Morningstar, Inc. Hits 52-Week Low at USD 221.02 Amidst Significant Decline

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 221.02 on October 6, 2025. This decline marks a significant downturn for the stock, which has experienced a 22.66% decrease in value over the past year, contrasting sharply with the S&P 500's performance of 17.82% during the same period.
Despite the recent price drop, 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, further underscoring its operational strength. However, the stock's performance has been below par in both the near and long term, generating a return of -29.89% over the past year.