Financials / Financial Data & Stock ExchangesUpdated 2026-05-10 22:07 UTC

MORN stock hub

Morningstar, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

6.7B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

MORN

In the news

Latest news · MORN

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E14.6

P25 8.8P50 10.4P75 13.1

Trailing P/E18.1

P25 10.9P50 14.7P75 36.2

ROE30.7

P25 4.9P50 10.4P75 15

ROIC19.1

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All MORN market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

280

Groups with data

Currency

USD

Showing 280 of 280 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001289419
Company name	Morningstar, Inc.
Country	United States
Country code	US
Cusip	617700109
Employees	10,937
Employees Change	-148%
Employees Change Percent	-1.34
Enterprise value	$8.1B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Financial Data & Stock Exchanges
IPO Date	2005-05-03
Isin	US6177001095
Last refreshed	2026-05-10
Market cap	$6.7B
Market cap category	Mid-Cap
Price	$177
Price currency	USD
Rev Per Employee	229,349.91x
Sector	Financials
Sic	6282
Symbol	MORN
Website	https://www.morningstar.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.99%
EV Earnings	20.09x
EV Sales Forward	3.02x
EV/EBIT	14.77x
EV/EBITDA	12.65x
EV/FCF	18.5x
EV/Sales	3.23x
FCF yield	6.51%
Forward P/E	14.56x
P/B ratio	6.6x
P/E ratio	18.08x
P/S ratio	2.68x
PE Ratio10 Y	63.97x
PE Ratio3 Y	76.71x
PE Ratio5 Y	96.63x
PS Forward	2.5x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	21.85%
EBITDA Margin	25.5%
FCF margin	17.44%
Gross margin	61.71%
Gross Profit	$1.5B
Gross Profit Growth	10.16%
Gross Profit Growth Q	15.81%
Gross Profit Growth3 Y	12.52%
Gross Profit Growth5 Y	11.92%
Net Income	$402.8M
Net Income Growth	4.84%
Net Income Growth Q	36.43%
Net Income Growth Quarters	1%
Net Income Growth Years	3%
Net Income Growth3 Y	188.35%
Net Income Growth5 Y	9.61%
Pretax Margin	21.19%
Profit Margin	16.06%
Profit Per Employee	$36,829
Profitable Years	22
ROA	9.05
Roa5y	6.04
ROCE	18.54
ROE	30.66
Roe5y	16.47
ROIC	19.11
Roic5y	12.86

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	8.81%
Cagr15y	8.73%
Cagr1y	-40.19%
Cagr20y	7.59%
Cagr3y	-1.05%
Cagr5y	-6.99%
Div CAGR10	8.82%
Div CAGR3	9.12%
Div CAGR5	9.2%
EPS Growth	9.71
EPS Growth Q	50
EPS Growth Quarters	2
EPS Growth Years	3
EPS Growth3 Y	191.7
EPS Growth5 Y	10.62
FCF Growth	-2.41%
FCF Growth Q	-8.84%
FCF Growth3 Y	37.93%
FCF Growth5 Y	6.75%
OCF Growth	0.2%
OCF Growth Q	0.55%
OCF Growth10 Y	10.48%
OCF Growth3 Y	25.62%
OCF Growth5 Y	8.1%
Revenue Growth	8.39x
Revenue Growth Q	10.81x
Revenue Growth Quarters	39x
Revenue Growth Years	16x
Revenue Growth3 Y	9.83x
Revenue Growth5 Y	11.46x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.66
Assets	$4B
Cash	$532.2M
Current Assets	$1.1B
Current Liabilities	$1B
Debt	$1.9B
Debt EBITDA	$2.71
Debt Equity	$1.87
Debt FCF	$4.36
Equity	$1B
Interest Coverage	11.73
Liabilities	$3B
Long Term Assets	$2.9B
Long Term Liabilities	$1.9B
Net Cash	$-1.4B
Net Cash By Market Cap	$-20.45
Net Debt EBITDA	$2.15
Net Debt Equity	$1.35
Net Debt FCF	$3.14
Tangible Book Value	$-1.3B
Tangible Book Value Per Share	$-34.71
WACC	7.94

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.03
Net Working Capital	$-438.7M
Quick ratio	0.92
Working Capital	$32.6M
Working Capital Turnover	$37.83

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	4.35%
Dividend Growth	11.05%
Dividend Growth Years	4%
Dividend per share	$2
Dividend Years	17
Dividend Yield	1.13%
Ex Div Date	2026-07-10
Last Dividend	$0.5
Payout Frequency	Quarterly
Payout Ratio	19.54%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	132.64%
1Y total return	-40.17%
200-day SMA	211.4
3Y total return	-3.12%
50-day SMA	177.1
50-day SMA vs 200-day SMA	50under200
5Y total return	-30.37%
All Time High	365
All Time High Change	-51.59%
All Time High Date	2024-12-16
All Time Low	18.51
All Time Low Change	854.62%
All Time Low Date	2005-05-03
ATR	8.01
Beta	0.98
Beta1y	0.75
Beta2y	0.84
Ch YTD	-18.69
High	178.9
High52	316.7
High52 Date	2025-06-30
High52ch	-44.21%
Low	172
Low52	149.1
Low52 Date	2026-02-12
Low52ch	18.53%
Ma50ch	-0.21%
Premarket Change Percent	0.47
Premarket Price	$179
Price vs 200-day SMA	-16.43%
RSI	51.06
RSI Monthly	31.83
RSI Weekly	42.01
Sharpe ratio	-1.58x
Sortino ratio	-1.83
Total Return	5.48%
Tr YTD	-18.26
Tr15y	251.01%
Tr1m	0.04%
Tr1w	4.54%
Tr3m	7.1%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	2
Analyst Count Top	1
Analyst Price Target Top	$320
Analyst Ratings	Strong Buy
Analyst Ratings Top	Strong Buy
Earnings EPS Estimate	$2.66
Earnings EPS Estimate Growth	19.28
Earnings Revenue Estimate	626,910,420x
Earnings Revenue Estimate Growth	7.74x
Operating Income	$548M
Operating Income Growth	23.9
Operating Income Growth Q	36.63
Operating Income Growth3 Y	52.44
Operating Income Growth5 Y	14.77
Operating margin	21.85
Price target	$257
Price Target Change	$45.16
Price Target Change Top	$81.1

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	19,424,481%
Float Percent	51.08%
Net Borrowing	910,000,000
Shares Insiders	48.87%
Shares Institutions	66.68%
Shares Out	38,028,018
Shares Qo Q	-3.44%
Shares Yo Y	-4.35%
Short Float	7.5%
Short Ratio	2.93
Short Shares	3.83

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$379.3M
Average Volume	570,020.45x
Bv Per Share	26.79
CAPEX	$-152.8M
Ch10y	115.1
Ch15y	211.6
Ch1m	0.04
Ch1w	4.54
Ch1y	-40.69
Ch20y	283.1
Ch3m	6.79
Ch3y	-5.11
Ch5y	-32.58
Ch6m	-18
Change	-0.68%
Change From Open	0.05
Close	177.9
Days Gap	-0.73
Depreciation Amortization	91,600,000
Dollar Volume	92,400,847.5
Earnings Date	2026-04-29
Earnings Time	amc
EBIT	$548M
EBITDA	$639.6M
EPS	$9.77
F Score	5
FCF	$437.4M
FCF EV Yield	5.4x
FCF Per Share	$11.5
Financing CF	-173,700,000
Fiscal Year End	December
Founded	1,984
Goodwill	1,747,200,000
Graham Number	76.75244
Graham Upside	-56.56
Income Tax	$128.7M
Investing CF	-453,000,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-29
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-13
Lynch Fair Value	$93.91
Lynch Upside	-46.85
Ma150	196.7
Ma150ch	-10.15%
Ma20	177.5
Ma20ch	-0.47%
Net CF	-18,700,000
Next Earnings Date	2026-07-29
Open	176.6
Optionable	Yes
P FCF Ratio	15.36
P OCF Ratio	11.39
Payment Date	2026-04-30
Position In Range	68.02
Post Close	176.7
Postmarket Change Percent	-0.62
Postmarket Price	$176
Ppne	400,800,000
Pre Close	177.9
Price Date	2026-05-08
Price EBITDA	$10.51
Relative Volume	0.92x
Revenue	2,508,400,000x
SBC By Revenue	2.32x
Share Based Comp	58,100,000
Tax By Revenue	5.13x
Tax Rate	24.21%
Tr20y	332.32%
Tr6m	-17.57%
Us State	Illinois
Volume	522,925
Z Score	3.94

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

MORN dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+1.1%

$2.00 annual per share

Payout ratio

+19.5%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.2%

4 consecutive years of growth

Total shareholder yield

+5.5%

Next ex-dividend date: 2026-07-10

Performance

MORN stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns MORN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+66.7%

Float: +51.1% of shares outstanding

Insider ownership

+48.9%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

MORN momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

51.1

Neutral momentum band

Price vs 200-day MA

-16.4%

50/200-day relationship not available

Beta (5Y)

0.98

Moves roughly with the market

Sharpe ratio

-1.58

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

MORN vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	घटाएँ

Questions

About MORN

Hub-level FAQ points readers to the deeper analysis pages.

What is the current MORN stock rating?

Morningstar, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MORN analysis?

The full report lives at /stocks/MORN/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for MORN?

The latest report frames MORN around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the MORN page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.