MORN - Morningstar Inc

NYSE * Financials * Financial Services

$189.86

+$2.98 (+1.59%)

About Morningstar Inc

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

MORN Key Statistics

Market Cap

$7.81B

P/E Ratio

21.40

P/B Ratio

6.05

EPS

$8.87

Dividend Yield

0.01%

Revenue Growth

+0.1%

Profit Margin

0.2%

Employees

10,973

How MORN Compares to Peers

MORN has the lowest P/E ratio in Financial Services, suggesting it may be the most undervalued
MORN has the highest profit margins in Financial Services
MORN is the smallest among peers, which may offer higher growth potential

P/E Rank

#1

of 2

Margin Rank

#1

of 2

Growth Rank

#2

of 2

Size Rank

#2

of 2

CompanyP/EGrowthCompare
MORN21.40%-
AMZN30.60%vs AMZN

Morningstar Inc Company Information

Headquarters
Illinois; U.S.A
Website
www.morningstar.com
Sector
Financials
Industry
Financial Services
Data Updated:
Ready to invest in MORN?

Commission-free trading available. Affiliate links.

MORN Lician Score

10% confidence
5.0/10
Neutral

MORN has a Lician Score of 5/10 (Average). The stock shows average characteristics across all dimensions.

value

5.0

growth

6.0

quality

5.0

momentum

5.0

safety

5.0

The Lician Score is a comprehensive 1-10 rating that evaluates MORNacross five key dimensions: Value (valuation relative to sector),Growth (revenue and earnings trajectory),Quality (profitability and balance sheet strength),Momentum (price trends and analyst sentiment), andSafety (volatility and risk metrics).

MORN Financial Snowflake

5-axis analysis across key investment dimensions

5.2/10

Neutral

35810Value5.0Growth6.0Quality5.0Momentum5.0Safety5.05.2/10
5.0

Value

6.0

Growth

5.0

Quality

5.0

Momentum

5.0

Safety

Upcoming Events for MORN