Stock Research: Morningstar

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Morningstar

NasdaqGS:MORN US6177001095
82
  • Value
    59
  • Growth
    49
  • Safety
    Safety
    95
  • Combined
    94
  • Sentiment
    37
  • 360° View
    360° View
    82
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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 82 (better than 82% 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 the metrics below and half above average for Morningstar. The consolidated Value Rank has an attractive rank of 95, 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 95% of alternative stocks in the same industry. The company is also safely financed with a Safety rank of 59. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 37. Professional investors are more confident in 63% other stocks. The consolidated Growth Rank also has a low rank of 49, which means that the company is below average in terms of growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. 51 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: 30-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
95 61 59 79
Growth
49 65 45 87
Safety
Safety
59 30 31 89
Sentiment
37 40 47 75
360° View
360° View
82 41 19 100
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Metrics Current 2024 2023 2022
Analyst Opinions
48 34 75 77
Opinions Change
5 50 50 99
Pro Holdings
n/a 80 53 67
Market Pulse
36 31 34 8
Sentiment
37 40 47 75
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Metrics Current 2024 2023 2022
Value
95 61 59 79
Growth
49 65 45 87
Safety Safety
59 30 31 89
Combined
94 37 26 98
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
79 35 34 53
Price vs. Earnings (P/E)
43 35 38 46
Price vs. Book (P/B)
41 19 22 38
Dividend Yield
95 88 91 93
Value
95 61 59 79
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Metrics Current 2024 2023 2022
Revenue Growth
46 33 44 64
Profit Growth
68 73 10 73
Capital Growth
54 49 73 42
Stock Returns
25 75 63 89
Growth
49 65 45 87
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Metrics Current 2024 2023 2022
Leverage
50 31 24 55
Refinancing
35 33 35 43
Liquidity
71 68 73 98
Safety Safety
59 30 31 89

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