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Equity
Morningstar Inc(MORN)
USD --+0.00%
Reward65Moderate
Risk32Moderate
📊75%Data
Strong 15% profit margin
MORN
+0.0 · +0.00%
USD · NASDAQ
Morningstar Inc | Financial Services
Quality Compounder
Market Cap:7.09Bn
ℹ️
Reward Rating
65
Moderate
Top 50% (model universe)
75% data coverage
ℹ️
Risk Rating
32
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on MORN to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $246.00.

What is Morningstar Inc?

provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

MORN · Verdict

Solid reward · moderate risk

MORN scores well on cash flow and profitability with no major weaknesses flagged in the model.

Based on 88% data coverage

MORN · Verdict

What’s working & what to watch

Strengths 3

  • Cash flow94/100

    18% free-cash-flow margin

  • Profitability93/100

    15% net margin · 26% ROE

  • Growth65/100

    Rev +9.3% CAGR · earnings +74.4%

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

What is Morningstar Inc?

provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 7.09B, and a P/E ratio of 19.5x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (65)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap7.09B
P/E Ratio19.4594
Dividend Yield1.14%
52 Week High316.5969
52 Week Low149.08
Last AnnualDecember
IPO Date5/3/2005
IncorporatedUSA
Shares Outstanding40M
No. of Employees10,973
IndustryFinancial Data & Stock Exchanges
ExchangeNASDAQ
Beta1.085
CurrencyUSD
Websitewww.morningstar.com
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