MORN logo
MORN NASDAQ US

Morningstar, Inc. - Common Stock

Financial Services · Financial Services Website · IPO May 2005
$172.91
▲ +$3.21 (+1.89%)
Vol 480K
11
Quality Score
ok
Deep Check
2/5 ok
Mkt Cap
$8.9B
P/E
23.8
ROE
23.7%
Margin
15.7%
D/E
56.07
Beta
1.10
Div Yield
0.92%
52W
$203–$342

Wall Street Consensus

9 analysts · Apr 2026
2
Strong Buy
5
Buy
2
Hold
0
Sell
0
Strong Sell
77.8%
Buy Rating

Price Chart

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Earnings

Beat rate: 100.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $2.35 $2.71 +$0.36
Sep 2025 $2.47 $2.55 +$0.08
Jun 2025 $2.24 $2.40 +$0.16
Mar 2025 $2.10 $2.23 +$0.13

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 25.2% 25.2% 25.2% 23.7% 23.7% 23.7%
P/E (TTM) 32.82 27.26 24.28 23.22 23.75 23.77
Net Margin 14.7% 17.2% 17.2% 15.7% 15.7% 15.7%
Gross Margin 61.9% 60.9% 60.9% 60.9% 60.9% 60.9%
D/E Ratio 51.95 51.95 51.95 56.07 56.07 56.07
Current Ratio 1.13 1.13 1.13 1.04 1.04 1.04

Key Ratios

ROA (TTM)
10.5%
P/S (TTM)
3.73
P/B
8.9
EPS (TTM)
$8.79
CF/Share
$6.08
Rev Growth 3Y
+10.2%
52W High
$342.34
52W Low
$202.89
$202.89 52-Week Range $342.34

How does MORN compare to Financial Services peers?

Peer group: Small-cap Financial Services ($300M+) · 132 companies

MORN ACT ACTG AFRM ALRS

MORN valuation vs Financial Services peers

P/E ratio
23.8
▲ 93% above peers (12.3)
vs Peers
vs Industry
Pricier
P/S ratio
3.7
▲ 14% above peers (3.3)
vs Peers
vs Industry
Fair value
P/B ratio
8.9
▲ 451% above peers (1.6)
vs Peers
vs Industry
Overvalued
Div yield
0.9%
▼ 79% below peers (4.5%)
vs Peers
vs Industry
Low yield

MORN profitability vs Financial Services peers

ROE
23.7%
▲ 93% above peers (12.3%)
vs Peers
vs Industry
Top tier
Net margin
15.7%
▼ 17% below peers (18.9%)
vs Peers
vs Industry
Below avg
Gross margin
60.9%
▼ 6% below peers (65.1%)
vs Peers
vs Industry
Weak
ROA
10.5%
▲ 266% above peers (2.9%)
vs Peers
vs Industry
Top tier

MORN financial health vs Financial Services peers

D/E ratio
56.1
▼ 46% below peers (103.6)
vs Peers
vs Industry
Above avg
Current ratio
1.0
▼ 10% below peers (1.2)
vs Peers
vs Industry
Low liquidity
Beta
1.1
▲ 16% above peers (1.0)
vs Peers
vs Industry
More volatile

MORN fundamentals radar

MORN Peer median Industry

MORN profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

MORN vs peers: key metrics

Related Signals

Bounce Up SL Hit
$246.83 1.50x Sep 16

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