Valuation: Morningstar, Inc.

Market Cap 6.31B 5.52B 5.07B 4.73B 8.96B 601B 9.1B 60.86B 23.66B 295B 23.69B 23.18B 1,018B P/E 2026 *
16x
P/E 2027 * 13.9x
Enterprise Value 7.29B 6.37B 5.86B 5.46B 10.36B 694B 10.51B 70.32B 27.34B 341B 27.37B 26.78B 1,176B EV / Sales 2026 *
2.78x
EV / Sales 2027 * 2.52x
Free-Float
35.04%
Yield 2026 *
1.21%
Yield 2027 * 1.33%
1 day+2.45%
1 week+7.30%
Current month+6.36%
1 month-10.67%
3 months-4.03%
6 months-22.46%
Current year-23.64%
1 week 153.73
Extreme 153.73
169.85
1 month 141.49
Extreme 141.49
186.79
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
311.62
3 years 141.49
Extreme 141.49
365
5 years 141.49
Extreme 141.49
365
10 years 67.74
Extreme 67.74
365
Manager TitleAgeSince
Chief Executive Officer 50 01/01/2017
Director of Finance/CFO 46 01/01/2025
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 16/05/1984
Director/Board Member 72 01/07/2002
Director/Board Member 66 01/01/1999
Date Insider Type Main position Quantity % Market Cap.
05-27Sell

Director

-700 0.0018%
05-22Sell

Founder

-2,270 0.0060%
05-20Sell

Founder

-7,250 0.0191%
Change 5-day change 1-year change 3-year change Capi.($)
+2.45%+7.30%-46.69%-14.56% 6.31B
+0.84%+4.92%-30.80%-10.16% 31.47B
+1.37%+2.66%-20.09%+26.17% 2.6B
+4.74%+13.96%-27.34%+2.12% 1.15B
0.00%-0.32%+38.22%-69.84% 368M
+7.45%+14.64%+163.46%-54.33% 273M
-0.93%+4.09%+256.67%+229.84% 199M
Average +2.27%+6.19%+47.63%+15.61% 6.05B
Weighted average by Cap. +1.25%+6.87%-29.22%-7.92%

Financials

2026 *2027 *
Net sales 2.62B 2.29B 2.11B 1.96B 3.73B 250B 3.78B 25.3B 9.84B 123B 9.85B 9.64B 423B 2.77B 2.42B 2.23B 2.08B 3.94B 264B 4B 26.73B 10.39B 130B 10.4B 10.18B 447B
Net income 401M 351M 322M 301M 570M 38.22B 579M 3.87B 1.5B 18.79B 1.51B 1.47B 64.73B 452M 395M 363M 338M 641M 43B 651M 4.36B 1.69B 21.14B 1.7B 1.66B 72.84B
Net Debt 981M 857M 788M 734M 1.39B 93.37B 1.41B 9.46B 3.68B 45.9B 3.68B 3.6B 158B 680M 595M 547M 509M 966M 64.77B 981M 6.56B 2.55B 31.84B 2.55B 2.5B 110B
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.
Employees
10,973
Date Price Change Volume
02/07/26 $165.94 +2.45% 475,239
01/07/26 $161.97 +3.81% 484,220
30/06/26 $156.02 +0.11% 311,904
29/06/26 $155.85 +0.78% 452,727
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
165.94USD
Average target price
234.00USD
Spread / Average Target
+41.01%

Quarterly revenue - Rate of surprise

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