Morningstar, Inc. Hits 52-Week Low at USD 204.28 Amid Market Decline

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 204.28 on October 30, 2025. This decline marks a significant downturn for the stock, which has experienced a 25.84% decrease over the past year, contrasting sharply with the S&P 500's performance of 18.13% during the same period.
Despite the recent price drop, Morningstar maintains a market capitalization of approximately USD 13.74 billion. The company showcases a robust return on equity (ROE) of 25.67% and a return on capital employed (ROCE) of 17.44%, indicating strong management efficiency. Additionally, Morningstar has demonstrated a healthy ability to service its debt, evidenced by a low debt-to-EBITDA ratio of 0.74 times.

The firm has reported positive results for the last six consecutive quarters, with operating cash flow peaking at USD 535.3 million. However, the stock's performance has consistently lagged behind the S&P 500 over the last three years, with a notable return of -37.35% in the past year. Investors will be closely monitoring how these trends evolve in the coming periods.