Morningstar (MORN) Stock Overview
Provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
MORN Community Fair Values
Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.
Morningstar, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$300.79 |
| 52 Week High | US$365.00 |
| 52 Week Low | US$250.34 |
| Beta | 1.03 |
| 1 Month Change | -2.80% |
| 3 Month Change | 1.40% |
| 1 Year Change | 4.97% |
| 3 Year Change | 30.37% |
| 5 Year Change | 102.54% |
| Change since IPO | 1,400.20% |
Recent News & Updates
Recent updates
Morningstar: Margin Expansion Opportunity
Apr 23Does Morningstar (NASDAQ:MORN) Deserve A Spot On Your Watchlist?
Mar 27
Morningstar: High-Quality Stock, Buy On A Pullback
Feb 05Morningstar, Inc. (NASDAQ:MORN) Investors Are Less Pessimistic Than Expected
Jan 28Should You Be Adding Morningstar (NASDAQ:MORN) To Your Watchlist Today?
Nov 29Why Retail Investors Might Be Interested In Morningstar
Nov 19There's Reason For Concern Over Morningstar, Inc.'s (NASDAQ:MORN) Price
Oct 08Morningstar Stock: Perpetually Overvalued
Sep 24Morningstar: Still Holding Up Well, But No Investment
Jul 16Morningstar: Watching Out For Q4 Earnings
Feb 22Shareholder Returns
| MORN | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -0.8% | -0.8% | -1.0% |
| 1Y | 5.0% | 26.0% | 9.8% |
Return vs Industry: MORN underperformed the US Capital Markets industry which returned 27.6% over the past year.
Return vs Market: MORN underperformed the US Market which returned 10.9% over the past year.
Price Volatility
| MORN volatility | |
|---|---|
| MORN Average Weekly Movement | 4.8% |
| Capital Markets Industry Average Movement | 5.3% |
| Market Average Movement | 7.7% |
| 10% most volatile stocks in US Market | 17.3% |
| 10% least volatile stocks in US Market | 4.0% |
Stable Share Price: MORN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: MORN's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1984 | 11,085 | Kunal Kapoor | www.morningstar.com |
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.
Morningstar, Inc. Fundamentals Summary
| MORN fundamental statistics | |
|---|---|
| Market cap | US$12.75b |
| Earnings (TTM) | US$384.20m |
| Revenue (TTM) | US$2.31b |
Is MORN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MORN income statement (TTM) | |
|---|---|
| Revenue | US$2.31b |
| Cost of Revenue | US$909.00m |
| Gross Profit | US$1.41b |
| Other Expenses | US$1.02b |
| Earnings | US$384.20m |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 9.09 |
| Gross Margin | 60.72% |
| Net Profit Margin | 16.60% |
| Debt/Equity Ratio | 49.9% |
How did MORN perform over the long term?
See historical performance and comparisonDividends
Does MORN pay a reliable dividends?
See MORN dividend history and benchmarks| Morningstar dividend dates | |
|---|---|
| Ex Dividend Date | Jul 11 2025 |
| Dividend Pay Date | Jul 31 2025 |
| Days until Ex dividend | 23 days |
| Days until Dividend pay date | 43 days |
Does MORN pay a reliable dividends?
See MORN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/06/17 05:26 |
| End of Day Share Price | 2025/06/17 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Morningstar, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Niamh Alexander | Keefe, Bruyette, & Woods |
| Russell Quelch | Rothschild & Co Redburn |