fundamentals ratios updated end of day