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Morningstar Inc

NASDAQ • Financial Services • Financial Data & Stock Exchanges • Quote as of 10/30/2026
Morningstar Inc stock price and volume chart

Company Profile

IndustryFinancial Data & Stock Exchanges
SectorFinancial Services
ExchangeNASDAQ
Market Capitalization8,336.6 mln
Float19.34 mln
Earnings Date02/25/2027

EPS

11.40
Robust

P / E

19.84
Moderately valued

Piotroski F-Score

8 / 9
Very strong

Beneish M-Score

-2.69
Likely reliable

1-Year Forecast

239.00
Modest upside

Relative Strength

90 / 100
Top performer

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

EPS11.40
P/E19.84
ROE38.38
RPS67.78
ROIC12.87
ROA11.70
Interest Cover9.57
EBITDA, mln865
EV / EBITDA11.36
EV / EBIT14.90
Revenue, mln2,621
EV / Revenue3.75

Quote Details

Last 226.19
Change 3.65 (1.64%)
Open 225.35
Volume 217,829
Turnover 49,270,744
Average Volume 253,780

Financial Ratios

Pre-Tax Profit Margin23
Leverage Ratio3.85
Current Ratio1.02
Price / Book8.15
Price / Cash Flow13.10
Price / Free Cash Flow17.81
Debt / Equity1.81
Price / Sales3.35
PEG Ratio1.38

Financial Strength

Altman Z-Score3.79
Piotroski F-Score 8 / 9
Beneish M-Score-2.69
Price to Intrinsic Value1.46
Price to Lynch Fair Value0.82
1-Year Target Price239.00
Shiller PE Ratio36.37
Short Ratio4.31
Short % of Float5.64

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 0.58% 67 / 100   
1 Month 18.6% 96 / 100   
2 Months 24.31% 94 / 100   
6 Months 34.56% 93 / 100   
1 Year 9.49% 67 / 100   



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