Morningstar Inc

Morningstar Inc (MORN) Stock Analysis

$207.370

-1.846 (-0.89%)At close

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High
212.970
Open
212.470
VWAP
208.27
Volume
207.68K
Mkt Cap
12.58B
Low
204.480
Amount
43.25M
EV/EBITDA, TTM
10.54

Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.

AI analysis of Morningstar Inc (MORN)

Hold

Morningstar Inc is currently a hold. The stock is priced at $207.37, which is near its 20-day simple moving average of $197.70, indicating a strong upward trend. However, the RSI is at 68.24, suggesting it is nearing overbought territory. The forward P/E ratio stands at 19.80, which is relatively high compared to its historical averages, indicating potential overvaluation. Furthermore, insider selling has increased by 1983.31% recently, which raises concerns about management's confidence in the stock. The main risk is the high debt-to-equity ratio of 167.35%, which could impact financial stability if market conditions worsen.

Valuation Metrics

The current forward P/E ratio for Morningstar Inc (MORN) is 19.80, compared to its 5-year average forward P/E of 39.18.

Forward P/E

Fair
5Y Average P/E
39.18
Current P/E
19.80
Overvalued
63.28
Undervalued
15.08

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
18.97
Current EV/EBITDA
10.54
Overvalued
25.63
Undervalued
12.32

Forward P/S

Undervalued
5Y Average P/S
4.49
Current P/S
2.80
Overvalued
5.99
Undervalued
2.98

Whales holding MORN

B

Baron Capital Group, Inc.

+ HoldingMORN

+2.54%

3M Return

A

American Capital Management, Inc.

+ HoldingMORN

+1.32%

3M Return

B

Brookfield Asset Management Ltd.

+ HoldingMORN

-12.92%

3M Return

Events Timeline

2026-10-07 (ET)

09:30:00

Morningstar Launches New Morningstar Direct AI Software

2026-10-06 (ET)

08:30:00

Morningstar Wealth Partners with Envestnet to Launch New Series

2026-09-30 (ET)

08:00:00

Morningstar to Relocate Global HQ to Thompson Center and Invest $5M

2026-09-10 (ET)

14:00:00

PitchBook Becomes Data Partner for ChatGPT for Financial Services

News

MORN FAQ — answered by Alphio AI

Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals. It operates in the Industrials sector (INVESTMENT ADVICE industry).

Morningstar Inc is currently a hold. The stock is priced at $207.37, which is near its 20-day simple moving average of $197.70, indicating a strong upward trend. However, the RSI is at 68.24, suggesting it is nearing overbought territory. The forward P/E ratio stands at 19.80, which is relatively high compared to its historical averages, indicating potential overvaluation. Furthermore, insider selling has increased by 1983.31% recently, which raises concerns about management's confidence in the stock. The main risk is the high debt-to-equity ratio of 167.35%, which could impact financial stability if market conditions worsen.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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