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Home
Stocks
Morningstar Inc
MO

Morningstar Inc

MORNNASDAQ

Stock · Data from SEC EDGAR 13F · Held by 10 of 87 tracked investors

$215.78
▼ 4.22%
Famous investorshold 10buying 0selling 0
Price (USD)
$215.78
Market cap
$8.1B
P/E ratio
20.5
Tracked investors holding
10 of 87
Next earnings
28 Oct 2026

Morningstar Inc at a glance

An overview of the financial statements, in plain language. Switch to the advanced view for charts.

FinBoss score
79out of 100
  • Valuation69
  • Growth70
  • Profitability79
  • Quality90
  • Debt72
  • Stability95
In its favour
  • ✓Out of 100 USD of revenue, 16 USD is left as net profit.
  • ✓It earns 32 USD a year on every 100 USD of invested capital (ROE).
  • ✓Revenue grew 9.3% a year over 3 years.
  • ✓It pays a 0.9% dividend, which takes 19% of earnings.
What to watch
  • Nothing notable from the statements.

The score describes the quality and the past of the company based on its statements (the FinBoss model, indicative). A high score is not a buy signal and a low one is not a sell signal. Data source: Yahoo Finance, prices and statements in USD.

Is the stock expensive?

Reasonably priced

For 1 USD of annual earnings you pay 20.5 USD. Based on next year's estimates 15.4 USD.

P/E
20.5×
P/S
3.2×
EV/EBITDA
14.5×

Is the company growing?

Growing
22
23
24
25

Revenue over 3 years grew 9.3% a year. Last year 9.6%.

Does it make money?

Good

Revenue and net profit (USD B)

Margins (% of revenue)

Free cash flow and capex (USD B)

Cash and debt (USD B)

Earnings per share (EPS, USD)

Latest quarters (USD B)

Chart MORN

Insider purchases

last 90 days, SEC Form 4
Loading insider trades…

Which investors hold this stock

10
RB
Ron Baron
Baron Capital
0.82%$545,936,759▲ +360.7%
RV
Robert Vinall
RV Capital
0.15%$577,274unchanged
CA
Cliff Asness
AQR Capital Management
0.07%$203,510,622▲ +109.2%
JS
Jim Simons
Renaissance Technologies
0.05%$37,252,895▼ -46.8%
JG
Joel Greenblatt
Gotham Asset Management
0.05%$22,201,490▼ -16.1%
PT
Paul Tudor Jones
Tudor Investment Corp
0.02%$11,872,342▲ +90.2%
IE
Israel Englander
Millennium Management
0.01%$25,371,972▼ -49.7%
RD
Ray Dalio
Bridgewater Associates
0%$662,929New position
Ns
Norský státní fond
Norges Bank
0%$24,290,130New position
Šn
Švýcarská národní banka
Swiss National Bank
0%$6,334,412▼ -16.8%

Frequently asked questions

How much is Morningstar Inc (MORN) stock?

Morningstar Inc shares trade at $215.78, -4.22% over the last trading day. The price is delayed.

What is the market cap of Morningstar Inc?

The market cap of Morningstar Inc is about $8.1B and its price-to-earnings ratio (P/E) is 20.5.

Which big investors hold Morningstar Inc?

According to the latest 13F filings, 10 of 87 tracked investors hold Morningstar Inc, for example Ron Baron, Robert Vinall, Cliff Asness.

When will Morningstar Inc report its next results?

The next earnings report of Morningstar Inc is expected on 28 Oct 2026.

Source: SEC EDGAR 13F-HR (quarterly filings). The data is indicative and is not investment advice.

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  • Cost of sales 39
  • Research 0.0
  • Operations and selling 40.4
  • Taxes and other 5.3
  • Net profit 15.3

Out of 100 USD of revenue, 15.3 USD is left as net profit.

Is it financially healthy?

Mostly
Cash
524M USD
Debt
1.9B USD
Free CF
498M USD

It could repay its net debt from free cash flow in 2.8 years.

Does it pay a dividend?

Pays
Yield
0.89%
Of earnings
19%

Over a year you receive roughly 0.89% of the price per share. The payout is manageable for the company. It has raised the dividend for 4 years in a row.

What do analysts expect?

Buy
Average target
239.00 USD
Vs price
+11%

3 analysts. Their opinion is not a recommendation by FinBoss.io.

Which big investors hold it?

10 of 87

Among the tracked investors, Ron Baron, Robert Vinall, Cliff Asness and others hold the stock according to 13F filings.

Dividend per share by year (USD)

* the year has not ended yet. Source: Yahoo Finance.

Ratios

P/E
20.5×
Forward P/E
15.4×
P/B
7.9×
P/S
3.2×
PEG
2.31
EV/EBITDA
14.5×
Gross margin
62.2%
Operating margin
24.2%
Net margin
16.4%
ROE
32.0%
ROA
9.6%
Debt / equity
1.9×
Current ratio
1.1×
Revenue growth
9.6%
Earnings growth
35.4%
Beta
1.02
Dividend
0.89%
Payout ratio
19%