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Morningstar Inc

Exchange: NASDAQSector: Financial ServicesIndustry: Financial Data & Stock Exchanges

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $341 billion in AUMA as of March 31, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Current Price

$172.55

+0.43%

GoodMoat Value

$256.53

48.7% undervalued
Profile
Valuation (TTM)
Market Cap$6.83B
P/E16.96
EV
P/B5.59
Shares Out39.58M
P/Sales2.72
Revenue$2.51B
EV/EBITDA10.76

Morningstar Inc (MORN) Quality Analysis

MORN GoodMoat Verdict

Full signal breakdown coming soon. Use the X-Ray tool for a detailed analysis.

MORN Profitability

Profitability trend analysis coming soon

MORN Growth

Growth trend analysis coming soon

MORN Financial Health

Financial health indicators coming soon

MORN Quality & Fundamental Analysis

Morningstar Inc (MORN) is a Financial Services company in the Financial Data & Stock Exchanges industry, listed on NASDAQ. This quality analysis page evaluates Morningstar Inc's financial health using the Piotroski F-Score methodology, profitability ratios, growth trajectory, and balance sheet strength.

Morningstar Inc has a Piotroski F-Score of N/A out of 9, measuring profitability, leverage, and operating efficiency. The company operates with a profit margin of 16.06% and a return on equity (ROE) of 32.97%. Return on assets (ROA) stands at 11.22%.

The debt-to-equity ratio is 1.03, with a current ratio of 0.99. Operating margin is 21.53%.

GoodMoat's quality analysis uses AI-powered insights to evaluate whether Morningstar Inc is a fundamentally sound investment. The GoodMoat Verdict synthesizes profitability, growth, and financial health scores into a clear investment quality rating. Use these metrics alongside valuation tools like the DCF calculator and fair value models to make informed investment decisions.