Valuation: Morningstar, Inc.

Market Cap 8.01B 6.88B 6.42B 5.89B 11.08B 766B 11.26B 75.75B 29.66B 384B 30.09B 29.44B 1,270B P/E 2026 *
19.8x
P/E 2027 * 17.3x
Enterprise Value 9.04B 7.76B 7.24B 6.64B 12.49B 864B 12.7B 85.46B 33.46B 433B 33.95B 33.21B 1,433B EV / Sales 2026 *
3.41x
EV / Sales 2027 * 3.11x
Free-Float
34.21%
Yield 2026 *
0.94%
Yield 2027 * 1.03%
1 day+2.36%
1 week+8.17%
Current month+10.95%
1 month+23.87%
3 months+24.35%
6 months+32.00%
Current year-1.68%
1 week 203.26
Extreme 203.26
217.82
1 month 163.33
Extreme 163.33
217.82
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
266.05
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.
14/08/26 Sell

Founder

-7,250 0.0193%
12/08/26 Sell

Founder

-7,250 0.0193%
07/08/26 Sell

Founder

-7,250 0.0193%
Change 5-day change 1-year change 3-year change Capi.($)
+2.36%+8.17%-17.94%-1.07% 8.01B
+1.70%+3.36%-23.93%+8.30% 35.19B
-3.40%-6.91%-58.93%-9.11% 2.27B
+0.76%+2.31%-11.09%+5.47% 1.2B
-0.32%+2.31%+231.55%-48.02% 309M
-7.30%-7.15%+105.98%+124.01% 139M
Average -1.03%+0.40%+37.61%+13.26% 7.85B
Weighted average by Cap. +1.50%+3.64%-22.22%+5.76%

Financials

2026 *2027 *
Net sales 2.65B 2.27B 2.12B 1.95B 3.66B 253B 3.72B 25.03B 9.8B 127B 9.95B 9.73B 420B 2.8B 2.4B 2.24B 2.06B 3.87B 268B 3.93B 26.47B 10.37B 134B 10.52B 10.29B 444B
Net income 413M 355M 331M 304M 571M 39.51B 581M 3.91B 1.53B 19.82B 1.55B 1.52B 65.52B 461M 396M 369M 339M 637M 44.07B 648M 4.36B 1.71B 22.1B 1.73B 1.69B 73.08B
Net Debt 1.03B 881M 822M 754M 1.42B 98.13B 1.44B 9.7B 3.8B 49.21B 3.85B 3.77B 163B 689M 591M 552M 506M 952M 65.85B 968M 6.51B 2.55B 33.02B 2.59B 2.53B 109B
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
19/08/26 $213.65 +2.36% 357,338
18/08/26 $208.73 +0.96% 305,769
17/08/26 $206.74 -0.32% 275,509
14/08/26 $207.41 +0.25% 468,076
13/08/26 $206.89 +4.75% 276,053
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
213.65USD
Average target price
236.67USD
Spread / Average Target
+10.77%

Quarterly revenue - Rate of surprise

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