Valuation: Morningstar, Inc.

Market Cap 5.88B 5.16B 4.75B 4.45B 8.34B 555B 8.52B 57.13B 22.11B 274B 22.08B 21.6B 951B P/E 2026 *
14.9x
P/E 2027 * 12.9x
Enterprise Value 6.86B 6.02B 5.55B 5.19B 9.74B 647B 9.94B 66.65B 25.79B 320B 25.77B 25.2B 1,109B EV / Sales 2026 *
2.62x
EV / Sales 2027 * 2.37x
Free-Float
35.04%
Yield 2026 *
1.3%
Yield 2027 * 1.43%
1 week-0.15%
Current month-13.50%
1 month-11.30%
3 months-2.52%
6 months-26.36%
Current year-26.36%
1 week 124.95
Extreme 124.95
140
1 month 124.95
Extreme 124.95
168.78
3 years 124.95
Extreme 124.95
344
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
Change 5-day change 1-year change 3-year change Capi.($)
0.00%-0.15%-49.06%-21.22% 5.88B
+0.52%+1.44%-32.46%-15.17% 29.69B
-8.57%+0.93%-16.12%+24.14% 2.53B
+2.40%+3.60%-34.05%-7.19% 1.01B
0.00%+0.32%+52.94%-69.68% 369M
-8.43%-24.61%+133.22%-60.95% 238M
-4.81%+0.39%+228.22%+214.95% 191M
Average -3.15%-6.18%+40.38%+9.27% 5.67B
Weighted average by Cap. -0.20%-1.48%-30.89%-13.04%

Financials

2026 *2027 *
Net sales 2.62B 2.3B 2.12B 1.98B 3.72B 247B 3.8B 25.48B 9.86B 122B 9.85B 9.64B 424B 2.77B 2.43B 2.24B 2.1B 3.93B 261B 4.01B 26.92B 10.42B 129B 10.41B 10.18B 448B
Net income 401M 352M 324M 304M 569M 37.86B 581M 3.9B 1.51B 18.71B 1.51B 1.47B 64.89B 452M 396M 365M 342M 641M 42.6B 654M 4.39B 1.7B 21.05B 1.7B 1.66B 73.01B
Net Debt 981M 860M 793M 742M 1.39B 92.51B 1.42B 9.53B 3.69B 45.72B 3.68B 3.6B 159B 680M 596M 550M 515M 965M 64.17B 985M 6.61B 2.56B 31.72B 2.55B 2.5B 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
-
Date Price Change
29/06/26 EUR 135.50 0.00%
26/06/26 EUR 135.50 +8.44%
25/06/26 EUR 124.95 -7.75%
24/06/26 EUR 135.45 -1.17%
23/06/26 EUR 137.05 +1.93%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
154.65USD
Average target price
234.00USD
Spread / Average Target
+51.31%

Quarterly revenue - Rate of surprise