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Morningstar, Inc. (MORN)
Price$186.46
Favorite Metrics
Price vs S&P 500 (26W)-26.97%
Price vs S&P 500 (4W)-6.58%
Market Capitalization$7.14B
P/E Ratio (Annual)19.09x
Indicated Dividend Yield (Annual)1.09%
All Metrics
P/CF (Annual)12.12x
Book Value / Share (Quarterly)$30.75
P/TBV (Annual)10.61x
Indicated Dividend (Annual)$1.82
Revenue Growth (3Y)9.34%
Cash Flow / Share (Quarterly)$11.14
Payout Ratio (TTM)20.55%
Price vs S&P 500 (YTD)-19.34%
Gross Margin (TTM)61.03%
Net Profit Margin (TTM)15.30%
EPS (TTM)$8.89
10-Day Avg Trading Volume0.49M
EPS Excl Extra (TTM)$8.89
Revenue Growth (5Y)11.97%
EPS (Annual)$8.87
Dividend / Share (Annual)$1.86
ROI (Annual)16.31%
Gross Margin (Annual)61.03%
Net Profit Margin (5Y Avg)10.73%
Cash / Share (Quarterly)$13.30
P/E Basic Excl Extra (TTM)19.09x
Revenue Growth QoQ (YoY)8.48%
EPS Growth (5Y)11.37%
P/E Normalized (Annual)19.09x
ROA (Last FY)10.42%
Revenue Growth TTM (YoY)7.49%
EBITD / Share (TTM)$16.94
ROE (5Y Avg)16.72%
Operating Margin (TTM)21.53%
Cash Flow / Share (Annual)$11.14
P/B Ratio5.85x
P/B Ratio (Quarterly)7.31x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)3.17x
Net Interest Coverage (TTM)18.45x
ROA (TTM)10.42%
EPS Growth QoQ (YoY)3.50%
EV / EBITDA (TTM)10.82x
EPS Incl Extra (Annual)$8.87
Current Ratio (Annual)0.99x
Quick Ratio (Quarterly)0.95x
3-Month Avg Trading Volume0.54M
52-Week Price Return-33.08%
EV / Free Cash Flow (Annual)17.49x
P/E Incl Extra (TTM)19.09x
Revenue / Employee (TTM)$0
Tangible BV / Share (Quarterly)$21.20
P/S Ratio (Annual)2.92x
Asset Turnover (Annual)0.68x
52-Week High$316.71
Operating Margin (5Y Avg)16.05%
EPS Excl Extra (Annual)$8.87
CapEx CAGR (5Y)13.91%
Tangible BV CAGR (5Y)-1.12%
26-Week Price Return-18.22%
Quick Ratio (Annual)0.95x
13-Week Price Return-16.24%
Total Debt / Equity (Annual)0.88x
Current Ratio (Quarterly)0.99x
Enterprise Value$7,742.696
Revenue / Share Growth (5Y)12.50%
Asset Turnover (TTM)0.68x
Book Value / Share Growth (5Y)0.74%
Revenue / Employee (Annual)$0
Pretax Margin (Annual)20.40%
Cash / Share (Annual)$13.30
3-Month Return Std Dev44.42%
Gross Margin (5Y Avg)59.50%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)15.50%
EBITDA Interim CAGR (5Y)15.34%
ROE (Last FY)30.62%
Net Interest Coverage (Annual)19.90x
EPS Basic Excl Extra (Annual)$8.87
P/FCF (TTM)16.14x
Receivables Turnover (TTM)5.94x
EV / Free Cash Flow (TTM)17.49x
Total Debt / Equity (Quarterly)0.88x
EPS Incl Extra (TTM)$8.89
Receivables Turnover (Annual)5.94x
ROI (TTM)15.72%
Dividend Growth Rate (5Y)9.19%
P/S Ratio (TTM)2.92x
Pretax Margin (5Y Avg)14.52%
Revenue / Share (Annual)$57.95
Tangible BV / Share (Annual)$21.20
Forward P/E17.83x
Free OCF CAGR (5Y)7.55%
Price vs S&P 500 (52W)-68.17%
P/E Ratio (TTM)19.09x
EPS Growth TTM (YoY)3.60%
Year-to-Date Return-15.20%
5-Day Price Return4.46%
EPS Normalized (Annual)$8.87
ROA (5Y Avg)6.75%
Net Profit Margin (Annual)15.30%
Month-to-Date Return9.01%
Cash Flow / Share (TTM)$6.08
EBITD / Share (Annual)$17.00
EPS Growth (3Y)75.39%
Operating Margin (Annual)21.53%
LT Debt / Equity (Annual)0.88x
P/CF (TTM)12.12x
ROI (5Y Avg)10.47%
P/E Excl Extra (TTM)19.09x
LT Debt / Equity (Quarterly)0.88x
EPS Basic Excl Extra (TTM)$8.89
P/TBV (Quarterly)10.61x
Payout Ratio (Annual)20.55%
P/B Ratio (Annual)7.31x
Dividend / Share (TTM)$1.86
Pretax Margin (TTM)20.40%
Book Value / Share (Annual)$30.75
Price vs S&P 500 (13W)-19.10%
Net Margin Growth (5Y)-1.00%
Dividend Yield (TTM)1.08%
Beta1.08x
P/FCF (Annual)16.14x
Revenue / Share (TTM)$59.65
ROE (TTM)25.12%
52-Week Low$149.08
Analyst Recommendations
Jan 2026
Feb 2026
Mar 2026
Apr 2026
4.00
4.00
4.00
4.00
Industry Peers — Investment Advice(61)
| Symbol | P/E Ratio (Annual) | ROE (TTM) | Operating Margin (TTM) | Revenue Growth TTM (YoY) | Price |
|---|---|---|---|---|---|
MORNMorningstar, Inc. | 19.09x | 25.12% | 21.53% | 7.49% | $186.46 |
BXBlackstone Inc. | 52.26x | 36.17% | 46.74% | 9.22% | $128.99 |
KKRKKR & Co. Inc. | 39.09x | 8.15% | 1.94% | 1.54% | $103.92 |
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065 | 39.09x | 8.15% | 1.94% | 1.54% | $25.20 |
BAMBrookfield Asset Management Ltd. | 32.51x | 24.20% | 55.73% | 883.61% | $49.05 |
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 | 16.09x | 16.67% | 26.51% | 21.01% | $25.90 |
APOApollo Global Management, Inc. | 15.74x | 16.67% | 26.51% | 21.01% | $127.33 |
AMPAmeriprise Financial, Inc. | 11.61x | 58.14% | 30.85% | 5.49% | $456.59 |
ARESAres Management Corporation Class A Common Stock | 49.75x | 12.01% | 15.94% | 44.19% | $118.77 |
TROWT Rowe Price Group Inc | 10.22x | 19.58% | 29.97% | 3.12% | $98.10 |
CGThe Carlyle Group Inc. Common Stock | 23.47x | 14.18% | 21.78% | -11.91% | $52.55 |
About
Morningstar Inc provides independent investment data, research, and insights to financial advisers, asset managers, and investors across equities, fixed income, private markets, and managed products. Its flagship Morningstar Direct Platform generates the majority of revenue through comprehensive analytics and research tools. The company also operates specialized segments including PitchBook for private capital intelligence, Morningstar Credit for fixed income research, and wealth management solutions, with the bulk of revenue coming from the U.S. market.