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Stock Research: Morningstar

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Morningstar

NasdaqGS:MORN US6177001095
96
  • Value
    57
  • Growth
    55
  • Safety
    Safety
    69
  • Combined
    87
  • Sentiment
    81
  • 360° View
    360° View
    96
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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.

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Analysis

ANALYSIS: With an Obermatt 360° View of 96 (better than 96% 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 four indicators above average for Morningstar. The consolidated Value Rank has an attractive rank of 69, 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 69% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 55, 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. The company is also safely financed with a Safety rank of 57. Finally, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 81. ...read more

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Country USA
Industry Financial Exchanges & Data
Size Medium
Website morningstar.com
Index
Dividends USA
Diversity USA
SDG 10
SDG 12
SDG 13
SDG 5
SDG 8
NASDAQ
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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: 13-Nov-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
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
69 61 59 79
Growth
55 65 45 87
Safety
Safety
57 30 31 89
Sentiment
81 40 47 75
360° View
360° View
96 41 19 100
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Metrics Current 2024 2023 2022
Analyst Opinions
50 34 75 77
Opinions Change
72 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
34 31 34 8
Sentiment
81 40 47 75
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Metrics Current 2024 2023 2022
Value
69 61 59 79
Growth
55 65 45 87
Safety Safety
57 30 31 89
Combined
87 37 26 98
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
47 35 34 53
Price vs. Earnings (P/E)
40 35 38 46
Price vs. Book (P/B)
36 19 22 38
Dividend Yield
93 88 91 93
Value
69 61 59 79
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Metrics Current 2024 2023 2022
Revenue Growth
48 33 44 64
Profit Growth
74 73 10 73
Capital Growth
50 49 73 42
Stock Returns
31 75 63 89
Growth
55 65 45 87
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Metrics Current 2024 2023 2022
Leverage
50 31 24 55
Refinancing
37 33 35 43
Liquidity
71 68 73 98
Safety Safety
57 30 31 89

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