MORN - Morningstar Inc Stock Price, Fair Value and News

302.36USD+1.95 (+0.65%)Market Closed

Market Summary

USD302.36+1.95

Market Closed

0.65%

MORN Stock Price

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MORN RSI Chart

MORN Valuation

Market Cap

12.8B

Price/Earnings (Trailing)

90.97

Price/Sales (Trailing)

6.3

EV/EBITDA

29.42

Price/Free Cashflow

65.06

MORN Price/Sales (Trailing)

MORN Profitability

Operating Margin

91.98%

EBT Margin

8.90%

Return on Equity

10.63%

Return on Assets

4.15%

Free Cashflow Yield

1.54%

MORN Fundamentals

MORN Revenue

Revenue (TTM)

2.0B

Rev. Growth (Yr)

13.41%

Rev. Growth (Qtr)

4.5%

MORN Earnings

Earnings (TTM)

141.1M

Earnings Growth (Yr)

2.1K%

Earnings Growth (Qtr)

87.98%

Breaking Down MORN Revenue

Last 7 days

1.1%

Last 30 days

-1.1%

Last 90 days

7.0%

Trailing 12 Months

45.8%

How does MORN drawdown profile look like?

MORN Financial Health

Current Ratio

0.93

Debt/Equity

0.77

Debt/Cashflow

0.31

MORN Investor Care

Dividend Yield

0.51%

Dividend/Share (TTM)

1.54

Shares Dilution (1Y)

0.58%

Diluted EPS (TTM)

3.29

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2023	1.9B	1.9B	2.0B	2.0B
2022	1.8B	1.8B	1.9B	1.9B
2021	1.5B	1.5B	1.6B	1.7B
2020	1.2B	1.3B	1.3B	1.4B
2019	1.0B	1.1B	1.1B	1.2B
2018	945.7M	968.9M	1.0B	1.0B
2017	816.0M	847.0M	880.8M	911.7M
2016	791.1M	787.2M	788.0M	798.6M
2015	768.7M	781.4M	783.6M	788.8M
2014	710.6M	724.6M	744.2M	760.1M
2013	666.4M	675.8M	688.4M	698.3M
2012	640.4M	645.3M	646.3M	658.3M
2011	578.8M	603.7M	624.0M	631.4M
2010	490.6M	507.1M	526.8M	555.4M
2009	0	494.6M	486.8M	479.0M
2008	0	0	0	502.5M

Get all data in R, Python etc through our Historical Stock Data APIs

GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224

Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index

Very Expensive Stocks

Very Cheap Stocks

Try For Just $1.99

Tracking the Latest Insider Buys and Sells of Morningstar Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Mar 12, 2024	mansueto joseph d	sold	-2,650,790	307	-8,614	executive chairman
Mar 11, 2024	mansueto joseph d	sold	-399,072	307	-1,297	executive chairman
Mar 11, 2024	kaplan steven n	sold	-383,516	306	-1,250	-
Mar 08, 2024	mansueto joseph d	sold	-1,454,250	311	-4,675	executive chairman
Mar 07, 2024	mansueto joseph d	sold	-2,659,950	311	-8,533	executive chairman
Mar 06, 2024	mansueto joseph d	sold	-3,085,890	309	-9,982	executive chairman
Mar 05, 2024	mansueto joseph d	sold	-3,559,460	303	-11,717	executive chairman
Mar 04, 2024	mansueto joseph d	sold	-2,989,600	303	-9,861	executive chairman
Mar 01, 2024	mansueto joseph d	sold	-1,797,720	298	-6,025	executive chairman
Feb 29, 2024	mansueto joseph d	sold	-1,313,430	298	-4,398	executive chairman

Which funds bought or sold MORN recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Apr 23, 2024	FirstPurpose Wealth LLC	added	30.91	89,801	298,184	0.11%
Apr 23, 2024	Gradient Investments LLC	sold off	-100	-3,149	-	-%
Apr 23, 2024	FIFTH THIRD BANCORP	added	0.86	5,751	72,159	-%
Apr 23, 2024	Venturi Wealth Management, LLC	added	14.29	1,389	7,401	-%
Apr 23, 2024	Spectrum Asset Management, Inc. (NB/CA)	unchanged	-	39,834	555,066	0.24%
Apr 23, 2024	Global Retirement Partners, LLC	added	66.67	2,867	6,167	-%
Apr 23, 2024	BANK OF STOCKTON	reduced	-24.02	-81,083	428,326	0.13%
Apr 23, 2024	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	unchanged	-	116,000	1,604,000	0.06%
Apr 23, 2024	Louisiana State Employees Retirement System	added	2.74	223,223	2,312,780	0.04%
Apr 23, 2024	AMALGAMATED BANK	reduced	-21.84	-837,000	4,461,000	0.04%

Are Funds Buying or Selling MORN?

Are funds buying MORN calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own MORN

No. of Funds

Unveiling Morningstar Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 14, 2024	select equity group, l.p.	7.0%	2,984,115	SC 13G/A
Feb 13, 2024	vanguard group inc	6.03%	2,576,670	SC 13G/A
Feb 13, 2024	bank of america corp /de/	2.8%	1,195,926	SC 13G/A
Feb 06, 2024	mansueto joseph d	37.4%	15,979,659	SC 13G/A
Jan 29, 2024	blackrock inc.	5.6%	2,391,977	SC 13G
Feb 14, 2023	select equity group, l.p.	9.3%	3,945,781	SC 13G/A
Feb 14, 2023	bank of america corp /de/	5.3%	2,266,725	SC 13G
Feb 13, 2023	mansueto joseph d	39.52%	16,787,823	SC 13G/A
Feb 09, 2023	vanguard group inc	5.83%	2,474,633	SC 13G/A
Feb 14, 2022	select equity group, l.p.	11.3%	4,850,288	SC 13G/A

Recent SEC filings of Morningstar Inc

View All Filings

Date Filed	Form Type	Document
Mar 28, 2024	ARS	ARS
Mar 28, 2024	DEF 14A	DEF 14A
Mar 28, 2024	DEFA14A	DEFA14A
Mar 22, 2024	8-K	Current Report
Mar 18, 2024	3	Insider Trading
Mar 15, 2024	8-K	Current Report
Mar 14, 2024	4	Insider Trading
Mar 12, 2024	4	Insider Trading
Mar 12, 2024	4	Insider Trading
Mar 11, 2024	144	Notice of Insider Sale Intent

Peers (Alternatives to Morningstar Inc)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
GS	138.0B	68.5B	4.20%	23.24%	16.21	2.01	136.06%	-24.38%
CME	77.8B	5.6B	1.07%	15.80%	24.13	13.85	-0.62%	19.89%
ICE	75.8B	9.9B	-2.86%	22.61%	32	7.65	2.77%	63.76%
COIN	55.7B	3.1B	-7.48%	331.78%	587.56	17.93	-2.69%	103.61%
FDS	16.0B	2.2B	-6.21%	-0.60%	32.69	7.43	7.26%	9.28%
IBKR	12.0B	6.2B	5.73%	41.72%	4.28	1.93	131.94%	52.66%
MID-CAP
JEF	9.5B	8.2B	-1.63%	43.44%	36.03	1.15	17.04%	-76.58%
HLI	8.3B	1.8B	3.39%	38.25%	32.2	4.53	0.16%	-0.33%
EVR	7.5B	2.4B	2.08%	60.46%	29.25	3.06	-12.10%	-46.39%
CLSK	4.1B	214.4M	6.10%	453.74%	-50.29	19.15	75.40%	19.03%
FRHC	3.9B	1.4B	-5.81%	-14.57%	11.69	2.8	96.15%	398.80%
SMALL-CAP
DFIN	1.9B	797.2M	6.73%	46.72%	23.14	2.39	-4.37%	-19.80%
AMRK	862.5M	10.0B	34.31%	5.71%	7.81	0.09	24.24%	-27.96%
COHN	12.6M	83.0M	-9.03%	2.60%	-2.15	0.15	15.07%	81.87%
AAMC	8.1M	3.2M	-1.24%	-96.10%	-0.25	2.56	-44.67%	-104.26%

Morningstar Inc News

Latest updates

Morningstar Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Revenue	4.5%	539	516	505	480	475	468	470	457	462	429	415	393	380	357	328	324	332	314	274	259	263
Costs and Expenses	-0.3%	444	446	463	455	440	446	417	401	387	361	368	326	315	313	267	280	293	264	223	209	213
S&GA Expenses	-5.6%	100	106	110	108	94.00	90.00	92.00	81.00	74.00	73.00	67.00	62.00	56.00	53.00	47.00	51.00	48.00	44.00	46.00	40.00	35.00
EBITDA Margin	15.1%	0.21*	0.18*	0.15*	0.15*	0.17*	0.19*	0.22*	0.23*	0.24*	0.27*	0.29*	0.32*	-	-	-	-	-	-	-	-	-
Interest Expenses	20.4%	17.00	14.00	16.00	12.00	11.00	11.00	4.00	3.00	2.00	3.00	3.00	3.00	3.00	2.00	2.00	4.00	5.00	5.00	0.00	1.00	-
Income Taxes	-15.6%	14.00	17.00	-6.20	8.00	26.00	5.00	7.00	17.00	19.00	16.00	14.00	14.00	19.00	17.00	15.00	9.00	9.00	13.00	12.00	12.00	6.00
Earnings Before Taxes	57.3%	90.00	57.00	32.00	2.00	31.00	-2.30	39.00	63.00	74.00	63.00	46.00	67.00	93.00	93.00	64.00	33.00	36.00	64.00	53.00	46.00	48.00
EBT Margin	44.4%	0.09*	0.06*	0.03*	0.04*	0.07*	0.09*	0.13*	0.14*	0.15*	0.17*	0.19*	0.22*	-	-	-	-	-	-	-	-	-
Net Income	88.0%	74.00	39.00	36.00	-7.60	3.00	-9.00	30.00	46.00	57.00	49.00	33.00	55.00	76.00	76.00	48.00	24.00	28.00	49.00	42.00	33.00	42.00
Net Income Margin	92.8%	0.07*	0.04*	0.01*	0.01*	0.04*	0.07*	0.10*	0.10*	0.11*	0.13*	0.16*	0.18*	-	-	-	-	-	-	-	-	-
Free Cashflow	6.3%	108	101	-5.80	-6.10	67.00	68.00	37.00	-4.50	106	92.00	109	42.00	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4	2018Q3	2018Q2
Assets	1.8%	3,403	3,344	3,458	3,451	3,475	3,415	3,466	2,869	2,863	2,744	2,728	2,712	2,696	2,292	2,371	2,283	1,572	1,552	1,454	1,440	1,427
Current Assets	7.6%	816	758	807	781	811	789	818	903	888	797	-	-	730	581	603	561	620	587	602	584	566
Cash Equivalents	4.0%	338	325	343	352	377	373	380	484	484	427	388	384	423	323	334	322	384	349	369	323	307
Net PPE	1.7%	208	204	206	202	199	188	183	177	172	165	-	-	155	150	155	152	140	143	144	145	146
Goodwill	0.6%	1,579	1,569	1,585	1,577	1,572	1,542	1,579	1,203	1,207	1,209	-	-	1,205	1,013	1,039	1,016	473	557	557	559	561
Liabilities	-1.2%	2,076	2,100	2,222	2,246	2,268	2,236	2,225	1,518	1,447	1,359	1,381	1,403	1,425	1,259	1,287	1,241	569	583	519	512	556
Current Liabilities	8.8%	881	810	815	844	883	806	801	721	784	693	-	-	627	456	496	432	381	373	363	321	331
Short Term Borrowings	-100.0%	-	32.00	32.00	32.00	32.00	32.00	29.00	-	-	-	-	-	-	11.00	11.00	-	-	-	-	-	-
Long Term Debt	-100.0%	-	1,023	1,121	1,099	1,078	1,126	1,147	504	359	374	-	-	449	519	502	-	-	-	-	-	-
Shareholder's Equity	6.7%	1,328	1,244	1,236	1,205	1,207	1,179	1,241	1,352	1,416	1,386	1,350	1,321	1,271	1,033	1,084	1,042	1,003	968	935	928	871
Retained Earnings	3.6%	1,611	1,555	1,532	1,511	1,535	1,563	1,572	1,557	1,527	1,499	-	-	1,389	1,229	1,218	1,215	1,166	1,136	1,115	1,095	1,038
Additional Paid-In Capital	0.8%	789	783	775	772	758	739	725	715	689	686	-	-	671	657	655	647	640	634	622	616	612
Accumulated Depreciation	-100.0%	-	691	667	590	611	590	569	550	529	514	472	472	452	395	377	401	383	370	352	333	316
Shares Outstanding	0.1%	43.00	43.00	43.00	43.00	42.00	43.00	43.00	43.00	43.00	43.00	43.00	43.00	-	-	-	-	-	-	-	-	-
Float	-	-	-	5,100	-	-	-	6,000	-	-	-	6,200	-	-	-	-	-	2,900	-	-	-	2,400

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Cashflow From Operations	5.4%	137,800	130,700	24,500	23,400	103,500	102,100	68,700	23,500	135,900	122,600	127,200	64,200	114,600	93,400	127,600	48,700	82,500	105,700	87,200	59,000	105,300
Share Based Compensation	-24.5%	11,100	14,700	14,800	12,200	25,100	22,100	22,100	13,900	10,900	11,100	11,800	8,100	9,100	9,900	10,300	7,300	11,100	10,800	12,500	10,000	7,800
Cashflow From Investing	-54.0%	-32,800	-21,300	-27,100	-700	-38,300	-36,000	-691,300	-33,700	-42,300	-56,200	-35,800	-33,400	900	-67,500	-37,700	-19,500	-30,000	-678,300	-18,500	-19,500	-10,900
Cashflow From Financing	13.9%	-103,400	-120,100	-6,100	-48,800	-76,700	-57,100	537,100	11,800	-36,300	-20,200	-89,300	-66,000	-57,600	-34,000	-63,700	-26,900	-49,600	517,500	-33,500	-60,700	-43,600
Dividend Payments	0%	16,000	16,000	16,000	15,900	15,300	15,300	15,400	15,500	13,600	13,600	13,500	13,500	12,800	12,900	12,800	12,900	11,900	12,000	12,000	11,900	10,700
Buy Backs	-	-	-	1,400	-	8,300	15,200	91,900	110,600	1,200	100	-	-	4,300	17,600	-	20,000	-	-	-	4,900	10,100

MORN Income Statement

2023-12-31

Consolidated Statements of Income - USD ($) shares in Millions, $ in Millions	12 Months Ended
	Dec. 31, 2023	Dec. 31, 2022	Dec. 31, 2021
Revenue	$ 2,038.6	$ 1,870.6	$ 1,699.3
Operating expense:
Cost of revenue	843.5	779.3	698.4
Sales and marketing	423.8	356.5	274.8
General and administrative	355.8	400.4	318.4
Depreciation and amortization	184.9	166.6	150.7
Total operating expense	1,808.0	1,702.8	1,442.3
Operating income	230.6	167.8	257.0
Non-operating loss, net:
Interest expense, net	(51.7)	(28.4)	(8.7)
Realized gain (loss) on sale of investments, reclassified from other comprehensive income	2.9	(2.1)	5.0
Realized gain on sale of equity method investments	0.0	0.0	0.9
Expense from equity method transaction, net	(11.8)	0.0	0.0
Other income (loss), net	11.5	(6.7)	(3.7)
Non-operating loss, net	(49.1)	(37.2)	(6.5)
Income before income taxes and equity in investments of unconsolidated entities	181.5	130.6	250.5
Equity in investments of unconsolidated entities	(7.4)	(3.6)	5.4
Income tax expense	33.0	56.5	62.6
Consolidated net income	$ 141.1	$ 70.5	$ 193.3
Net income per share:
Basic net income per share (in dollars per share)	$ 3.31	$ 1.65	$ 4.50
Diluted net income per share (in dollars per share)	3.29	1.64	4.45
Dividends per common share:
Dividends declared per common share (in dollars per share)	1.53	1.46	1.31
Dividends paid per common share (in dollars per share)	$ 1.50	$ 1.44	$ 1.26
Weighted average shares outstanding:
Basic (in shares)	42.6	42.6	43.0
Diluted (in shares)	42.9	42.9	43.4

MORN Balance Sheet

2023-12-31

Consolidated Balance Sheets - USD ($) $ in Millions	Dec. 31, 2023	Dec. 31, 2022
Current assets:
Cash and cash equivalents	$ 337.9	$ 376.6
Investments	51.1	38.0
Accounts receivable, less allowance for credit losses of $5.6 million and $6.6 million, respectively	343.9	307.9
Income tax receivable	0.6	0.0
Deferred commissions	41.9	40.7
Prepaid expenses	34.9	36.7
Other current assets	5.4	10.9
Total current assets	815.7	810.8
Goodwill	1,578.8	1,571.7
Intangible assets, net	484.4	548.6
Property, equipment, and capitalized software, net	207.7	199.4
Operating lease assets	163.9	191.6
Investments in unconsolidated entities	100.2	96.0
Deferred tax asset, net	14.6	10.8
Deferred commissions	29.3	35.4
Other assets	8.8	10.5
Total assets	3,403.4	3,474.8
Current liabilities:
Deferred revenue	517.7	455.6
Accrued compensation	214.4	220.1
Accounts payable and accrued liabilities	78.4	76.2
Current portion of long-term debt	32.1	32.1
Operating lease liabilities	36.4	37.3
Contingent consideration liability	0.0	50.0
Other current liabilities	1.8	11.2
Total current liabilities	880.8	882.5
Operating lease liabilities	151.4	176.7
Accrued compensation	23.7	20.7
Deferred tax liabilities, net	35.6	62.9
Long-term debt	940.3	1,077.5
Deferred revenue	26.3	33.5
Other long-term liabilities	17.5	13.9
Total liabilities	2,075.6	2,267.7
Morningstar, Inc. shareholders’ equity:
Common stock, no par value, 200,000,000 shares authorized, of which 42,728,182 and 42,480,051 shares were outstanding as of December 31, 2023 and December 31, 2022, respectively	0.0	0.0
Treasury stock at cost, 11,987,495 and 11,991,517 shares as of December 31, 2023 and December 31, 2022 respectively	(985.5)	(986.7)
Additional paid-in capital	789.0	757.8
Retained earnings	1,610.8	1,535.0
Accumulated other comprehensive loss:
Currency translation adjustment	(86.4)	(99.0)
Unrealized gain on available-for-sale investments, net of tax	(0.1)	0.0
Total accumulated other comprehensive loss	(86.5)	(99.0)
Total equity	1,327.8	1,207.1
Total liabilities and equity	$ 3,403.4	$ 3,474.8

About Morningstar Inc

Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and Morningstar.com, a data, editorial, and research content product, as well as Morningstar Office. In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois.

CEO	Mr. Kunal Kapoor CFA
WEBSITE	morningstar.com
INDUSTRY	Mortgage Finance
EMPLOYEES	12126

Morningstar Inc Frequently Asked Questions

What is the ticker symbol for Morningstar Inc? What does MORN stand for in stocks?

MORN is the stock ticker symbol of Morningstar Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Morningstar Inc (MORN)?

As of Tue Apr 23 2024, market cap of Morningstar Inc is 12.84 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of MORN stock?

You can check MORN's fair value in chart for subscribers.

What is the fair value of MORN stock?

You can check MORN's fair value in chart for subscribers. The fair value of Morningstar Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Morningstar Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for MORN so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Morningstar Inc a good stock to buy?

The fair value guage provides a quick view whether MORN is over valued or under valued. Whether Morningstar Inc is cheap or expensive depends on the assumptions which impact Morningstar Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for MORN.

What is Morningstar Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Tue Apr 23 2024, MORN's PE ratio (Price to Earnings) is 90.97 and Price to Sales (PS) ratio is 6.3. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. MORN PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Morningstar Inc's stock?

In the past 10 years, Morningstar Inc has provided 0.161 (multiply by 100 for percentage) rate of return.