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Home
Stocks
Morningstar, Inc.
EL7 Factor Analysis
How we score this
Overall68
Strong — clearly above market medianContrarianF 6/9Better than 68% of Market stocks, per EL7's model
FactorScoreDistributionValueAvgRank
▸
Valuation
65
18.1x17.8xAround median
▸
Growth
70
9.3%▲7.1%Top tier
▸
Quality
98
——Top tier
▸
Safety
32
——Bottom tier
▸
Capital Return
54
1.03%▼2.12%Around median
▸
Momentum
44
-24.8%▼2.9%Around median
▸
Sentiment
23
33Bottom tier

Frequently Asked Questions

What is Morningstar, Inc. stock?▼

Morningstar, Inc. is a publicly traded stock representing ownership in the company, giving holders rights to dividends and voting.

How can I invest in Morningstar, Inc.?▼

You can buy Morningstar, Inc. shares through a licensed brokerage. Research the company's financials before investing.

What are the key metrics for evaluating Morningstar, Inc.?▼

Key metrics include Price-to-Earnings (P/E) ratio, Return on Equity (ROE), revenue growth, and net profit margin.

Does Morningstar, Inc. pay dividends?▼

Dividend policies vary by company. Check the dividends section on the stock page for the payout history.

What are the risks of investing in Morningstar, Inc.?▼

Risks include market volatility, sector-specific risks, regulatory changes, and company financial performance. Diversification helps reduce risk.

MORN

MORN Morningstar, Inc.

Morningstar, Inc. · NASDAQ
Market Closed
191.02
▼ ⁦-1.10%⁩ (-2.13)
Market Cap$7.2B
Beta0.98
52w Low52w High
141.49261.76
Last Week
⁦-8.98%⁩
Last Month
⁦-4.80%⁩
Last 3 Months
⁦+3.04%⁩
Last Year
⁦-27.21%⁩
Fair Value
Current price$191
Analyst target · 2 analysts
$212
⁦+11%⁩
See it undervalued
Range ⁦$210–$260⁩
vs
DCF (estimate)
$161
⁦-16%⁩
Sees it slightly overvalued
⁦8.7⁩% discount · ⁦1⁩% growth
Bottom lineThe two methods disagree — estimate range ⁦$161–$212⁩.

Estimates — analyst targets and a simplified DCF, not investment advice.

Compare in the screener

AI analysis from the earnings call, financials and news

Analyst Consensus

This section combines price targets, revision history, analyst coverage changes, and an AI summary of what changed on the Street.

Price Target· 2 analysts setting price target
$227.33
⁦+19.0%⁩
Current Price $191.02·Median $212.00
Low
$210.00
High
$260.00
Current price
$191.02
Average target
$227.33
Street summary

Morningstar (MORN) Price Target Review Analysis

The average price target for Morningstar has seen a gradual decline over the past thirty days, falling from 236.50 to 227.33, representing a decrease of 3.88%. This downward adjustment in expectations reflects a degree of caution among analysts, despite the number of analysts covering the stock remaining stable at only two, indicating a high concentration of opinions and a narrow range of dispersion between the minimum of 210 and the maximum of 260.

As of 2026-07-14
Revisions momentum · 30d
⁦0.0%⁩
Average rating
★ 3.67
Buy
Analyst coverage
3
Buy conviction
67%
High
Target dispersion
26%
Analyst ratings over time3 analysts rating
2
1
Strong BuyBuyHoldSellStrong Sell
Rating trend — last 12 months3.67 → 3.67
Recent analyst moves
  • = Reiterate2026-07-07
    UBS
    Buy
  • = Reiterate2026-06-26
    BMO Capital
    Outperform
  • = Reiterate2026-02-17
    BMO Capital
    —· $193.00
Premium content
Key Financials

Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.

StockSector medianSector averagetypical sector range
MetricValuePosition within sectorVerdict
  • P/E (TTM)
    18.07x
    3.16x25.26x
    Near median
  • Forward P/E
    15.56x
    2.76x22.06x
    Above average
  • EV / EBITDA
    10.68x
    3.07x24.55x
    Cheap
  • FCF Yield
    6.9%
    -19.9%19.1%
    Above average
  • Revenue Growth YoY
    9.3%
    -36.3%104.2%
    Near median
  • EPS Growth YoY
    12.4%
    -99.4%194.2%
    Near median
  • Gross Margin
    62.2%
    23.5%98.3%
    Above average
  • ROIC
    16.6%
    -36.5%24.6%
    Strong
  • Net Debt / EBITDA
    1.72x
    0.25x7.31x
    Low debt
  • Dividend Yield
    1.0%
    0.6%9.0%
    Low
  • Payout Ratio
    18.3%
    9.8%97.8%
    Low
  • Altman Z-Score
    —
    —
Financial Analysis
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