Morningstar, Inc.

How big is Morningstar, Inc.?

As of Jun 18, Morningstar, Inc. has a market capitalization of $16.05 billion, with net sales of $2.31 billion and net profit of $384.20 million over the latest four quarters.

As of Jun 18, Morningstar, Inc. has a market capitalization of 16,053.91 million, categorizing it as a Mid Cap company.<BR><BR>As of Jun 18, the sum of Net Sales for the latest four quarters is 2,314.20 million, while the sum of Net Profit for the same period is 384.20 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds at 1,618.60 million and Total Assets at 3,548.90 million.

What does Morningstar, Inc. do?

Morningstar, Inc. provides independent investment research in the capital markets, with recent net sales of $582 million and a market cap of approximately $16 billion. The company is based in Chicago and has a P/E ratio of 42.00.

Overview:<BR>Morningstar, Inc. is a provider of independent investment research in the capital markets industry, operating within the mid-cap market-cap bracket.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 582 Million (Quarterly Results - Mar 2025)<BR>Most recent Net Profit: 78 Million (Quarterly Results - Mar 2025)<BR>Market-cap: USD 16,053.91 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 42.00<BR>Dividend Yield: 0.00%<BR>Debt Equity: -999,999.00<BR>Return on Equity: 24.58%<BR>Price to Book: 9.98<BR><BR>Contact Details:<BR>Address: 22 W Washington St, CHICAGO IL 60602-1605<BR>Tel: 1 312 6966000<BR>Website: http://www.morningstar.com/

Should I buy, sell or hold Morningstar, Inc.?

Who are in the management team of Morningstar, Inc.?

As of March 2022, the management team of Morningstar, Inc. includes Executive Chairman Joseph Mansueto, CEO Kunal Kapoor, and several directors, including Stephen Joynt, Robin Diamonte, Cheryl Francis, Steven Kaplan, and Gail Landis. They are responsible for the company's strategic direction and governance.

As of March 2022, the management team of Morningstar, Inc. includes the following individuals:<BR><BR>- Mr. Joseph Mansueto, who serves as the Executive Chairman of the Board.<BR>- Mr. Kunal Kapoor, who is the Chief Executive Officer and a Director.<BR>- Mr. Stephen Joynt, who is a Director.<BR>- Ms. Robin Diamonte, who is an Independent Director.<BR>- Ms. Cheryl Francis, who is also an Independent Director.<BR>- Dr. Steven Kaplan, who serves as an Independent Director.<BR>- Ms. Gail Landis, who is another Independent Director. <BR><BR>This team oversees the strategic direction and governance of the company.

Is Morningstar, Inc. overvalued or undervalued?

As of September 9, 2025, Morningstar, Inc. is considered expensive and overvalued with a P/E ratio of 42, significantly higher than the peer average of 33.14, while its stock has underperformed with a year-to-date return of -30.60%.

As of 9 September 2025, the valuation grade for Morningstar, Inc. has moved from very expensive to expensive, indicating a slight improvement in its perceived value. The company is currently considered overvalued based on its P/E ratio of 42, which is significantly higher than the peer average of 33.14 for similar companies. Additionally, the EV to EBITDA ratio stands at 26.18, again above the peer average of 21.24, and the PEG ratio of 0.56 suggests that the stock may not be justified at its current price given its growth prospects.<BR><BR>In comparison to its peers, Franklin Resources, Inc. is rated very attractive with a P/E of 14.94, highlighting a stark contrast in valuation metrics. Morningstar's recent stock performance has been underwhelming, with a year-to-date return of -30.60%, compared to a 12.22% return for the S&P 500, which reinforces the notion that the stock is overvalued at present.

Is Morningstar, Inc. technically bullish or bearish?

As of July 31, 2025, Morningstar, Inc. has shifted to a bearish technical trend, indicated by weak signals from MACD and Bollinger Bands, underperforming the S&P 500 with a year-to-date return of -30.60%.

As of 31 July 2025, the technical trend for Morningstar, Inc. has changed from mildly bearish to bearish. The current technical stance is bearish with a weak strength indicated by the weekly MACD and Bollinger Bands both showing bearish signals. The daily moving averages also confirm a bearish trend. The KST is bearish on the weekly and mildly bearish on the monthly, while the Dow Theory indicates a mildly bearish stance on both time frames. The OBV presents a conflicting mildly bullish signal on the weekly but is bearish on the monthly. <BR><BR>In terms of performance, Morningstar has underperformed the S&P 500 across multiple periods, with a year-to-date return of -30.60% compared to the S&P 500's 12.22%, and a one-year return of -26.12% versus 17.14%.