Stock Research: Morningstar

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Morningstar

NasdaqGS:MORN US6177001095
89
  • Value
    57
  • Growth
    47
  • Safety
    Safety
    71
  • Combined
    73
  • Sentiment
    75
  • 360° View
    360° View
    89
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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 89 (better than 89% 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 half of the indicators below and half above average for Morningstar. The consolidated Value Rank has an attractive rank of 71, which means that the share price of Morningstar is on the lower side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 71% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 57. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 75. But the consolidated Growth Rank has a low rank of 47, which means that the company is below average in terms of growth and momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. 53 of its competitors have better growth. ...read more

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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: 2-Oct-2025.

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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.

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Metrics Current 2024 2023 2022
Value
71 61 59 79
Growth
47 65 45 87
Safety
Safety
57 30 31 89
Sentiment
75 40 47 75
360° View
360° View
89 41 19 100
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Metrics Current 2024 2023 2022
Analyst Opinions
48 34 75 77
Opinions Change
50 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
34 31 34 8
Sentiment
75 40 47 75
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Metrics Current 2024 2023 2022
Value
71 61 59 79
Growth
47 65 45 87
Safety Safety
57 30 31 89
Combined
73 37 26 98
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
49 35 34 53
Price vs. Earnings (P/E)
38 35 38 46
Price vs. Book (P/B)
35 19 22 38
Dividend Yield
95 88 91 93
Value
71 61 59 79
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Metrics Current 2024 2023 2022
Revenue Growth
45 33 44 64
Profit Growth
60 73 10 73
Capital Growth
56 49 73 42
Stock Returns
27 75 63 89
Growth
47 65 45 87
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Metrics Current 2024 2023 2022
Leverage
50 31 24 55
Refinancing
33 33 35 43
Liquidity
71 68 73 98
Safety Safety
57 30 31 89

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