Morningstar Inc

Morningstar Inc(MORN)股票分析

$213.790

+2.052 (+0.96%)收盤時

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最高
214.010
開盤
211.080
成交量加權均價
212.58
成交量
189.73K
市值
12.58B
最低
209.930
成交金額
40.33M
企業價值/稅息折舊攤銷前利潤(TTM)
10.38

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 分析 of Morningstar Inc (MORN)

持有

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.

估值指標

Morningstar Inc(MORN)目前預期本益比為 19.80,5 年平均預期本益比為 39.24。

預期本益比

合理
5 年均值 P/E
39.24
目前P/E
19.80
高估
63.29
低估
15.20

預期 EV/EBITDA

低估
5 年均值 EV/EBITDA
19.01
目前EV/EBITDA
10.38
高估
25.61
低估
12.40

預期股價營收比

低估
5 年均值 P/S
4.49
目前P/S
2.75
高估
5.99
低估
3.00

持有 MORN 的大戶

B

Baron Capital Group, Inc.

+ 持有MORN

+15.09%

3個月報酬率

B

Brookfield Asset Management Ltd.

+ 持有MORN

-8.95%

3個月報酬率

K

Kensico Capital Management Corp.

+ 持有MORN

-14.39%

3個月報酬率

事件時間軸

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

資訊

MORN 常見問題 —— 由 Alphio AI 解答

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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