Valuation: Morningstar, Inc.

Market Cap 8.16B 6.99B 6.54B 5.98B 11.29B 781B 11.41B 77.41B 30.1B 392B 30.64B 29.97B 1,298B P/E 2026 *
20.1x
P/E 2027 * 17.6x
Enterprise Value 9.19B 7.87B 7.36B 6.73B 12.71B 880B 12.84B 87.15B 33.89B 442B 34.49B 33.74B 1,461B EV / Sales 2026 *
3.47x
EV / Sales 2027 * 3.16x
Free-Float
34.25%
Yield 2026 *
0.92%
Yield 2027 * 1.01%
1 day-1.07%
1 week+2.98%
Current month+11.62%
1 month+17.82%
3 months+20.93%
6 months+24.67%
Current year-1.09%
1 week 207.69
Extreme 207.69
221.2
1 month 175.65
Extreme 175.65
221.2
Current year 141.49
Extreme 141.49
221.22
1 year 141.49
Extreme 141.49
265.73
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.
21/8/26 Sell

Founder

-4,095 0.0109%
19/8/26 Sell

Founder

-6,594 0.0176%
14/8/26 Sell

Founder

-7,250 0.0193%
Change 5-day change 1-year change 3-year change Capi.($)
-1.05%+2.98%-17.74%-3.22% 8.16B
+1.55%+4.66%-20.96%+10.95% 35.76B
+1.92%-2.45%-53.12%-5.58% 2.31B
+0.14%-1.84%-15.35%+1.21% 1.17B
+1.12%+17.20%+291.09%-34.90% 357M
+1.86%-9.84%+107.84%+125.53% 137M
Average +1.09%+6.31%+48.63%+15.67% 7.98B
Weighted average by Cap. +1.31%+5.60%-19.13%+7.49%

Financials

2026 *2027 *
Net sales 2.65B 2.27B 2.12B 1.94B 3.66B 254B 3.7B 25.13B 9.77B 127B 9.95B 9.73B 421B 2.8B 2.4B 2.25B 2.05B 3.87B 268B 3.92B 26.57B 10.33B 135B 10.52B 10.29B 446B
Net income 413M 354M 331M 303M 572M 39.58B 578M 3.92B 1.53B 19.88B 1.55B 1.52B 65.77B 461M 395M 370M 338M 638M 44.15B 645M 4.37B 1.7B 22.17B 1.73B 1.69B 73.35B
Net Debt 1.03B 880M 823M 752M 1.42B 98.3B 1.44B 9.74B 3.79B 49.36B 3.85B 3.77B 163B 689M 590M 552M 505M 953M 65.96B 963M 6.54B 2.54B 33.12B 2.59B 2.53B 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
26/08/26 USD 214.94 -1.18% 66,694
24/08/26 USD 217.50 +0.71% 262,785
21/08/26 USD 215.97 -0.70% 201,916
20/08/26 USD 217.49 +1.80% 287,537
19/08/26 USD 213.65 +2.36% 357,338
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
217.50USD
Average target price
236.67USD
Spread / Average Target
+8.81%

Quarterly revenue - Rate of surprise

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