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Morningstar
MORN.US
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients.
856.98 B
MORN.USMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
B
Financial Exchanges and DataIndustry
Industry Ranking4/30
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreA
    • ROE24.42%A
    • Profit Margin15.70%A
    • Gross Margin60.85%A
  • Growth ScoreC
    • Revenue YoY7.76%B
    • Net Profit YoY15.16%B
    • Total Assets YoY-0.24%D
    • Net Assets YoY-3.30%D
  • Cash ScoreC
    • Cash Flow Margin637.07%C
    • OCF YoY7.76%B
  • Operating ScoreB
    • Turnover0.67B
  • Debt ScoreD
    • Gearing Ratio57.44%D

Valuation analysis

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Institutional View & Shareholder

Analyst Ratings

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    News
    View More

    Morgan Stanley Acquires Denver Senior Living Portfolio for $305 Million

    Morgan Stanley Real Estate Investing has acquired a portfolio of three senior housing communities near Denver from Kayne Anderson Real Estate for $305 million. The portfolio includes 463 units, and MorningStar Senior Living will continue to operate the properties. This acquisition expands Morgan Stanley’s senior housing portfolio to approximately 30 communities with nearly 3,000 units across the United States.

    Reuters·
    US
    MS
    +0.90%
    Reuters·
    US
    MS
    +0.90%

    Morningstar Announces Clearer, Simplified Medalist Rating To Empower Investor Success

    Dec 4 (Reuters) - Morningstar Inc:* MORNINGSTAR ANNOUNCES CLEARER, SIMPLIFIED MEDALIST RATING TO EMPOWER INVESTOR SUCCESS Source text: Further company coverage:

    Reuters·
    US
    MORN
    +0.15%
    Reuters·
    US
    MORN
    +0.15%

    Don’t overlook UK stocks in 2026

    UK stocks are poised for a comeback in 2026, with the FTSE 100 showing strong performance in 2025. Despite past investor reluctance due to Brexit and AI trends, the market is now seen as attractive, with international diversification and undervalued small caps offering opportunities. Chancellor Rachel Reeves announced a stamp duty holiday for new London listings, aiming to boost the market. Investment firm Morningstar predicts UK stocks will outperform in 2026, driven by political stability and quality global businesses.

    cityam·
    US
    MORN
    +0.15%
    cityam·
    US
    MORN
    +0.15%

    Weekend Wrap: Top fully franked dividends

    This article from a weekend newsletter covers various market insights, including Morningstar's top fully franked dividend picks, investor sentiment survey results, and a ChartWatch Live webinar on ASX stocks for a Santa Claus rally. It also features popular articles on housing affordability, ASX returns, and rising copper demand.

    Market Index·
    US
    MORN
    +0.15%
    Market Index·
    US
    MORN
    +0.15%

    Morningstar (MORN): Exploring Valuation After AI Strategy Shift and $1 Billion Buyback Announcement

    Morningstar (MORN) announced a $1 billion share repurchase program and plans to enhance operational efficiency using AI. Despite recent stock declines, these moves aim to boost long-term investor value. The stock trades below analyst targets, with a P/E ratio of 23.5x, suggesting overvaluation compared to its fair ratio of 14x. Morningstar's DCF model indicates significant overvaluation, challenging market expectations of future growth. Investors must assess whether Morningstar is a hidden bargain or accurately priced by the market.

    Simplywall·
    US
    MORN
    +0.15%
    Simplywall·
    US
    MORN
    +0.15%
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