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Financial Services

Morningstar, Inc.(MORN)

Live Price

Offline

$149.04

-2.73% 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.

Decision context

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 $149.04 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.

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.

Shared 1Y chart + MAX history table

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

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for MORN and SPY.

Calendar-year return history is still loading or unavailable.

Earnings Reports

๐Ÿ“… Last reportedApr 29, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”Report
โ€”
Apr 29, 26
โ€”
Est 2.65
โ€”
โ€”
Est 625619.9B
โ€”
Apr 29
โ€”
Feb 12, 26
โœ“
2.71
Est 2.36
+14.8%
641100.0B
Est 634426.2B
+1.1%
Feb 12
โ€”
Oct 29, 25
โœ“
2.55
Est 2.34
+9.0%
617400.0B
Est 634426.2B
-2.7%
Oct 29
โ€”
Jul 30, 25
โœ“
2.40
Est 2.21
+8.6%
605100.0B
Est 605840.1B
-0.1%
Jul 30
โ€”
Apr 30, 25
โœ“
2.23
Est 2.06
+8.3%
581900.0B
Est 585832.4B
-0.7%
Apr 30
โ€”
Feb 26, 25
โœ“
2.14
Est 2.06
+3.9%
591000.0B
Est 580837.0B
+1.8%
Feb 26
โ€”
Oct 23, 24
โœ—
2.00
Est 2.01
-0.5%
569400.0B
Est 576597.6B
-1.3%
Oct 23
โ€”
Jul 24, 24
2.01
Est โ€”
โ€”
570500.0B
Est โ€”
โ€”
Jul 24
โ€”
Apr 24, 24
1.73
Est โ€”
โ€”
544000.0B
Est 2302980.0B
-76.4%
Apr 24
โ€”
Feb 22, 24
1.97
Est โ€”
โ€”
542400.0B
Est โ€”
โ€”
Feb 22
โ€”
Oct 25, 23
1.28
Est โ€”
โ€”
515500.0B
Est โ€”
โ€”
Oct 25
โ€”
Jul 26, 23
1.60
Est โ€”
โ€”
504700.0B
Est โ€”
โ€”
Jul 26
โ€”
Apr 26, 23
0.56
Est โ€”
โ€”
479700.0B
Est โ€”
โ€”
Apr 26
โ€”
Feb 23, 23
0.58
Est โ€”
โ€”
475000.0B
Est โ€”
โ€”
Feb 23
โ€”
Oct 26, 22
0.77
Est โ€”
โ€”
468200.0B
Est โ€”
โ€”
Oct 26
โ€”
Jul 27, 22
1.17
Est โ€”
โ€”
470400.0B
Est โ€”
โ€”
Jul 27
โ€”
Apr 28, 22
-80.00
Est โ€”
โ€”
16300.0B
Est โ€”
โ€”
Apr 28
โ€”
Apr 27, 22
1.41
Est โ€”
โ€”
457000.0B
Est โ€”
โ€”
Apr 27
โ€”
Feb 24, 22
1.50
Est โ€”
โ€”
462200.0B
Est โ€”
โ€”
Feb 24
โ€”
Oct 28, 21
-71.40
Est โ€”
โ€”
20100.0B
Est โ€”
โ€”
Oct 28
No upcoming earnings in the next 90 days

Next Step

Connect reports to catalysts

Earnings pages get much more useful when they are tied back to upcoming dates, expectations, and peer setups.

Read the earnings calendar guideOpen the calendar screener