Morningstar, Inc. Hits New 52-Week Low at USD 222.71

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 222.71 on October 3, 2025. This decline marks a significant downturn for the stock, which has seen a performance drop of 21.8% over the past year, contrasting sharply with the S&P 500's gain of 17.82% during the same period.
Despite the recent price drop, Morningstar maintains a market capitalization of approximately USD 13.74 billion 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, indicating a strong ability to service its debt.

Morningstar has also reported positive results for six consecutive quarters, with operating cash flow peaking at USD 535.3 million. However, the stock's performance has been below par in both the short and long term, generating a return of -28.71% over the past year and underperforming the S&P 500 across multiple timeframes.