Morningstar Inc (MORN)
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 192.60 $ — 38% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
–Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built
Growth Score
7 of 10 Solid growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 9.3% failed
- More than 10% revenue growth is expected for the coming year 5.6% failed
- Share count grows by less than 3% a year -0.6% passed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 25.6% failed
- Gross margin at 40% or higher and without meaningful erosion 61.0% passed
- Goodwill from acquisitions does not grow faster than revenue 44.9% passed
- Net debt below twice EBITDA 1.2 x EBITDA passed
- Operating cash flow covers the profits of the last three years 613 m passed
- Return on capital at 15% or higher, or up versus two years ago 20.8% passed
- Insiders hold at least 10% or are net buyers 49.3% passed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Analysts & Price Target
The price target sits 22.9% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 3
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 12.32 | 12.14 – 12.49 | 2,649 | 24.9% | 3 |
| 12/31/2027 | 13.94 | 13.28 – 14.85 | 2,801 | 13.2% | 3 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 2.71 | 58.70 | 591 | 9.70 | 19.80 | 153 | 113 |
| 2025: Q1 | 1.82 | 22.00 | 582 | 7.20 | 13.50 | 91 | 59 |
| 2025: Q2 | 2.08 | 29.70 | 605 | 5.80 | 14.70 | 99 | 62 |
| 2025: Q3 | 2.15 | -22.40 | 617 | 8.40 | 14.80 | 196 | 160 |
| 2025: Q4 | 2.83 | 4.30 | 641 | 8.50 | 18.00 | 204 | 161 |
| 2026: Q1 | 2.73 | 49.60 | 645 | 10.80 | 16.60 | 92 | 54 |
| 2026: Q2 | 2.83 | 36.10 | 663 | 9.60 | 16.30 | 156 | 123 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 799 | 181 | 161 | 3.72 | 214 | 697 | 1,351 |
| 2017 | 912 | 170 | 137 | 3.18 | 250 | 805 | 1,406 |
| 2018 | 1,020 | 216 | 183 | 4.26 | 315 | 935 | 1,454 |
| 2019 | 1,179 | 190 | 152 | 3.52 | 334 | 1,084 | 2,371 |
| 2020 | 1,390 | 215 | 224 | 5.18 | 384 | 1,271 | 2,696 |
| 2021 | 1,699 | 257 | 193 | 4.45 | 450 | 1,416 | 2,863 |
| 2022 | 1,871 | 168 | 71 | 1.64 | 298 | 1,207 | 3,475 |
| 2023 | 2,039 | 231 | 141 | 3.29 | 316 | 1,328 | 3,403 |
| 2024 | 2,275 | 485 | 370 | 8.58 | 592 | 1,619 | 3,549 |
| 2025 | 2,446 | 527 | 374 | 8.87 | 590 | 1,222 | 3,590 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
About the Company
Morningstar, Inc. bietet unabhängige Anlageeinblicke für Investoren in den USA, Asien, Australien, Kanada, Kontinentaleuropa, dem Vereinigten Königreich und international.
| Employees | 10,973 |
|---|---|
| Headquarters | Chicago, IL |
| Address | 22 West Washington Street, 60602 Chicago, United States |
| Phone | 312 696 6000 |
| Website | morningstar.com |
| IPO Date | 3. May 2005 |
| ISIN | US6177001095 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Joseph D. Mansueto | Founder & Executive Chairman of the Board | 1956 |
| Kunal Kapoor C.F.A., CFA | CEO & Director | 1975 |
| Michael John Holt C.F.A. | Chief Financial Officer | 1980 |
| Conan Wiersema | Chief Accounting Officer & Principal Accounting Officer | 1979 |
| Sarah Bush | Director of Investor Relations | – |
| Kathleen Peacock | Chief Legal Officer | – |
| Stephanie Lerdall | Senior Manager of Media Relations | – |
| Marie Trzupek Lynch | Chief People Officer | – |
| David W. Williams | Chief Design Officer | 1961 |
| Thomas Mark Idzorek | Head of Investment Methodology & Economic Research | 1971 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.