Morningstar, Inc. Stock Hits 52-Week Low at USD 230.09

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 230.09 as of September 25, 2025. This decline marks a significant downturn for the stock, which has experienced a one-year performance drop of 19.86%, contrasting sharply with the S&P 500's gain of 15.79% during the same period.
Despite the recent price decline, Morningstar maintains a market capitalization of USD 13,737 million and exhibits strong financial metrics. The company boasts a return on equity (ROE) of 25.67% and a return on capital employed (ROCE) of 17.44%, indicating high management efficiency. Additionally, Morningstar has demonstrated a robust ability to service its debt, reflected in its low debt-to-EBITDA ratio of 0.74 times.

The company has shown healthy long-term growth, with net sales increasing at an annual rate of 12.58%. Morningstar has also reported positive results for the last six consecutive quarters, highlighting its operational strength. However, the stock's performance has consistently lagged behind the S&P 500 over the past three years, raising questions about its market position.