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Stock Research: Morningstar

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Morningstar

NSQ:MORN US6177001095
90
  • Value
    77
  • Growth
    52
  • Safety
    Safety
    64
  • Combined
    80
  • Sentiment
    91
  • 360° View
    360° View
    90
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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: With an Obermatt 360° View of 90 (better than 90% compared with alternatives) for 2026, 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 77, 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 77% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 52, 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 64. Finally, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 91. ...read more

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Strongest Rank Stock Returns
Weakest Rank Price vs. Earnings (P/E)
Country USA
Industry Financial Exchanges & Data
Size Large
Website morningstar.com
Index
NASDAQ
D.J. US Investing
S&P MIDCAP
Morningstar stock price by TradingView. Not sourced by Obermatt.
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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: 17-Sep-2026.

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
Good Watch Out

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
77 61 59 79
Growth
52 65 45 87
Safety
Safety
64 30 31 89
Sentiment
91 40 47 75
360° View
360° View
90 41 19 100
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Metrics Current 2025 2024 2023
Analyst Opinions
47 34 75 77
Opinions Change
50 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
75 31 34 8
Sentiment
91 40 47 75
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Metrics Current 2025 2024 2023
Value
77 61 59 79
Growth
52 65 45 87
Safety Safety
64 30 31 89
Combined
80 37 26 98
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
54 35 38 46
Price vs. Earnings (P/E)
97 35 34 53
Price vs. Book (P/B)
36 19 22 38
Dividend Yield
97 88 91 93
Value
77 61 59 79
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Metrics Current 2025 2024 2023
Revenue Growth
28 33 44 64
Profit Growth
54 73 10 73
Capital Growth
87 49 73 42
Stock Returns
15 75 63 89
Growth
52 65 45 87
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Metrics Current 2025 2024 2023
Leverage
15 31 24 55
Refinancing
91 33 35 43
Liquidity
97 68 73 98
Safety Safety
64 30 31 89

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Frequently Asked
Questions

This is an all-around strong stock. It shows good value, high growth, safe financing, and positive professional sentiment. It is ideal for most buy-and-hold investors who value a good all-around stock.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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