Stock Research: Morningstar

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Morningstar

NasdaqGS:MORN US6177001095
87
  • Value
    45
  • Growth
    57
  • Safety
    Safety
    61
  • Combined
    59
  • Sentiment
    85
  • 360° View
    360° View
    87
Unlock
Which ranks are driving this 360° View?
Subscribe to View
Company Description

Morningstar, Inc. is a provider of independent investment insights. Its main businesses include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. It operates in North America, Europe, Australia, and Asia. In the last fiscal year, the company had a market cap of $12130 million, profits of $1379 million, revenue of $2275 million, and 11085 employees.

more
Analysis

ANALYSIS: With an Obermatt 360° View of 87 (better than 87% compared with alternatives) for 2025, overall professional sentiment and financial characteristics for the stock Morningstar are very positive. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Morningstar. The consolidated Value Rank has an attractive rank of 61, which means that the share price of Morningstar is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 61% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 57, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 85. But the company’s financing is risky with a Safety rank of 45. This means 55% of comparable companies have a safer financing structure than Morningstar. ...read more

more
Index
Dividends USA
Diversity USA
SDG 10
SDG 12
SDG 13
SDG 5
SDG 8
NASDAQ
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
Good Watch Out

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

Unlock Ranks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
61 61 59 79
Growth
57 65 45 87
Safety
Safety
45 30 31 89
Sentiment
85 40 47 75
360° View
360° View
87 41 19 100
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Analyst Opinions
46 34 75 77
Opinions Change
100 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
40 31 34 8
Sentiment
85 40 47 75
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
61 61 59 79
Growth
57 65 45 87
Safety Safety
45 30 31 89
Combined
59 37 26 98
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
37 35 34 53
Price vs. Earnings (P/E)
32 35 38 46
Price vs. Book (P/B)
38 19 22 38
Dividend Yield
95 88 91 93
Value
61 61 59 79
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Revenue Growth
45 33 44 64
Profit Growth
66 73 10 73
Capital Growth
50 49 73 42
Stock Returns
45 75 63 89
Growth
57 65 45 87
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Leverage
50 31 24 55
Refinancing
25 33 35 43
Liquidity
73 68 73 98
Safety Safety
45 30 31 89

Similar Stocks

Discover high‑ranked alternatives to Morningstar and broaden your portfolio horizons.

Micron

NasdaqGS:MU
Country: USA
Industry: Semiconductors
Size: X-Large
Full Stock Analysis

Meta

NasdaqGS:FB
Country: USA
Industry: Interactive Media & Services
Size: XX-Large
Full Stock Analysis

Alphabet

NasdaqGS:GOOG.L
Country: USA
Industry: Interactive Media & Services
Size: XX-Large
Full Stock Analysis

Lithia Motors

NYSE:LAD
Country: USA
Industry: Automotive Retail
Size: X-Large
Full Stock Analysis

The Obermatt Advantage

Ready to Elevate Your Investing?
Get Started Today

Choose the Obermatt subscription that best fits your needs.