Morningstar, Inc. Hits 52-Week Low at USD 218.88 Amid Market Struggles

Morningstar, Inc., a small-cap player in the capital markets industry, has recently reached a new 52-week low of USD 218.88 on October 15, 2025. This decline marks a significant downturn for the stock, which has seen a performance drop of 24.03% over the past year, contrasting sharply with the S&P 500's gain of 13.39% during the same period.
Despite the recent price drop, Morningstar maintains a market capitalization of USD 13,737 million and exhibits strong management efficiency, evidenced by a return on equity (ROE) of 25.67%. The company has demonstrated a robust ability to service its debt, reflected in a low debt-to-EBITDA ratio of 0.74 times. Additionally, Morningstar has reported positive results for the last six consecutive quarters, with operating cash flow peaking at USD 535.3 million.

While the stock's valuation appears high with a price-to-book ratio of 8.51, it has shown healthy long-term growth, with net sales increasing at an annual rate of 12.58%. However, the stock's performance has been below par in both the long and near term, generating a return of -34.27% over the past year.