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Morningstar Inc

NASDAQ • Financial Services • Financial Data & Stock Exchanges • Quote as of 06/26/2026 16:00
Morningstar Inc stock price and volume chart

Company Profile

IndustryFinancial Data & Stock Exchanges
SectorFinancial Services
ExchangeNASDAQ
Market Capitalization5,827.03 mln
Float19.50 mln
Earnings Date07/29/2026

EPS

9.78
Strong

P / E

15.81
Moderately valued

Piotroski F-Score

6 / 9
Solid

Beneish M-Score

-2.67
Likely reliable

1-Year Forecast

234
Exceptional upside

Relative Strength

12 / 100
Significantly lagging

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

EPS9.78
P/E15.81
ROE28.86
RPS60.88
ROIC11.84
ROA10.97
Interest Cover12.18
EBITDA, mln771
EV / EBITDA10.59
EV / EBIT14.15
Revenue, mln2,508
EV / Revenue3.26

Financial Strength

Altman Z-Score3.29
Piotroski F-Score 6 / 9
Beneish M-Score-2.67
Price to Intrinsic Value1.10
Price to Lynch Fair Value0.80
1-Year Target Price234
Shiller PE Ratio26.97
Short Ratio3.34
Short % of Float8.43

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 0.63% 68 / 100   
1 Month -12.46% 18 / 100   
2 Months -16.1% 17 / 100   
6 Months -28.47% 19 / 100   
1 Year -49.67% 13 / 100   



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