Morningstar, Inc. MORN
Composite 55/100; the shares have moved about 47% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Momentum ranks 40/100 — a slight mark against it.
Quality ranks 74/100 — a moderate point in its favour. Balance-sheet strength ranks 58/100 — a slight point in its favour.
Momentum ranks 40/100 — a slight mark against it. Income ranks 44/100 — a slight mark against it. Growth ranks 48/100 — a slight mark against it.
What the company does Morningstar provides independent investment research, data, and platforms (Morningstar Direct, PitchBook, wealth tools) across global markets. Its revenue streams include asset management insights, private-capital data, and advisor solutions.
Key financials ROE 30.7%, ROA 9.0%, ROCE 19.6%. Margins: gross 61.7%, operating 24.2%, net 16.1%. Revenue growth 10.8%, EPS growth 50.0%. Debt/equity 1.86, net debt/EBITDA 2.03, interest coverage 12.40.
Stock health Sideravia overall score 57.1 (Strong quality, fairly valued). Quality 70.7, Growth 53.8, Strength 52.7, Valuation 63.0, Momentum 35.3, Income 59.3. RSI(14) 64.30.
Price vs fair value Morningstar trades at a PREMIUM of 7.90% to our fair-value estimate of 176.59 and at a discount of 22.56% to the 12-month target of 235.00. - Q2 CY2026 sales beat expectations (StockStory) - Morningstar sees 23% upside for VZ (Stocktwits) - Morningstar calls Tesla “very attractive” (Stocktwits) - Analyst flags “rare win for value investing” (Bloomberg)
Looking forward Forward P/E 16.29, PEG 1.97, EV/EBITDA 10.27. Dividend yield 1.1%, payout 18.6%. Analysts expect continued growth in private-capital data and advisor platforms.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.