Morningstar Inc. (MORN) Stock Forecast & Analysis

Real-time stock price, financial statements, consensus target price, insider trading, and technical analysis for Morningstar Inc. (MORN:NASDAQ), powered by AI.

Current Price
$172.65
P/E Ratio
19.3
Market Cap
7.2B
Sector
Financial Services
What is the Morningstar Inc. stock price forecast?

Morningstar Inc. is currently trading at $172.65. View real-time AI analysis on Alpha Lenz.

What is Morningstar Inc. insider trading activity?

View the latest insider trading data for Morningstar Inc. on Alpha Lenz.

What is Morningstar Inc.'s P/E ratio?

Morningstar Inc.'s P/E ratio is 19.3.

Morningstar Inc.

NASDAQ · MORN
$172.65-0.48(-0.28%)Pre-marketNASDAQ regular session 09:30–16:00 ET
Ask about Morningstar Inc.'s future dividend policy...
Alpha Chat Insight

Morningstar Inc. trades at a P/E of 19.3 (fair value) with strong ROE of 26.3%. Operating margin of 20.6% indicates strong profitability.

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Company Overview

Morningstar Inc. is a leading provider of independent investment research and analysis. Founded in 1984, the company is renowned for its comprehensive data services and insights into securities, mutual funds, exchange-traded funds (ETFs), and global market dynamics. Offering tools and resources that cater to financial advisors, asset managers, and individual investors, Morningstar Inc. plays a crucial role in helping consumers make informed decisions about their investment portfolios. Its flagship offerings include investment research reports, financial software solutions, and the widely recognized star rating system, which assesses mutual funds' historic risk-adjusted performance. Besides serving financial professionals, Morningstar extends its influence to a variety of sectors, including financial planning and consulting. The company's transparent research methodology and emphasis on investor education highlight its commitment to enhancing market transparency and investor knowledge. Headquartered in Chicago, Illinois, Morningstar operates internationally, illustrating its significant impact in the global financial landscape.

CEOMr. Kunal Kapoor CFA
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges
Employees11,064

Company Statistics

FY 2025

Profile

$7.23BMarket Cap
$2.45BRevenue
0.00Shares Out
11,064Employees

Margins

61.03%Gross
28.88%EBITDA
20.61%Operating
20.40%Pre-Tax
15.30%Net

Valuation

19.33P/E
5.92P/B
2.96EV/Sales
11.36EV/EBITDA
16.34P/FCF

Growth (CAGR)

9.34%Rev 3Yr
11.97%Rev 5Yr
44.27%Op Inc 3Yr
18.55%Op Inc 5Yr
74.44%Net Inc 3Yr
10.85%Net Inc 5Yr

Returns

10.48%ROA
26.35%ROE
15.10%ROIC

Financial Health

$474.50MCash & Cash Equivalents
$1.89BNet Debt
193.82%Debt/Equity
N/AInterest Cov

Frequently Asked Questions

Morningstar Inc. (ticker: MORN) is a company listed on NASDAQ in the Financial Services sector (Financial Data & Stock Exchanges). It has approximately 11,064 employees. Market cap is $7.2B.

The current price is $172.65 with a P/E ratio of 19.33x and P/B of 5.92x.

ROE is 26.35% and operating margin is 20.61%. Annual revenue is $2.4B.

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Morningstar Inc. (MORN) Stock Forecast 2026 $172.65 — Price, Financials & Analyst Targets | Alpha Lenz