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Morningstar Inc

NASDAQ • Financial Services • Financial Data & Stock Exchanges • Quote as of 10/23/2026 16:00
Morningstar Inc stock price and volume chart

Company Profile

IndustryFinancial Data & Stock Exchanges
SectorFinancial Services
ExchangeNASDAQ
Market Capitalization8,377.91 mln
Float19.27 mln
Earnings Date10/28/2026

EPS

10.97
Robust

P / E

20.50
Premium valuation

Piotroski F-Score

6 / 9
Solid

Beneish M-Score

-2.86
Likely reliable

1-Year Forecast

239.00
Modest upside

Relative Strength

94 / 100
Top performer

Business Description

Morningstar is a Chicago-based financial research and data company serving individual investors, financial advisors, and institutions across the United States and key international markets. Founded in 1984, the company covers a wide range of asset classes and financial services, from mutual funds and private equity to credit ratings and retirement planning. Its platforms and tools help clients make informed investment decisions, manage portfolios, and meet regulatory and reporting requirements. Morningstar also tracks environmental, social, and governance factors, and develops market indexes used as benchmarks for a variety of investment strategies.

Key Fundamentals

EPS10.97
P/E20.50
ROE32.97
RPS64.32
ROIC12.39
ROA11.27
Interest Cover10.77
EBITDA, mln817
EV / EBITDA10.53
EV / EBIT13.92
Revenue, mln2,566
EV / Revenue3.35

Quote Details

Last 224.89
Change 1.56 (0.7%)
Open 221.80
Volume 280,560
Turnover 63,095,140
Average Volume 246,579

Financial Ratios

Pre-Tax Profit Margin22
Leverage Ratio3.85
Current Ratio1.02
Price / Book6.96
Price / Cash Flow13.05
Price / Free Cash Flow15.39
Debt / Equity1.86
Price / Sales2.95
PEG Ratio1.25

Financial Strength

Altman Z-Score3.45
Piotroski F-Score 6 / 9
Beneish M-Score-2.86
Price to Intrinsic Value1.27
Price to Lynch Fair Value0.86
1-Year Target Price239.00
Shiller PE Ratio32.05
Short Ratio4.63
Short % of Float6.34

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 8.45% 93 / 100   
1 Month 14.8% 95 / 100   
2 Months 31.28% 95 / 100   
6 Months 28.3% 92 / 100   
1 Year 3.35% 54 / 100   



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