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Market Closed -
Other stock markets
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5-day change | 1st Jan Change | ||
| 175.22 USD | -1.09% |
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-5.67% | -19.37% |
| 06-11 | British device maker Halma's shares slump on slower annual growth forecast | RE |
| 06-11 | CME Group Enters Licensing Agreement With Morningstar to Offer Derivatives Products | DJ |
Company Valuation: Morningstar, Inc.
Data adjusted to current consolidation scope
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Market Cap 1 | 14,738 | 9,193 | 12,222 | 14,442 | 8,938 | 6,663 | - | - |
| Change | - | -37.62% | 32.95% | 18.16% | -38.11% | -25.45% | - | - |
| Enterprise Value (EV) 1 | 14,738 | 10,003 | 12,806 | 14,589 | 9,482 | 7,632 | 7,337 | 7,426 |
| Change | - | -32.13% | 28.02% | 13.93% | -35.01% | -19.5% | -3.87% | 1.22% |
| P/E Ratio | - | 132x | 87x | 39.2x | 24.5x | 16.9x | 14.5x | 11.2x |
| PBR | - | - | - | 8.97x | 7.51x | 6x | 5.02x | 5.24x |
| PEG | - | - | 1x | 0x | 7.25x | 1x | 0.9x | 0.4x |
| Capitalization / Revenue | - | 4.91x | 6x | 6.35x | 3.65x | 2.54x | 2.4x | 2.23x |
| EV / Revenue | - | 5.35x | 6.28x | 6.41x | 3.88x | 2.91x | 2.64x | 2.48x |
| EV / EBITDA | - | 25.1x | 29x | 23.9x | 13.2x | 9.44x | 8.22x | 7.11x |
| EV / EBIT | - | 33.5x | - | 29.5x | 16.3x | 11.3x | 9.79x | 8.35x |
| EV / FCF | - | 59.4x | 64.9x | 32.5x | 21.4x | 15.3x | 14x | - |
| FCF Yield | - | 1.68% | 1.54% | 3.08% | 4.67% | 6.52% | 7.14% | - |
| Dividend per Share 2 | - | 1.44 | 1.5 | 1.67 | - | 2.02 | 2.22 | 2.645 |
| Rate of return | - | 0.66% | 0.52% | 0.5% | - | 1.15% | 1.27% | 1.51% |
| EPS 2 | - | 1.64 | 3.29 | 8.58 | 8.87 | 10.36 | 12.05 | 15.68 |
| Distribution rate | - | 87.8% | 45.6% | 19.5% | - | 19.5% | 18.4% | 16.9% |
| Net sales 1 | - | 1,871 | 2,039 | 2,275 | 2,446 | 2,625 | 2,779 | 2,993 |
| EBITDA 1 | - | 398.8 | 440.9 | 611.2 | 716.5 | 808.2 | 892.9 | 1,045 |
| EBIT 1 | - | 298.9 | - | 493.8 | 582.9 | 676.1 | 749.2 | 889.6 |
| Net income 1 | 193.3 | 70.5 | 141.1 | 369.9 | 374.2 | 400.9 | 455.5 | 553.8 |
| Net Debt 1 | - | 809.2 | 583.4 | 147.6 | 543.9 | 969.2 | 673.6 | 762.8 |
| Reference price 2 | 341.99 | 216.59 | 286.24 | 336.76 | 217.31 | 175.22 | 175.22 | 175.22 |
| Nbr of stocks (in thousands) | 43,095 | 42,446 | 42,700 | 42,884 | 41,129 | 38,028 | - | - |
| Announcement Date | 24/02/22 | 23/02/23 | 22/02/24 | 26/02/25 | 12/02/26 | - | - | - |
1USD in Million2USD
Estimates
P/E Ratio, Detailed evolution
| P/E (Y) | EV / Sales (Y) | EV / EBITDA (Y) | Dividend Yield (Y) | Capi.($) | ||
|---|---|---|---|---|---|---|
 | 16.91x | 2.91x | 9.44x | 1.15% | 6.66B | |
| 19.06x | 3.95x | 10.96x | 2.23% | 30.86B | |
| 9.47x | - | - | - | 960M | |
| 20.35x | 1.52x | 5.95x | - | 258M | |
| Average | 16.45x | 2.80x | 8.79x | 1.69% | 9.69B | |
| Weighted average by Cap. | 18.46x | 3.75x | 10.66x | 2.04% |
Y-o-Y evolution of P/E
Historical PBR trend
Evolution Enterprise Value / Sales
Change in Enterprise Value/EBITDA
Year-on-year evolution of the Yield
- Stock Market
- Stocks
- MORN Stock
- Valuation Morningstar, Inc.
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