Valuation: Morningstar, Inc.

Market Cap 7.24B 6.29B 5.84B 5.39B 10.15B 692B 10.34B 69.18B 27.09B 344B 27.21B 26.61B 1,155B P/E 2026 *
17.7x
P/E 2027 * 15.5x
Enterprise Value 8.41B 7.31B 6.78B 6.26B 11.78B 803B 12B 80.31B 31.45B 399B 31.58B 30.89B 1,341B EV / Sales 2026 *
3.18x
EV / Sales 2027 * 2.9x
Free-Float
35.01%
Yield 2026 *
1.04%
Yield 2027 * 1.15%
1 day+0.97%
1 week+13.94%
Current month+22.64%
1 month+22.64%
3 months+377.43%
6 months+377.43%
Current year+377.43%
1 week 166.65
Extreme 166.65
178
1 month 144.2
Extreme 144.2
178
Current year 131.25
Extreme 131.25
178
1 year 131.25
Extreme 131.25
178
3 years 131.25
Extreme 131.25
178
5 years 131.25
Extreme 131.25
178
10 years 131.25
Extreme 131.25
178
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.($)
+0.96%+13.94% - - 7.24B
-0.59%+5.03%-28.02%-4.22% 34.46B
+0.99%+4.35%-41.96%+4.62% 2.4B
-8.48%+1.55%-26.35%-0.42% 1.16B
+5.36%+33.22%+309.38%-39.72% 391M
+5.43%-26.70%+94.25%+102.61% 124M
Average +0.62%+6.85%+61.46%+12.57% 7.71B
Weighted average by Cap. -0.35%+12.45%-25.02%-3.57%

Financials

2026 *2027 *
Net sales 2.65B 2.3B 2.14B 1.97B 3.71B 253B 3.78B 25.29B 9.9B 126B 9.94B 9.73B 422B 2.79B 2.42B 2.25B 2.07B 3.91B 266B 3.98B 26.64B 10.43B 132B 10.47B 10.25B 445B
Net income 417M 362M 336M 310M 584M 39.76B 594M 3.98B 1.56B 19.75B 1.56B 1.53B 66.41B 462M 402M 373M 344M 648M 44.13B 660M 4.41B 1.73B 21.92B 1.74B 1.7B 73.71B
Net Debt 1.17B 1.01B 940M 867M 1.63B 111B 1.66B 11.13B 4.36B 55.28B 4.38B 4.28B 186B 842M 732M 679M 627M 1.18B 80.42B 1.2B 8.04B 3.15B 39.94B 3.16B 3.09B 134B
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
31/07/26 EUR 167.10 +10.01% 279
24/07/26 EUR 151.90 +3.58% 0
23/07/26 EUR 146.65 -0.27% 0
22/07/26 EUR 147.05 +1.41% 20
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
193.12USD
Average target price
235.00USD
Spread / Average Target
+21.69%

Quarterly revenue - Rate of surprise