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Stock Research: Morningstar

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Morningstar

NSQ:MORN US6177001095
69
  • Value
    70
  • Growth
    29
  • Safety
    Safety
    70
  • Combined
    67
  • Sentiment
    53
  • 360° View
    360° View
    69
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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 69 (better than 69% compared with alternatives), overall professional sentiment and financial characteristics for the stock Morningstar are above average. 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 70, 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 70% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 70. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 53. But the consolidated Growth Rank has a low rank of 29, 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. 71 of its competitors have better growth. ...read more

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Strongest Rank Capital Growth
Weakest Rank Dividend Yield
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: 13-Mar-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
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
70 61 59 79
Growth
29 65 45 87
Safety
Safety
70 30 31 89
Sentiment
53 40 47 75
360° View
360° View
69 41 19 100
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Metrics Current 2025 2024 2023
Analyst Opinions
41 34 75 77
Opinions Change
50 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
56 31 34 8
Sentiment
53 40 47 75
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Metrics Current 2025 2024 2023
Value
70 61 59 79
Growth
29 65 45 87
Safety Safety
70 30 31 89
Combined
67 37 26 98
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
42 35 38 46
Price vs. Earnings (P/E)
42 35 34 53
Price vs. Book (P/B)
31 19 22 38
Dividend Yield
100 88 91 93
Value
70 61 59 79
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Metrics Current 2025 2024 2023
Revenue Growth
27 33 44 64
Profit Growth
91 73 10 73
Capital Growth
19 49 73 42
Stock Returns
39 75 63 89
Growth
29 65 45 87
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Metrics Current 2025 2024 2023
Leverage
21 31 24 55
Refinancing
49 33 35 43
Liquidity
94 68 73 98
Safety Safety
70 30 31 89

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Frequently Asked
Questions

The stock offers good value, safe financing, and positive sentiment. However, it has below-average growth expectations. It is well-suited for conservative buy-and-hold investors who prioritize stability and low valuation over growth.

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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