196.92 USD
↘ 2.41 (1.21%)PRE MARKET (AS OF 07:35 PM EDT)
Morningstar, Inc.
MORNNASDAQ • USD
Market: OPEN
Morningstar, Inc. (MORN) trades at $196.92 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 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 Aug 6, 2026.
Open?$198.05
High?$200.75
Low?$194.65
Prev. Close?$199.33
Volume?252.2K
Avg. Volume?450.4K
VWAP?$197.42
Rel. Volume?0.56x
Bid / Ask
Bid?$188.48 × 100
Ask?$207.89 × 100
Spread?$19.41
Midpoint?$198.19
Valuation & Ratios
Market Cap?7.4B
Shares Out?37.5M
Float?19.6M
Float %?51.5%
P/E Ratio?17.49
P/B Ratio?7.20
EPS?$11.24
Dividend?1.04%
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.
Themes
Address
22 WEST WASHINGTON STREET
CHICAGO, IL 60602
Phone: (312) 696-6000
CHICAGO, IL 60602
Phone: (312) 696-6000
Technical OutlookStrong Buy
Strong SellNeutralStrong Buy
Long-Term (Tide)?▲ Bullish(+2/3)
Medium-Term (Wave)?▲ Bullish(+2/3)
Short-Term (Ripple)?– Neutral(0/3)
MA Alignment?Mixed
Full Technical Analysis →Fundamental OutlookBuy
Strong SellNeutralStrong Buy
F-Score?60
Z-Score?50
Momentum?94
Short Sent.?45
Piotroski F-Score?5/9Mixed
Confidence?67%Moderate
Short InterestElevated
Short % of Float?7.47%Elevated
Short Interest?1.5M
Days to Cover?3.5
Free Float19.6M
Avg Daily Volume413.1K
Settlement Date2026-07-15
Financial Health
Current Ratio?1.06Adequate
Quick Ratio?1.06Adequate
Cash Ratio?0.50Adequate
Debt/Equity?1.67High
ValuationATTRACTIVELY VALUEDvs 5 peers + S&P 500
Score89/100
P/E?17.5CHEAP▾
Peers67
S&P73
P/B?7.20FAIR▾
Peers40
S&P26
P/S?2.87CHEAP▾
Peers83
S&P52
P/FCF?14.8CHEAP▾
Peers67
S&P75
EV/EBITDA?11.0CHEAP▾
Peers83
S&P74
EV/Sales?3.35FAIR▾
Peers83
S&P56
Returns & Efficiency
ROE?41.2%STRONG▾
Peers80
S&P89
ROA?10.7%STRONG▾
Peers33
S&P77
Cash Flow & Enterprise
FCF?$497.5M
Enterprise Value?$8.6B
Fundamentals ratios updated end of day