Morningstar, Inc.

MORNNASDAQUSD
185.76 USD
1.85 (1.01%)AT CLOSE (11:59 AM EDT)
185.85
0.09 (0.05%)
POST MARKET (AS OF 04:15 PM EDT)
Post Market
AS OF 04:15 PM EDT
185.85
0.09 (0.05%)
🟢Market: OPEN
Open?$185.87
High?$187.25
Low?$183.85
Prev. Close?$183.91
Volume?421.3K
Avg. Volume?550.6K
VWAP?$185.21
Rel. Volume?0.77x
Bid / Ask
Bid?$174.24 × 100
Ask?$194.96 × 100
Spread?$20.72
Midpoint?$184.60
Valuation & Ratios
Market Cap?7.0B
Shares Out?38.0M
Float?19.6M
Float %?51.5%
P/E Ratio?17.36
P/B Ratio?6.87
EPS?$10.59
Dividend?1.11%
Ex-Dividend?2026-07-10

Morningstar, Inc. (MORN) trades at $185.85 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 (39.5%) and a bearish Death Cross on the long-term 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 Jun 5, 2026.

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
6.9B
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(+1/3)
Medium-Term (Wave)? Bullish(+3/3)
Short-Term (Ripple)? Bullish(+1/3)
MA Alignment?Mixed
Full Technical Analysis →
Fundamental OutlookBuy
Strong SellNeutralStrong Buy
F-Score?
60
Z-Score?
50
Momentum?
97
Short Sent.?
36
Piotroski F-Score?5/9Mixed
Confidence?63%Moderate
Full Fundamental Analysis →
Short InterestElevated
Short % of Float?8.71%Elevated
Short Interest?1.7M
Days to Cover?2.8
Free Float19.6M
Avg Daily Volume600.3K
Settlement Date2026-05-15
Financial Health
Current Ratio?1.03Adequate
Quick Ratio?1.03Adequate
Cash Ratio?0.48Low
Debt/Equity?1.68High
ValuationATTRACTIVELY VALUEDvs 5 peers + S&P 500
Score
89/100
P/E?
Peers
83
S&P
74
17.4CHEAP
P/B?
Peers
40
S&P
27
6.87FAIR
P/S?
Peers
100
S&P
53
2.79CHEAP
P/FCF?
Peers
83
S&P
71
16.0CHEAP
EV/EBITDA?
Peers
100
S&P
73
11.1CHEAP
EV/Sales?
Peers
100
S&P
57
3.27FAIR
Returns & Efficiency
ROE?
Peers
80
S&P
87
39.5%STRONG
ROA?
Peers
50
S&P
75
10.1%STRONG
Cash Flow & Enterprise
FCF?$437.4M
Enterprise Value?$8.2B
Fundamentals ratios updated end of day