MORN - Morningstar Inc

Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.

52W High

$363.38

52W Low

$249.96

MA Status:

50D: Below 200D: Below

Beta (~1 neutral, <0.9 lower risk)

1.01

Valuation

Fair

As of 2025-06-30 (Overview)

Trailing P/E (<15 better)

27.40

Forward P/E (<15 better)

22.52

EV/EBITDA (<8 favorable)

14.70

EV/Revenue (<3 favorable)

4.83

P/S (TTM) (<3 favorable)

4.62

P/B (<3 favorable)

6.72

Ownership

Balanced

Source: Overview

Insiders (1–5% typical)

44.75%

Institutions (25–75% balanced)

61.94%

Shares Outstanding

42,177,700

Float

24,702,200

Dividend Yield (2–6% sweet spot)

0.01%

Ex‑Dividend Date

2025-10-03

Income & Growth

Profitability: Weak

As of 2025-06-30 (Overview)

Revenue (TTM)

2,347,400,000

Gross Profit (TTM)

1,430,500,000

EPS (TTM)

9.39

Profit Margin (>10% good)

0.17%

Operating Margin (TTM) (higher better)

0.21%

ROE (TTM) (>15% strong)

0.27%

EPS YoY (Quarterly) (>10% good)

0.31

Revenue YoY (Quarterly) (>8% good)

0.06

Momentum

Bearish momentum

Value

-4.4586

-4.7984

Trend

Rising

Signal Cross

No cross

As of

Sep. 12, 2025