Financial Services
Morningstar, Inc.(MORN)
Live Price
Offline$154.30
-6.09% today
1Y Change
-47.00%
Window
Jun 25, 2025 โ Jun 17, 2026
- Market Cap
- $6.43B
- Revenue Growth
- +7.5%
- EPS Growth
- +3.4%
- Dividend Yield
- 1.1%
Coverage: 246 bars ยท Jun 25, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Morningstar, Inc. (MORN) is a Financial Services stock with a market cap of $6.43B and listed on NASDAQ. The stock last traded around $154.30 and down 47.0% across the available one-year price window (Jun 25, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +7.5%, EPS growth of +3.4%, a dividend yield of 1.1%. What stands out right now is revenue +7.5%, EPS +3.4%, free cash flow -1.4% with operating margin 22.7% and ROIC 14.1%. The dividend is present but secondary, with a yield around 1.1%. Valuation is more restrained than many high-expectation growth names at P/E 16.4 and price/sales 2.6. Stock Foundry combines MORN price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+7.5% vs +3.4% peer median
Operating Margin
Above sector median
+22.7% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.5% and EPS at +3.4%, with operating margin around 22.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.8% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | -10.1% | -10.6% | -4.0% |
2026 Feb 12, 2026 | +14.8% | +3.9% | +3.6% | +19.0% |
2025 Oct 29, 2025 | +9.0% | +2.7% | +1.8% | +2.3% |
Benchmark Edge
MORN vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
MORN
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
MORN Max Drawdown
-50.94%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for MORN and SPY.
Company Overview
Morningstar, Inc.
NASDAQ Global Select
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
- Leadership
- Kunal Kapoor
- IPO Date
- May 3, 2005
- Employees
- 11.1k
- Street Address
- 22 West Washington Street
- Mailing
- Chicago, IL, 60602
- Region
- Chicago, IL, US
- Reporting Currency
- USD
- Investor Line
- 312 696 6000
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.4
- EV/EBITDA
- 10.1
- Price/Sales
- 2.6
- Price/Book
- 6.5
Growth
- Revenue
- +7.5%
- EPS
- +3.4%
- Free Cash Flow
- -1.4%
Profitability
- Gross Margin
- 61.7%
- Operating Margin
- 22.7%
- Net Margin
- 16.1%
- ROE
- 30.0%
- ROIC
- 14.1%
Balance Sheet
- Debt/Equity
- 1.87
- Current Ratio
- 1.03
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.