Morningstar, Inc. Hits 52-Week Low at USD 207.02 Amid Decline

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 207.02 on October 29, 2025. This marks a significant decline, with the stock's performance over the past year showing a decrease of 27.78%, contrasting sharply with the S&P 500's gain of 18.33%.
Despite this downturn, Morningstar maintains a market capitalization of USD 13,737 million and exhibits strong financial metrics, including a return on equity (ROE) of 25.67% and a price-to-earnings (P/E) ratio of 42.00. The company has demonstrated robust management efficiency, highlighted by a high return on capital employed (ROCE) of 17.44% and a low debt-to-EBITDA ratio of 0.74 times, indicating a strong ability to service its debt.

Morningstar has also shown healthy long-term growth, with net sales increasing at an annual rate of 12.58%. The company has reported positive results for the last six consecutive quarters, with operating cash flow reaching a peak of USD 535.3 million. However, the stock has consistently underperformed against the S&P 500 over the past three years, raising questions about its market position.