MORN
Financial ServicesMorningstar, Inc.
$214.01
+$3.59 (+1.71%)
Jan 5, 2026
Price History (1Y)
Analysis
Morningstar, Inc. is a company within the Financial Services sector and Financial Data & Stock Exchanges industry. With a market capitalization of $9.03 billion, it operates on a large scale with 11,154 employees. The company's financial health indicates moderate profitability, with gross margins at 60.9% and operating margins at 20.7%. Its profit margin stands at 15.7%. In terms of returns, the return on equity is 24.4%, while the return on assets is 8.3%. The balance sheet shows a debt-to-equity ratio of 68.86 and cash reserves of $514.50 million, with total debt standing at $1.04 billion. Morningstar's valuation context features a price to earnings (P/E) ratio of 23.91, with forward P/E at 19.83. The company has experienced revenue growth of 8.4% year-over-year and earnings growth of -21.7%.
This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.
About Morningstar, Inc.
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform; model portfolios and wealth platforms; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. In addition, the company offers credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations. Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Sustainalytics provides environmental, social and governance data, research, and ratings; and Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Visit website →Key Statistics
- Market Cap
- $9.03B
- P/E Ratio
- 23.91
- 52-Week High
- $335.21
- 52-Week Low
- $202.89
- Avg Volume
- 373.13K
- Beta
- 1.08
- Dividend Yield
- 95.00%
Company Info
- Industry
- Financial Data & Stock Exchanges
- Exchange
- NMS
- Country
- United States
- Employees
- 11,154