Morningstar, Inc. Stock Hits New 52-Week Low at USD 226.26

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 226.26 as of October 1, 2025. This decline marks a significant downturn for the stock, which has experienced a 21.49% decrease in value over the past year, contrasting sharply with the S&P 500's performance of 16.09% 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 a robust ability to service its debt, reflected in a low debt-to-EBITDA ratio of 0.74 times. Additionally, Morningstar has shown healthy long-term growth, with net sales increasing at an annual rate of 12.58%.

The stock's performance has been characterized by consistent underperformance against the S&P 500 over the last three years, with a notable return of -28.56% in the past year. However, the company has reported positive results for the last six consecutive quarters, highlighting its operational efficiency and strong fundamentals.